TAWA CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- TAWA CHARITABLE FOUNDATION (EIN 71-1035371)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-14
- IRS object ID
- 202501349349105265
- Schema version
- 2024v5.1
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T17:04:55-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330247880 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R C ACCOUNTANCY CORP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8861 KATELLA AVE | AddressLine1Txt |
| City | ANAHEIM | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92804 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 711035371 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAWA CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TAWA | BusinessNameControlTxt |
| Phone | 7145218899 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6338 REGIO AVENUE | AddressLine1Txt |
| City | BUENA PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90620 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALICE T CHEN | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2025-05-14 | 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 | L ZHANG CPA | PreparerPersonNm |
| PTIN | P03107620 | PTIN |
| Phone | 7149953700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,834,405 | 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 | $32,304 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $32,304 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $32,304 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $18,954 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,954 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $18,954 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $46,380 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $906,956 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $46,380 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $46,380 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $25 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $97,663 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $97,638 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $97,638 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,750 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $113 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $88 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $25 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,859 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,859 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $12,722 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,947 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,775 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $87,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $87,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $99,722 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,947 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $89,775 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,059 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $87,691 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $97,638 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $128,172 | CashBOYAmt |
| Cash EOY | $38,331 | CashEOYAmt |
| Cash EOYFMV | $38,331 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,609,258 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,796,074 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,796,074 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $499 | OtherAssetsBOYAmt |
| Total Assets BOY | $1,737,929 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,834,405 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,834,405 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $720 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $720 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,737,929 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,833,685 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,737,929 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,833,685 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,737,929 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,834,405 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,737,929 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,059 | ExcessRevenueOverExpensesAmt |
| Other Increases | $99,034 | OtherIncreasesAmt |
| Subtotal | $1,834,904 | SubtotalAmt |
| Other Decreases | $1,219 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,833,685 | 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 |
|---|---|---|---|---|---|---|---|
| STOCK TRANSACTION | P | 2024-12-31 | 2024-12-31 | $580,239 | $570,262 | $9,977 | $9,977 |
| STOCK TRANSACTION | P | 2024-12-31 | 2024-12-31 | $326,698 | $290,314 | $36,384 | $36,384 |
| CAPITAL GAIN DISTRIBUTION | P | $19 | $19 | $19 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $46,380 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $46,380 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,219 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,219 | SubtotalAmt |
| Tax Based On Investment Income | $1,219 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $499 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $499 | TotalPaymentsAndCreditsAmt |
| Tax Due | $720 | 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 | false | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALICE CHEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7145218899 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6338 REGIO AVE | AddressLine1Txt |
| City | BUENA PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90620 | 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 |
|---|---|---|---|---|---|---|
| ALICE T CHEN | ||||||
| 4841 E COPA DE ORO DR | ANAHEIM | CA | 92807 | Treasurer | 1.00 | $0 |
| NANCY CHEN RAY | ||||||
| 255 HILLSIDE ROAD | SOUTH PASADENA | CA | 91030 | President | 1.00 | $0 |
| JONSON I-NIEN CHEN | ||||||
| 1019 12TH ST | HUNTINGTON BEACH | CA | 92648 | Secretary | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | 2024 TAWA SCHOLARSHIP | Description1Txt |
| Expenses1 | $6,000 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,717,845 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $117,229 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,835,074 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,835,074 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,526 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,807,548 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $90,377 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $90,377 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,219 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,219 | TotalTaxAmt |
| Distributable Before Adj | $89,158 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $89,158 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $89,158 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $89,775 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $89,775 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $89,158 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $97,321 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,719 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $26,602 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,646 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,243 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $145,531 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $89,775 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $89,158 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $617 | RemainingDistriFromCorpusAmt |
| Total Corpus | $146,148 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $97,321 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $48,827 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,719 | ExcessFromYear4Amt |
| Excess From Year3 | $26,602 | ExcessFromYear3Amt |
| Excess From Year2 | $13,646 | ExcessFromYear2Amt |
| Excess From Year1 | $2,243 | ExcessFromYear1Amt |
| Excess From Current Year | $617 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| SAN GABRIEL VALLEY FAMILY CENTER | ||||||
| 11401 VALLEY BLVD STE 204 | EL MONTE | CA | 91731 | PC | CHARITABLE | $5,000 |
| SENIORS FIGHT BACK | ||||||
| 18080 6762 CRENSHAW BLVD | TORRANCE | CA | 90504 | PC | CHARITABLE | $5,000 |
| TZU CHI FOUNDATION | ||||||
| 1100 S VALLEY CENTER AVE | SAN DIMAS | CA | 91773 | PC | CHARITABLE | $5,000 |
| 2024 TAWA SCHOLARSHIP | ||||||
| 6338 REGIO AVENUE | BUENA PARK | CA | 90620 | I | CHARITABLE | $6,000 |
| ASIAN YOUTH CENTER | ||||||
| 100 W CLARY AVE | SAN GABRIEL | CA | 91776 | PC | CHARITABLE | $7,000 |
| CITY OF HOPE | ||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | PC | CHARITABLE | $10,000 |
| CHOC CHILDREN'S FOUNDATION | ||||||
| 1201 WEST LA VETA AVENUE | ORANGE | CA | 92868 | PC | CHARITABLE | $10,000 |
| OC PROFESSIONAL FIREFIGHTERS EVENT | ||||||
| 14252 CULVER DRIVE A144 | IRVINE | CA | 92604 | PC | CHARITABLE | $2,000 |
| CALIFORNIA FIRE FOUNDATION | ||||||
| 1780 CREEKSIDE OAKS DRIVE | SACREMENTO | CA | 95833 | PC | CHARITABLE | $10,000 |
| AMERICAN RED CROSS | ||||||
| 600 PARKCENTER DRIVE | SANTA ANA | CA | 92705 | PC | CHARITABLE | $10,000 |
| BUENA PARK POLICE ASSOCIATION | ||||||
| PO BOX 6234 | BUENA PARK | CA | 90622 | PC | CHARITABLE | $2,000 |
| THE 109TH PRECINCT COMMUNITY COUNCI | ||||||
| 37-05 UNION ST | FLUSHING | NY | 11354 | PC | CHARITABLE | $5,000 |
| NAMI SAN GABRIEL VALLEY | ||||||
| 1355 N MENTOR AVE 40016 | PASADENA | CA | 91114 | PC | CHARITABLE | $5,000 |
| DOWNTOWN FLUSHING TRANSIT HUB | ||||||
| 135-20 39TH AVENUE 6TH FLOOR | FLUSHING | NY | 11354 | PC | CHARITABLE | $4,000 |
| ROTARY DISTRICT 5320 | ||||||
| 1619 N BRIAN ST SUITE B | ORANGE | CA | 92867 | PC | CHARITABLE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $87,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,304 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,954 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $46,380 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VOID CHECK | Desc |
| Related Or Exempt Function Incm | $25 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $51,258 | ExclusionAmt |
| Related Or Exempt Function Incm | $46,405 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $97,663 | 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 AND TAX | CategoryTxt |
| Amt | $2,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,750 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2024 EXCISE TAX | Desc |
| Amt | $1,219 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEE | Desc |
| Revenue And Expenses Per Books | $9,859 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $9,859 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VOID CHECK | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $88 | $88 | |
| ANNUAL REGISTRATION | $25 | $25 |
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