CHU FAMILY FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
CHU FAMILY FOUNDATION INC (EIN 32-0338339)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-09-15
IRS object ID
202302589349100805
Schema version
2022v5.0
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)
Return2023-09-15T08:42:45-07:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

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
Signature2023-09-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJEE HPersonFirstNm
Person LastCHUPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
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

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,373,082FMVAssetsEOYAmt
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$6,817InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6,817InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$6,817InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$75,958DividendsRevAndExpnssAmt
Dividends Net Invst Incm$75,958DividendsNetInvstIncmAmt
Dividends Adj Net Incm$75,958DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$244,704NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,072,565GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$244,704CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$327,479TotalRevAndExpnssAmt
Total Net Invst Incm$327,479TotalNetInvstIncmAmt
Total Adj Net Incm$82,775TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$625LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$625LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,875AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,875AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$1,777InterestRevAndExpnssAmt
Interest Net Invst Incm$1,777InterestNetInvstIncmAmt
Taxes Rev And Expnss$16,227TaxesRevAndExpnssAmt
Taxes Net Invst Incm$16,227TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$16,594TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$16,594TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$87,530OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$72,197OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$15,333OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$124,628TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$90,201TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$34,427TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$472,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$472,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$596,628TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$90,201TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$506,427TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$269,149ExcessRevenueOverExpensesAmt
Net Investment Income$237,278NetInvestmentIncomeAmt
Adjusted Net Income$82,775AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$253,018CashBOYAmt
Cash EOY$391,825CashEOYAmt
Cash EOYFMV$381,825CashEOYFMVAmt
Corporate Stock BOY$8,646,171CorporateStockBOYAmt
Corporate Stock EOY$5,991,257CorporateStockEOYAmt
Corporate Stock EOYFMV$5,991,257CorporateStockEOYFMVAmt
Total Assets BOY$8,899,189TotalAssetsBOYAmt
Total Assets EOY$6,383,082TotalAssetsEOYAmt
Total Assets EOYFMV$6,373,082TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$8,899,189NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$6,383,082NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$8,899,189TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,383,082TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,899,189TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,383,082TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,899,189TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$269,149ExcessRevenueOverExpensesAmt
Subtotal$8,630,040SubtotalAmt
Other Decreases$2,246,958OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,383,082TotNetAstOrFundBalancesEOYAmt

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
SHORT TERM - SEE ATTACHEDP2022-01-012022-12-31$50,186$57,115-$6,929-$6,929
LONG TERM - SEE ATTACHEDP2001-01-012022-12-31$98,591$107,984-$9,393-$9,393
SHORT TERM - SEE ATTACHEDP2022-01-012022-12-31$334,078$409,493-$75,415-$75,415
LONG TERM - SEE ATTACHEDP2001-01-012022-12-31$512,487$254,550$257,937$257,937
STARBUCKS CORP WASHINGTONP2012-05-022022-02-17$1,211$376$835$835
SHORT TERM - SEE ATTACHEDP2022-01-012022-12-31$117,999$131,925-$13,926-$13,926
LONG TERM - SEE ATTACHEDP2001-01-012022-12-31$439,295$385,362$53,933$53,933
SHORT TERM - SEE ATTACHEDP2022-01-012022-12-31$1,266,771$1,247,158$19,613$19,613
SHORT TERM - SEE ATTACHEDP2022-01-012022-12-31$6,401$6,480-$79-$79
LONG TERM - SEE ATTACHEDP2001-01-012022-12-31$110,817$112,859-$2,042-$2,042
SHORT TERM - SEE ATTACHEDP2022-01-012022-12-31$1,133,770$1,114,559$19,211$19,211
CAPITAL GAIN DISTRIBUTIONSP2022-01-012022-12-31$959$959$959
FieldValueIRS element (for citing)
Capital Gain Net Income$244,704CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$56,566NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,298InvestmentIncomeExciseTaxAmt
Subtotal$3,298SubtotalAmt
Tax Based On Investment Income$3,298TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,247EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$6,247TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$2,949OverpaymentAmt
Applied To ES Tax$2,949AppliedToESTaxAmt

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$6,648,813AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$661,930AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,310,743TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$7,310,743AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$109,661CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,201,082NetVlNoncharitableAssetsAmt
Minimum Investment Return$360,054MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$360,054MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,298TaxBasedOnInvestmentIncomeAmt
Total Tax$3,298TotalTaxAmt
Distributable Before Adj$356,756DistributableBeforeAdjAmt
Distributable Before Ded$356,756DistributableBeforeDedAmt
Distributable As Adjusted$356,756DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$506,427ExpensesAndContributionsAmt
Qualifying Distributions$506,427QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$356,756DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$30,706ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$26,045ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$94,643ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$58,171ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$33,503ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$243,068TotalExcessDistributionCyovAmt
Qualifying Distributions$506,427QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$356,756AppliedToCurrentYearAmt
Remaining Distri From Corpus$149,671RemainingDistriFromCorpusAmt
Total Corpus$392,739TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$30,706ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$362,033ExcessDistriCyovToNextYrAmt
Excess From Year4$26,045ExcessFromYear4Amt
Excess From Year3$94,643ExcessFromYear3Amt
Excess From Year2$58,171ExcessFromYear2Amt
Excess From Year1$33,503ExcessFromYear1Amt
Excess From Current Year$149,671ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
UNIVERSTIY OF GEORGIA FOUNDATION
394 S MILLEDGE AVE STE 100ATHENSGA30602PCTO PROVIDE SCHOLARSHIPS$10,000
THE KOREAN AMERICAN SCHOOL OF ATLAN
3460 SUMMIT RIDGE PARKWAY STE 603DULUTHGA30096PCTO PROVIDE SCHOLARSHIPS$10,000
THE GA CLUB FOUNDATION
662 GARDEN CIRCLESTATHAMGA30666PCTO PROVIDE SCHOLARSHIPS$10,000
INTERNATIONAL SOCIETY OF NUCLEOSIDE
1000 HILLTOP CIRCLEBALTIMOREMD21250PCTO PROVIDE SCHOLARSHIPS$10,000
USO
PO BOX 96860WASHINGTONDC20077PCTO PROVIDE SCHOLARSHIPS$10,000
KOREAN AMERICAN CULTURAL FOUNDATION
3268 SMITHTOWN RDSUWANEEGA30024PCTO PROVIDE SCHOLARSHIPS$10,000
CHILDREN'S NATIONAL HOSPITAL FOUNDA
1 INVENTA PLACE 6TH FLOOR WESTSILVER SPRINGMD20910PCTO PROVIDE SCHOLARSHIPS$100,000
WCSCC CHARITIES INC
6555 SUGARLOAF PKWY STE 307-198DULUTHGA30097TO PROVIDE SCHOLARSHIPS$3,000
INTERNATIONAL SOCIETY FOR ANTIVIRAL
5600 OLD MAINLOGANUT84322PCTO PROVIDE SCHOLARSHIPS$10,000
DAYBREAK UNIVERSITY
321 S STATE COLLEGE BLVDANAHEIMCA92806PCTO PROVIDE SCHOLARSHIPS$50,000
THE KOREAN AMERICAN SCHOLARSHIP FDN
PO BOX 67DULUTHGA30097PCTO PROVIDE SCHOLARSHIPS$29,000
KOREAN WAR VETERANS MEMORIAL FDN
950 NORTH WASHINGTON ST STE 220ALEXANDRIAVA22314PCTO PROVIDE SUPPORT$10,000
THE KOREAN ASSOC OF THE GREATER ATL
5900 BROOK HOLLOW PARKWAYNORCROSSGA30071PCTO PROVIDE SCHOLARSHIPS$201,000
HEALTH ONE MEDICAL ASSOCATION INC
10710 MEDLOCK BRIDGE RD STE 150JOHNS CREEKGA30097PCTO PROVIDE SCHOLARSHIPS$5,000
KOREAN CULTURAL CENTER
3483 SATELLITE BLVD STE 211-SDULUTHGA30096PCTO PROVIDE SUPPORT$3,000
MISSION AGAPE
PO BOX 653DULUTHGA30096PCTO PROVIDE SUPPORT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$472,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$6,817RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$75,958RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$244,704RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$327,479RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$327,479TotalIncomeProducingActyAmt

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$1,875Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,875DisbursementsCharitablePrpsAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$625LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$625DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
COMMUNICATION EXPENSES$70$70
DUES AND SUBSCRIPTIONS$30$30
INSURANCE$1,060$1,060
INVESTMENT FEES$67,657$67,657
MEALS$14,033$14,033
OTHER INVESTMENT EXPENSES$4,540$4,540
POSTAGE$140$140

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
Federal taxes$15,000$15,000
Foreign taxes paid on investment income$1,227$1,227

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