CM CHEN FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CM CHEN FOUNDATION INC (EIN 01-0675481)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-11
- IRS object ID
- 202303159349100115
- 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
- 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 | 2023-11-11T12:02:56-08:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHIH-MING | PersonFirstNm |
| Person Last | CHEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,115,522 | 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 | $576 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $576 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $576 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $181,134 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $181,134 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $181,134 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$685,530 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,036,154 | GrossSalesPriceAmt |
| Total Rev And Expnss | -$503,820 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $181,710 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $181,710 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $886 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $886 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $886 | 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 | $3,361 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,361 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $3,361 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $210,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $210,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $213,361 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,361 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $3,361 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $210,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$717,181 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $178,349 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $178,349 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $288,496 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $197,535 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $197,535 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,355,789 | CorporateStockBOYAmt |
| Corporate Stock EOY | $977,109 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $768,900 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,535,681 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,298,952 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,148,440 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $13,015 | OtherAssetsBOYAmt |
| Other Assets EOY | $647 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $647 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,192,981 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,474,243 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,115,522 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,192,981 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,474,243 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,192,981 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,474,243 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,192,981 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,474,243 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,192,981 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$717,181 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,475,800 | SubtotalAmt |
| Other Decreases | $1,557 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,474,243 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| JPM INC FD | P | 2021-01-01 | 2022-12-31 | $321,865 | $316,000 | $5,865 | $5,865 |
| PRINCIPAL HIGH YIELD | P | 2021-01-01 | 2022-12-31 | $197,306 | $218,075 | -$20,769 | -$20,769 |
| JPMORGAN CHASE & CO | P | 2021-01-01 | 2022-12-31 | $439,000 | $454,368 | -$15,368 | -$15,368 |
| ACTAVIS (ALLERGAN) | P | 2021-01-01 | 2022-12-31 | $125,000 | $125,031 | -$31 | -$31 |
| GENWORTH HLDGS INC | P | 2021-01-01 | 2022-12-31 | $126,325 | $110,781 | $15,544 | $15,544 |
| GOL FIN SA 7.0% | P | 2021-01-01 | 2022-12-31 | $623,750 | $979,300 | -$355,550 | -$355,550 |
| PKWY PANTAI LTD | P | 2021-01-01 | 2022-12-31 | $200,000 | $193,500 | $6,500 | $6,500 |
| GLATFELTER CORP | P | 2021-01-01 | 2022-12-31 | $145,738 | $320,383 | -$174,645 | -$174,645 |
| ADAMS NATURAL RESOURCES FD | P | 2021-01-01 | 2022-12-31 | $185,640 | $173,441 | $12,199 | $12,199 |
| SOLAR CAPITAL LTD | P | 2021-01-01 | 2022-12-31 | $193,871 | $250,062 | -$56,191 | -$56,191 |
| VIAD CORP | P | 2021-01-01 | 2022-12-31 | $138,903 | $242,000 | -$103,097 | -$103,097 |
| VPMXX | P | 2021-01-01 | 2022-12-31 | $338,756 | $338,743 | $13 | $13 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$685,530 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,479 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,479 | SubtotalAmt |
| Tax Based On Investment Income | $2,479 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $12 | EsPenaltyAmt |
| Overpayment | $109 | OverpaymentAmt |
| Applied To ES Tax | $109 | 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 | $3,134,941 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $404,621 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,539,562 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,539,562 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $53,093 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,486,469 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $174,323 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $174,323 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,479 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,479 | TotalTaxAmt |
| Distributable Before Adj | $171,844 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $171,844 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $171,844 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $210,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $210,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $171,844 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $210,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $171,844 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $38,156 | RemainingDistriFromCorpusAmt |
| Total Corpus | $38,156 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $38,156 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $38,156 | ExcessFromCurrentYearAmt |
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 |
|---|---|---|---|---|---|---|
| OHIO STATE UNIVERSITY FOUNDATION | ||||||
| 14 E 15TH AVE | COLUMBUS | OH | 43201 | PC | GENERAL SUPPORT | $100,000 |
| NTUADF | ||||||
| 38 RIDGEFIELD LANE | WILLOWBROOK | IL | 60527 | PC | GENERAL SUPPORT | $110,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $210,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $576 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $181,134 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$685,530 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $181,710 | ExclusionAmt |
| Related Or Exempt Function Incm | -$685,530 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$503,820 | 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 | $886 | LegalFeesAmt |
| Net Investment Income | $886 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $886 | 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 | $13,015 | BOYBookValueAmt |
| EOY Book Value | $647 | EOYBookValueAmt |
| EOYFMV | $647 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2022 ESTIMATED TAX | Desc |
| Amt | $1,557 | Amt |