BETA

E & M FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
E & M FOUNDATION INC (EIN 76-0509216)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-27
IRS object ID
202531479349100668
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-27T11:05:08-07:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN760189836PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SHIEH LEE & COMPANYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19889 BELLAIRE BLVD STE 127AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77036ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN760509216EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1E & M FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlE&MFBusinessNameControlTxt
Phone7139549507PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 19383AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP772249383ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEMILY WANGPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone7139549507PhoneNum
Signature2025-05-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonVERA LEEPreparerPersonNm
PTINP00037152PTIN
Phone7139549507PhoneNum
Preparation2025-05-27PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,793,015FMVAssetsEOYAmt
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$4,145InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,145InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$4,145InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$88,890DividendsRevAndExpnssAmt
Dividends Net Invst Incm$88,890DividendsNetInvstIncmAmt
Dividends Adj Net Incm$88,890DividendsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm$74,814CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$93,035TotalRevAndExpnssAmt
Total Net Invst Incm$167,849TotalNetInvstIncmAmt
Total Adj Net Incm$93,035TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,875AccountingFeesRevAndExpnssAmt
Accounting Fees Adj Net Incm$1,875AccountingFeesAdjNetIncmAmt
Other Prof Fees Rev And Expnss$0OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$0TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$54OtherExpensesRevAndExpnssAmt
Other Expenses Adj Net Incm$54OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$1,929TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$1,929TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$146,522ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$146,522ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$148,451TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$1,929TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$146,522TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$55,416ExcessRevenueOverExpensesAmt
Net Investment Income$167,849NetInvestmentIncomeAmt
Adjusted Net Income$91,106AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$234,640CashBOYAmt
Cash EOY$267,841CashEOYAmt
Cash EOYFMV$267,841CashEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY$407,947CorporateStockBOYAmt
Corporate Stock EOY$394,144CorporateStockEOYAmt
Corporate Stock EOYFMV$2,525,174CorporateStockEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$642,587TotalAssetsBOYAmt
Total Assets EOY$661,985TotalAssetsEOYAmt
Total Assets EOYFMV$2,793,015TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Additional Paid In Capital BOY$642,587AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$661,985AdditionalPaidInCapitalEOYAmt
Tot Net Ast Or Fund Balances BOY$642,587TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$661,985TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$642,587TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$661,985TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$642,587TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$55,416ExcessRevenueOverExpensesAmt
Other Increases$74,814OtherIncreasesAmt
Subtotal$661,985SubtotalAmt
Tot Net Ast Or Fund Balances EOY$661,985TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyEAST WEST BANCORP STOCKS 1000 SHARESPropertyDesc
How AcquiredDHowAcquiredCd
Acquired2000-01-01AcquiredDt
Sold2024-07-31SoldDt
Gross Sales Price$88,617GrossSalesPriceAmt
Depreciation$0DepreciationAmt
Cost Or Other Basis$13,803CostOrOtherBasisAmt
Gain Or Loss$74,814GainOrLossAmt
FMV As Of123169$0FMVAsOf123169Amt
Adjusted Basis As Of123169$0AdjustedBasisAsOf123169Amt
Excess FMV Over Adjusted Bss$0ExcessFMVOverAdjustedBssAmt
Gains Minus Excess Or Losses$74,814GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$74,814CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,333InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,333SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,333TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,315EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$2,315TotalPaymentsAndCreditsAmt
Original Return Tax Paid$2,315OriginalReturnTaxPaidAmt
Tax Due$18TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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 SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksEMILY WANGIndividualWithBooksNm
Phone7139549507PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 772866AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77215ZIPCd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Relying Current Ntc Dsstr Asst1Yes (X)RelyingCurrentNtcDsstrAsst1Ind
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
EMILY WANG
PO BOX 772866HOUSTONTX77215DIRECTOR3.00$0$0$0
MING WANG
PO BOX 772866HOUSTONTX77215DIRECTOR3.00$0$0$0
GRACE SHIEH
9889 BELLAIRE 127HOUSTOTX77036DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
Description2NONEDescription2Txt
Expenses2$0Expenses2Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,409,751AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$229,780AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,639,531TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$2,639,531AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$39,593CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,599,938NetVlNoncharitableAssetsAmt
Minimum Investment Return$129,997MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$129,997MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,333TaxBasedOnInvestmentIncomeAmt
Total Tax$2,333TotalTaxAmt
Distributable Before Adj$127,664DistributableBeforeAdjAmt
Distributable Before Ded$127,664DistributableBeforeDedAmt
Distributable As Adjusted$127,664DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$146,522ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$146,522QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$127,664DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$58,942ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$51,000ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$175,500ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$211,561ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$208,951ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$705,954TotalExcessDistributionCyovAmt
Qualifying Distributions$146,522QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$146,522RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$127,664ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$127,664ExcessDistributionCyovAppCYAmt
Total Corpus$724,812TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$724,812ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$157,778ExcessFromYear3Amt
Excess From Year2$211,561ExcessFromYear2Amt
Excess From Year1$208,951ExcessFromYear1Amt
Excess From Current Year$146,522ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
University of St Thomas
3800 Montrose BlvdHOUSTONTX77006EXEMPT ORGDONATION$33,022
TRINITY UNIVERSITY
One Trinity PlaceSAN ANTONIOTX78212EXEMPT ORGDONATION$30,000
Army War College Foundation Inc
122 Forbes AvenueCARLISLEPA17013EXEMPT ORGDONATION$2,000
University of Oklahoma Foundation
100 W Timberdell RdNORMANOK73019EXEMPT ORGDONATION$5,000
Houston Taiwan Institute for Seniors
5855 Sovereign Dr Suite GHOUSTONTX77036EXEMPT ORGDONATION$5,000
Trio Oriens
4515 Park CtBELLAIRETX77401EXEMPT ORGDONATION$6,500
Kita Foundation
PO Box 5241BLOOMINGTONIN47407EXEMPT ORGDONATION$5,000
UT Health Science Center at San Antonio
7703 Floyd Curl DriveSAN ANTONIOTX78229EXEMPT ORGDONATION$45,000
Rice University
PO Box 1892HOUSTONTX77251EXEMPT ORGDONATION$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$146,522TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$4,145RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$88,890RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$74,814RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$167,849RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$167,849TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3CASH USED FOR DONATION
4CASH USED FOR DONATION

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

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp (2 entries)

DescDescAmtAmt
NONE$0
NONE$0

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
East West Bank 25819 shares at 12/31/2024$356,366$2,472,427
SPDR S&P500 ETF TRUST 90 SHARES$37,778$52,747

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGEDesc
Revenue And Expenses Per Books$54RevenueAndExpensesPerBooksAmt
Adjusted Net Income$54AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCAPITAL GAINDesc
Amt$74,814Amt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.