WILLIAM AND MARGARET KANG FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM AND MARGARET KANG FOUNDATION (EIN 82-4304512)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-09
- IRS object ID
- 202223139349102757
- Schema version
- 2021v4.0
- 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
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-09T21:00:26-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331080220 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN LEE & ASSOCIATES PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11410 NE 19TH STREET | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 980043030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 824304512 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM & MARGARET KANG FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 4257752020 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4215 198TH ST SW STE 104 | AddressLine1Txt |
| City | LYNNWOOD | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM KANG | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 4257752020 | PhoneNum |
| Signature | 2022-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | KANG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN LEE CPA | PreparerPersonNm |
| PTIN | P00287695 | PTIN |
| Phone | 4256981348 | PhoneNum |
| Preparation | 2022-11-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $736,008 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $200,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $3,884 | DividendsRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | $10,893 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $35,192 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,337 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $214,777 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,337 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $2,000 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $38,850 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $36,850 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $175,927 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,337 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $105,562 | CashBOYAmt |
| Cash EOY | $160,888 | CashEOYAmt |
| Cash EOYFMV | $160,888 | CashEOYFMVAmt |
| Corporate Stock BOY | $454,519 | CorporateStockBOYAmt |
| Corporate Stock EOY | $575,120 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $575,120 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $560,081 | TotalAssetsBOYAmt |
| Total Assets EOY | $736,008 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $736,008 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $560,081 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $736,008 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $560,081 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $736,008 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $560,081 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $736,008 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $560,081 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $175,927 | ExcessRevenueOverExpensesAmt |
| Subtotal | $736,008 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $736,008 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,337 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $60 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $60 | SubtotalAmt |
| Tax Based On Investment Income | $60 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $60 | TaxDueAmt |
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 | WA | 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 |
| Individual With Books | WILLIAM KANG | IndividualWithBooksNm |
| Phone | 4257752020 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4215 198TH ST SW STE 104 | AddressLine1Txt |
| City | LYNNWOOD | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98036 | 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 |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM KANG | ||||||||
| 17910 VISTA DEL MAR DRIVE | EDMONDS | WA | 98026 | OFFICER | 000.00 | $0 | $0 | $0 |
| MARGARET KANG | ||||||||
| 17910 VISTA DEL MAR DRIVE | EDMONDS | WA | 98026 | OFFICER | 000.00 | $0 | $0 | $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 | CHARITABLE DONATIONS | Description1Txt |
| Expenses1 | $36,850 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $724,178 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $160,888 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $885,066 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $885,066 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,276 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $871,790 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $43,590 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $43,590 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $60 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $60 | TotalTaxAmt |
| Distributable Before Adj | $43,530 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $43,530 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $43,530 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $36,850 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $36,850 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $43,530 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $12,750 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,186 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,249 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $26,185 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $36,850 | QualifyingDistributionsAmt |
| Applied To Current Year | $36,850 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $6,680 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $6,680 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $19,505 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $19,505 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $6,070 | ExcessFromYear3Amt |
| Excess From Year2 | $8,186 | ExcessFromYear2Amt |
| Excess From Year1 | $5,249 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNITED SEATTLE-BELLEVUE KOR SCHOOL | |||||||
| P O BOX 1406 | BELLEVUE | WA | 980091406 | UNLEATED | NON-PROFIT | DONATION | $2,000 |
| HUH JAE-MAN | |||||||
| 4215 198TH ST SW STE 104 | LYNNWOOD | WA | 98036 | UNRELATED | MISSIONARY | DONATION | $5,000 |
| UNITED PRESBYTERIAN CHURCH OF SEATT | |||||||
| 8506 238TH ST SW | EDMONDS | WA | 98026 | UNRELATED | CHURCH | DONATION | $4,600 |
| FRONTIERS USA | |||||||
| P O BOX 60730 | PHOENIX | AZ | 85082 | UNRELATED | NON-PROFIT | DONATION | $3,000 |
| WE ARE FAMILY FOUNDATION | |||||||
| 163 AMSTERDAM AVE 1417 | NEW YORK | NY | 10023 | UNRELATED | NON-PROFIT | DONATION | $2,500 |
| EQUILITY NOW INC | |||||||
| P O BOX 7160 | NEW YORK | NY | 10008 | UNRELATED | NON-PROFIT | DONATION | $1,000 |
| ALL GOOD LIVING FOUNDATION | |||||||
| 2332 ALAMEDA AVE | ALAMEDA | CA | 94501 | UNRELATED | NON-PROFIT | DONATION | $750 |
| ALAMEDA FOOD BANK | |||||||
| 650 W RAMGER AVE SUITE D | ALAMEDA | CA | 94501 | UNRELATED | NON-PROFIT | DONATION | $550 |
| WATCHTOWER | |||||||
| 900 RED MILLS ROAD | WALLKILL | NY | 12589 | UNRELATED | NON-PROFIT | DONATION | $2,000 |
| LYOUNG KWON | |||||||
| 4125 198TH ST SW STE 104 | LYNNWOOD | WA | 98036 | UNREALTED | MISSIONARY | DONATION | $6,500 |
| HYUNSUNG JEONG | |||||||
| 4125 198TH ST SW STE 104 | LYNNWOOD | WA | 98036 | UNRELATED | MISSIONARY | DONATION | $5,000 |
| TOYS FOR TOTS | |||||||
| 18251 QUANTICO GATEWAY DR | TRIANGLE | VA | 22172 | UNRELATED | NON-PROFIT | DONATION | $1,000 |
| SAINT ANN'S SCHOOL | |||||||
| 129 PIERREPONT ST | BROOKLYN | NY | 11201 | UNRELATED | NON-PROFIT | DONATION | $500 |
| WHITMAN COLLEGE | |||||||
| 345 BOYER AVE | WALLA WALLA | WA | 99362 | UNRELATED | NON-PROFIT | DONATION | $500 |
| ST PAULS EPISCOPAL SCHOOL | |||||||
| 116 MONTECITO AVE | OAKLAND | CA | 94610 | UNRELATED | NON-PROFIT | DONATION | $550 |
| WORLD VISION | |||||||
| P O BOX 9716 | FEDERAL WAY | WA | 98063 | UNRELATED | NON-PROFIT | DONATION | $500 |
| TEAM READ | |||||||
| 2445 3RD AVE S | SEATTLE | WA | 98124 | UNRELATED | NON-PROFIT | DONATION | $150 |
| FOR THE MANY | |||||||
| 29 N HAMILTON ST L05 | POUGHKEEPSIE | NY | 12601 | UNRELATED | NON-PROFIT | DONATION | $500 |
| JURUSALEM UNIVERSITY COLLEGE | |||||||
| 1185 WESLEY AVE | XENIA | OH | 45385 | UNRELATED | NON-PROFIT | DONATION | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,850 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,884 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $10,893 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $14,777 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,777 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| WILLIAM KANG | ||||||
| 1 | 17910 VISTA DEL MAR DRIVE | EDMONDS | WA | 98026 | $100,000 | Yes (X) |
| MARGARET KANG | ||||||
| 2 | 17910 VISTA DEL MAR DRIVE | EDMONDS | WA | 98026 | $100,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $2,000 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| ADVISORS INNER CIRCLE FD II | 2021-12 | PURCHASE | 2021-12 | $1,519 | $1,508 | $11 |
| ADVISORS INNER CIRCLE FD II | 2021-12 | PURCHASE | 2021-12 | $643 | $577 | $66 |
| NATIONWIDE MUT FDS NEW | 2021-12 | PURCHASE | 2021-12 | $8,153 | $7,578 | $575 |
| ADVISORS INNER CIRCLE FD II | 2019-12 | PURCHASE | 2021-12 | $13,603 | $9,136 | $4,467 |
| NATIONWIDE MUT FDS NEW | 2020-12 | PURCHASE | 2021-12 | $6,937 | $5,500 | $1,437 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | WELLS FARGO BANK SECURITIES | StockNm |
| EOY Book Value | $575,120 | EOYBookValueAmt |
| EOYFMV | $575,120 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PRIOR PERIOD YE ADJSTMENT | CategoryOrItemTxt |
Comments