TINY BEAM FUND INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- TINY BEAM FUND INC (EIN 83-3062276)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-10
- IRS object ID
- 202223149349101317
- Schema version
- 2021v4.2
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-10T10:32:59-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042106505 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NUTTER MCCLENNEN & FISH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEAPORT WEST 155 SEAPORT BLVD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022102604 | 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 | 833062276 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TINY BEAM FUND INC | BusinessNameLine1Txt |
| Business Name Line2 | CARMEN LEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TINY | BusinessNameControlTxt |
| Phone | 6174392503 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 BOWDOIN STREET 506 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02114 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARMEN LEE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6174392503 | PhoneNum |
| Signature | 2022-07-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CARMEN | PersonFirstNm |
| Person Last | LEE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL F RICH | PreparerPersonNm |
| PTIN | P00567473 | PTIN |
| Phone | 6174392503 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $12,833,063 | 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 | $10,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $318 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $318 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $89,655 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $89,655 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,445 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,129,364 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,445 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,675 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $10,675 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $10,103,093 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $92,418 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $10,675 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $818 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $614 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $204 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,875 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $625 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,827 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,620 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,207 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,132 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,132 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $28,487 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $28,335 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $151 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $45,764 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,576 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,187 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $321,441 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $321,441 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $367,205 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,576 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $325,628 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,735,888 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $50,842 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,675 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$10 | CashEOYAmt |
| Cash EOYFMV | -$10 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $441,304 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,307,632 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,307,632 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $2,292,224 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,168,523 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,525,441 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,733,528 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,476,145 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,833,063 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,733,528 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,476,145 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,733,528 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,476,145 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,733,528 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,476,145 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,733,528 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,735,888 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,967 | OtherIncreasesAmt |
| Subtotal | $12,478,383 | SubtotalAmt |
| Other Decreases | $2,238 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,476,145 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (45 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AMGEN INC - 30 SHS | P | 2021-03-17 | 2021-12-27 | $6,682 | $7,631 | -$949 | -$949 |
| COCA COLA CO - 400 SHS | P | 2020-08-13 | 2021-01-04 | $21,116 | $20,216 | $900 | $900 |
| COLGATE PALMOLIVE CO - 75 SHS | P | 2020-11-10 | 2021-04-12 | $6,019 | $6,209 | -$190 | -$190 |
| CONSTELLATION BRANDS INC CL A - 50 SHS | P | 2021-03-17 | 2021-11-19 | $11,798 | $12,058 | -$260 | -$260 |
| NORTHROP GRUMMAN CP - 25 SHS | P | 2020-12-11 | 2021-01-06 | $7,371 | $7,491 | -$120 | -$120 |
| ORGANON & CO - 30 SHS | P | 2021-05-26 | 2021-08-19 | $1,018 | $1,109 | -$91 | -$91 |
| QUALCOM INC - 25 SHS | P | 2020-11-11 | 2021-04-12 | $3,465 | $3,552 | -$87 | -$87 |
| TEXAS INSTRUMENTS - 145 SHS | P | 2020-08-13 | 2021-05-26 | $27,636 | $21,527 | $6,109 | $6,109 |
| TRUIST FINL CORP - 75 SHS | P | 2021-03-17 | 2021-12-10 | $4,449 | $4,250 | $199 | $199 |
| VISA INC CL A - 15 SHS | P | 2021-03-17 | 2021-11-23 | $2,973 | $3,346 | -$373 | -$373 |
| 3M COMPANY - 135 SHS | P | 2020-08-13 | 2021-07-21 | $27,208 | $22,530 | $4,678 | $4,678 |
| AMGEN INC - 40 SHS | P | 2020-08-13 | 2021-12-27 | $8,909 | $9,817 | -$908 | -$908 |
| GENL DYNAMICS CORP - 140 SHS | P | 2020-10-28 | 2021-12-10 | $28,676 | $19,481 | $9,195 | $9,195 |
| TRUIST FINL CORP - 425 SHS | P | 2020-08-13 | 2021-12-10 | $25,211 | $17,767 | $7,444 | $7,444 |
| VISA INC CL A - 45 SHS | P | 2020-09-16 | 2021-11-23 | $8,919 | $9,462 | -$543 | -$543 |
| ARK FINTECH INNOVATION ETF - 135 SHS | P | 2020-11-30 | 2021-05-19 | $6,169 | $6,482 | -$313 | -$313 |
| ARK GENOMIC REVOLUTION ETF - 50 SHS | P | 2020-12-29 | 2021-05-19 | $4,136 | $4,340 | -$204 | -$204 |
| COURSERA INC. - 125 SHS | P | 2021-10-29 | 2021-12-21 | $2,978 | $4,375 | -$1,397 | -$1,397 |
| FIRST TRUST CLOUD COMPUTING - 50 SHS | P | 2020-12-29 | 2021-05-19 | $4,674 | $4,800 | -$126 | -$126 |
| FIRST TRUST GLOBAL WIND ETF - 50 SHS | P | 2020-12-29 | 2021-04-16 | $1,120 | $1,181 | -$61 | -$61 |
| CYBERSECURE ETF - 50 SHS | P | 2020-12-29 | 2021-05-19 | $2,106 | $2,225 | -$119 | -$119 |
| GLOBAL X CLOUD COMPUTING ETF - 300 SHS | P | 2020-11-30 | 2021-05-19 | $7,456 | $8,006 | -$550 | -$550 |
| GLOBAL X FINTECH ETF - 125 SHS | P | 2020-12-29 | 2021-05-19 | $5,223 | $5,730 | -$507 | -$507 |
| GLOBAL X INTERNET OF THINGS - 50 SHS | P | 2021-01-15 | 2021-05-19 | $1,626 | $1,650 | -$24 | -$24 |
| GLOBAL X RBTCS & ARTFICI ETF - 150 SHS | P | 2020-12-15 | 2021-05-19 | $4,811 | $4,927 | -$116 | -$116 |
| INVESCO MSCI SUSTAINABLE FUT - 75 SHS | P | 2021-01-15 | 2021-07-23 | $5,164 | $5,506 | -$342 | -$342 |
| INVESCO SOLAR ETF - 35 SHS | P | 2020-12-29 | 2021-05-19 | $2,757 | $3,100 | -$343 | -$343 |
| ISHARES GLOBAL CLEAN ENERG ETF - 150 SHS | P | 2020-12-12 | 2021-05-19 | $3,415 | $3,612 | -$197 | -$197 |
| ISHARES ROBOTICS AND ARTIFICIA - 150 SHS | P | 2020-12-15 | 2021-05-19 | $6,012 | $6,486 | -$474 | -$474 |
| PROSHARES ONLINE RETAIL ETF - 60 SHS | P | 2020-12-15 | 2021-05-19 | $4,370 | $4,512 | -$142 | -$142 |
| ARK FINTECH INNOVATION ETF - 300 SHS | P | 2020-09-10 | 2021-12-22 | $12,357 | $12,134 | $223 | $223 |
| ARK GENOMIC REVOLUTION ETF - 175 SHS | P | 2020-09-10 | 2021-12-22 | $11,300 | $11,493 | -$193 | -$193 |
| PROSHARES ONLINE RETAIL ETF - 215 SHS | P | 2020-09-10 | 2021-12-21 | $12,277 | $14,040 | -$1,763 | -$1,763 |
| GLOBAL X MLP & ENERGY INFRAS - 100 SHS | P | 2021-05-21 | 2021-08-19 | $3,209 | $3,499 | -$290 | -$290 |
| ISHARES ASIA/PACIFIC DIV ETF - 250 SHS | P | 2021-02-19 | 2021-07-15 | $10,204 | $10,245 | -$41 | -$41 |
| ISHARES BARCLAYS 1-3 YR TSY BD - 1,000 UNITS | P | 2020-07-31 | 2021-03-16 | $86,250 | $86,489 | -$239 | -$239 |
| ISHARES EMRG MKT DIV ETF - 500 SHS | P | 2021-02-19 | 2021-07-15 | $19,269 | $19,481 | -$212 | -$212 |
| ISHARES MSCI CHINA ETF - 1,000 SHS | P | 2021-03-17 | 2021-08-19 | $66,806 | $83,533 | -$16,727 | -$16,727 |
| KRANESHARES CSI CHINA INTERNET - 3,000 SHS | P | 2021-08-19 | 2021-12-21 | $116,891 | $126,741 | -$9,850 | -$9,850 |
| PIMCO ENHA LOW DUR ACTIVE ETF - 1,000 SHS | P | 2020-07-31 | 2021-03-16 | $101,909 | $102,000 | -$91 | -$91 |
| PIMCO ENHANCED SHRT MTRT EXC - 1,500 SHS | P | 2020-04-14 | 2021-05-14 | $152,964 | $151,018 | $1,946 | $1,946 |
| ISHARES BARCLAYS 1-3 YR TSY BD - 1,000 UNITS | P | 2019-10-08 | 2021-03-16 | $86,250 | $85,118 | $1,132 | $1,132 |
| PIMCO ENHA LOW DUR ACTIVE ETF - 1,000 SHS | P | 2019-02-27 | 2021-03-16 | $101,909 | $100,506 | $1,403 | $1,403 |
| SPDR BBG BAR SRT TERM HI YIELD - 3,250 SHS | P | 2019-02-27 | 2021-07-15 | $89,133 | $87,244 | $1,889 | $1,889 |
| CAPITAL GAINS DIVIDENDS | P | $5,169 | $5,169 | $5,169 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,445 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$22,549 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $707 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $707 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $707 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,700 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,700 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $16 | EsPenaltyAmt |
| Overpayment | $977 | OverpaymentAmt |
| Applied To ES Tax | $977 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | TINYBEAMFUND.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NUTTER MCCLENNEN & FISH LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6174392503 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 SEAPORT BLVD 7TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| CARMEN LEE | ||||||||
| C/O NUTTER MCCLENNEN FISH LLP | BOSTON | MA | 02210 | PRESIDENT | 3.00 | $0 | $0 | $0 |
| EDWIN LEE | ||||||||
| C/O NUTTER MCCLENNEN FISH LLP | BOSTON | MA | 02210 | TREASURER | 1.00 | $0 | $0 | $0 |
| CARMEN LEE | ||||||||
| C/O NUTTER MCCLENNEN FISH LLP | BOSTON | MA | 02210 | CLERK | 1.00 | $0 | $0 | $0 |
| CARMEN LEE | ||||||||
| C/O NUTTER MCCLENNEN FISH LLP | BOSTON | MA | 02210 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| EDWIN LEE | ||||||||
| C/O NUTTER MCCLENNEN FISH LLP | BOSTON | MA | 02210 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JASON LEE | ||||||||
| C/O NUTTER MCCLENNEN FISH LLP | BOSTON | MA | 02210 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ERIN E WHITNEY | ||||||||
| C/O NUTTER MCCLENNEN FISH LLP | BOSTON | MA | 02210 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SINDY YEUNG | ||||||||
| C/O NUTTER MCCLENNEN FISH LLP | BOSTON | ME | 02210 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,868,107 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,899,534 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,767,641 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,767,641 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $86,515 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,681,126 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $284,056 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $284,056 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $707 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $707 | TotalTaxAmt |
| Distributable Before Adj | $283,349 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $10,675 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $294,024 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $294,024 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $325,628 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $325,628 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $294,024 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $120,361 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $90,691 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $211,052 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $325,628 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $294,024 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $31,604 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $242,656 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $242,656 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $120,361 | ExcessFromYear2Amt |
| Excess From Year1 | $90,691 | ExcessFromYear1Amt |
| Excess From Current Year | $31,604 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CARMEN LEE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Address Line2RecipientForeignAddress/AddressLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALLISON D GRAY | ||||||||||||||
| 74 EMPRESS AVENUE | LONDON | ONTARIO | CA | N6H 1M7 | NONE | PC | FELLOWSHIP AWARD | $25,000 | ||||||
| ANIMAL CHARITY EVALUATORS | ||||||||||||||
| NONE | PC | GRANT | $27,560 | PO BOX 348 | BERKELEY | CA | 94701 | |||||||
| ANIMAL EQUALITY | ||||||||||||||
| NONE | PC | GRANT | $10,050 | 8581 SANTA MONICA BLVD SUITE 350 | LOS ANGELES | CA | 90069 | |||||||
| BRIGHTER GREEN | ||||||||||||||
| NONE | PC | GRANT | $23,195 | 165 COURT STREET 171 | BROOKLYN | NY | 11231 | |||||||
| CHRISTIAN HENDERSON | ||||||||||||||
| 34 KAGERSTRAAT | LEIDEN | NL | 2334CR | NONE | I | FELLOWSHIP AWARD | $20,000 | |||||||
| COALITION OF AFRICAN ANIMAL WELFARE ORGANISATIONS | ||||||||||||||
| UNIT 26 TRIDENT PART III 1 NIBLICK | SOMERSET WEST | SF | 7140 | NONE | PC | GRANT | $6,000 | WAY | ||||||
| EMORY UNIVERSITY | ||||||||||||||
| NONE | UNIVERSITY | GRANT | $12,500 | 1599 CLIFTON ROAD 3RD FLOOR | ATLANTA | GA | 30322 | |||||||
| FORUM NACIONAL DE PROTECAO E DEFESA ANIMAL | ||||||||||||||
| AV LUIZ EDUARDO TOLEDO PRADO 4300 | RIBEIRAO PRETOSP | BR | Q5L114027-250 | NONE | PC | GRANT | $7,000 | |||||||
| GLOBAL FOOD PARTNERS | ||||||||||||||
| NONE | PC | GRANT | $13,500 | 251 LITTLE FALLS DRIVE | WILMINGTON | DE | 19808 | |||||||
| INSTITUTE FOR AGRICULTURE AND TRADE POLICY | ||||||||||||||
| NONE | PC | GRANT | $10,000 | 2015 1ST AVE S | MINNEAPOLIS | MN | 55405 | |||||||
| KAREN HUDLET VAZQUEZ | ||||||||||||||
| NONE | I | FELLOWSHIP AWARD | $7,500 | 950 MAIN STREET BOX 3470 | WORCESTER | MA | 01610 | |||||||
| MARINA CRISTINA YUNES | ||||||||||||||
| RODOVIA HAROLDO SOARES GLAVAN 3820 | FLORIANOPOLIS | BR | CEP 88050-005 | NONE | I | FELLOWSHIP AWARD | $20,000 | CASA 22 CACUPE | ||||||
| MAUREEN KHADIERA LUVANDA | ||||||||||||||
| PO BOX 8528-00300 RONALD NGALA | NAIROBI | KE | NONE | I | FELLOWSHIP AWARD | $15,000 | STREET | |||||||
| MELANIE ERIN SOMMERVILLE | ||||||||||||||
| C/O DEPT OF INTL ENVIRON DEVEL | NO | LANDASVEIEN 3A 1 | NONE | I | FELLOWSHIP AWARD | $12,500 | STUDIES NORWEGIAN UNIV OF LIFE SCIE | |||||||
| NEW YORK UNIVERSITY | ||||||||||||||
| NONE | UNIVERSITY | GRANT | $19,995 | DEPT OF ENVIRONMENTAL STUDIES 285 | NEW YORK | NY | 10003 | MERCER STREET | ||||||
| PETER NEWTON | ||||||||||||||
| NONE | I | FELLOWSHIP AWARD | $10,000 | 1205 BEAR MOUNTAIN DRIVE UNIT B | BOULDER | CO | 80305 | |||||||
| REGENTS OF THE UNIVERSITY OF COLORADO | ||||||||||||||
| NONE | UNIVERSITY | GRANT | $9,986 | OFFICE OF CONTRACTS GRANTS | BOULDER | CO | 80303 | UNIVERSITY OF COLORADO | ||||||
| ROYAL VETERINARY COLLEGE | ||||||||||||||
| HAWKSHEAD LANE BROOKMANS PARK | HATFIELD | UK | AL9 7TA | NONE | UNIVERSITY | GRANT | $22,486 | |||||||
| TIMOTHY CLARK | ||||||||||||||
| NONE | I | FELLOWSHIP AWARD | $25,000 | 809 DEMERIUS STREET APT K4 | DURHAM | NC | 27701 | |||||||
| WLODZIMIERZ GOGLOZA | ||||||||||||||
| KROZANSKA 4/15 | WARSAW | PL | 02-578 | NONE | I | FELLOWSHIP AWARD | $12,500 | |||||||
| WORLD RESOURCES INSTITUTE | ||||||||||||||
| NONE | PC | GRANT | $11,669 | 10 G STREET NE SUITE 800 | WASHINGTON | DC | 20002 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $321,441 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $318 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $89,655 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,445 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF GRANT FUNDS | Desc |
| Related Or Exempt Function Incm | $10,675 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $92,418 | ExclusionAmt |
| Related Or Exempt Function Incm | $10,675 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $103,093 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | UNSPENT FUNDS FROM TWO GRANTS WERE RETURNED TO FOUNDATION | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | LEE FUNG KUNG WAH | ContributorPersonNm |
Contributor Foreign Address ContributorForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10/F UNITED CENTRE 95 QUEENSWAY | AddressLine1Txt |
| Country | HK | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES - NUTTER | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $1,875 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $625 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - NUTTER | CategoryTxt |
| Legal Fees | $818 | LegalFeesAmt |
| Net Investment Income | $614 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $204 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | $500,240 | ||
| EXCHANGE TRADED & CLOSED END FUNDS | $1,395,625 | $3,589,254 | $3,811,269 |
| STOCKS | $396,359 | $579,269 | $714,172 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| 2021 DIVIDEND REC'D IN 2022 | $1,156 |
| 2021 LTCGD REC'D IN 2022 | $264 |
| 2020 FOREIGN TAX PAID IN 2021 | $9 |
| BASIS ADJUSTMENTS | $809 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MORGAN STANLEY FEES | $27,961 | $27,960 | $0 | $0 |
| 2020 MA PC FEE | $500 | $375 | $0 | $125 |
| WIRE FEES | $26 | $0 | $0 | $26 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF GRANT FUNDS | Desc |
| Revenue And Expenses Per Books | $10,675 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $10,675 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| 2020 DIVIDEND REC'D IN 2021 | $530 |
| 2021 FOREIGN TAX PAID IN 2022 | $4 |
| NON DIVIDEND DISTRIBUTIONS 2021 | $8,433 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| WEBSITE COUNSEL - TECH COLLECTIVE | $6,100 | $4,575 | $0 | $1,525 |
| PROFESSIONAL RESEARCH - GIVING EVIDENCE | $3,520 | $2,640 | $0 | $880 |
| MEMBERSHIP FEE - COUNCIL ON FOUNDATIONS | $1,000 | $750 | $0 | $250 |
| CONSULTING - HURWIT & ASSOCIATES | $2,207 | $1,655 | $0 | $552 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEE FUNG KUNG WAH | PersonNm |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10/F UNITED CENTRE 95 QUEENSWAY | AddressLine1Txt |
| Country | HK | CountryCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES WITHHELD | CategoryTxt |
| Amt | $1,132 | Amt |
| Net Investment Income | $1,132 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments