LANG & SUN FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LANG & SUN FAMILY FOUNDATION (EIN 45-4084644)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2025-02-14
- IRS object ID
- 202510459349100316
- Schema version
- 2023v6.0
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-14T10:53:37-08:00 | ReturnTs |
| Tax Period End | 2024-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263000418 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABEST TAX SERVICES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1621A S MAIN ST | AddressLine1Txt |
| City | MILPITAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454084644 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANG & SUN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LANG | BusinessNameControlTxt |
| Phone | 4084823371 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21950 LINDY LN | AddressLine1Txt |
| City | CUPERTINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95014 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GRACE SUN | PersonNm |
| Person Title | Secretary & CFO | PersonTitleTxt |
| Signature | 2025-02-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | SHUANG MAO | PreparerPersonNm |
| PTIN | P00660082 | PTIN |
| Phone | 4083929977 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $653,273 | 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 |
| Dividends Rev And Expnss | $219 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $219 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $219 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$13,894 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,877 | GrossSalesPriceAmt |
| Total Rev And Expnss | -$13,675 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $219 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $219 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,521 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,521 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $7 | InterestRevAndExpnssAmt |
| Interest Dsbrs Chrtbl | $7 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $28 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $28 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $660 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $2,304 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,304 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $90 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $90 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,610 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,950 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,610 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,950 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$19,285 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $219 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $219 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,970 | CashBOYAmt |
| Cash EOY | $8,362 | CashEOYAmt |
| Cash EOYFMV | $8,362 | CashEOYFMVAmt |
| Corporate Stock BOY | $134,960 | CorporateStockBOYAmt |
| Corporate Stock EOY | $114,190 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $150,706 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $152,121 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $152,121 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $492,705 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $6,934 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,766 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $75 | LandBOYAmt |
| Land EOY | $1,168 | LandEOYAmt |
| Land EOYFMV | $1,500 | LandEOYFMVAmt |
| Total Assets BOY | $294,126 | TotalAssetsBOYAmt |
| Total Assets EOY | $275,841 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $653,273 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $5,098 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $6,098 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,098 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,098 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $289,028 | RetainedEarningBOYAmt |
| Retained Earning EOY | $269,743 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $289,028 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $269,743 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $294,126 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $275,841 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $289,028 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$19,285 | ExcessRevenueOverExpensesAmt |
| Subtotal | $269,743 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $269,743 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Fidelity - 6159 | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2023-12-01 | AcquiredDt |
| Sold | 2023-12-01 | SoldDt |
| Gross Sales Price | $6,877 | GrossSalesPriceAmt |
| Cost Or Other Basis | $20,771 | CostOrOtherBasisAmt |
| Gain Or Loss | -$13,894 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$13,894 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$13,894 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$13,894 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3 | SubtotalAmt |
| Tax Based On Investment Income | $3 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6 | OverpaymentAmt |
| Applied To ES Tax | $6 | 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 | CA | 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 | GRACE SUN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4084823371 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21950 LINDY LN | AddressLine1Txt |
| City | CUPERTINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95014 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CHI-I LANG | ||||||
| 21950 LINDY LN | CUPERTINO | CA | 95014 | President & CEO | 2.00 | $0 |
| GRACE SUN | ||||||
| 21950 LINDY LN | CUPERTINO | CA | 95014 | Secretary & CFO | 2.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $540,182 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,656 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $544,838 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $544,838 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,173 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $536,665 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,833 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,833 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3 | TotalTaxAmt |
| Distributable Before Adj | $26,830 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $26,830 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $26,830 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,950 | ExpensesAndContributionsAmt |
| Charitable Assets Acquis Paid | $1,754 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $6,704 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $26,830 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $19,749 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $19,749 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,704 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,704 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $19,749 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $19,749 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $377 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHI-I LANG | ContributingManagerNm |
| Contributing Manager | GRACE SUN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | River of Life Christian Church | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1177 Laurelwood Rd | AddressLine1Txt |
| City | Santa Clara | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95054 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | Donation | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | To build a glorious church through praise & worship, Holy Spirit renewal, cell church and glocal impact. | GrantOrContributionPurposeTxt |
| Amt | $1,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $219 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$13,894 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$13,675 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$13,675 | 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 | Accounting Fees | CategoryTxt |
| Amt | $1,521 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,521 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| APPLE | 2021-06-28 | $429 | $398 | 200DB | 0.0741 | $31 |
| APPLE | 2021-06-28 | $130 | $120 | 200DB | 0.0741 | $10 |
| APPLE | 2021-06-28 | $173 | $161 | 200DB | 0.0741 | $12 |
| APPLE | 2021-07-02 | $303 | $281 | 200DB | 0.0741 | $22 |
| APPLE | 2024-07-24 | $686 | 200DB | 0.3333 | $229 | |
| APPLE | 2024-08-20 | $1,067 | 200DB | 0.3333 | $356 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Fidelity-6159 | StockNm |
| EOY Book Value | $114,190 | EOYBookValueAmt |
| EOYFMV | $150,706 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Jackson National Life - Annuity | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $152,121 | BookValueAmt |
| EOYFMV | $492,705 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Machinery and Equipment | CategoryOrItemTxt |
| Cost Or Other Basis | $6,934 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $5,766 | AccumulatedDepreciationAmt |
| Book Value | $1,168 | BookValueAmt |
| EOYFMV | $1,500 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Bank Service Charges | $25 | $25 |
| Filing Fees | $45 | $45 |
| Postage and Delivery | $20 | $20 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Credit Cards | Desc |
| EOY Book Value | $1,000 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Tax Withheld | CategoryTxt |
| Amt | $28 | Amt |
| Disbursements Charitable Prps | $28 | DisbursementsCharitablePrpsAmt |
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