WALTER AND FANNIE WANG FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WALTER AND FANNIE WANG FOUNDATION (EIN 26-3315955)
- Tax period
- 2019-09-01 to 2020-08-31
- Filed
- 2021-01-08
- IRS object ID
- 202140089349100014
- Schema version
- 2019v5.0
- 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
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-01-08T16:46:57-06:00 | ReturnTs |
| Tax Period End | 2020-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814254215 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BONNIE LI ACCOUNTING & TAX SERVICE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 W EL CAMINO REAL SUITE 180 | AddressLine1Txt |
| City | MOUNTAIN VIEW | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 940402586 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263315955 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALTER AND FANNIE WANG FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WALT | BusinessNameControlTxt |
| Phone | 4088579829 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1299 MOUNTAIN QUAIL CIRCLE | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95120 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WALTER C WANG | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 4088579829 | PhoneNum |
| Signature | 2020-12-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BEI BONNIE LI | PreparerPersonNm |
| PTIN | P01935365 | PTIN |
| Phone | 4089668930 | PhoneNum |
| Preparation | 2021-01-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $670,917 | 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 | $5,603 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,603 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $5,603 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,458 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $34,925 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,458 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $250 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $250 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $9,311 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,061 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $5,853 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,427 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $506 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $360 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $65 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,393 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $65 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $24,837 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $24,837 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $27,230 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $65 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,837 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,919 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,996 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,853 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,156 | CashBOYAmt |
| Cash EOY | $27,582 | CashEOYAmt |
| Cash EOYFMV | $27,582 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $152,092 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $112,555 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $112,555 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $299,306 | CorporateStockBOYAmt |
| Corporate Stock EOY | $311,331 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $530,137 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $10,125 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,482 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,003 | LandBOYAmt |
| Land EOY | $643 | LandEOYAmt |
| Land EOYFMV | $643 | LandEOYFMVAmt |
| Total Assets BOY | $457,557 | TotalAssetsBOYAmt |
| Total Assets EOY | $452,111 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $670,917 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,324 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $11,305 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $2,324 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,305 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $371,411 | CapitalStockBOYAmt |
| Capital Stock EOY | $374,904 | CapitalStockEOYAmt |
| Retained Earning BOY | $83,822 | RetainedEarningBOYAmt |
| Retained Earning EOY | $65,902 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $455,233 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $440,806 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $457,557 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $452,111 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $455,233 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,919 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,492 | OtherIncreasesAmt |
| Subtotal | $440,806 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $440,806 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 200SH MARVELL TECHNOLOGY GROUP | D | 2013-06-07 | 2020-06-30 | $6,968 | $1,467 | $5,501 | $5,501 |
| 3000SH ASIA BKT STEPUP ISS HSBC | P | 2017-11-21 | 2019-12-02 | $27,957 | $30,000 | -$2,043 | -$2,043 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,458 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $15,050 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $517,348 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.029091 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $26,050 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $544,523 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047840 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $17,348 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $556,551 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.031171 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,707 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $322,523 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.017695 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $12,001 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $348,474 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.034439 | DistributionYr5Rt |
| Total Distribution | 0.160236 | TotalDistributionRt |
| Average Distribution | 0.032047 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $566,982 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $18,170 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $90 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $18,260 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $24,837 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $90 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $90 | SubtotalAmt |
| Tax Based On Investment Income | $90 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $90 | 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 | 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 |
| Individual With Books | WALTER C WANG | IndividualWithBooksNm |
| Phone | 4088579829 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1299 MOUNTAIN QUAIL CIRCLE | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95120 | 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 |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WALTER C WANG | ||||||||
| 1299 MOUNTAIN QUAIL CIRCLE | SAN JOSE | CA | 95120 | PRESIDENT & | 4.00 | $0 | $0 | $0 |
| FUNG WING WANG | ||||||||
| 1299 MOUNTAIN QUAIL CIRCLE | SAN JOSE | CA | 95120 | SECRETARY | 4.00 | $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 |
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 | $436,406 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $139,210 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $575,616 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $575,616 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,634 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $566,982 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,349 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,349 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $90 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $90 | TotalTaxAmt |
| Distributable Before Adj | $28,259 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $28,259 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $28,259 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,837 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $24,837 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $90 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $24,747 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,259 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $20,863 | UndistributedIncomePYAmt |
| Qualifying Distributions | $24,837 | QualifyingDistributionsAmt |
| Applied To Year1 | $20,863 | AppliedToYear1Amt |
| Applied To Current Year | $3,974 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $24,285 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WALTLER C WANG | ContributingManagerNm |
| Contributing Manager | FUNG WING WANG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SAN JOSE CHINESE CATHOLIC MISSION | |||||||
| 725 WASHINGTON STREET | SANTA CLARA | CA | 95050 | N/A | 501(C)(3) | DONATION | $3,150 |
| WILLIAMS WINS FOUNDATION | |||||||
| 1150 RAJKOVICH WAY | SAN JOSE | CA | 95120 | N/A | 501(C)(3) | DONATION | $920 |
| BOYS TOWN | |||||||
| 14100 CRAWFORD STREET | BOYS TOWN | NE | 68010 | N/A | 501(C)(3) | DONATION | $500 |
| STANFORD UNIVERSITY | |||||||
| 450 SERRA MALL | STANFORD | CA | 94305 | N/A | 501(C)(3) | DONATION | $1,000 |
| KHAN ACADEMY | |||||||
| PO BOX 1630 | MOUNTAIN VIEW | CA | 94042 | N/A | 501(C)(3) | DONATION | $1,025 |
| ALMADEN NEIGHBORHOOD CHURCH | |||||||
| PO BOX 20696 | SAN JOSE | CA | 95160 | N/A | 501(C)(3) | DONATION | $2,000 |
| CLASSICAL KDFC | |||||||
| 300 BROADWAY ST STE 8 | SAN FRANCISCO | CA | 94133 | N/A | 501(C)(3) | DONATION | $1,080 |
| LELAND BRIDGE PARENT CLUB | |||||||
| 6677 CAMDEN AVE | SAN JOSE | CA | 95120 | N/A | 501(C)(3) | DONATION | $200 |
| MERCY HOME FOR BOYS & GIRLS | |||||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | N/A | 501(C)(3) | DONATION | $500 |
| OAKLAND ZOO | |||||||
| 9777 GOLF LINKS RD | OAKLAND | CA | 94605 | N/A | 501(C)(3) | DONATION | $212 |
| TEXAS EXES | |||||||
| 2110 SAN JACINTO BLVD | AUSTIN | TX | 78712 | N/A | 501(C)(3) | DONATION | $6,150 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| UNIVERSITY PARK CAMPUS | LOS ANGELES | CA | 90089 | N/A | 501(C)(3) | DONATION | $8,000 |
| VALLEY OF THE SUN UNITED WAY | |||||||
| 3200 E CAMEBACK RD 375 | PHOENIX | AZ | 85018 | N/A | 501(C)(3) | DONATION | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $24,837 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,603 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,458 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD CASH BACK | Desc |
| Related Or Exempt Function Incm | $250 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $9,061 | ExclusionAmt |
| Related Or Exempt Function Incm | $250 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,311 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $1,427 | Amt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (11 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| FURNITURE | 2011-03-01 | $1,337 | $1,337 | S/L | 7.0000 | |
| FURNITURE | 2016-11-05 | $394 | $159 | S/L | 7.0000 | $57 |
| FURNITURE | 2016-12-14 | $335 | $132 | S/L | 7.0000 | $48 |
| FURNITURE | 2018-01-09 | $500 | $119 | S/L | 7.0000 | $71 |
| EQUIPMENT | 2015-09-21 | $923 | $739 | S/L | 5.0000 | $184 |
| EQUIPMENT | 2014-09-01 | $552 | $552 | S/L | 3.0000 | |
| EQUIPMENT | 2014-03-17 | $219 | $219 | S/L | 3.0000 | |
| EQUIPMENT | 2013-08-24 | $1,547 | $1,547 | S/L | 3.0000 | |
| EQUIPMENT | 2014-03-17 | $2,048 | $2,048 | S/L | 3.0000 | |
| LAPTOP | 2018-12-07 | $878 | $878 | 200DB | 5.0000 | |
| LAPTOP | 2018-12-12 | $1,392 | $1,392 | 200DB | 5.0000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH 2011 | StockNm |
| EOY Book Value | $311,331 | EOYBookValueAmt |
| EOYFMV | $530,137 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FURNITURE & EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $10,125 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $9,482 | AccumulatedDepreciationAmt |
| Book Value | $643 | BookValueAmt |
| EOYFMV | $643 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| POSTAGE | $20 | |
| BANK CHARGES | $80 | $65 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD CASH BACK | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $250 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL STOCK | Desc |
| Amt | $3,492 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FEDERAL TAX | $496 |
| STATE TAX | $10 |
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