BETA

TLG FAMILY FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
TLG FAMILY FOUNDATION INC (EIN 47-2586309)
Tax period
2019-12-01 to 2020-11-30
Filed
2021-07-09
IRS object ID
202141909349100514
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-07-09T15:36:59-05:00ReturnTs
Tax Period End2020-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN204851730PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Entholpy EMC IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line146520 Fremont Blvd Ste606AddressLine1Txt
CityFremontCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94538ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472586309EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TLG Family Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Qian CaoInCareOfNm
Business Name ControlTLGFBusinessNameControlTxt
Phone2125183025PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1150 Beechmont DrAddressLine1Txt
CityNew RochelleCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10804ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonQIAN CAOPersonNm
Person TitleCEOPersonTitleTxt
Phone2125183025PhoneNum
Signature2021-07-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANMING XUPreparerPersonNm
PTINP00728294PTIN
Phone4089962002PhoneNum
Preparation2021-07-09PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$839,458FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$488InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$488InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$82,201NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$15,869,162GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$82,201CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$82,201NetSTCapitalGainAdjNetIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$92,689TotalRevAndExpnssAmt
Total Net Invst Incm$82,689TotalNetInvstIncmAmt
Total Adj Net Incm$82,201TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$0AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$19,626OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$18,776OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$850OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,345TaxesRevAndExpnssAmt
Taxes Net Invst Incm$26TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$12,900TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$12,900TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,951OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$2,951OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$36,822TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$18,802TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$16,701TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,130ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,130ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$37,952TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$18,802TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$17,831TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$54,737ExcessRevenueOverExpensesAmt
Net Investment Income$63,887NetInvestmentIncomeAmt
Adjusted Net Income$82,201AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$396,237CashBOYAmt
Cash EOY$530,539CashEOYAmt
Cash EOYFMV$530,539CashEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
Corporate Stock BOY$388,056CorporateStockBOYAmt
Corporate Stock EOY$307,060CorporateStockEOYAmt
Corporate Stock EOYFMV$308,919CorporateStockEOYFMVAmt
Corporate Bonds EOY$0CorporateBondsEOYAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$784,293TotalAssetsBOYAmt
Total Assets EOY$837,599TotalAssetsEOYAmt
Total Assets EOYFMV$839,458TotalAssetsEOYFMVAmt
Accounts Payable BOY$8,308AccountsPayableBOYAmt
Accounts Payable EOY$6,876AccountsPayableEOYAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Total Liabilities BOY$8,308TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,876TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$775,986CapitalStockBOYAmt
Capital Stock EOY$830,723CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$775,986TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$830,723TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$784,294TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$837,599TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$775,986TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$54,737ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$830,723SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$830,723TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$82,201CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$82,201NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$21,185AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$720,952NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.029385DistributionYr1Rt
Adjusted Qlfy Distri Yr2$19,042AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$498,412NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.038205DistributionYr2Rt
Adjusted Qlfy Distri Yr3$14,366AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$372,661NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.038550DistributionYr3Rt
Adjusted Qlfy Distri Yr4$3,970AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$84,825NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.046802DistributionYr4Rt
Total Distribution0.152942TotalDistributionRt
Average Distribution0.030588AverageDistributionRt
Net Vl Noncharitable Assets$801,793NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$24,526AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$639NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$25,165AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$17,831QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,278InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,278SubtotalAmt
Tax Based On Investment Income$1,278TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$23EsPenaltyAmt
Tax Due$1,301TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Qian CaoBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2125183025PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1150 Beechmont DrAddressLine1Txt
CityNew RochelleCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10804ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
QIAN CAO
150 Beechmont DrNew RochelleNY10804CEO2.000$0
ELIZABETH FANG XU
150 Beechmont DrNew RochelleNY10804CFO2.000$0

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$339,515AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$474,488AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$814,003TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$814,003AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,210CashDeemedCharitableAmt
Net Vl Noncharitable Assets$801,793NetVlNoncharitableAssetsAmt
Minimum Investment Return$40,090MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$40,090MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,278TaxBasedOnInvestmentIncomeAmt
Total Tax$1,278TotalTaxAmt
Distributable Before Adj$38,812DistributableBeforeAdjAmt
Distributable Before Ded$38,812DistributableBeforeDedAmt
Distributable As Adjusted$38,812DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$17,831ExpensesAndContributionsAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$17,831QualifyingDistributionsAmt
Adjusted Qualifying Distri$17,831AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$38,812DistributableAsAdjustedAmt
Undistributed Income PY$17,804UndistributedIncomePYAmt
Qualifying Distributions$17,831QualifyingDistributionsAmt
Applied To Year1$17,804AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$27AppliedToCurrentYearAmt
Undistributed Income CY$38,785UndistributedIncomeCYAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerQIAO CAOContributingManagerNm
Contributing ManagerELIZABETH FANG XUContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Umass
University of Massachusetts AmherstAmherstMA01003PCEducational$500
Stand Up to Cancer
265 Clove RdNew RochelleNY10801PCCharitable$25
Millburn Short Hills Chinese Association
50 College StreetSouth HadleyMA01075PCCharitable$200
The Kasangula Talent School Technology Fundraiser by Oogie Art
9 East 53rd Street 3rd FlNew YorkNY10022PCEducational$35
Angel Pray Child Charity Foundation
586 Dartmouth DrKing Of PrussiaPA19406PCChairtbale$370
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,130TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$488ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$82,201ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$82,689ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$82,689TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
QIAN CAO
1150 Beechmont DrNew RochelleNY10804$5,000Yes (X)
ELIZABETH FANG XU
2150 Beechmont DrNew RochelleNY10804$5,000Yes (X)

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetFidelity ST Acct1972AssetDesc
Acquired2019-01AcquiredDt
Sold2019-12SoldDt

Purchaser Name PurchaserNameGrp

FieldValueIRS element (for citing)
Person12312019PersonNm
FieldValueIRS element (for citing)
Gross Sales Price$15,869,162GrossSalesPriceAmt
Basis$15,786,961BasisAmt
Total Net$82,201TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockStock Fedelity AcctZ47981972StockNm
EOY Book Value$307,060EOYBookValueAmt
EOYFMV$308,919EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Office Expenses$714$714
Office Supplies$2,237$2,237

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Tax Preparation Fee$850$850
Investment Mgmt Fee$18,776$18,776

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
QIAO CAO
150 Beechmont DrNew RochelleNY10804
ELIZABETH FANG XU
150 Beechmont DrNew RochelleNY10804

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
Tax$1,319
Investment Tax$26$26

Comments

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