SHENG FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SHENG FOUNDATION (EIN 20-5771799)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2020-02-05
- IRS object ID
- 202010369349100701
- Schema version
- 2018v3.1
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-02-05T12:17:18-06:00 | ReturnTs |
| Tax Period End | 2019-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 475284605 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIC ZHANG & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 920 HILLVIEW CT 180 | AddressLine1Txt |
| City | MILPITAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205771799 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHENG FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHEN | BusinessNameControlTxt |
| Phone | 4089963893 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7718 SEEBER CT | AddressLine1Txt |
| City | CUPERTINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95014 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID Y SHENG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4089963893 | PhoneNum |
| Signature | 2020-02-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC ZHANG | PreparerPersonNm |
| PTIN | P00548506 | PTIN |
| Phone | 6265812266 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $807,771 | 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 | $16,536 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,536 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $130,093 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,415,017 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $130,093 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $509 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $147,138 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $146,629 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,385 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,385 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $9,008 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,008 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,566 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $6,198 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,198 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $166 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $166 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,323 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,008 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,749 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,315 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,315 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $30,638 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,008 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $20,064 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $116,500 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $137,621 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,995 | CashBOYAmt |
| Cash EOY | $27,050 | CashEOYAmt |
| Cash EOYFMV | $27,050 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $161,221 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $366,107 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $366,107 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $482,151 | CorporateStockBOYAmt |
| Corporate Stock EOY | $365,829 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $407,791 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $9,848 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,025 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,942 | LandBOYAmt |
| Land EOY | $6,823 | LandEOYAmt |
| Land EOYFMV | $6,823 | LandEOYFMVAmt |
| Total Assets BOY | $649,309 | TotalAssetsBOYAmt |
| Total Assets EOY | $765,809 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $807,771 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $310,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $310,000 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $339,309 | RetainedEarningBOYAmt |
| Retained Earning EOY | $455,809 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $649,309 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $765,809 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $649,309 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $765,809 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $649,309 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $116,500 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $765,809 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $765,809 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (96 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | P | 2019-07-22 | 2019-09-30 | $58,559 | $60,864 | -$2,305 | -$2,305 |
| ADVANCED MICRO DEVICES INC | P | 2019-04-22 | 2019-08-06 | $58,198 | $57,721 | $477 | $477 |
| ADVANCED MICRO DEVICES INC | P | 2018-12-17 | 2019-07-15 | $33,514 | $19,880 | $13,634 | $13,634 |
| ADVANCED MICRO DEVICES INC | P | 2018-11-05 | 2019-06-17 | $31,368 | $17,237 | $14,131 | $14,131 |
| ADVANCED MICRO DEVICES INC | P | 2018-11-02 | 2018-12-31 | $17,650 | $17,650 | $0 | $0 |
| ADVANCED MICRO DEVICES INC | P | 2018-05-16 | 2018-12-20 | $3,910 | $2,459 | $1,451 | $1,451 |
| ADVANCED MICRO DEVICES INC | P | 2018-05-16 | 2018-12-20 | $35,203 | $22,226 | $12,977 | $12,977 |
| ADVANCED MICRO DEVICES INC | P | 2017-11-15 | 2018-10-12 | $26,119 | $10,894 | $15,225 | $15,225 |
| ADVANCED MICRO DEVICES INC | P | 2017-11-15 | 2018-10-12 | $20,244 | $8,573 | $11,671 | $11,671 |
| ADVANCED MICRO DEVICES INC | P | 2017-11-15 | 2018-10-12 | $5,709 | $2,418 | $3,291 | $3,291 |
| ADVANCED MICRO DEVICES INC | P | 2018-11-01 | 2018-12-20 | $19,577 | $16,962 | $2,615 | $2,615 |
| ADVANCED MICRO DEVICES INC | P | 2018-07-27 | 2018-12-20 | $19,577 | $16,005 | $3,572 | $3,572 |
| ADVANCED MICRO DEVICES INC | P | 2017-11-15 | 2018-10-30 | $17,545 | $10,992 | $6,553 | $6,553 |
| ALIGN TECHNOLOGY INC | P | 2019-06-04 | 2019-06-13 | $15,247 | $14,461 | $786 | $786 |
| ALIGN TECHNOLOGY INC | P | 2019-06-04 | 2019-06-12 | $15,731 | $14,461 | $1,270 | $1,270 |
| ALIGN TECHNOLOGY INC | P | 2019-02-07 | 2019-02-22 | $25,219 | $24,374 | $845 | $845 |
| ALIGN TECHNOLOGY INC | P | 2018-07-11 | 2018-10-10 | $6,991 | $6,865 | $126 | $126 |
| ALIGN TECHNOLOGY INC | P | 2018-07-26 | 2018-10-10 | $10,487 | $11,453 | -$966 | -$966 |
| AMGEN INC | P | 2018-06-27 | 2018-10-10 | $10,182 | $9,250 | $932 | $932 |
| APPIAN CORP | P | 2018-06-27 | 2019-06-28 | $6,929 | $6,685 | $244 | $244 |
| APPIAN CORP | P | 2019-06-21 | 2019-08-31 | $5,916 | $3,692 | $2,224 | $2,224 |
| ARISTA NETWORKS INC | P | 2018-08-06 | 2018-10-12 | $6,947 | $8,201 | -$1,254 | -$1,254 |
| ARISTA NETWORKS INC | P | 2018-06-27 | 2018-10-12 | $4,632 | $5,245 | -$613 | -$613 |
| ASE TECHNOLOGY HOLDING CO LTD | P | 2018-08-01 | 2019-04-04 | $9,119 | $10,145 | -$1,026 | -$1,026 |
| ASE TECHNOLOGY HOLDING CO LTD | P | 2018-10-11 | 2019-07-03 | $4,238 | $4,400 | -$162 | -$162 |
| ASE TECHNOLOGY HOLDING CO LTD | P | 2018-10-03 | 2019-06-21 | $7,680 | $9,715 | -$2,035 | -$2,035 |
| ASE TECHNOLOGY HOLDING CO LTD | P | 2018-07-23 | 2018-12-20 | $3,900 | $4,727 | -$827 | -$827 |
| ASE TECHNOLOGY HOLDING CO LTD | P | 2018-08-01 | 2018-12-20 | $3,900 | $5,090 | -$1,190 | -$1,190 |
| AURORA CANNABIS INC | P | 2019-08-01 | 2019-08-30 | $2,712 | $2,712 | $0 | $0 |
| BAIDU INC | P | 2019-06-27 | 2019-07-31 | $11,283 | $11,283 | $0 | $0 |
| BEYOND MEAT INC | P | 2019-08-02 | 2019-08-27 | $4,426 | $6,037 | -$1,611 | -$1,611 |
| BEYOND MEAT INC | P | 2019-06-28 | 2019-08-07 | $8,699 | $7,799 | $900 | $900 |
| BEYOND MEAT INC | P | 2019-06-27 | 2019-07-31 | $11,307 | $7,364 | $3,943 | $3,943 |
| BLACKBERRY LTD COM | P | 2018-11-28 | 2019-06-28 | $3,815 | $4,463 | -$648 | -$648 |
| BLACKBERRY LTD COM | P | 2019-05-30 | 2019-06-28 | $3,815 | $4,042 | -$227 | -$227 |
| BLACKBERRY LTD COM | P | 2018-07-24 | 2019-06-28 | $3,815 | $4,042 | -$227 | -$227 |
| BLACKBERRY LTD COM | P | 2018-08-02 | 2019-06-28 | $3,815 | $4,811 | -$996 | -$996 |
| COUPA SOFTWARE INC | P | 2018-07-30 | 2019-07-31 | $13,956 | $8,071 | $5,885 | $5,885 |
| COUPA SOFTWARE INC | P | 2019-06-28 | 2019-08-07 | $6,668 | $6,110 | $558 | $558 |
| COUPA SOFTWARE INC | P | 2019-02-25 | 2019-07-31 | $13,796 | $9,275 | $4,521 | $4,521 |
| COUPA SOFTWARE INC | P | 2018-07-30 | 2018-10-12 | $6,410 | $6,410 | $0 | $0 |
| FACEBOOK INC | P | 2018-07-30 | 2018-10-10 | $7,883 | $8,779 | -$896 | -$896 |
| FIVERR INT'L LTD | P | 2019-06-27 | 2019-08-07 | $4,815 | $4,815 | $0 | $0 |
| FIVERR INT'L LTD | P | 2019-07-17 | 2019-08-27 | $3,448 | $3,769 | -$321 | -$321 |
| IROBOT CORP COM | P | 2019-02-07 | 2019-02-22 | $12,092 | $8,971 | $3,121 | $3,121 |
| LATTICE SEMICONDUCTOR CORP | P | 2018-11-01 | 2018-12-31 | $6,136 | $5,288 | $848 | $848 |
| LATTICE SEMICONDUCTOR CORP | P | 2018-11-01 | 2018-12-31 | $682 | $588 | $94 | $94 |
| LATTICE SEMICONDUCTOR CORP | P | 2018-07-31 | 2018-12-31 | $6,817 | $7,525 | -$708 | -$708 |
| LATTICE SEMICONDUCTOR CORP | P | 2018-07-26 | 2018-12-20 | $6,968 | $6,875 | $93 | $93 |
| SHOPIFY INC | P | 2018-08-27 | 2018-10-10 | $7,119 | $7,036 | $83 | $83 |
| SHOPIFY INC | P | 2018-07-26 | 2018-10-10 | $7,119 | $9,040 | -$1,921 | -$1,921 |
| STARBUCKS INC | P | 2018-08-02 | 2018-10-10 | $5,551 | $5,246 | $305 | $305 |
| STARBUCKS INC | P | 2018-06-27 | 2018-10-10 | $5,551 | $5,041 | $510 | $510 |
| TAIWAN SEMICONDUCTOR MFG LTD | P | 2018-06-19 | 2019-07-03 | $41,374 | $39,635 | $1,739 | $1,739 |
| TAIWAN SEMICONDUCTOR MFG LTD | P | 2016-01-15 | 2018-10-12 | $15,927 | $11,750 | $4,177 | $4,177 |
| TAIWAN SEMICONDUCTOR MFG LTD | P | 2016-01-15 | 2018-10-12 | $3,984 | $2,937 | $1,047 | $1,047 |
| TAIWAN SEMICONDUCTOR MFG LTD | P | 2018-05-08 | 2019-05-28 | $37,753 | $38,066 | -$313 | -$313 |
| TAIWAN SEMICONDUCTOR MFG LTD | P | 2018-04-24 | 2018-10-30 | $36,580 | $42,466 | -$5,886 | -$5,886 |
| TAIWAN SEMICONDUCTOR MFG LTD | P | 2016-12-28 | 2018-10-30 | $36,335 | $29,148 | $7,187 | $7,187 |
| TAIWAN SEMICONDUCTOR MFG LTD | P | 2018-04-23 | 2018-10-30 | $36,328 | $37,831 | -$1,503 | -$1,503 |
| TAIWAN SEMICONDUCTOR MFG LTD | P | 2018-06-13 | 2019-05-28 | $37,753 | $37,753 | $0 | $0 |
| TAIWAN SEMICONDUCTOR MFG LTD | P | 2019-06-10 | 2019-08-07 | $80,563 | $78,429 | $2,134 | $2,134 |
| TAIWAN SEMICONDUCTOR MFG LTD | P | 2019-05-22 | 2019-08-06 | $41,371 | $38,038 | $3,333 | $3,333 |
| TAIWAN SEMICONDUCTOR MFG LTD | P | 2019-06-13 | 2019-09-09 | $44,197 | $44,197 | $0 | $0 |
| TAIWAN SEMICONDUCTOR MFG LTD | P | 2019-04-22 | 2019-08-06 | $41,371 | $41,371 | $0 | $0 |
| TAIWAN SEMICONDUCTOR MFG LTD | P | 2018-04-24 | 2019-05-28 | $37,753 | $38,985 | -$1,232 | -$1,232 |
| TAIWAN SEMICONDUCTOR MFG LTD | P | 2018-06-19 | 2019-08-06 | $41,371 | $40,186 | $1,185 | $1,185 |
| TAIWAN SEMICONDUCTOR MFG LTD | P | 2018-10-09 | 2018-06-19 | $44,534 | $39,500 | $5,034 | $5,034 |
| TALEND SA ADS | P | 2018-07-30 | 2019-06-21 | $4,008 | $6,199 | -$2,191 | -$2,191 |
| TALEND SA ADS | P | 2019-02-07 | 2019-06-21 | $4,008 | $3,775 | $233 | $233 |
| TENCENT HLDGS LTD | P | 2019-06-10 | 2019-08-07 | $8,451 | $8,451 | $0 | $0 |
| TENCENT HLDGS LTD | P | 2019-06-21 | 2019-08-27 | $4,120 | $5,311 | -$1,191 | -$1,191 |
| TENCENT HLDGS LTD | P | 2019-08-19 | 2019-08-27 | $4,117 | $5,873 | -$1,756 | -$1,756 |
| TENCENT HLDGS LTD | P | 2019-04-22 | 2019-05-28 | $4,141 | $5,051 | -$910 | -$910 |
| TENCENT HLDGS LTD | P | 2019-04-22 | 2019-04-29 | $4,852 | $4,852 | $0 | $0 |
| TENCENT HLDGS LTD | P | 2019-02-25 | 2019-04-29 | $4,852 | $4,307 | $545 | $545 |
| TENCENT HLDGS LTD | P | 2019-02-07 | 2019-04-29 | $4,852 | $4,539 | $313 | $313 |
| TENCENT HLDGS LTD | P | 2019-04-22 | 2019-05-28 | $4,141 | $5,200 | -$1,059 | -$1,059 |
| THE TRADE DESK INC | P | 2018-07-30 | 2018-10-10 | $13,244 | $9,320 | $3,924 | $3,924 |
| THE TRADE DESK INC | P | 2018-07-30 | 2018-12-20 | $12,592 | $13,766 | -$1,174 | -$1,174 |
| THE TRADE DESK INC | P | 2018-11-06 | 2018-02-22 | $7,296 | $6,418 | $878 | $878 |
| WESTLEAF INC | P | 2019-03-21 | 2019-05-09 | $1,015 | $6,036 | -$5,021 | -$5,021 |
| WESTLEAF INC | P | 2019-02-07 | 2019-04-10 | $1,675 | $1,675 | $0 | $0 |
| WESTLEAF INC | P | 2019-02-28 | 2019-04-10 | $501 | $809 | -$308 | -$308 |
| WESTLEAF INC | P | 2019-02-27 | 2019-04-10 | $835 | $835 | $0 | $0 |
| WESTLEAF INC | P | 2019-02-28 | 2019-04-10 | $167 | $267 | -$100 | -$100 |
| WESTLEAF INC | P | 2019-02-28 | 2019-04-10 | $1,002 | $2,446 | -$1,444 | -$1,444 |
| WESTLEAF INC | P | 2019-02-27 | 2019-04-10 | $837 | $837 | $0 | $0 |
| WIX.COM | P | 2018-07-13 | 2018-10-10 | $10,698 | $10,435 | $263 | $263 |
| XILINX INC | P | 2018-12-27 | 2019-03-12 | $1,538 | $1,065 | $473 | $473 |
| XILINX INC | P | 2018-07-03 | 2018-12-31 | $16,781 | $12,895 | $3,886 | $3,886 |
| XILINX INC | P | 2016-01-15 | 2018-12-20 | $17,720 | $8,629 | $9,091 | $9,091 |
| XILINX INC | P | 2016-01-15 | 2018-10-12 | $14,990 | $8,629 | $6,361 | $6,361 |
| XILINX INC | P | 2018-12-27 | 2019-03-12 | $22,131 | $15,247 | $6,884 | $6,884 |
| ZOOM VIDEO COMM INC | P | 2019-06-27 | 2019-07-31 | $9,732 | $8,894 | $838 | $838 |
| ZOOM VIDEO COMM INC | P | 2019-07-24 | 2019-08-27 | $4,538 | $4,834 | -$296 | -$296 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $130,093 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $29,117 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $674,088 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043195 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $17,553 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $576,600 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.030442 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $19,658 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $425,164 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046236 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $18,620 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $359,574 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051783 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $15,025 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $354,830 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042344 | DistributionYr5Rt |
| Total Distribution | 0.214000 | TotalDistributionRt |
| Average Distribution | 0.042800 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $750,418 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $32,118 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,376 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $33,494 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $24,512 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,752 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,752 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,752 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,440 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,440 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $24 | EsPenaltyAmt |
| Overpayment | $664 | OverpaymentAmt |
| Applied To ES Tax | $664 | 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 | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CHIEN JU SHENG | IndividualWithBooksNm |
| Phone | 4089963893 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7718 SEEBER CT | AddressLine1Txt |
| City | CUPERTINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95014 | 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 | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2017 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| 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 | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| DAVID Y SHENG | ||||||||
| 7718 SEEBER CT | CUPERTINO | CA | 95014 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| CHIEN JU SHENG | ||||||||
| 7718 SEEBER CT | CUPERTINO | CA | 95014 | SECRETARY | 4.00 | $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 | $400,324 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $361,522 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $761,846 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $761,846 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,428 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $750,418 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,521 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,521 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,752 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,752 | TotalTaxAmt |
| Distributable Before Adj | $34,769 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $34,769 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $34,769 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $20,064 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $4,448 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $24,512 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $24,512 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $34,769 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $25,863 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $24,512 | QualifyingDistributionsAmt |
| Applied To Year1 | $24,512 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $1,351 | Taxable2Amt |
| Undistributed Income CY | $34,769 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID Y SHENG | ContributingManagerNm |
| Contributing Manager | CHIEN JU SHENG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | ||||||
| 1 SOUTH ALMADEN BOULEVARD | SAN JOSE | CA | 95113 | PC | DONATION | $200 |
| BSF INTERNATIONAL | ||||||
| 19001 HUEBNER ROAD | SAN ANTONIO | TX | 78258 | SOUNK | DONATION | $200 |
| CAMPUS CRUSADE FOR CHRIST | ||||||
| 100 LAKE HART DR | ORLANDO | FL | 32832 | GROUP | DONATION | $600 |
| CCIC - CUPERTINO | ||||||
| 10455 BANDLEY DRIVE | CUPERTINO | CA | 95014 | PC | DONATION | $7,000 |
| CIM-CHINESE INTERNATIONAL MISSIONS INC | ||||||
| PO BOX 700185 | SAN JOSE | CA | 95170 | PC | DONATION | $500 |
| ENLIGHTENMENT FOUNDATION | ||||||
| 501 S BOYLAN AVENUE | RALEIGH | NC | 27603 | PC | DONATION | $740 |
| GLOBALGIVING FOUNDATION INC | ||||||
| 110 VERMONT AVE NW STE 550 | WASHINGTON | DC | 20005 | PC | DONATION | $575 |
| TEXAS BAPTIST CHILDREN HOME | ||||||
| 1101 N MAYS ST | ROUND ROCK | TX | 78664 | PC | DONATION | $500 |
| THIRD STREET COMMUNITY CENTER | ||||||
| 160 N THIRD STREET | SAN JOSE | CA | 95112 | PC | DONATION | $1,000 |
| VILLAGE GOSPEL MISSION | ||||||
| PO BOX 18850 | STANFORD | CA | 94309 | PC | DONATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,315 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,536 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $130,093 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IRS TAX REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $509 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $147,138 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $147,138 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $1,385 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,385 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| EQUIPMENT | 2013-09-30 | $108 | $108 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER | 2015-09-30 | $543 | $378 | SL | 5.000000000000 | $109 | $0 |
| COMPUTER | 2012-09-30 | $751 | $751 | SL | 5.000000000000 | $0 | $0 |
| SOFTWARE | 2018-07-26 | $3,999 | $222 | SL | 3.000000000000 | $1,333 | $0 |
| SOFTWARE | 2019-09-09 | $4,447 | SL | 3.000000000000 | $124 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| TAIWAN SEMICONDUCTOR MFG LTD SPONSORED | $165,019 | $185,920 |
| FIDELITY GOVERNMENT CLASS RESERVES | $1,697 | $1,882 |
| ADVANCED MICRO DEVICES INC COM | $89,362 | $86,970 |
| DIALOG SEMICONDUCTOR GBP | $50,334 | $78,520 |
| ASE TECHNOLOGY HOLDING CO LTD SPON | $12,060 | $13,380 |
| APPIAN CORP CL A | $3,692 | $4,750 |
| COUPA SOFTWARE INC COM | $6,110 | $6,479 |
| FIVERR INTERNATIONAL LTD | $4,574 | $2,805 |
| AURORA CANNABIL INC | $3,605 | $2,195 |
| BAIDU INC | $11,832 | $10,276 |
| BEYOND MEAT INC | $4,025 | $2,972 |
| CRONOS GROUP INC | $5,616 | $3,620 |
| TENCENT HLDGS LTD | $3,069 | $4,212 |
| ZOOM VIDEO COMMUNICATIONS INC | $4,834 | $3,810 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| EQUIPMENT | $108 | $108 | $0 | $0 |
| COMPUTER | $543 | $487 | $56 | $56 |
| COMPUTER | $751 | $751 | $0 | $0 |
| SOFTWARE | $3,999 | $1,555 | $2,444 | $2,444 |
| SOFTWARE | $4,447 | $124 | $4,323 | $4,323 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE CHARGES | $86 | $0 | $86 |
| FILING FEE | $60 | $0 | $60 |
| POSTAGE | $20 | $0 | $20 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IRS TAX REFUND | Desc |
| Revenue And Expenses Per Books | $509 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $509 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IRS TAX | $7,013 | $7,013 | $0 |
| FOREIGN TAX | $1,995 | $1,995 | $0 |
Comments