SZE FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
SZE FAMILY CHARITABLE FOUNDATION (EIN 47-6437037)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-29
IRS object ID
202021509349101012
Schema version
2019v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-05-29T12:29:44-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043296226PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DICICCO GULMAN & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1150 PRESIDENTIAL WAY SUITE 510AddressLine1Txt
CityWOBURNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01801ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN476437037EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SZE FAMILY CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSZEFBusinessNameControlTxt
Phone6178768441PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1130 MT AUBURN STREET NO 401AddressLine1Txt
CityCAMBRIDGECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02138ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNIEN DAK SZEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6178768441PhoneNum
Signature2020-05-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAURA K BAROOSHIANPreparerPersonNm
PTINP00284431PTIN
Phone7819375300PhoneNum
Preparation2020-05-06PreparationDt
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$564,519FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$346InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$346InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$7,182DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,182DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$84,936NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,131,162GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$84,936CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$3,844OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$96,308TotalRevAndExpnssAmt
Total Net Invst Incm$92,464TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,192AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,192AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$34OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$34OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$1,440InterestRevAndExpnssAmt
Interest Net Invst Incm$1,440InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$1,805TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,035OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$35OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,506TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,705TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$35,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$35,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$44,206TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,705TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$35,700TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$52,102ExcessRevenueOverExpensesAmt
Net Investment Income$87,759NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1CashBOYAmt
Cash EOY$49,021CashEOYAmt
Cash EOYFMV$49,021CashEOYFMVAmt
Corporate Stock BOY$446,753CorporateStockBOYAmt
Corporate Stock EOY$515,498CorporateStockEOYAmt
Corporate Stock EOYFMV$515,498CorporateStockEOYFMVAmt
Total Assets BOY$446,754TotalAssetsBOYAmt
Total Assets EOY$564,519TotalAssetsEOYAmt
Total Assets EOYFMV$564,519TotalAssetsEOYFMVAmt
Other Liabilities BOY$58,099OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$58,099TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$388,655RetainedEarningBOYAmt
Retained Earning EOY$564,519RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$388,655TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$564,519TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$446,754TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$564,519TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$388,655TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$52,102ExcessRevenueOverExpensesAmt
Other Increases$123,762OtherIncreasesAmt
Subtotal$564,519SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$564,519TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDt
CHARLES SCHWAB 7882P$1,041,123$958,492$82,631$82,631
CHARLES SCHWAB 7882 - WASH SALE LOSS DISALLOWEDP$8,014$8,014$8,014
CHARLES SCHWAB 7882P$76,860$85,680-$8,820-$8,820
CHARLES SCHWAB 7882P$5,165$2,054$3,111$3,1112009-12-182019-01-04
FieldValueIRS element (for citing)
Capital Gain Net Income$84,936CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$26,600AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$608,852NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.043689DistributionYr1Rt
Adjusted Qlfy Distri Yr2$28,116AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$472,942NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.059449DistributionYr2Rt
Adjusted Qlfy Distri Yr3$23,560AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$308,402NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.076394DistributionYr3Rt
Adjusted Qlfy Distri Yr4$18,316AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$266,249NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.068793DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$106,621NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution0.248325TotalDistributionRt
Average Distribution0.049665AverageDistributionRt
Net Vl Noncharitable Assets$526,258NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$26,137AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$878NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$27,015AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$35,700QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$878InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$878SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$878TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,000EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,000TotalPaymentsAndCreditsAmt
Es Penalty$5EsPenaltyAmt
Overpayment$117OverpaymentAmt
Applied To ES Tax$117AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksNIEN DAK SZE TRUSTEEIndividualWithBooksNm
Phone6178768441PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1130 MT AUBURN STREET APT 401AddressLine1Txt
CityCAMBRIDGECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02138ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
NIEN DAK SZE
130 MT AUBURN STREET APT 401CAMBRIDGEMA02138TRUSTEE1.00$0$0$0
CECILIA SZE
130 MT AUBURN STREET APT 401CAMBRIDGEMA02138TRUSTEE1.00$0$0$0
MICHAEL SZE
95 FAIRBANKS AVEWELLESLEYMA02481TRUSTEE1.00$0$0$0
CAMILLE W SZE
5509 KALES AVEOAKLANDCA94618TRUSTEE1.00$0$0$0
JOCELYN A SZE
5744 PRESLEY WAYOAKLANDCA94618TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$445,102AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$89,170AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$534,272TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$534,272AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,014CashDeemedCharitableAmt
Net Vl Noncharitable Assets$526,258NetVlNoncharitableAssetsAmt
Minimum Investment Return$26,313MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$26,313MinimumInvestmentReturnAmt
Tax Based On Investment Income$878TaxBasedOnInvestmentIncomeAmt
Total Tax$878TotalTaxAmt
Distributable Before Adj$25,435DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$25,435DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$25,435DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$35,700ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$35,700QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$878PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$34,822AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$25,435DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$3,117ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$11,020ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$8,237ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$22,374TotalExcessDistributionCyovAmt
Qualifying Distributions$35,700QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$25,435AppliedToCurrentYearAmt
Remaining Distri From Corpus$10,265RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$32,639TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$32,639ExcessDistriCyovToNextYrAmt
Excess From Year4$3,117ExcessFromYear4Amt
Excess From Year3$11,020ExcessFromYear3Amt
Excess From Year2$8,237ExcessFromYear2Amt
Excess From Current Year$10,265ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNIEN DAK SZEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHINESE CULTURAL FOUNDATION OF SF
750 KEARNY STSAN FRANCISCOCA94108DONNEENCCULTURAL, ART AND EDUCATION$6,500
THE AMERICA GIVES HOPE FOUNDATION
100 SEAVIEW AVENUE SUITE 4GNORWALKCT06855DONNEENCINTERNATIONAL RELIEF$6,200
BOSTON CHINATOWN NEIGHBORHOOD CENTER
885 WASHINGTON STREETBOSTONMA02111DONNEENCCHILDREN'S AND YOUTH SERVICES$8,000
ASIAN HEALTH SERVICES
101 8TH STREET SUITE 100OAKLANDCA94607DONNEENCHOSPITALS AND PRIMARY MEDICAL CARE FACILITIES$7,500
ALS-MA
685 CANTON ST SUITE 103NORWOODMA02062DONNEENCDISEASE RESEARCH$7,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$35,700TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$346ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,182ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,844ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$84,936ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$96,308ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$96,308TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,192Amt
Net Investment Income$3,192NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWAB ACCOUNT 7882StockNm
EOY Book Value$515,498EOYBookValueAmt
EOYFMV$515,498EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MA AG FEES$35$35$0
MISCELLANEOUS EXPENSE$2,000$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescFEDERAL TAX REFUNDSDesc
Revenue And Expenses Per Books$3,844RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$3,844AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN MARKET VALUE/OPEN OPTION COSTSDesc
Amt$123,762Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescMARGIN LOAN - CHARLES SCHWABDesc
BOY Book Value$58,099BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADR FEESCategoryTxt
Amt$34Amt
Net Investment Income$34NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$4$4$0
FEDERAL TAXES$1,801$0$0

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