ZHU FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ZHU FAMILY FOUNDATION INC (EIN 20-3753379)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-13
- IRS object ID
- 202021959349101722
- 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
- Form 990-PF
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-13T14:21:28-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203753379 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Zhu Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | ZHUF | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HUICAN ZHU | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| 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 | $1,915,641 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $25 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $38,470 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $38,470 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $60,301 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $348,180 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $60,301 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $98,796 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $98,796 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $7,849 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,849 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $900 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $12,650 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $12,650 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,399 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,849 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,650 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $73,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $73,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $94,399 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,849 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $85,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,397 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $90,947 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,520 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,710 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,710 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,371,066 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,364,273 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,897,931 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,377,586 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,381,983 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,915,641 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,377,586 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,381,983 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,377,586 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,381,983 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,377,586 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,381,983 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,377,586 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,397 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,381,983 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,381,983 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $348,180 | GrossSalesPriceAmt |
| Cost Or Other Basis | $287,879 | CostOrOtherBasisAmt |
| Gain Or Loss | $60,301 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $60,301 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $60,301 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $89,092 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,848,330 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048201 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $90,867 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,834,186 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049541 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $88,645 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,688,499 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052499 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $90,970 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,791,211 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050787 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $84,459 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,860,172 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045404 | DistributionYr5Rt |
| Total Distribution | 0.246432 | TotalDistributionRt |
| Average Distribution | 0.049286 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,812,998 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $89,355 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $909 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $90,264 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $85,650 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,819 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,819 | SubtotalAmt |
| Tax Based On Investment Income | $1,819 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,359 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,359 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $460 | 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 | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Huican Zhu | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Pres, Dir, Sec | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,812,194 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,413 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,840,607 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,840,607 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,609 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,812,998 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $90,650 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $90,650 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,819 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,819 | TotalTaxAmt |
| Distributable Before Adj | $88,831 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $88,831 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $88,831 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $85,650 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $85,650 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $85,650 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $88,831 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $85,577 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Qualifying Distributions | $85,650 | QualifyingDistributionsAmt |
| Applied To Year1 | $85,577 | AppliedToYear1Amt |
| Applied To Current Year | $73 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $88,758 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Huican Zhu | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CENTER FOR EXCELLENCE IN EDUCATION | |||||||
| 8201 GREENSBORO DR STE 215 | MCLEAN | VA | 22102 | N/A | PC | RSI Summer Camp Program | $15,000 |
| MATHEMATICS FOUNDATION OF AMERICA | |||||||
| 129 HANCOCK ST | CAMBRIDGE | MA | 02139 | N/A | PC | Canada/USA Mathcamp Program | $10,000 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||
| 124 MOUNT AUBURN ST | CAMBRIDGE | MA | 02138 | N/A | PC | General & Unrestricted | $10,000 |
| STANFORD UNIVERSITY | |||||||
| PO BOX 20466 | STANFORD | CA | 94309 | N/A | PC | General & Unrestricted | $3,000 |
| STANFORD UNIVERSITY | |||||||
| PO BOX 20466 | STANFORD | CA | 94309 | N/A | PC | Stanford Pre-Collegiate Studies Fund | $20,000 |
| THE HARKER SCHOOL | |||||||
| 4525 UNION AVE | SAN JOSE | CA | 95124 | N/A | PC | Annual Fund | $2,500 |
| UNIVERSITY OF CALIFORNIA SANTA BARBARA | |||||||
| 4219 CHEADLE HALL 4TH FL | SANTA BARBARA | CA | 93106 | N/A | PC | Zhu Chair at UCSB | $12,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $73,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,470 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $60,301 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $98,796 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $98,796 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN FUNDS EUROPACIFIC GRO | $138,458 | $160,670 |
| BLACKROCK STRAT INC OPP PORTFO | $68,619 | $67,473 |
| DIAMOND HILL LONG SHORT FUND C | $93,920 | $106,616 |
| HARDING, LOEVNER FUNDS, INC. E | $41,283 | $50,576 |
| IQ MERGER ARBITRAGE ETF | $62,086 | $67,894 |
| ISHARE SP SMALL CAP 600 INDEX | $42,847 | $73,788 |
| ISHARES TRUST MSCI EAFE INDEX | $51,303 | $76,523 |
| ISHARES TRUST RUSSELL MIDCAP I | $134,937 | $151,137 |
| METROPOLITAN WEST RETURN BOND | $50,764 | $50,839 |
| T. ROWE PRICE OVERSEAS STOCK F | $72,415 | $79,535 |
| TCW GALILEO TOTAL RETURN BOND | $68,839 | $68,022 |
| TEMPLETON GLOBAL BD | $74,123 | $62,252 |
| VANGUARD 500 INDEX FUND ADM | $211,401 | $609,928 |
| VANGUARD FTSE EMERGING MARKETS | $46,948 | $49,273 |
| VANGUARD S&P 500 ETF | $164,818 | $181,030 |
| VANGUARD SHORT TERM INVESTMENT | $41,512 | $42,375 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $12,625 | $12,625 |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $7,849 | Amt |
| Net Investment Income | $7,849 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2019 | CategoryTxt |
| Amt | $900 | Amt |
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