GREEN OCEAN FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GREEN OCEAN FOUNDATION (EIN 82-0832382)
- Tax period
- 2019-03-01 to 2020-02-29
- Filed
- 2020-06-20
- IRS object ID
- 202041729349100404
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-20T14:37:33-07:00 | ReturnTs |
| Tax Period End | 2020-02-29 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263000418 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABEST TAX SERVICES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1621A S MAIN ST | AddressLine1Txt |
| City | MILPITAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 820832382 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN OCEAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREE | BusinessNameControlTxt |
| Phone | 4082605899 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10438 VISTA DRIVE | AddressLine1Txt |
| City | CUPERTINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95014 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | YUAN NING TSENG | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Signature | 2020-06-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHUANG MAO | PreparerPersonNm |
| PTIN | P00660082 | PTIN |
| Phone | 4083929977 | 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 | $1,730,660 | 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 | $655,318 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $10,560 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,560 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $10,560 | InterestOnSavingsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $48,994 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,023,929 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $48,994 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $48,994 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $714,872 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $59,554 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $59,554 | TotalAdjNetIncmAmt |
| Interest Rev And Expnss | $2,667 | InterestRevAndExpnssAmt |
| Interest Dsbrs Chrtbl | $2,667 | InterestDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,007 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $13,193 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $13,193 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31,251 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $31,251 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $48,118 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $47,111 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $51,918 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $50,911 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $662,954 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $59,554 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $59,554 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $487,764 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $729,227 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $729,227 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $556,677 | CorporateStockBOYAmt |
| Corporate Stock EOY | $965,577 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $987,422 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $7,072 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,480 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,285 | LandBOYAmt |
| Land EOY | $2,592 | LandEOYAmt |
| Land EOYFMV | $1,200 | LandEOYFMVAmt |
| Other Assets EOY | $12,811 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $12,811 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,046,726 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,710,207 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,730,660 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,946 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,473 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,946 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,473 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,043,780 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,706,734 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,043,780 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,706,734 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,046,726 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,710,207 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,043,780 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $662,954 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,706,734 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,706,734 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Merrill #2176 | P | 2019-05-01 | 2019-05-01 | $60,098 | $60,508 | -$410 | -$410 |
| TD Ameritrade #9992 | P | 2019-05-01 | 2019-05-01 | $963,831 | $914,427 | $49,404 | $49,404 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $48,994 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $48,994 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,191 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,191 | SubtotalAmt |
| Tax Based On Investment Income | $1,191 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $342 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $342 | TotalPaymentsAndCreditsAmt |
| Tax Due | $849 | 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHIH CHANG CHANG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4082605899 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10438 VISTA DRIVE | AddressLine1Txt |
| City | CUPERTINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95014 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| YUAN NING TSENG | ||||||
| 10438 VISTA DRIVE | CUPERTINO | CA | 95014 | President & CEO | 4.00 | $0 |
| SHIH CHANG CHANG | ||||||
| 10438 VISTA DRIVE | CUPERTINO | CA | 95014 | Secretary & CFO | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $514,281 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,007,633 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,521,914 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,521,914 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,829 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,499,085 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $74,954 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $74,954 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,191 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,191 | TotalTaxAmt |
| Distributable Before Adj | $73,763 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $73,763 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $73,763 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $50,911 | ExpensesAndContributionsAmt |
| Charitable Assets Acquis Paid | $1,314 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $52,225 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $52,225 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $73,763 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $54,355 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $57,311 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $111,666 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $52,225 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $52,225 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $21,538 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $21,538 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $90,128 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $90,128 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $32,817 | ExcessFromYear2Amt |
| Excess From Year1 | $57,311 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | YUAN NING TSENG | ContributingManagerNm |
| Contributing Manager | SHIH CHANG CHANG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Monterey Bay Aquarium | |||||||
| 886 Cannery Row | Monterey | CA | 93940 | Donation | PC | To inspire conservation of the ocean. | $800 |
| St Jude Internet | |||||||
| 262 Danny Thomas Place | Memphis | TN | 38105 | Donation | PC | To advance cures, and means of prevention, for pediatric catastrophic diseases through research and treatment. | $2,000 |
| Care Mission | |||||||
| 362 W Garvey Ave | Monterey Park | CA | 91754 | Donation | PC | Helping the world around us a better, happier place. | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,800 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $10,560 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $48,994 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $59,554 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $59,554 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| SHIH CHANG CHANG YUAN NING TSENG | |||||||
| 1 | 10438 VISTA DRIVE | CUPERTINO | CA | 95014 | $122,726 | Yes (X) | |
| SHIH CHANG CHANG YUAN NING TSENG | |||||||
| 2 | 10438 VISTA DRIVE | CUPERTINO | CA | 95014 | $143,446 | Yes (X) | |
| SHIH CHANG CHANG YUAN NING TSENG | |||||||
| 3 | 10438 VISTA DRIVE | CUPERTINO | CA | 95014 | $132,488 | Yes (X) | |
| SHIH CHANG CHANG YUAN NING TSENG | |||||||
| 4 | 10438 VISTA DRIVE | CUPERTINO | CA | 95014 | $36,658 | Yes (X) | |
| SHIH CHANG CHANG YUAN NING TSENG | |||||||
| 5 | 10438 VISTA DRIVE | CUPERTINO | CA | 95014 | $220,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 616 SH APPLE STOCK TRADED ON NASDAQ | $122,726 | 2019-05-07 |
| 2 | 720 SH APPLE STOCK TRADED ON NASDAQ | $143,446 | 2019-05-07 |
| 3 | 655 SH APPLE STOCK TRADED ON NASDAQ | $132,488 | 2019-05-07 |
| 4 | 184 SH APPLE STOCK TRADED ON NASDAQ | $36,658 | 2019-05-07 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| COMPUTER | 2017-06-28 | $1,672 | $1,347 | 200DB | 0.1414 | $236 |
| 2017-12-28 | $1,818 | $782 | 200DB | 0.2280 | $415 | |
| LAPTOP | 2017-02-28 | $2,268 | $1,344 | 200DB | 0.0741 | $168 |
| FURNITURE | 2019-09-02 | $1,314 | 200DB | 0.1429 | $188 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| TD Ameritrade #9992 | $6 | $6 |
| Merrill #2176 | $965,571 | $987,416 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $1,314 | $188 | $1,126 | $500 |
| Machinery and Equipment | $5,758 | $4,292 | $1,466 | $700 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Advance to Founder | Desc |
| EOY Book Value | $12,811 | EOYBookValueAmt |
| EOYFMV | $12,811 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Advisory Fee | $6,192 | $6,192 |
| Automobile Expense | $2,686 | $2,686 |
| Bank Service Charge | $45 | $45 |
| Dues and Subscriptions Expense | $285 | $285 |
| Error Charge | $300 | $300 |
| Filing Expense | $10 | $10 |
| Insurance Expense | $1,173 | $1,173 |
| Meals and Entertainment | $10,699 | $10,699 |
| Office Expense | $430 | $430 |
| Office Supply | $2,641 | $2,641 |
| Parking & Tolls Expense | $116 | $116 |
| Postage Expense | $116 | $116 |
| Professional Expense | $2,905 | $2,905 |
| Telephone Expense | $3,653 | $3,653 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Credit Card Payable | $920 | $3,473 |
| Advance from Founder | $2,026 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHIH CHANG CHANG YUAN NING TSENG | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10438 VISTA DRIVE | AddressLine1Txt |
| City | CUPERTINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95014 | ZIPCd |
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