BETA

EVELYN JOB & APRIL FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
EVELYN JOB & APRIL FOUNDATION (EIN 26-1550127)
Tax period
2018-12-01 to 2019-11-30
Filed
2020-09-15
IRS object ID
202002599349100600
Schema version
2018v3.2
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)
Return2020-09-15T00:53:03-05:00ReturnTs
Tax Period End2019-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN475284605PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERIC ZHANG & ASSOCIATES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1920 HILLVIEW CT 180AddressLine1Txt
CityMILPITASCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95035ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN261550127EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EVELYN JOB & APRIL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEVELBusinessNameControlTxt
Phone6505336371PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11103 OREGON AVEAddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94303ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEVELYN ZHANPersonNm
Person TitleCEOPersonTitleTxt
Phone6505336371PhoneNum
Signature2020-09-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonERIC ZHANG CPAPreparerPersonNm
PTINP00548506PTIN
Phone6265812266PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address60.251.116.2IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-09-11IPDt
IP Tm01:11:25IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id0DD300A03F465FFDC8B80486351FD74E0FDBAE49AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2022-02-16 14:24:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$243,220FMVAssetsEOYAmt
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$279InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$279InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$17,318NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,941,417GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$17,318CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$17,597TotalRevAndExpnssAmt
Total Net Invst Incm$17,597TotalNetInvstIncmAmt
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$1,553AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,553AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,485TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,485TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$35OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$35OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,073TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,485TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,588TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$36,844ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$36,844ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$39,917TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,485TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$38,432TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$22,320ExcessRevenueOverExpensesAmt
Net Investment Income$16,112NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$14,219CashBOYAmt
Cash EOY$131,440CashEOYAmt
Cash EOYFMV$131,440CashEOYFMVAmt
Corporate Stock BOY$254,981CorporateStockBOYAmt
Corporate Stock EOY$115,440CorporateStockEOYAmt
Corporate Stock EOYFMV$111,780CorporateStockEOYFMVAmt
Total Assets BOY$269,200TotalAssetsBOYAmt
Total Assets EOY$246,880TotalAssetsEOYAmt
Total Assets EOYFMV$243,220TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$50,588CapitalStockBOYAmt
Capital Stock EOY$50,588CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$218,612RetainedEarningBOYAmt
Retained Earning EOY$196,292RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$269,200TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$246,880TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$269,200TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$246,880TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$269,200TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$22,320ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$246,880SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$246,880TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
1000 ALIBABAP2018-08-072019-02-25$182,290$182,002$288$288
2000 JD COMMONP2018-08-072019-03-01$57,857$72,979-$15,122-$15,122
8000 APPLIED OPTOELECTRONP2019-03-042019-03-04$109,701$108,257$1,444$1,444
10000 ENERGOUSP2019-03-042019-03-04$65,561$64,884$677$677
1000 ALIBABAP2019-05-202019-07-08$169,149$161,134$8,015$8,015
2900 QUALCOMMP2019-07-222019-09-05$229,443$220,628$8,815$8,815
2000 QUALCOMMP2019-09-202019-09-23$155,364$153,753$1,611$1,611
2000 QUALCOMMP2019-09-252019-09-25$152,915$150,554$2,361$2,361
2000 QUALCOMMP2019-09-302019-10-04$154,544$153,030$1,514$1,514
10000 UNITED STATES OILP2019-10-082019-10-09$111,599$109,138$2,461$2,461
5000 PRINICIPALP2019-10-142019-10-16$125,099$125,230-$131-$131
5000 UNITED STATES OILP2019-10-142019-10-16$55,849$55,425$424$424
15000 UNITED STATES OILP2019-10-212019-10-21$168,147$166,379$1,768$1,768
10000 UNITED STATES OILP2019-10-312019-11-01$115,298$112,809$2,489$2,489
10000 FORDP2019-11-202019-11-22$88,601$87,897$704$704
FieldValueIRS element (for citing)
Capital Gain Net Income$17,318CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$32,091AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$221,254NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.145041DistributionYr1Rt
Adjusted Qlfy Distri Yr2$8,865AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$358,548NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.024725DistributionYr2Rt
Adjusted Qlfy Distri Yr3$14,175AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$208,636NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.067941DistributionYr3Rt
Adjusted Qlfy Distri Yr4$10,452AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$120,397NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.086813DistributionYr4Rt
Adjusted Qlfy Distri Yr5$12,328AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$182,423NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.067579DistributionYr5Rt
Total Distribution0.392099TotalDistributionRt
Average Distribution0.078420AverageDistributionRt
Net Vl Noncharitable Assets$211,990NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$16,624AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$161NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$16,785AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$38,432QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$161InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$161SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$161TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$728EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$728TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$567OverpaymentAmt
Applied To ES Tax$567AppliedToESTaxAmt
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 StateCAOrgReportOrRegisterStateCd
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 BooksEVELYN ZHANIndividualWithBooksNm
Phone6505336371PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11103 OREGON AVEAddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94303ZIPCd
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
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
EVELYN ZHAN
1103 OREGON AVEPALO ALTOCA94303PRESIDENT & CEO3.00$0$0$0
YAT TUNG LAM
1103 OREGON AVEPALO ALTOCA94303SECRETARY3.00$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$99,294AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$115,924AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$215,218TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$215,218AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,228CashDeemedCharitableAmt
Net Vl Noncharitable Assets$211,990NetVlNoncharitableAssetsAmt
Minimum Investment Return$10,600MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$10,600MinimumInvestmentReturnAmt
Tax Based On Investment Income$161TaxBasedOnInvestmentIncomeAmt
Total Tax$161TotalTaxAmt
Distributable Before Adj$10,439DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$10,439DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$10,439DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$38,432ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$38,432QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$161PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$38,271AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$10,439DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$1,083ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$4,763ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$22,480ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$28,326TotalExcessDistributionCyovAmt
Qualifying Distributions$38,432QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$10,439AppliedToCurrentYearAmt
Remaining Distri From Corpus$27,993RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$56,319TotalCorpusAmt
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$56,319ExcessDistriCyovToNextYrAmt
Excess From Year4$1,083ExcessFromYear4Amt
Excess From Year3$4,763ExcessFromYear3Amt
Excess From Year1$22,480ExcessFromYear1Amt
Excess From Current Year$27,993ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerEVELYN ZHANContributingManagerNm
Contributing ManagerYAT TUNG LAMContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN RED CROSS
PB BOX 37839BOONEIA50037N/APUBLIC CHARITYDONATION$5,000
CHINESE CHURCH IN CHRIST SOUTH VALLEY
5805 CAHALAN AVENUESAN JOSECA95123N/APUBLIC CHARITYDONATION$25,594
PALO ALTO PARTNERS IN EDUCATION
25 CHURCHILL AVENUEPALO ALTOCA94306N/APUBLIC CHARITYDONATION$5,000
PALY INTERDISCIPLINARY EXPERIENCE
50 EMBARCADERO RDPALO ALTOCA94301N/APUBLIC CHARITYDONATION$1,250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$36,844TotalGrantOrContriPdDurYrAmt
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$279ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$17,318ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$17,597ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$17,597TotalIncomeProducingActyAmt

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$1,553Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,553DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
Stock3000 HSBCStockNm
EOY Book Value$115,440EOYBookValueAmt
EOYFMV$111,780EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFILING FEEDesc
Revenue And Expenses Per Books$35RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$35DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryIRS TAXCategoryTxt
Amt$1,485Amt
Net Investment Income$1,485NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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