CHUA FAMILY CHARITABLE FOUND-IN MEMORY CHUA KOAN & CHANG SU CHENG: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CHUA FAMILY CHARITABLE FOUND-IN MEMORY CHUA KOAN & CHANG SU CHENG (EIN 20-1961263)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-18
- IRS object ID
- 202032629349100008
- 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
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Mortgages And Notes Payable Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-18T13:28:23-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 660855953 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Etrends Group | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 490 | AddressLine1Txt |
| City | Enterprise | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 847250490 | 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 | 201961263 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHUA FAMILY CHARITABLE FOUNDATION - IN M | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHUA | BusinessNameControlTxt |
| Phone | 6307301332 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 OAK BROOK HILLS RD | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WENDY YEH | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2020-09-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Benjamin R Smith | PreparerPersonNm |
| PTIN | P01352419 | PTIN |
| Phone | 8444550500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-01-07 14:23:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,697,536 | 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 | $191,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $768 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $768 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $26,670 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,670 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,454 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $505,625 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,454 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $236,892 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $45,892 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $17,798 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,798 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $350 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $21 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $22 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,164 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $87 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,077 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,312 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,906 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,099 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $60,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $60,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $82,312 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,906 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $64,099 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $154,580 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,986 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $38,370 | CashBOYAmt |
| Cash EOY | $134,024 | CashEOYAmt |
| Cash EOYFMV | $134,024 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,209,535 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,248,457 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,488,512 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $275,000 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $275,000 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $275,000 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $75,000 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,522,905 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,657,481 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,697,536 | TotalAssetsEOYFMVAmt |
| Mortgages And Notes Payable BOY | $20,000 | MortgagesAndNotesPayableBOYAmt |
| Other Liabilities BOY | $4 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $20,004 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,502,901 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,502,901 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,657,481 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,522,905 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,657,481 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,502,901 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $154,580 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,657,481 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,657,481 | 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 |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2017-01-01 | 2019-12-31 | $343,556 | $304,246 | $39,310 | $39,310 |
| PUBLICLY TRADED SECURITIES | P | 2019-06-30 | 2019-12-31 | $162,069 | $182,925 | -$20,856 | -$20,856 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,454 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$20,856 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $25,606 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,208,107 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.02120 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,962 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,111,807 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.00536 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $14,866 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $919,538 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.01617 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $28,852 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $808,586 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.03568 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $26,704 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $661,529 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04037 | DistributionYr5Rt |
| Total Distribution | 0.118773 | TotalDistributionRt |
| Average Distribution | 0.023755 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,417,542 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $33,674 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $280 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $33,954 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $64,099 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $280 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $280 | SubtotalAmt |
| Tax Based On Investment Income | $280 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $280 | 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 | IL | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WENDY YEH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6307301332 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 OAK BROOK HILLS | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CHANELLE CHUA | ||||||
| 2900 OAK BROOK HILLS RD | OAK BROOK | IL | 60523 | Director | 0.00 | $0 |
| WENDY YEH | ||||||
| 2900 OAK BROOK HILLS RD | OAK BROOK | IL | 60523 | President | 0.00 | $0 |
| TIFFANY CHUA | ||||||
| 1496 HUNTINGTON LN | CLEVELAND | OH | 44118 | Treasurer | 0.00 | $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 | $1,277,932 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $86,197 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $75,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,439,129 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,439,129 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,587 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,417,542 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $70,877 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $70,877 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $280 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $280 | TotalTaxAmt |
| Distributable Before Adj | $70,597 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $70,597 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $70,597 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $64,099 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $64,099 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $280 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $63,819 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $70,597 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $52,016 | UndistributedIncomePYAmt |
| Qualifying Distributions | $64,099 | QualifyingDistributionsAmt |
| Applied To Year1 | $52,016 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,083 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $58,514 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WENDY YEH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHICAGO CHINATOWN BRIDGEPORT ALLIAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2141 S TAN COURT | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60616 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SENIOR AFFORDABLE HOUSING PROJECT | GrantOrContributionPurposeTxt |
| Amt | $60,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $60,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $768 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,670 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $18,454 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $27,438 | ExclusionAmt |
| Related Or Exempt Function Incm | $18,454 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $45,892 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| WENDY C YEH CHARITABLE LEAD ANNUITY | ||||||
| 1 | 2900 OAK BROOK HILLS | OAK BROOK | IL | 60523 | $6,000 | Yes (X) |
| DAVID CHUA CHARITABLE LEAD ANNUITY | ||||||
| 2 | 2900 OAK BROOK HILLS | OAK BROOK | IL | 60523 | $5,000 | Yes (X) |
| DAVID CHUA | ||||||
| 3 | 2900 OAK BROOK HILLS | OAK BROOK | IL | 60523 | $100,000 | Yes (X) |
| SOUTH LOOP ENDOSCOPY WELLNESS | ||||||
| 4 | 1S280 SUMMIT AVE CT A-1 | VILLA PARK | IL | 60181 | $80,000 | Yes (X) |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $1,248,457 | EOYBookValueAmt |
| EOYFMV | $1,488,512 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Land | CategoryOrItemTxt |
| Cost Or Other Basis | $275,000 | CostOrOtherBasisAmt |
| Book Value | $275,000 | BookValueAmt |
| EOYFMV | $75,000 | EOYFMVAmt |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
Note Payable NotePayableGrp
Lender Name LenderNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CITIBANK | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan Original | $20,000 | LoanOriginalAmt |
| Loan Purpose | CASH FLOW | LoanPurposeTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE FEES | $174 | $87 | $87 |
| DUES AND SUBSCRIPTIONS | $288 | $288 | |
| INSURANCE | $1,054 | $1,054 | |
| REPAIRS AND MAINTENANCE | $1,656 | $1,656 | |
| UTILITIES | $992 | $992 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEE | CategoryTxt |
| Amt | $17,798 | Amt |
| Net Investment Income | $17,798 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANNUAL REPORT | $15 | $7 | $8 |
| EXCISE TAX | $307 | ||
| LICENSE AND PERMITS | $28 | $14 | $14 |
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