GENE CHIU FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GENE CHIU FOUNDATION (EIN 05-0598399)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202503219349105310
- Schema version
- 2024v5.2
- 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
- Form 990-PF
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T14:01:40-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 270472389 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CGUCPA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 46560 FREMONT BLVD SUITE 403 | AddressLine1Txt |
| City | FREMONT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94538 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050598399 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GENE CHIU FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GENE | BusinessNameControlTxt |
| Phone | 6508582734 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1637 | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | POLLY JAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6508582734 | PhoneNum |
| Signature | 2025-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PEGGY H CHEN | PreparerPersonNm |
| PTIN | P00910398 | PTIN |
| Phone | 5107708680 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,412,129 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $57,373 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $57,373 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $172,659 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $172,659 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,777 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,638 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,049 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,049 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $234,304 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $236,081 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $38,400 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $38,400 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $38,400 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $38,400 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,815 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $6,099 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $15,414 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $108,490 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $55,692 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $48,114 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $207,519 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $55,692 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $131,013 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $460,149 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $460,149 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $667,668 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $55,692 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $591,162 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$433,364 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $180,389 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $484,855 | CashBOYAmt |
| Cash EOY | $197,862 | CashEOYAmt |
| Cash EOYFMV | $197,862 | CashEOYFMVAmt |
| Acct Rcvbl | $10,443 | AcctRcvblAmt |
| Acct Rcvbl BOY | $4,898 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $10,443 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $10,443 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $284,630 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $485,651 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $451,397 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $160,568 | CorporateStockBOYAmt |
| Corporate Stock EOY | $160,568 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $267,340 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $707,531 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $990,757 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,006,084 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,605,162 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,074,413 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,934,613 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,202,290 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $185,610 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,032,094 | LandBOYAmt |
| Land EOY | $1,016,680 | LandEOYAmt |
| Land EOYFMV | $1,544,390 | LandEOYFMVAmt |
| Total Assets BOY | $7,279,738 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,936,374 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,412,129 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $926 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $926 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $300,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $390,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $300,926 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $390,926 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,978,812 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,545,448 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,978,812 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,545,448 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,279,738 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,936,374 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,978,812 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$433,364 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,545,448 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,545,448 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB 1218 (SEE ATTACHMENT) | P | 2024-01-01 | 2024-12-31 | $4,287 | -$4,287 | -$4,287 | |
| CHARLES SCHWAB 1218 (SEE ATTACHMENT) | P | 2023-01-01 | 2024-12-31 | $995 | $995 | $995 | |
| CHARLES SCHWAB 8475 (SEE ATTACHMENT) | P | 2024-01-01 | 2024-12-31 | $1,643 | $1,643 | $1,643 | |
| CHARLES SCHWAB 8475 (SEE ATTACHMENT) | P | 2023-01-01 | 2024-12-31 | $128 | -$128 | -$128 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,777 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,507 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,507 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,507 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,920 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,920 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $413 | OverpaymentAmt |
| Applied To ES Tax | $413 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | POLLY JAN | IndividualWithBooksNm |
| Phone | 6508582734 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1637 | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | POLLY JAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1637 | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $38,400 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GCF WEB READING ROOM PROJECT - POST FAIRY TALE AND FOLK STORIES TO THE WEBSITE IN ENGLISH AND CHINESE, MAINTAIN THE WEBSITE AND BUILD CONTENTS | Description1Txt |
| Expenses1 | $3,122 | Expenses1Amt |
| Description2 | GCF SENIOR WELFARE PROJECT - IMPROVE SENIOR WELFARE IN LUODONG. | Description2Txt |
| Expenses2 | $4,684 | Expenses2Amt |
| Description3 | GCF STUDENT SCHOLARSHIP PROJECT - ESTABLISH SCHOLARSHIP FOR LOW INCOME COLLEGE STUDENTS IN GUIZHOU PROVINCE. | Description3Txt |
| Expenses3 | $9,367 | Expenses3Amt |
| Description4 | GCF SCHOOL FACILITIES PROJECT - TO ASSIST AND HELP SUPPORTING OF SCHOOL FACILITIES | Description4Txt |
| Expenses4 | $6,245 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,424,030 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $392,143 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,730,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,546,173 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,546,173 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $158,193 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,387,980 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $519,399 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $519,399 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,507 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,507 | TotalTaxAmt |
| Distributable Before Adj | $516,892 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $516,892 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $516,892 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $591,162 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $591,162 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $516,892 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $580,368 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $591,162 | QualifyingDistributionsAmt |
| Applied To Year1 | $580,368 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,794 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $506,098 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AN-SHUN COLLEGE CHEM ENGINEERING | |||||||
| NO25 XUEYUAN RD XIXIU DISTRICT | ANSHUN | GUIZHOU | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $1,352 | |
| BE-JIE MED-CARE PROFESSIONAL COLLEGE | |||||||
| NO1 XUEFU NORTH ROADUNIVERSITYTOWN | FUZHOU | FUJIAN | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN FUJIAN, CHINA | $1,269 | |
| CAPITAL UNIVERSITY OF ECONOMICS AND TRADE | |||||||
| NO2 JINTAILI CHAOYANG DISTRICT | BEIJING | BEIJING | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN BEIJING, CHINA | $1,545 | |
| CATHOLIC MARIAN LONG-TERM CARE CENTER | |||||||
| NO17 PEI CHENG ROAD SECT 1 LUODONG | YILAN | YILAN | TW | SENIOR WELFARE | IMPROVE SENIOR WELFARE IN YILAN, TAIWAN | $5,000 | |
| CHIANNAN NORMAL COLLEGE | |||||||
| NO 152 LUOYU ROAD HONGSHAN DISTRICT | WUHAN | HUBEI | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN HUBEI, CHINA | $1,863 | |
| FUJIAN POLYTECH NORMAL COLLEGE(COMMERCE | |||||||
| NO1 XIAOYUAN XINCUN LONGJIANG | FUQING | FUJIAN | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN FUJIAN, CHINA | $1,250 | SUBDISTRICT |
| FUJIAN TEACHERS UNIVERSITY | |||||||
| NO 9 NINHUA RD TAIJIANG DISTRICT | FUZHOU | FUJIAN | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN FUJIAN, CHINA | $1,570 | |
| GAN-NAN NORMAL UNIVERSITY | |||||||
| SHIDA SOUTH ROAD RONGJIANG NEW AREA | GANZHOU | JIANGXI | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN JIANGXI, CHINA | $350 | |
| GUIYANG HEALTHCARE MEDICAL UNIVPEDIATRIC NURSING | |||||||
| NO2 WEST OF SHILIN ROAD GUANSHANHU | GUIYANG | GUIZHOU | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $1,260 | DISTRICT |
| GUIYANG HEALTHCARE MEDICAL UNIVERSITY | |||||||
| NO2 WEST OF SHILIN ROAD GUANSHANHU | GUIYANG | GUIZHOU | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINAGCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $350 | DISTRICT |
| GUIZHOU CHINESE MEDICAL UNIVERSITY | |||||||
| NO 50 SHI DONG ROAD JIAXIU DISTRICT | GUIYANG | GUIZHOU | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $1,681 | |
| GUIZHOU COLLEGE OF FOOD SCIENCES | |||||||
| NO 1 TAOLIN RD QINGZHEN | GUIYANG | GUIZHOU | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $1,350 | |
| GUIZHOU INDUSTRY POLYTECHNIC COLLEGE | |||||||
| NO 247 BAIYUN AVENUE | GUIYANG | GUIZHOU | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $1,545 | |
| GUIZHOU ECON & FINANCE UNIV | |||||||
| NO 276 LUCHONGGUAN ROAD YUNYAN | GUIYANG | GUIZHOU | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $1,095 | DISTRICT |
| GUIZHOU INSTITUTE OF TECHNOLOGY | |||||||
| NO1 CAIGUAN ROAD YUNYAN DISTRICT | GUIYANG | GUIZHOU | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $1,877 | |
| GUIZHOU MEDICAL UNIVERSITY | |||||||
| NO 6 ANKANG AVENUE GUIAN NEW | GUIYANG | GUIZHOU | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $5,130 | DISTRICT |
| GUIZHOU MINZU UNIVERSITY | |||||||
| NO 1 XUEFU ROAD HUAXI DISTRICT | GUIYANG | GUIZHOU | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $610 | |
| GUIZHOU MZ UNIV(ENGLISH) | |||||||
| NO 1 XUEFU ROAD HUAXI DISTRICT | GUIYANG | GUIZHOU | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $1,281 | |
| GUIZHOU NORMAL COLLEGE | |||||||
| NO 115 GAOXIN ROAD WUDANG DISTRICT | GUIYANG | GUIZHOU | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $1,480 | |
| GUIZHOU RAILWAY PROFESSIONAL COLLEGE | |||||||
| NO 1151 YUNHUAN EAST ROAD BAIYUN | GUIYANG | GUIZHOU | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $1,891 | DISTRICT |
| GUIZHOU UNIVERSITY | |||||||
| GUIZHOU UNIVERSITY | GUIYANG | GUIZHOU | TW | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $5,555 | |
| GUIZHOU UNIVERSITY OF ECONOMICS AND FINANCE | |||||||
| NO276 LUCHONGGUAN ROAD YUNYAN | GUIYANG | GUIZHOU | TW | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $350 | DISTRICT |
| HEFAI INDUSTRIAL TECH UNIVERSITY | |||||||
| NO 193 TUNXI ROAD | HEFEI | ANHUI | TW | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN ANHUI, CHINA | $1,225 | |
| HEFEI UNIVERSITY OF TECHNOLOGY | |||||||
| POBOX 22 193 TUNXI ROAD | HEFEI | ANHUI | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN ANHUI, CHINA | $350 | |
| HUBEI SAN-SHIA UNIVERSITY | |||||||
| NO8 DAXUE ROAD XILING DISTRICT | YICHANG | HUBEI | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN HUBEI, CHINA | $1,910 | |
| HUISHUI HIGH SCHOOL | |||||||
| NO 1151 YUNHUAN EAST ROAD BAIYUN | GUIYANG | GUIZHOU | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN CHENGDU, CHINA | $350 | DISTRICT |
| JIANGSU COLLEGE OF SCIENCE AND TECHNOLOGY | |||||||
| NO1801 ZHONGWU RD | CHANGZHOU | JIANGSU | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN JIANGSU, CHINA | $1,700 | |
| KAILI COLLEGE | |||||||
| NO3 KAIYUAN AVENUE KAILI ECONOMIC | KAILI | GUIZHOU | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $3,190 | DEVELOPMENT AREA |
| LANZHOU UNIVERSITY OF TECHNOLOGY | |||||||
| NO 287 LANGONGPING ROAD QILIHE | LANZHOU | GANSU | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN GANSU, CHINA | $1,510 | DISTRICT |
| MENGJIANG STREET OFFICE | |||||||
| NO 212 NATIONAL HIGHWAY NEAR | HUISHUI | GUIZHOU | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $5,300 | GAOTOWN HEALTH CLINIC |
| MINGJIAN TEACHERS COLLEGE | |||||||
| NO 1 XUEFU SOUTH ROAD MINHOU COUNTY | FUZHOU | FUJIAN | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN FUJIAN, CHINA | $350 | |
| NANJING NORMAL COLLEGE | |||||||
| NO1 WENYUAN ROAD QIXIA DISTRICT | NANJING | NANJING | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN NANJING, CHINA | $1,980 | |
| NINGXIA UNIVERSITY | |||||||
| NO489 HELANSHAN WEST RD XIXIA | YINCHUAN | NINGXIA HUI AUTON | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN NINGXIA HUI AUTONOMOUS REGION, CHINA | $1,870 | DISTRICT |
| QINNAN MINZU TEACHERS COLLEGE | |||||||
| NO5 JIANJIANG AVENUE MIDDLE SECTION | DUYUN | GUIZHOU | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $1,400 | |
| QIQIHAR UNIVERSITY | |||||||
| NO42 WENHUA STREET JIANHUA DISTRICT | QIQIHAR | HEILONGJIANG | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN HEILONGJIANG, CHINA | $1,734 | |
| SHIHEZEE UNIV | |||||||
| NO280 N 4TH ROAD | SHIHEZI | XINJIANG UYGUR AU | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN NINGXIA HUI AUTONOMOUS REGION, CHINA | $1,346 | |
| SOUTHWEST MINZU UNIVERSITY | |||||||
| NO 16 SOUTH SECTION 1ST RING ROAD | CHENGDU | SICHUAN | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN SICHUAN, CHINA | $1,760 | WUHOU DISTRICT |
| THREE GORGES UNIVERSITY | |||||||
| NO8 DAXUE ROAD XILING DISTRICT | YICHANG | HUBEI | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN HUBEI, CHINA | $1,500 | |
| TIANJIN UNIVERSITY OF FINANCE AND ECONOMICS | |||||||
| NO25 ZHUJIANG ROAD HEXI DISTRICT | TIANJIN | TIANJIN | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN TIANJIN, CHINA | $350 | |
| XINJIANG NORMAL UNIVERSITY | |||||||
| NO 100 GUANJING ROAD SHUIMOGOU | URUMQI | XINJIANG UYGUR AU | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN XINJIANG UYGUR AUTONOMOUS REGION, CHINA | $1,220 | DISTRICT |
| ZUNYI MEDICAL UNIVERSITY | |||||||
| NO6 XUEFU ROAD XINPU DISTRICT | ZUNYI | GUIZHOU | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $1,450 | |
| NATIONAL TAIWAN UNIVERSITY | |||||||
| NO1 SEC4 ROOSEVELT RD | TAIPEI | TW | EDUCATION | GRANTS TO NATIONAL TAIWAN UNIVERSITY FOR EDUCATION DEVELOPMENT | $300,000 | ||
| CHENSHI LTD | |||||||
| NO257 2FL SEC5 LUO SI FU ROAD | TAIPEI | TW | PROGRAM 4 SPECIAL NE | DEVELOP SOFTWARE TO TEACH SPECIAL NEEDS PEOPLE WITH GOOD HYGENE HABIT, SET UP CLASSROOM TEACHING FOR SPECIAL NEEDS PEOPLE | $90,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $460,149 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $57,373 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $172,659 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $6,049 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$1,777 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $234,304 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $234,304 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 13 | LineNumberTxt |
| Relationship Statement | INCOME IS ALL USED FOR EXEMPT PURPOSES TO ESTABLISH COMPUTER CLASSROOM, ELECTRONIC BOOKS, WEBSITES, SCHOLARSHIP AND LIBRARY IN UNIVERSITY AND JUNIOR HIGH AND HIGH SCHOOLS IN CHINA AND TAIWAN. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|
| LAND | 2012-12-19 | $601,145 | L | $0 | $0 | ||
| BUILDING | 2012-12-19 | $601,145 | SL | $15,414 | $0 | $170,196 | 39.000000000000 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | #8475 - VARIOUS CORPORATE BONDS | BondNm |
| EOY Book Value | $990,757 | EOYBookValueAmt |
| EOYFMV | $1,006,084 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| #1218 - ALPHABET INC | $110,114 | $189,300 |
| #1218 - IBM CORP | $50,454 | $78,040 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $485,651 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $451,397 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| #1218 - VARIOUS ETFS | AT COST | $2,510,182 | $5,399,841 |
| #8475 - VARIOUS MUTUAL FUNDS | AT COST | $1,317,253 | $1,294,603 |
| #8475 - AGENCY SECURITIES-FEDERAL NTNL MO | AT COST | $39,883 | $37,572 |
| #8475 - VARIOUS MORTGAGE POOLS | AT COST | $207,095 | $202,597 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LAND | $601,145 | $0 | $601,145 |
| BUILDING | $601,145 | $185,610 | $415,535 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INTEREST EXPENSE | $6,852 | $6,852 | $0 |
| INVESTMENT MANAGEMENT FEES | $48,840 | $48,840 | $0 |
| UTILITIES | $6,741 | $0 | $6,741 |
| GCF SCHOLARSHIP PROJECT | $9,367 | $0 | $9,367 |
| HOA FEES | $14,830 | $0 | $14,830 |
| GCF SPECIAL NEEDS HEALTH AND WELFARE PROJECT | $1,562 | $0 | $1,562 |
| GCF READING PROJECT | $3,123 | $0 | $3,123 |
| GCF ADVISOR PROJECT | $1,561 | $0 | $1,561 |
| GCF WEBSITE | $1,562 | $0 | $1,562 |
| GCF SCHOOL FACILITIES PROJECT | $6,245 | $0 | $6,245 |
| GCF GRADUATE STUDY PROGRAM PROJECT | $3,123 | $0 | $3,123 |
| GCF SENIOR WELFARE PROJECT | $4,684 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VARIOUS INVESTMENT GAIN | Desc |
| Revenue And Expenses Per Books | $6,049 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,049 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,049 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DISTRIBUTION PAYABLE | Desc |
| BOY Book Value | $300,000 | BOYBookValueAmt |
| EOY Book Value | $390,000 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX - CY | $716 | $0 | $0 |
| PAYROLL TAX | $6,099 | $0 | $6,099 |
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