CHUA FAMILY CHARITABLE FOUND-IN MEMORY CHUA KOAN & CHANG SU CHENG: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
CHUA FAMILY CHARITABLE FOUND-IN MEMORY CHUA KOAN & CHANG SU CHENG (EIN 20-1961263)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-06-18
IRS object ID
201931699349100603
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-06-18T09:08:15-07:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN660855953PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Etrends GroupBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 490AddressLine1Txt
CityEnterpriseCityNm
State AbbreviationUTStateAbbreviationCd
ZIP847250490ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201961263EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHUA FAMILY CHARITABLE FOUNDATION - IN MBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHUABusinessNameControlTxt
Phone6307301332PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12900 OAK BROOK HILLS RDAddressLine1Txt
CityOAK BROOKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60523ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWENDY YEHPersonNm
Person TitlePresidentPersonTitleTxt
Signature2019-06-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBenjamin R SmithPreparerPersonNm
PTINP01352419PTIN
Phone8444550500PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,180,722FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$129,048ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$435InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$435InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$25,002DividendsRevAndExpnssAmt
Dividends Net Invst Incm$25,002DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$6,584NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$320,061GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$6,584CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$161,069TotalRevAndExpnssAmt
Total Net Invst Incm$32,021TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$16,512OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$16,512OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$222TaxesRevAndExpnssAmt
Taxes Net Invst Incm$90TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$89TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$5,597OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$80OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$5,517OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$22,331TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$16,682TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,606TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$20,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$20,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$42,331TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$16,682TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$25,606TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$118,738ExcessRevenueOverExpensesAmt
Net Investment Income$15,339NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$137,139CashBOYAmt
Cash EOY$38,370CashEOYAmt
Cash EOYFMV$38,370CashEOYFMVAmt
Corporate Stock BOY$972,024CorporateStockBOYAmt
Corporate Stock EOY$1,209,535CorporateStockEOYAmt
Corporate Stock EOYFMV$1,067,352CorporateStockEOYFMVAmt
Invst Land Cost Or Other Basis$275,000InvstLandCostOrOtherBasisAmt
Land Bldg Investments BOY$275,000LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$275,000LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$75,000LandBldgInvestmentsEOYFMVAmt
Total Assets BOY$1,384,163TotalAssetsBOYAmt
Total Assets EOY$1,522,905TotalAssetsEOYAmt
Total Assets EOYFMV$1,180,722TotalAssetsEOYFMVAmt
Mortgages And Notes Payable EOY$20,000MortgagesAndNotesPayableEOYAmt
Other Liabilities EOY$4OtherLiabilitiesEOYAmt
Total Liabilities EOY$20,004TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,384,163UnrestrictedBOYAmt
Unrestricted EOY$1,502,901UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,384,163TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,502,901TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,384,163TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,522,905TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,384,163TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$118,738ExcessRevenueOverExpensesAmt
Subtotal$1,502,901SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,502,901TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$298,987$294,342$4,645$4,645
PUBLICLY TRADED SECURITIESP$20,903$19,135$1,768$1,768
PUBLICLY TRADED SECURITIES CAP GAIN DISTP$171$171$171
FieldValueIRS element (for citing)
Capital Gain Net Income$6,584CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$6,584NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$5,962AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,111,807NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.00536DistributionYr1Rt
Adjusted Qlfy Distri Yr2$14,866AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$919,538NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.01617DistributionYr2Rt
Adjusted Qlfy Distri Yr3$28,852AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$808,586NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.03568DistributionYr3Rt
Adjusted Qlfy Distri Yr4$26,704AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$661,529NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.04037DistributionYr4Rt
Adjusted Qlfy Distri Yr5$26,645AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$547,858NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.04864DistributionYr5Rt
Total Distribution0.146213TotalDistributionRt
Average Distribution0.029243AverageDistributionRt
Net Vl Noncharitable Assets$1,208,107NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$35,329AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$153NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$35,482AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$25,606QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$307InvestmentIncomeExciseTaxAmt
Subtotal$307SubtotalAmt
Tax Based On Investment Income$307TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$307EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$307TotalPaymentsAndCreditsAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1WENDY YEHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6307301332PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12900 OAK BROOK HILLSAddressLine1Txt
CityOAK BROOKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60523ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
CHANELLE CHUA
2900 OAK BROOK HILLS RDOAK BROOKIL60523Director0.00$0
WENDY YEH
2900 OAK BROOK HILLS RDOAK BROOKIL60523President0.00$0
TIFFANY CHUA
1496 HUNTINGTON LNCLEVELANDOH44118Treasurer0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,063,750AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$87,755AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$75,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,226,505TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,226,505AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$18,398CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,208,107NetVlNoncharitableAssetsAmt
Minimum Investment Return$60,405MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$60,405MinimumInvestmentReturnAmt
Tax Based On Investment Income$307TaxBasedOnInvestmentIncomeAmt
Total Tax$307TotalTaxAmt
Distributable Before Adj$60,098DistributableBeforeAdjAmt
Distributable Before Ded$60,098DistributableBeforeDedAmt
Distributable As Adjusted$60,098DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$25,606ExpensesAndContributionsAmt
Qualifying Distributions$25,606QualifyingDistributionsAmt
Adjusted Qualifying Distri$25,606AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$60,098DistributableAsAdjustedAmt
Undistributed Income PY$17,524UndistributedIncomePYAmt
Qualifying Distributions$25,606QualifyingDistributionsAmt
Applied To Year1$17,524AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$8,082AppliedToCurrentYearAmt
Undistributed Income CY$52,016UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerWENDY YEHContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonNATIONAL FOUNDATION FOR CANCER RESERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line15515 Security Lane Suite 1105AddressLine1Txt
CityROCKVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP20852ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeCancer researchGrantOrContributionPurposeTxt
Amt$20,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$20,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$435ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$25,002ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$6,584RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$25,437ExclusionAmt
Related Or Exempt Function Incm$6,584RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$32,021TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
WENDY YEH
12900 OAK BROOK HILLSOAK BROOKIL60523$107,049Yes (X)
WENDY C YEH CHARITABLE LEAD ANNUITY
22900 OAK BROOK HILLSOAK BROOKIL60523$10,000Yes (X)
DAVID CHUA CHARITABLE LEAD ANNUITY
32900 OAK BROOK HILLSOAK BROOKIL60523$12,000Yes (X)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCKSStockNm
EOY Book Value$1,209,535EOYBookValueAmt
EOYFMV$1,067,352EOYFMVAmt

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp

FieldValueIRS element (for citing)
Category Or ItemLandCategoryOrItemTxt
Cost Or Other Basis$275,000CostOrOtherBasisAmt
Book Value$275,000BookValueAmt
EOYFMV$75,000EOYFMVAmt

Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch

Note Payable NotePayableGrp

Lender Name LenderNameGrp

FieldValueIRS element (for citing)
PersonCITIBANKPersonNm
FieldValueIRS element (for citing)
Loan Original$20,000LoanOriginalAmt
Balance Due$20,000BalanceDueAmt
Loan PurposeCASH FLOWLoanPurposeTxt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK SERVICE FEES$160$80$80
INSURANCE$1,789$1,789
POSTAGE$4$4
REPAIRS AND MAINTENANCE$2,711$2,711
UTILITIES$933$933

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescRoundingDesc
EOY Book Value$4EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEECategoryTxt
Amt$16,512Amt
Net Investment Income$16,512NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ANNUAL REPORT$30$15$15
EXCISE TAX$43
LICENSE AND PERMITS$149$75$74

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