SINO AMERICAN AMITY FUND INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SINO AMERICAN AMITY FUND INC (EIN 13-6183038)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-05
- IRS object ID
- 201833179349100238
- Schema version
- 2017v2.3
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-05T02:02:16-00:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALAN REISNER CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 137 BABYLON TPKE | AddressLine1Txt |
| City | MERRICK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11566 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136183038 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SINO AMERICAN AMITY FUND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SINO | BusinessNameControlTxt |
| Phone | 5168689500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O REISNER CPA 137 BABYLON TPKE | AddressLine1Txt |
| City | MERRICK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11566 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BROTHER PETE LI | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Signature | 2018-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALAN REISNER | PreparerPersonNm |
| Phone | 5168689500 | PhoneNum |
| Preparation | 2018-11-05 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.6.236.231 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-13 | IPDt |
| IP Tm | 15:51:47 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9D7525ED3141EAC8F50897175FE2948EF4FC9DA9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9D7525ED3141EAC8F50897175FE2948EF4FC9DA9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,823,765 | 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 | $15,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $12,910 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,910 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $12,910 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $36,092 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,092 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $36,092 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $36,070 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $500,787 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $36,070 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $100,072 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $85,072 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $49,002 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $4,615 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,615 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $4,615 | LegalFeesAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,550 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,550 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $8,045 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,045 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $8,045 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $89,199 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $89,199 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $89,199 | TaxesAdjNetIncmAmt |
| Occupancy Rev And Expnss | $13,627 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $13,627 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $13,627 | OccupancyAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $712 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $712 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $712 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $117,748 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $117,748 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $117,748 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $133,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $133,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $250,998 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $117,748 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $117,748 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $133,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$150,926 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $318,042 | CashBOYAmt |
| Cash EOY | $7,463 | CashEOYAmt |
| Cash EOYFMV | $7,463 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $446,833 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $632,805 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $632,805 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,019,160 | CorporateStockBOYAmt |
| Corporate Stock EOY | $972,909 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,183,497 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $180,042 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $180,042 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $180,042 | LandBldgInvestmentsEOYAmt |
| Total Assets BOY | $1,964,077 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,793,219 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,823,765 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $155,302 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $135,372 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $155,302 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $135,372 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,808,775 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,657,847 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,808,775 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,657,847 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,964,077 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,793,219 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,808,775 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$150,926 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,657,849 | SubtotalAmt |
| Other Decreases | $2 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,657,847 | 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 |
|---|---|---|---|---|---|---|---|
| PER MS | P | 2015-01-01 | 2017-12-31 | $358,580 | $356,321 | $2,259 | $2,259 |
| PUTNAM GROWTH ND INCOME | P | 2015-01-01 | 2017-12-31 | $134,151 | $108,396 | $25,755 | $25,755 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $36,070 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,270 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,752,904 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000.003004 | DistributionYr1Rt |
| Total Distribution | 000.003004 | TotalDistributionRt |
| Average Distribution | 000.000601 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,789,430 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,676 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,676 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $133,250 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
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 | NY | 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 |
| Individual With Books | ALAN REISNER CPA | IndividualWithBooksNm |
| Phone | 5168689500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 137 BABYLON TPKE | AddressLine1Txt |
| City | MERRICK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11566 | 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 |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BOTHER PETER LI | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 86 RIVERSIDE DR | AddressLine1Txt |
| City | NYC | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 010.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,129,337 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $702,572 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,000,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,831,909 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,831,909 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,479 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,789,430 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $139,472 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $139,472 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $139,472 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $139,472 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $139,472 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $133,250 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $133,250 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $133,250 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $139,472 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $129,375 | UndistributedIncomePYAmt |
| Qualifying Distributions | $133,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $129,375 | AppliedToYear1Amt |
| Applied To Current Year | $3,875 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $135,597 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BROTHER PETER LI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 86 RIVERSIDE DR | AddressLine1Txt |
| City | NYC | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5168689500 | RecipientPhoneNum |
| Form And Info And Materials | NOT DEFINED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | ONLY FOR CHINESE STUDENTS EDUCATION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHINESE CHAMBER OF COMMERCE | |||||||
| 33 BOWERY-SUITE C-202 | NYC | NY | 10002 | NONE | PC | TO FURTHER EDUCATION FOR CHINESE STUDENTS | $43,250 |
| FU JEN UNIVERSITY FOUNDATION | |||||||
| 20651 GOLDEN SPRINGS DR-SUITE 162 | WALNUT | CA | 91789 | NONE | PC | TO FURTHER EDUCATION FOR CHINESE STUDENTS | $30,000 |
| PEARL INSTITUTE | |||||||
| PO BOX 188 | NY | NY | 10276 | NONE | PC | TO FURTHER EDUCATION FOR CHINESE STUDENTS | $30,000 |
| CONGREGATION OF THE MISSION-PCL | |||||||
| 2233 NORTH KENMORE AVE | CHICAGO | IL | 60614 | NONE | PC | TO FUTHER EDUCATION FOR CHINESE STUDENTS | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $133,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTIONS | Desc |
| Related Or Exempt Function Incm | $15,000 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $12,910 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $36,092 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $36,070 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $100,072 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $100,072 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | FIDELITY CHARITABLE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 770001 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45277 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $15,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTANT | CategoryTxt |
| Amt | $1,550 | Amt |
| Net Investment Income | $1,550 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,550 | AdjustedNetIncomeAmt |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED SCHEDULE | StockNm |
| EOY Book Value | $972,909 | EOYBookValueAmt |
| EOYFMV | $1,183,497 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Book ValueBookValueAmt |
|---|---|---|
| LAND AND BUILDING | $90,000 | $90,000 |
| BUILDING IMPROVEMENTS | $79,500 | $79,500 |
| LIBRARY | $1,600 | $1,600 |
| FURNITURE AND FIXTURES | $8,942 | $8,942 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,615 | LegalFeesAmt |
| Net Investment Income | $4,615 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,615 | AdjustedNetIncomeAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $2 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NEW YORK STATE DEPARTMENT OF LAW | $250 | $250 | $250 |
| TELEPHONE | $462 | $462 | $462 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED INSURANCE RECOVERY | Desc |
| BOY Book Value | $155,302 | BOYBookValueAmt |
| EOY Book Value | $135,372 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $8,045 | Amt |
| Net Investment Income | $8,045 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,045 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| REAL ESTATE TAXES | $89,103 | $89,103 | $89,103 |
| FOREIGN TAXES | $96 | $96 | $96 |
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