CHI FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CHI FAMILY FOUNDATION INC (EIN 46-4168073)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-11
- IRS object ID
- 201811319349102551
- 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
- Investments Corp Stock Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-11T18:41:14-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112883955 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIM LEE CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1646 CENTER AVE | AddressLine1Txt |
| City | FORT LEE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07024 | 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 | 464168073 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHI FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHIF | BusinessNameControlTxt |
| Phone | 6095196519 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 265 INDIES WAY 902 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | YOUNGSUK CHI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6095196519 | PhoneNum |
| Signature | 2018-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YONG BAE KIM | PreparerPersonNm |
| PTIN | P00738702 | PTIN |
| Phone | 2014612727 | PhoneNum |
| Preparation | 2018-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,607,205 | 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 | $601,868 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $78,419 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $78,419 | DividendsNetInvstIncmAmt |
| Total Rev And Expnss | $680,287 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $78,419 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,100 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $4,078 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,511 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $6,178 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,511 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $199,725 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $199,725 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $205,903 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,511 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $199,725 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $474,384 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $74,908 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $484,299 | CashBOYAmt |
| Cash EOY | $356,815 | CashEOYAmt |
| Cash EOYFMV | $356,815 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,579,947 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,181,815 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,250,390 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,064,246 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,538,630 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,607,205 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,064,246 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,538,630 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,064,246 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,538,630 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,064,246 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,538,630 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,064,246 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $474,384 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,538,630 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,538,630 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $149,208 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,659,773 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056098 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $141,217 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,121,854 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.066554 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $50,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,116,159 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044796 | DistributionYr3Rt |
| Total Distribution | 0.167448 | TotalDistributionRt |
| Average Distribution | 0.055816 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,755,950 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $209,642 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $749 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $210,391 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $199,725 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,498 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,498 | SubtotalAmt |
| Tax Based On Investment Income | $1,498 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $16 | EsPenaltyAmt |
| Tax Due | $1,514 | 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 | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | 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 | YOUNGSUK CHI | IndividualWithBooksNm |
| Phone | 6095196519 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 265 INDIES WAY 902 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34110 | 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 |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| YOUNGSUK CHI | ||||||||
| 265 INDIES WAY 902 | NAPLES | FL | 34110 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| SUNGEUN KIM CHI | ||||||||
| 265 INDIES WAY 902 | NAPLES | FL | 34110 | VICE-PRESIDE | 1.00 | $0 | $0 | $0 |
| EUNJEONG KIM CHI | ||||||||
| 407 PARK AVENUE SOUTH 9D | NEW YORK | NY | 10016 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SOOJEONG SOPHIA CHI | ||||||||
| 23 EAST 22ND ST 9B | NEW YORK | NY | 10010 | DIRECTOR | 1.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,301,626 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $511,521 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,813,147 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,813,147 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $57,197 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,755,950 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $187,798 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $187,798 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,498 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,498 | TotalTaxAmt |
| Distributable Before Adj | $186,300 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $186,300 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $186,300 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $199,725 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $199,725 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $199,725 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $186,300 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $27,834 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $17,203 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $45,037 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $199,725 | QualifyingDistributionsAmt |
| Applied To Current Year | $186,300 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,425 | RemainingDistriFromCorpusAmt |
| Total Corpus | $58,462 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $58,462 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $27,834 | ExcessFromYear2Amt |
| Excess From Year1 | $17,203 | ExcessFromYear1Amt |
| Excess From Current Year | $13,425 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | YOUNGSUK CHI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASPEN FOUNDATION | |||||||
| ONE DUPONT CIRCLE NW | SUITE 700 | WASHINGTON | DC | 20036 | PC | EDUCATION & YOUTH | $25,000 |
| KATE & JUSTIN ROSE FOUNDATION | |||||||
| 10524 MOSS PARK ROAD | SUITE 204-712 | ORLANDO | FL | 32832 | PC | YOUTH ASSISTANCE | $5,000 |
| KAIST USA FOUNDATION | |||||||
| 1510 PAGE MILL ROAD | SUITE 110 | PALO ALTO | CA | 94304 | PC | GENERAL PURPOSE | $20,000 |
| COLUMBIA BUSINESS SCHOOL | |||||||
| COLUMBIA UNIVERSITY | 3022 BROADWAY | NEW YORK | NY | 10027 | PC | GENERAL PURPOSE | $20,250 |
| PRINCETON UNIVERSITY | |||||||
| PRINCETON UNIVERSITY | PRINCETON | NJ | 08544 | PC | GENERAL PURPOSE | $110,000 | |
| LAWRENCEVILLE SCHOOL | |||||||
| 2500 MAIN STREET | LAWRENCEVILLE | NJ | 08648 | PC | GENERAL PURPOSE | $1,200 | |
| SEJONG UNIVERSITY | |||||||
| C/O156-15 NORTHRN BLVD 2F | FLUSHING | NY | 11354 | PC | COMMUNITIES SERVICE | $18,000 | |
| IVY CLUB | |||||||
| 43 PROSPECT STREET | PRINCETON | NJ | 08540 | PC | GENERAL PURPOSE | $275 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $199,725 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $78,419 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $78,419 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $78,419 | 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 | YOUNGSUK CHI | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 265 INDIES WAY 902 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $601,868 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | STOCK: RELX NV EUR FM | NoncashPropertyDesc |
| Fair Market Value | $601,868 | FairMarketValueAmt |
| Received | 2017-12-26 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $2,100 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COCA-COLA CO COM | $156,840 | $183,520 |
| ENERGY SECTOR SPDR TRUST | $307,510 | $252,910 |
| INTEL CORP | $11,648 | $21,972 |
| MICROSOFT CORP | $186,100 | $427,700 |
| RELX NV SPON ADR | $713,272 | $1,091,396 |
| RELX PLC SPON ADR | $1,030,502 | $1,398,300 |
| WALT DISNEY CO | $174,075 | $268,775 |
| RELX NV EUR | $601,868 | $605,817 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | YOUNGSUK CHI | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 265 INDIES WAY 902 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34110 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $3,511 | $3,511 |
| EXCISE TAX | $567 |
Comments