SI FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SI FAMILY FOUNDATION (EIN 20-4771028)
- Tax period
- 2017-04-01 to 2018-03-31
- Filed
- 2018-08-01
- IRS object ID
- 201822139349100807
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-01T19:44:05-05:00 | ReturnTs |
| Tax Period End | 2018-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 475284605 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIC ZHANG & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 920 HILLVIEW CT 180 | AddressLine1Txt |
| City | MILPITAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204771028 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SI FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIFA | BusinessNameControlTxt |
| Phone | 4082390938 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4620 BATTEN WAY | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95135 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHAN ZHAN | PersonNm |
| Person Title | SECRETARY & CFO | PersonTitleTxt |
| Phone | 4082390938 | PhoneNum |
| Signature | 2018-08-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC ZHANG CPA | PreparerPersonNm |
| PTIN | P00548506 | PTIN |
| Phone | 6265812266 | PhoneNum |
| 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 | $184,726 | 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 | $14 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,267 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,267 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,530 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $85,689 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,530 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,811 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,811 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,215 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,215 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $154 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $154 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $54 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $6,587 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $492 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,095 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,010 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $646 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,310 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $31,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $31,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $40,010 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $646 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $39,310 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$31,199 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,165 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $124,689 | CashBOYAmt |
| Cash EOY | $9,813 | CashEOYAmt |
| Cash EOYFMV | $9,813 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,508 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $613 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $613 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $100,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $100,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $100,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $85,304 | CorporateStockBOYAmt |
| Corporate Stock EOY | $70,250 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $71,573 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $72,844 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $70,117 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $102 | LandBOYAmt |
| Land EOY | $2,727 | LandEOYAmt |
| Land EOYFMV | $2,727 | LandEOYFMVAmt |
| Total Assets BOY | $214,603 | TotalAssetsBOYAmt |
| Total Assets EOY | $183,403 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $184,726 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $297,810 | CapitalStockBOYAmt |
| Capital Stock EOY | $297,810 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$83,208 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$114,407 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $214,602 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $183,403 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $214,603 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $183,403 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $214,602 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$31,199 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $183,403 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $183,403 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (63 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 67.739 SHARES JOHN HANCOCK INCOME FUND | P | 2017-01-01 | 2017-04-12 | $436 | $438 | -$2 | -$2 |
| 78.835 SHARES JPMORGAN TR II | P | 2016-01-01 | 2017-04-12 | $914 | $926 | -$12 | -$12 |
| 99.012 SHARES LORD ABBETT SHORT | P | 2016-01-01 | 2017-04-12 | $426 | $424 | $2 | $2 |
| 303.424 SHARES VANGUARD BOND INDEX | P | 2017-01-01 | 2017-04-12 | $3,256 | $3,283 | -$27 | -$27 |
| 70.328 SHARES BLACKROCK FDS | P | 2016-01-01 | 2017-05-17 | $777 | $675 | $102 | $102 |
| 48.932 SHARES AMG TR IV | P | 2017-01-01 | 2017-06-23 | $537 | $486 | $51 | $51 |
| 65.802 SHARES BLACKROCK FDS | P | 2016-01-01 | 2017-06-23 | $736 | $631 | $105 | $105 |
| 29.327 SHARES BLACKROCK HIGH YIELD | P | 2016-01-01 | 2017-06-23 | $228 | $222 | $6 | $6 |
| 122.796 SHARES BLACKROCK HIGH INDEX FDS INC | P | 2016-01-01 | 2017-06-23 | $1,632 | $1,499 | $133 | $133 |
| 42.562 SHARES BROWN ADVISORY FDS | P | 2016-01-01 | 2017-06-23 | $512 | $437 | $75 | $75 |
| 34.583 SHARES CAUSEWAY CAP MGMT TR | P | 2016-01-01 | 2017-06-23 | $543 | $512 | $31 | $31 |
| 6.757 SHARES DODGE & COX FUNDS | P | 2016-01-01 | 2017-06-23 | $294 | $267 | $27 | $27 |
| 32.878 SHARES DODGE & COX INCOME FUNDS | P | 2016-01-01 | 2017-06-23 | $456 | $445 | $11 | $11 |
| 22.956 SHARES FEDERATED INSTL TR | P | 2016-01-01 | 2017-06-23 | $231 | $221 | $10 | $10 |
| 5.138 SHARES HARRIS ASSOC INVT TR | P | 2016-01-01 | 2017-06-23 | $400 | $340 | $60 | $60 |
| 50.202 SHARES JOHN HANCOCK INCOME FUND | P | 2016-01-01 | 2017-06-23 | $325 | $325 | $0 | $0 |
| 39.579 SHARES JPMORGAN TR I | P | 2016-01-01 | 2017-06-23 | $630 | $580 | $50 | $50 |
| 14.606 SHARES JPMORGAN TR II | P | 2016-01-01 | 2017-06-23 | $171 | $172 | -$1 | -$1 |
| 37.483 SHARES JPMORGAN TR II | P | 2016-01-01 | 2017-06-23 | $279 | $272 | $7 | $7 |
| 73.247 SHARES LORD ABBETT INVT TR | P | 2016-01-01 | 2017-06-23 | $315 | $314 | $1 | $1 |
| 17.033 SHARES MASSACHUSETTS INVVESTORS | P | 2016-01-01 | 2017-06-23 | $521 | $484 | $37 | $37 |
| 32.697 SHARES PIMCO FDS PAC INVT MGMT | P | 2016-01-01 | 2017-06-23 | $347 | $346 | $1 | $1 |
| 47.983 SHARES PIMCO TOTAL RETURN FUND | P | 2017-01-01 | 2017-06-23 | $493 | $494 | -$1 | -$1 |
| 24.423 SHARES ROWE T PRICE INTL FDS | P | 2017-01-01 | 2017-06-23 | $309 | $310 | -$1 | -$1 |
| 42.047 SHARES ROWE T PRICE NEW INCOME | P | 2016-01-01 | 2017-06-23 | $401 | $398 | $3 | $3 |
| 66.332 SHARES VANGUARD CHARLOTTE FDS | P | 2017-01-01 | 2017-06-23 | $1,454 | $1,436 | $18 | $18 |
| 16.136 SHARES VANGUARD FIXED INCOME | P | 2016-01-01 | 2017-06-23 | $159 | $157 | $2 | $2 |
| 1.354 SHARES VANGUARD INDEX TR | P | 2017-01-01 | 2017-06-23 | $304 | $271 | $33 | $33 |
| 73.128 SHARES VANGUARD SHORT TERM BOND | P | 2016-01-01 | 2017-06-23 | $766 | $769 | -$3 | -$3 |
| 280.095 SHARES BALCKROCK FDS | P | 2016-01-01 | 2017-07-11 | $3,129 | $2,687 | $442 | $442 |
| 105.830 SHARES JPMORGAN TR II | P | 2016-01-01 | 2017-07-11 | $786 | $768 | $18 | $18 |
| 183.545 SHARES LORD ABBETT INVT TR | P | 2016-01-01 | 2017-07-11 | $788 | $786 | $2 | $2 |
| 185.187 SHARES AMG TR IV | P | 2017-01-01 | 2017-09-13 | $2,095 | $1,890 | $205 | $205 |
| 112.851 SHARES BALCKROCK HIGH YIELD | P | 2016-01-01 | 2017-09-13 | $881 | $856 | $25 | $25 |
| 447.743 SHARES BALCKROCK INDEX FDS INC | P | 2017-01-01 | 2017-09-13 | $6,251 | $5,522 | $729 | $729 |
| 95.361 SHARES BROWN ADVISORY FDS | P | 2016-01-01 | 2017-09-13 | $1,203 | $980 | $223 | $223 |
| 128.193 SHARES CAUSEWAY CAP MGMT TR | P | 2016-01-01 | 2017-09-13 | $2,120 | $1,913 | $207 | $207 |
| 39.202 SHARES DODGE & COX FUNDS | P | 2017-01-01 | 2017-09-13 | $1,815 | $1,619 | $196 | $196 |
| 124.803 SHARES DODGE & COX INCOME FUND | P | 2016-01-01 | 2017-09-13 | $1,734 | $1,689 | $45 | $45 |
| 86.880 SHARES FEDERATED INSTL TR | P | 2016-01-01 | 2017-09-13 | $877 | $838 | $39 | $39 |
| 20.294 SHARES HARRIS ASSOC INVT TR | P | 2016-01-01 | 2017-09-13 | $1,648 | $1,343 | $305 | $305 |
| 178.786 SHARES JOHN HANCOCK INCOME FUND | P | 2016-01-01 | 2017-09-13 | $1,160 | $1,157 | $3 | $3 |
| 125.406 SHARES JPMORGAN TR I | P | 2016-01-01 | 2017-09-13 | $2,047 | $1,842 | $205 | $205 |
| 49.341 SHARES JPMORGAN TR II | P | 2016-01-01 | 2017-09-13 | $577 | $579 | -$2 | -$2 |
| 77.955 SHARES JPMORGAN TR II | P | 2016-01-01 | 2017-09-13 | $584 | $566 | $18 | $18 |
| 134.249 SHARES LORD ABBETT IVT TR | P | 2016-01-01 | 2017-09-13 | $576 | $575 | $1 | $1 |
| 52.009 SHARES MASSACHUSETTS INVESTORS | P | 2016-01-01 | 2017-09-13 | $1,611 | $1,478 | $133 | $133 |
| 109.591 SHARES PIMCO FDS PAC INVT MGMT | P | 2016-01-01 | 2017-09-13 | $1,167 | $1,160 | $7 | $7 |
| 169.461 SHARES PIMCO TOTAL RETURN FUND | P | 2016-01-01 | 2017-09-13 | $1,756 | $1,745 | $11 | $11 |
| 92.921 SHARES ROWE T PRICE INTL FDS | P | 2016-01-01 | 2017-09-13 | $1,194 | $1,178 | $16 | $16 |
| 151.532 SHARES ROWE T PRICE NEW INCOME | P | 2016-01-01 | 2017-09-13 | $1,446 | $1,434 | $12 | $12 |
| 235.966 SHARES VANGUARD CHARLOTTE FDS | P | 2017-01-01 | 2017-09-13 | $5,158 | $5,110 | $48 | $48 |
| 58.922 SHARES VANGUARD FIXED INCOME | P | 2016-01-01 | 2017-09-13 | $582 | $574 | $8 | $8 |
| 11.286 SHARES VANGUARD INDEX TR | P | 2017-01-01 | 2017-09-13 | $2,612 | $2,404 | $208 | $208 |
| 302.218 SHARES VANGUARD SHORT TERM BOND | P | 2016-01-01 | 2017-09-13 | $3,170 | $3,176 | -$6 | -$6 |
| 21 SHARES ISHARES INC | P | 2016-01-01 | 2017-09-14 | $1,162 | $1,039 | $123 | $123 |
| 22 SHARES ISHARES MSCI EAFE ETF | P | 2016-01-01 | 2017-09-14 | $1,501 | $1,354 | $147 | $147 |
| 52 SHARES SPDR S&P 500 ETF TRUST | P | 2016-01-01 | 2017-09-14 | $12,996 | $10,589 | $2,407 | $2,407 |
| 20.809 SHARES JPMORGAN TR I | P | 2016-01-01 | 2017-05-17 | $330 | $305 | $25 | $25 |
| 5.149 SHARES MASSACHUSETTS INVESTORS | P | 2016-01-01 | 2017-05-17 | $155 | $146 | $9 | $9 |
| 7 SHARES ISHARES INC | P | 2017-01-01 | 2017-06-23 | $378 | $346 | $32 | $32 |
| 7 SHARES ISHARES MSCI EAFE ETF | P | 2016-01-01 | 2017-06-23 | $455 | $431 | $24 | $24 |
| 16 SHARES SPDR S&P 500 ETF TRUST | P | 2016-01-01 | 2017-06-23 | $3,893 | $2,946 | $947 | $947 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,530 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $25,046 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $218,802 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.114469 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $86,366 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $278,800 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.309778 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $17,005 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $93,076 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.182700 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $10,861 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $74,002 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.146766 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $10,972 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $101,516 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.108081 | DistributionYr5Rt |
| Total Distribution | 0.861794 | TotalDistributionRt |
| Average Distribution | 0.172359 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $215,751 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $37,187 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $82 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $37,269 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $39,310 | 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 | $82 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $82 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $82 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $82 | TaxDueAmt |
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 | Yes (1) | 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 | SHAN ZHAO | IndividualWithBooksNm |
| Phone | 4082390938 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4620 BATTEN WAY | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95135 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Exempt Interest | $0 | TaxExemptInterestAmt |
| 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| JITAO SI | ||||||||
| 4620 BATTEN WAY | SAN JOSE | CA | 95135 | CEO | 10.00 | $0 | $0 | $0 |
| SHAN ZHAO | ||||||||
| 4620 BATTEN WAY | SAN JOSE | CA | 95135 | SECRETARY & CFO | 10.00 | $0 | $0 | $0 |
| 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 | PROJECT 1TEAM 254 IS A HIGH-SCHOOL ROBOTICS TEAM FROM THE SAN FRANCISCO BAY AREA. THEY GIVE STUDENTS OPPORTUNITIES TO EXPERIENCE REAL WORLD ENGINEERING THROUGH COMPETITIVE ROBOTICS.WE ARE A MEMBER OF THE TEAM. IN ORDER TO SUPPORT THE TEAM, WE MADE DONATIONS, CHAPERON, DRIVE, AND PROVIDE FOOD, WATER, AND OTHER STUFF TO STUDENTS, VOLUNTEER IN COMPETITIONS. WE ALSO TRAVEL TO COMPETITION TO HELP THE TEAM.WEBSITE: HTTPS://WWW.TEAM254.COM/ | Description1Txt |
| Expenses1 | $2,232 | Expenses1Amt |
| Description2 | PROJECT 2 AROUND CHRISTMAS 2017, SI FAMILY FOUNDATION INITIATED A PROJECT TO SUPPORT THE GOAL OF FOSTERING YOUNG GIRLS' INTEREST IN COMPUTER SCIENCE BY UTILIZING THE ARTS AS A MEDIUM. IT HAS HELD SEVERAL SESSIONS DURING SUMMER AT LOCAL LIBRARY SUCCESSFULLY.WEBSITES: HTTPS://WWW.MUSICODES.ORG/. | Description2Txt |
| Expenses2 | $615 | Expenses2Amt |
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 | $50,167 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,870 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $150,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $219,037 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $219,037 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,286 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $215,751 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,788 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,788 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $82 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $82 | TotalTaxAmt |
| Distributable Before Adj | $10,706 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,706 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,706 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $39,310 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $39,310 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $82 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $39,228 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,706 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,896 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,161 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,423 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $72,458 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,260 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $112,198 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $39,310 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,706 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $28,604 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $140,802 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $5,896 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $134,906 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,161 | ExcessFromYear4Amt |
| Excess From Year3 | $12,423 | ExcessFromYear3Amt |
| Excess From Year2 | $72,458 | ExcessFromYear2Amt |
| Excess From Year1 | $14,260 | ExcessFromYear1Amt |
| Excess From Current Year | $28,604 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JITAO SI | ContributingManagerNm |
| Contributing Manager | SHAN ZHAO | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HARKER SCHOOL | |||||||
| 3800 BLACK FORD AVE | SAN JOSE | CA | 95117 | N/A | PUBLIC CHARITY | DONATION | $1,000 |
| GIVE2ASIA | |||||||
| 600 CALIFORNIA ST | SAN FRANCISCO | CA | 94109 | N/A | PUBLIC CHARITY | DONATION | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $31,000 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,267 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,530 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,811 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,811 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $2,215 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,215 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (9 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| AUTO | 2008-03-31 | $54,825 | $54,825 | SL | 5.000000000000 | $0 | $0 |
| FURNITURE | 2008-03-31 | $9,096 | $9,096 | SL | 7.000000000000 | $0 | $0 |
| FURNITURE | 2012-01-22 | $493 | $493 | SL | 7.000000000000 | $0 | $0 |
| COMPUTER | 2008-03-31 | $659 | $659 | SL | 3.000000000000 | $0 | $0 |
| COMPUTER | 2011-11-15 | $1,210 | $1,210 | SL | 3.000000000000 | $0 | $0 |
| EQUIPMENT | 2008-03-31 | $1,874 | $1,874 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER | 2013-12-10 | $1,070 | $1,070 | SL | 3.000000000000 | $0 | $0 |
| EQUIPMENT | 2014-02-26 | $268 | $166 | SL | 5.000000000000 | $54 | $0 |
| LAPTOP | 2017-06-30 | $3,349 | 200DB | 5.000000000000 | $670 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 32.54 SHARES FEDERATED INSTL TR | $314 | $317 |
| 14.576 SHARES DODGE & COX FUNDS | $603 | $661 |
| 34.225 SHARES ROWE T PRICE INTL FDS INC | $433 | $418 |
| 29.286SHARES JPMORGAN TR II | $213 | $212 |
| 162.595 SHARES BLACKROCK INDEX FDS INC | $2,012 | $2,288 |
| 42.174 SHARES BLACKROCK HIGH YIELD BOND | $320 | $323 |
| 40.877 SHARES PIMCO FDS PAC INVT MGMT | $433 | $421 |
| 61.833 SHARES PIMCO TOTAL RETURN FUND | $635 | $623 |
| 87.921 SHARES VANGUARD CHARLOTTE FDS | $1,904 | $1,920 |
| 46.821 SHARES DODGE & COX INCOME FUND | $634 | $633 |
| 50.236 SHARES JPMORGAN TR I | $744 | $810 |
| 18.311 SHARES JPMORGAN TR II | $215 | $208 |
| 56.304 SHARES ROWE T PRICE NEW INCOME | $533 | $523 |
| 34.527 SHARES BROWN ADVISORY FDS | $355 | $440 |
| 66.64 SHARES JOHN HANCOCK INCOME FUND | $431 | $424 |
| 8 SHARES ISHARES INC | $396 | $485 |
| 8 SHARES ISHARES MSCI EAFE ETF | $492 | $558 |
| 46.778 SHARES CAUSEWAY CAP MGMT TR | $700 | $780 |
| 111.937 SHARES VANGUARD SHORT TERM BOND | $1,176 | $1,151 |
| 68.738 SHARES AMG TRA IV | $705 | $767 |
| 7.679 SHARES HARRIS ASSOC INVT TR | $514 | $642 |
| 3.771 SHARES VANGUARD INDEX TR | $805 | $919 |
| 19 SHARES SPDR S&P 500 ETF TRUST | $4,153 | $5,000 |
| 20.309 SHARES MASSACHUSETTS INVESTORS | $581 | $633 |
| 21.724 SAHRES VANGUARD FIXED INCOME | $212 | $206 |
| 50.13 SHARES LORD ABBETT INVT TR | $215 | $211 |
| COST BASIS ADJUSTMENT | $522 | $0 |
| 121654 SHARES TROPOS TECHNOLOGIES, INC | $50,000 | $50,000 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| AUTO | $54,825 | $54,825 | $0 | $0 |
| FURNITURE | $9,096 | $9,096 | $0 | $0 |
| FURNITURE | $493 | $493 | $0 | $0 |
| COMPUTER | $659 | $659 | $0 | $0 |
| COMPUTER | $1,210 | $1,210 | $0 | $0 |
| EQUIPMENT | $1,874 | $1,874 | $0 | $0 |
| COMPUTER | $1,070 | $1,070 | $0 | $0 |
| EQUIPMENT | $268 | $220 | $48 | $48 |
| LAPTOP | $3,349 | $670 | $2,679 | $2,679 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUTO EXPENSE | $1,489 | $0 | $1,489 |
| FTB FILING FEE | $25 | $0 | $25 |
| INVESTMENT EXPENSE | $492 | $492 | $0 |
| BANK CHARGE | $71 | $0 | $71 |
| MEALS AND ENTERTAINMENT | $706 | $0 | $706 |
| PROGRAM EXPENSE | $2,847 | $0 | $2,847 |
| POSTAGE EXPENSE | $9 | $0 | $9 |
| SUPPLIES EXP | $256 | $0 | $256 |
| TELEPHONE EXPENSE | $692 | $0 | $692 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| BOY Book Value | $1 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROOKES SCHOOL CANADA SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Insider Relationship | N/A | InsiderRelationshipTxt |
| Loan Original | $100,000 | LoanOriginalAmt |
| Balance Due | $100,000 | BalanceDueAmt |
| Note | 2017-04 | NoteDt |
| Loan Maturity | 2018-10 | LoanMaturityDt |
| Interest | 10.000000000000 | InterestRt |
| Consideration FMV | $0 | ConsiderationFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS TAX | CategoryTxt |
| Amt | $154 | Amt |
| Net Investment Income | $154 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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