LIN FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LIN FAMILY FOUNDATION (EIN 06-1830993)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-06
- IRS object ID
- 201802509349100100
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-06T22:22:45-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330925297 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCL CORPORATION | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 34 CERVANTES | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | 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 | 061830993 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LIN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LINF | BusinessNameControlTxt |
| Phone | 9492611973 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 BERNINI | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHAO-I LIN | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2018-09-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LINGYU LEE CPA | PreparerPersonNm |
| PTIN | P00087436 | PTIN |
| Phone | 9492942090 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $626,558 | 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 | $6,079 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,079 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $6,079 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $9,142 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,142 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $9,142 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $733 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $421,361 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $733 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $15,954 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,954 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $15,221 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,525 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $763 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $762 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,139 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,139 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,569 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $24 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,698 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,919 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,348 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $36,698 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,919 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $33,348 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$20,744 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,035 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $15,221 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,074 | CashBOYAmt |
| Cash EOY | $1,064 | CashEOYAmt |
| Cash EOYFMV | $1,064 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $578,232 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $557,498 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $625,494 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $579,306 | TotalAssetsBOYAmt |
| Total Assets EOY | $558,562 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $626,558 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $579,306 | RetainedEarningBOYAmt |
| Retained Earning EOY | $558,562 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $579,306 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $558,562 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $579,306 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $558,562 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $579,306 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$20,744 | ExcessRevenueOverExpensesAmt |
| Subtotal | $558,562 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $558,562 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY-SHORT TERM CAPITAL GAIN | P | 2017-01-01 | 2017-12-31 | $12,542 | $12,601 | -$59 | -$59 |
| MORGAN STANLEY-LONG TERM CAPITAL GAIN | P | 2016-01-01 | 2017-12-31 | $200,684 | $215,577 | -$14,893 | -$14,893 |
| MORGAN STANLEY-SHORT TERM CAPITAL GAIN | P | 2017-01-01 | 2017-12-31 | $132 | $131 | $1 | $1 |
| MORGAN STANLEY-SHORT TERM CAPITAL GAIN | P | 2017-01-01 | 2017-12-31 | $124,594 | $126,668 | -$2,074 | -$2,074 |
| MORGAN STANLEY-LONG TERM CAPITAL GAIN | P | 2016-01-01 | 2017-12-31 | $76,494 | $65,651 | $10,843 | $10,843 |
| Capital Gain Dividends | $6,915 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $733 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,132 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $201 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $201 | SubtotalAmt |
| Tax Based On Investment Income | $201 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $427 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $427 | TotalPaymentsAndCreditsAmt |
| Overpayment | $226 | OverpaymentAmt |
| Applied To ES Tax | $226 | AppliedToESTaxAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOOI LIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9492611973 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 BERNINI | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| CHAO-I LIN | ||||||
| 1 BERNINI | IRVINE | CA | 92614 | Trustee | 0.00 | $0 |
| KOOI YEOH | ||||||
| 1 BERNINI | IRVINE | CA | 92614 | CFO | 0.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $581,015 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,068 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $582,083 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $582,083 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,731 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $573,352 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,668 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,668 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $201 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $201 | TotalTaxAmt |
| Distributable Before Adj | $28,467 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $28,467 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $28,467 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $33,348 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $33,348 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $33,348 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,467 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $713 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $725 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,466 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,730 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,634 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $33,348 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,467 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,881 | RemainingDistriFromCorpusAmt |
| Total Corpus | $13,515 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $713 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,802 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $725 | ExcessFromYear3Amt |
| Excess From Year2 | $2,466 | ExcessFromYear2Amt |
| Excess From Year1 | $4,730 | ExcessFromYear1Amt |
| Excess From Current Year | $4,881 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACAAI FOUNDATION | |||||||
| 85 W ALGONQUIN RD SUITE 550 | ARLINGTON HEIGHTS | IL | 60005 | NONE | PUBLIC | MEDICAL RESEARCH | $2,500 |
| AAAAI | |||||||
| 1326 555E WELLS STREET 1100 | MILWAUKEE | WI | 53202 | NONE | PUBLIC | MEDICAL FIELD DEVELOPMENT | $2,500 |
| CHOC CHILDREN'S FOUNDATION | |||||||
| 1201 WEST LA VETA | ORANGE | CA | 92868 | NONE | PUBLIC | BETTER HOSPITAL OPERATION | $2,500 |
| IRVINE PUBLIC SCHOOL FOUNDATION | |||||||
| 1 POST SUITE 250 | IRVINE | CA | 92614 | NONE | PUBLIC | BETTER EDUCATION | $5,000 |
| UCSF FOUNDATION | |||||||
| UNIVERSITY OF CA SF PO BOX 45339 | SAN FRANCISCO | CA | 94145 | NONE | PUBLIC | BETTER HOSPITAL PROJECT AND RESEARCH | $5,000 |
| SOUTH COAST CHINESE CULTURE ASSOCIA | |||||||
| 9 TRUMEN | IRVINE | CA | 92618 | NONE | NONPROFIT | TO EDUCATE CHINESE LANGUAGE AND CULTURE | $5,000 |
| ST JOSEPH HOSPITAL OF ORANGE | |||||||
| 1100 W STEWART DRIVE | ORANGE | CA | 92868 | NONE | HOSPITAL | BETTER MEDICAL OPERATING | $2,500 |
| HOAG HOSPITAL FOUNDATION | |||||||
| 330 PLACENTIA AVE SUITE 100 | NEWPORT BEACH | CA | 92663 | NONE | HOSPITAL | MEDICAL RESEARCH | $2,500 |
| ST JUDE MEMORIAL FOUNDATION | |||||||
| 1440 NORTH HABOR BLVD STE 200 | FULLERTON | CA | 92835 | NONE | EOF | MEDCIAL EDUCATION | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,079 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,142 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,915 | ExclusionAmt |
| Related Or Exempt Function Incm | -$6,182 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $22,136 | ExclusionAmt |
| Related Or Exempt Function Incm | -$6,182 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,954 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $1,525 | Amt |
| Net Investment Income | $763 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $762 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARGIN INTEREST | Desc |
| Revenue And Expenses Per Books | $24 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $12 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNT ADVISORY FEE | CategoryTxt |
| Amt | $5,139 | Amt |
| Net Investment Income | $5,139 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,569 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FTB | CategoryTxt |
| Amt | $10 | Amt |
| Net Investment Income | $5 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5 | DisbursementsCharitablePrpsAmt |