CM CHEN FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CM CHEN FOUNDATION INC (EIN 01-0675481)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-12
- IRS object ID
- 201822859349100207
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-12T10:51:08-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954817302 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Philip L Chan CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 S Lake Ave Ste 301 | AddressLine1Txt |
| City | Pasadena | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91106 | 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 | 010675481 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CM CHEN FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | CO PHILIP L CHAN CPA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CMCH | BusinessNameControlTxt |
| Phone | 6262299922 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 S LAKE AVE STE 301 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91106 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHIH-MING CHEN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 6262299922 | PhoneNum |
| Signature | 2018-10-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Philip L Chan | PreparerPersonNm |
| PTIN | P00142961 | PTIN |
| Phone | 6262299922 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $3,881,446 | 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 |
| Dividends Rev And Expnss | $175,663 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $175,663 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $175,663 | DividendsAdjNetIncmAmt |
| Total Rev And Expnss | $175,663 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $175,663 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $175,663 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $4,247 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,247 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $4,247 | LegalFeesAdjNetIncmAmt |
| Interest Rev And Expnss | $30 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $30 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $30 | InterestAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $40 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $40 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $40 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $40 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,317 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,317 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $4,317 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $40 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $151,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $151,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $155,467 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,317 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $4,317 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $151,190 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $20,196 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $171,346 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $171,346 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $168,435 | CashEOYAmt |
| Cash EOYFMV | $168,435 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $501,190 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $324,867 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $324,867 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,513,796 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,534,899 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,386,362 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,899 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,782 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,782 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,016,885 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,029,983 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,881,446 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,016,885 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,029,983 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,016,885 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,029,983 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,016,885 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,029,983 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,016,885 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $20,196 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,037,081 | SubtotalAmt |
| Other Decreases | $7,098 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,029,983 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $433,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,684,501 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.11766 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $64,100 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,897,018 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.01645 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,193,744 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,843,286 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.45295 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $621,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,200,028 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.10016 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $411,278 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,217,332 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05699 | DistributionYr5Rt |
| Total Distribution | 0.744194 | TotalDistributionRt |
| Average Distribution | 0.148839 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,759,832 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $559,610 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,713 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $561,323 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $151,190 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,427 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,427 | SubtotalAmt |
| Tax Based On Investment Income | $3,427 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $55 | EsPenaltyAmt |
| Tax Due | $482 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | 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 | PHILIP L CHAN CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6262299922 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 S LAKE AVE STE 301 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91106 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CHIH-MING CHEN | |||||||||||
| 38 OLD COURSE DRIVE | NEWPORT BEACH | CA | 92660 | President | 1.00 | $0 | |||||
| CHONG DING | |||||||||||
| 38 OLD COURSE DRIVE | NEWPORT BEACH | CA | 92660 | Vice President | 1.00 | $0 | |||||
| ARIEL CHEN | |||||||||||
| Director | 1.00 | $0 | STE 3 6F NO 780 BEIAN RD | ZHONGSHAN DIST | TAIPEI | TW | 104 | ||||
| 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 | $3,339,307 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $477,781 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,817,088 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,817,088 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $57,256 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,759,832 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $187,992 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $187,992 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,427 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,427 | TotalTaxAmt |
| Distributable Before Adj | $184,565 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $184,565 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $184,565 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $151,190 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $151,190 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $151,190 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $184,565 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $1,843,779 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $253,285 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,097,064 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $151,190 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $151,190 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $33,375 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $33,375 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,063,689 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,063,689 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,810,404 | ExcessFromYear3Amt |
| Excess From Year1 | $253,285 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| GIVE2ASIA | ||||||||||
| 340 PINE STREET SUITE 501 | SAN FRANCISCO | CA | 94104 | PC | GENERAL SUPPORT | $125,900 | ||||
| AVM ORGANIZATION | ||||||||||
| 5733 WELLS LANE | SAN RAMON | CA | 94582 | PC | GENERAL SUPPORT | $10,000 | ||||
| NTUSPAA-NA | ||||||||||
| PC | GENERAL SUPPORT | $11,250 | SUITE 3 6F NO 780 BEI AN ROAD | TAIPEI | TW | 10464 | ||||
| USC | ||||||||||
| 1985 ZONAL AVE PSC 406A | LOS ANGELES | CA | 90089 | PC | GENERAL SUPPORT | $2,000 | ||||
| WESTERN UNIVERSITY | ||||||||||
| 309 E 2ND STREET | POMONA | CA | 91766 | PC | GENERAL SUPPORT | $2,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $151,150 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $175,663 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $175,663 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $175,663 | 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 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEE | CategoryTxt |
| Legal Fees | $4,247 | LegalFeesAmt |
| Net Investment Income | $4,247 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,247 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $1,899 | BOYBookValueAmt |
| EOY Book Value | $1,782 | EOYBookValueAmt |
| EOYFMV | $1,782 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ESTIMATED TAX - 2017 | $3,000 |
| INCOME TAX - 2016 | $4,098 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK SERVICE CHARGES | Desc |
| Revenue And Expenses Per Books | $40 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $40 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $40 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $40 | DisbursementsCharitablePrpsAmt |