WEI & WANG FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WEI & WANG FAMILY FOUNDATION INC (EIN 86-3133026)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202543169349102264
- Schema version
- 2024v5.2
- 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
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T19:04:42-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 204851730 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Entholpy EMC Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 46520 Fremont Blvd | AddressLine1Txt |
| Address Line2 | Ste606 | AddressLine2Txt |
| City | Fremont | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94538 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 863133026 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wei & Wang Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Sichao Wei | InCareOfNm |
| Business Name Control | WEIW | BusinessNameControlTxt |
| Phone | 9177555643 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 48 Random Farms Cir | AddressLine1Txt |
| City | Chappaqua | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10514 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SICHAO WEI | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 9177555643 | PhoneNum |
| Signature | 2025-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANMING XU | PreparerPersonNm |
| PTIN | P00728294 | PTIN |
| Phone | 4089962002 | PhoneNum |
| Preparation | 2025-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,116,586 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $41,658 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,658 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $116 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $116 | GrossRentsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $161,534 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,151,352 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $161,534 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $203,308 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $203,308 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $1,300 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,300 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $8,170 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $8,170 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $942 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $942 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,366 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,898 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $604 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,778 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,068 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,846 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $46,634 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $46,634 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $62,412 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,068 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $49,480 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $140,896 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $190,240 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,483 | CashBOYAmt |
| Cash EOY | $2,000 | CashEOYAmt |
| Cash EOYFMV | $2,000 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $204 | AcctRcvblBOYAmt |
| Corporate Stock EOY | $1,114,586 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,114,586 | CorporateStockEOYFMVAmt |
| Land BOY | $959,004 | LandBOYAmt |
| Total Assets BOY | $964,691 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,116,586 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,116,586 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,589 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $13,588 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $2,589 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,588 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $962,102 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,102,998 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $962,102 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,102,998 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $964,691 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,116,586 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $962,102 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $140,896 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,102,998 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,102,998 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FIGXX | P | 2024-04-03 | 2024-12-31 | $38,984 | $38,984 | ||
| 131-01 40th Rd UNIT 18W Flushing NY 11354 | P | 2021-05-04 | 2024-03-29 | $1,112,368 | $950,834 | $161,534 | $161,534 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $161,534 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,644 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,644 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,644 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $148 | EsPenaltyAmt |
| Tax Due | $2,792 | 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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sichao Wei | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9177555643 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 48 Random Farms Cir | AddressLine1Txt |
| City | Chappaqua | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10514 | 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 | Yes (true) | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SICHAO WEI | ||||||||
| 48 Random Farms Cir | Chappaqua | NY | 10514 | President | 2.00 | $0 | $0 | $0 |
| JIALAN WANG | ||||||||
| 48 Random Farms Cir | Chappaqua | NY | 10514 | CFO | 2.00 | $0 | $0 | $0 |
| JEREMY WEI | ||||||||
| 48 Random Farms Cir | Chappaqua | NY | 10514 | Treasurer | 2.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $840,509 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $94,995 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $185,610 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,121,114 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,121,114 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,817 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,104,297 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $55,215 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $55,215 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,644 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,644 | TotalTaxAmt |
| Distributable Before Adj | $52,571 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $52,571 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $52,571 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $49,480 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $49,480 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,571 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $46,633 | UndistributedIncomePYAmt |
| Qualifying Distributions | $49,480 | QualifyingDistributionsAmt |
| Applied To Year1 | $46,633 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,847 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $49,724 | UndistributedIncomeCYAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| My Sisters Place | ||||||
| 3 Barker Avenue | White Plains | NY | 10601 | PC Public charity de | Charitable | $800 |
| Carnegie Mellon University | ||||||
| 5000 FORBES AVE | Pittsburgh | PA | 152133890 | PC Public charity de | Charitable | $20,000 |
| 80-20 Educational Foundation Inc | ||||||
| 939 BCH DR NORTH EAST APT 910 | Saint Petersburg | FL | 33701 | PC Public charity de | Charitable | $2,000 |
| New York City Ballet | ||||||
| 70 LINCOLN CTR PLZ FL 4 | New York | NY | 100236580 | PC Public charity de | Charitable | $500 |
| University of Wisconsin Eau Claire Foundation | ||||||
| 127 ROOSEVELT AVE | Eau Claire | WI | 54701 | PC Public charity de | Educational | $5,000 |
| Juniata College | ||||||
| 1700 MOORE ST | Huntingdon | PA | 16652 | PC Public charity de | Educational | $5,000 |
| Millwood Fire Company | ||||||
| 100 MILLWOOD RD | Millwood | NY | 10546 | Charitable | $250 | |
| Mount Kisco Food Pantry | ||||||
| PO BOX 834 | Mount Kisco | NY | 105490834 | PC Public charity de | Charitable | $1,030 |
| Hometown Education | ||||||
| 9 WEST GENEVA CIR | Madison | WI | 53717 | PC Public charity de | Educational | $3,000 |
| Emergency Shelter | ||||||
| 9 WEST GENEVA CIR | Mount Kisco | NY | 10549 | PC Public charity de | Charitable | $1,925 |
| Open Door Foundation | ||||||
| 165 MAIN ST | Ossining | NY | 10562 | PC Public charity de | Charitable | $1,030 |
| Wikipedia Foundation | ||||||
| 1 MONTGOMERY ST STE 1600 | San Francisco | CA | 94104 | PC Public charity de | Charitable | $312 |
| MathPath | ||||||
| 129 LURAY AVE NORTH WEST | Grand Rapids | MI | 495040000 | PC Public charity de | Charitable | $1,000 |
| HG Scholarship | ||||||
| 107 NORTH GREELEY AVE BOX 242 | Chappaqua | NY | 10514 | PC Public charity de | Charitable | $1,037 |
| Marist College Advancement | ||||||
| 290 NORTH RD | Poughkeepsie | NY | 12601 | PC Public charity de | Charitable | $500 |
| Northern Westchester Hospital (NWH) | ||||||
| 400 EAST MAIN ST | Mount Kisco | NY | 10549 | PC Public charity de | Charitable | $1,000 |
| NY Math Circle | ||||||
| 300 MERCER | New York | NY | 10003 | PC Public charity de | Charitable | $1,000 |
| Phelps Hospital | ||||||
| 701 NORTH BROADWAY | Tarrytown | NY | 10591 | PC Public charity de | Charitable | $1,000 |
| Chappaqua Volunteer Fire Department | ||||||
| 233 NORTH GREELEY AVE | Chappaqua | NY | 10514 | PC Public charity de | Charitable | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $46,634 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41,658 | ExclusionAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$4,782 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $189,958 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $226,834 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $226,834 | 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 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| Condo 13101 40th Rd | 2021-05-04 | $1,043,980 | $101,234 | MACRS SL | 27.5 | $7,896 | $7,896 | $0 |
| Condo Furniture 13101 | 2021-08-01 | $1,941 | $922 | MACRS 200DB | 7 | $146 | $146 | $0 |
| Condo Escrow Fee | 2021-05-04 | $16,876 | $1,636 | MACRS SL | 27.5 | $128 | $128 | $0 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|
| 04032024 | |||||
| FIGXX | 2024-12 | 2024-04 | $38,984 | $38,984 | |
| 03292024 | |||||
| 13101 40th Rd UNIT 18W | 2021-05 | 2024-03 | $1,112,368 | $950,834 | $161,534 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Mutual Fund | StockNm |
| EOY Book Value | $1,114,586 | EOYBookValueAmt |
| EOYFMV | $1,114,586 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Office Expenses | $458 | $594 | |
| Office Supplies | $10 | $10 | |
| Condo Expenses | $4,898 | $4,898 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Preparation Fee | CategoryTxt |
| Amt | $1,300 | Amt |
| Disbursements Charitable Prps | $1,300 | DisbursementsCharitablePrpsAmt |
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