CHI FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CHI FAMILY FOUNDATION INC (EIN 46-4168073)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-12
- IRS object ID
- 201721329349102767
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T16:10:42-04:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112883955 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIM LEE CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1646 CENTER AVE | AddressLine1Txt |
| City | FORT LEE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464168073 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHI FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHIF | BusinessNameControlTxt |
| Phone | 6095196519 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ELSEVIER360 PARK AVENUE S 9FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | YOUNGSUK CHI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6095196519 | PhoneNum |
| Signature | 2017-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YONG BAE KIM | PreparerPersonNm |
| PTIN | P00738702 | PTIN |
| Phone | 2014612727 | PhoneNum |
| Preparation | 2017-05-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | F731B2092160C6AA20857E1C172EB45110263D8E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F731B2092160C6AA20857E1C172EB45110263D8E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,355,386 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $751,160 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $52,415 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,415 | DividendsNetInvstIncmAmt |
| Total Rev And Expnss | $803,575 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $52,415 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $3,741 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,256 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $5,241 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,256 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $149,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $149,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $154,941 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,256 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $149,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $648,634 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $49,159 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $586,825 | CashBOYAmt |
| Cash EOY | $484,299 | CashEOYAmt |
| Cash EOYFMV | $484,299 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,828,787 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,579,947 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,871,087 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,415,612 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,064,246 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,355,386 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,415,612 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,064,246 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,415,612 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,064,246 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,415,612 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,064,246 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,415,612 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $648,634 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,064,246 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,064,246 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $141,217 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,121,854 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.066554 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $50,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,116,159 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044796 | DistributionYr2Rt |
| Total Distribution | 0.111350 | TotalDistributionRt |
| Average Distribution | 0.055675 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,659,773 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $148,083 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $492 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $148,575 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $149,700 | 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 | $492 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $492 | SubtotalAmt |
| Tax Based On Investment Income | $492 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $492 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | YOUNGSUK CHI | IndividualWithBooksNm |
| Phone | 6095196519 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 265 INDIES WAY 902 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| YOUNGSUK CHI | ||||||||
| 265 INDIES WAY 902 | NAPLES | FL | 34110 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| SUNGEUN KIM CHI | ||||||||
| 265 INDIES WAY 902 | NAPLES | FL | 34110 | VICE-PRESIDE | 1.00 | $0 | $0 | $0 |
| EUNJEONG KIM CHI | ||||||||
| 407 PARK AVENUE SOUTH 9D | NEW YORK | NY | 10016 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SOOJEONG SOPHIA CHI | ||||||||
| 23 EAST 22ND ST 9B | NEW YORK | NY | 10010 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,093,620 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $606,657 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,700,277 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,700,277 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,504 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,659,773 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $132,989 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $132,989 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $492 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $492 | TotalTaxAmt |
| Distributable Before Adj | $132,497 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $132,497 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $132,497 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $149,700 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $149,700 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $492 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $149,208 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $132,497 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $27,834 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $27,834 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $149,700 | QualifyingDistributionsAmt |
| Applied To Current Year | $132,497 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $17,203 | RemainingDistriFromCorpusAmt |
| Total Corpus | $45,037 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $45,037 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $27,834 | ExcessFromYear1Amt |
| Excess From Current Year | $17,203 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | YOUNGSUK CHI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| PRINCETON UNIVERSITY | |||||||
| PRINCETON UNIVERSITY | PRINCETON | NJ | 08544 | PC | GENERAL PURPOSE | $75,000 | |
| COLUMBIA BUSINESS SCHOOL | |||||||
| COLUMBIA UNIVERSITY | NEW YORK | NY | 10027 | PC | GENERAL PURPOSE | $20,000 | 3022 BROADWAY |
| LAWRENCEVILLE SCHOOL | |||||||
| 2500 MAIN STREET | LAWRENCEVILLE | NJ | 08648 | PC | GENERAL PURPOSE | $1,000 | |
| KATE & JUSTIN ROSE FOUNDATION | |||||||
| 10524 MOSS PARK ROAD | ORLANDO | FL | 32832 | PC | YOUTH ASSISTANCE | $5,000 | SUITE 204-712 |
| SEJONG UNIVERSITY | |||||||
| C/O156-15 NORTHRN BLVD 2F | FLUSHING | NY | 11354 | PC | COMMUNITIES SERVICE | $17,100 | |
| KACF | |||||||
| 135 EAST 64TH ST | NEW YORK | NY | 10065 | PC | GENERAL PURPOSE | $6,600 | |
| ASPEN FOUNDATION | |||||||
| ONE DUPONT CIRCLE NW | WASHINGTON | DC | 20036 | PC | EDUCATION & YOUTH | $25,000 | SUITE 700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $149,700 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $52,415 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $52,415 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $52,415 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | YOUNGSUK CHI | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 265 INDIES WAY 902 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $751,160 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | STOCK: RELX PLC SPON ADR | NoncashPropertyDesc |
| Fair Market Value | $751,160 | FairMarketValueAmt |
| Received | 2016-12-27 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $1,500 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COCA-COLA CO COM | $156,840 | $165,840 |
| ENERGY SECTOR SPDR TRUST | $307,510 | $263,620 |
| INTEL CORP | $11,648 | $17,265 |
| MICROSOFT CORP | $186,100 | $310,700 |
| RELX NV SPON ADR | $713,272 | $792,882 |
| RELX PLC SPON ADR | $1,030,502 | $1,060,230 |
| WALT DISNEY CO | $174,075 | $260,550 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | YOUNGSUK CHI | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 265 INDIES WAY 902 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34110 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $3,256 | $3,256 |
| EXCISE TAX | $485 |
Comments