SHENG FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SHENG FOUNDATION (EIN 20-5771799)
- Tax period
- 2015-10-01 to 2016-09-30
- Filed
- 2017-02-14
- IRS object ID
- 201730459349100123
- Schema version
- 2015v3.0
- 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
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Mortgages And Notes Payable Sch
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-02-14T13:46:54-08:00 | ReturnTs |
| Tax Period End | 2016-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 Court 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 | 2015-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205771799 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHENG FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHEN | BusinessNameControlTxt |
| Phone | 4089963893 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7718 SEEBER CT | AddressLine1Txt |
| City | CUPERTINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95014 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHIEN JU SHENG | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Signature | 2017-02-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC ZHANG CPA | PreparerPersonNm |
| PTIN | P00548506 | PTIN |
| Phone | 4084358828 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $534,156 | 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 | $8,179 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,179 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $8,179 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $150,480 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $515,763 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $143,480 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $26,829 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $158,659 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $151,659 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $35,008 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $1,265 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $1,265 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,164 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $3,164 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $388 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $2,953 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,953 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,326 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,326 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,096 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,708 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,046 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $19,658 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $138,613 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $151,659 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $35,008 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,320 | CashBOYAmt |
| Cash EOY | $14,695 | CashEOYAmt |
| Cash EOYFMV | $14,695 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,228 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $106,351 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $106,351 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $333,663 | CorporateStockBOYAmt |
| Corporate Stock EOY | $357,167 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $412,441 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,402 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $733 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,057 | LandBOYAmt |
| Land EOY | $669 | LandEOYAmt |
| Land EOYFMV | $669 | LandEOYFMVAmt |
| Other Assets BOY | $1 | OtherAssetsBOYAmt |
| Total Assets BOY | $340,269 | TotalAssetsBOYAmt |
| Total Assets EOY | $478,882 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $534,156 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $310,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $310,000 | CapitalStockEOYAmt |
| Retained Earning BOY | $30,269 | RetainedEarningBOYAmt |
| Retained Earning EOY | $168,882 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $340,269 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $478,882 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $340,269 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $478,882 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $340,269 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $138,613 | ExcessRevenueOverExpensesAmt |
| Subtotal | $478,882 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $478,882 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2500 Altera Corp | P | 2010-01-01 | 2015-12-28 | $134,765 | $95,924 | $38,841 | $38,841 |
| 1300 TAIWAN SEMICONDUCTOR MFG LTD | P | 2016-01-01 | 2016-02-19 | $30,770 | $29,762 | $1,008 | $1,008 |
| 700 TAIWAN SEMICONDUCTOR MFG LTD | P | 2016-01-01 | 2016-02-19 | $16,564 | $16,026 | $538 | $538 |
| 2000 TAIWAN SEMICONDUCTOR MFG LTD | P | 2016-01-01 | 2016-03-24 | $51,751 | $45,222 | $6,529 | $6,529 |
| 2000 TAIWAN SEMICONDUCTOR MFG LTD | P | 2016-01-01 | 2016-06-24 | $53,111 | $43,378 | $9,733 | $9,733 |
| 2000 TAIWAN SEMICONDUCTOR MFG LTD | P | 2016-01-01 | 2016-07-14 | $54,634 | $45,613 | $9,021 | $9,021 |
| 1800 ARM HOLDINGS PLC ADS REP | P | 2014-01-01 | 2016-07-21 | $120,363 | $72,868 | $47,495 | $47,495 |
| 700 ARM HOLDINGS PLC ADS REP | P | 2014-01-01 | 2016-07-21 | $46,805 | $16,490 | $30,315 | $30,315 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $143,480 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $26,829 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,033 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,033 | SubtotalAmt |
| Tax Based On Investment Income | $3,033 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,104 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,104 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,929 | 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 | 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 | CHIEN JU SHENG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4089963893 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7718 SEEBER CT | AddressLine1Txt |
| City | CUPERTINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95014 | 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 |
|---|---|---|---|---|---|---|
| DAVID Y SHENG | ||||||
| 7718 SEEBER CT | CUPERTINO | CA | 95014 | President | 4.00 | $0 |
| CHIEN JU SHENG | ||||||
| 7718 SEEBER CT | CUPERTINO | CA | 95014 | Secretary | 4.00 | $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 | $337,711 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $93,928 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $431,639 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $431,639 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,475 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $425,164 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $21,258 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $21,258 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,033 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,033 | TotalTaxAmt |
| Distributable Before Adj | $18,225 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $18,225 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $18,225 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $19,658 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $19,658 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $19,658 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,225 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $15,709 | UndistributedIncomePYAmt |
| Qualifying Distributions | $19,658 | QualifyingDistributionsAmt |
| Applied To Year1 | $15,709 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,949 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $14,276 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID Y SHENG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF CALIFORNIA - DAVIS FO | |||||||
| ONE SHIELDS AVENUE | DAVIS | CA | 95616 | N/A | 501(C) | DONATION | $250 |
| CCIC - CUPERTINO | |||||||
| 10455 BANDLEY DRIVE | CUPERTINO | CA | 95014 | N/A | 501(C) | DONATION | $7,200 |
| VILLAGE GOSPEL MISSION | |||||||
| 1320 HARKER AVENUE | PALO ALTO | CA | 94301 | N/A | 501(C) | DONATION | $1,000 |
| Third Street Community Center | |||||||
| 160 North 3rd street | SAN JOSE | CA | 95112 | N/A | 501(C) | DONATION | $1,000 |
| CHINESE INTERNATIONAL MISSION | |||||||
| PO BOX 700185 | SAN JOSE | CA | 95129 | N/A | 501(C) | DONATION | $500 |
| TEXAS BAPTIST CHILDREN'S HOME | |||||||
| 1101 N MAYS ST | ROUND ROCK | TX | 78664 | N/A | 501(C) | DONATION | $500 |
| CAMPUS CRUSAFE for CHRIST | |||||||
| 100 Lake Hart Dr | Orlando | FL | 32832 | N/A | 501(C) | DONATION | $300 |
| Friend of children for Special Need | |||||||
| 2300 Peralta Blvd | Fremont | CA | 94536 | N/A | 501(C) | DONATION | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,950 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Related Or Exempt Function Incm | $8,179 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $150,480 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $158,659 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $158,659 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| TAIWAN SEMICONDUCTOR MFG LTD SPONSORED | $71,477 | $91,770 |
| XILINX INC | $54,641 | $70,642 |
| FIDELITY U.S. BOND INDEX PREMIUM CLASS | $120,535 | $120,334 |
| FIDELITY GOVERNMENT CASH RESERVES | $1,690 | $1,815 |
| ADVANCED MICRO DEVICES INC COM | $47,199 | $55,280 |
| LINE CORP SPONS ADS | $61,625 | $72,600 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Machinery and Equipment | CategoryOrItemTxt |
| Cost Or Other Basis | $1,402 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $733 | AccumulatedDepreciationAmt |
| Book Value | $669 | BookValueAmt |
| EOYFMV | $669 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting fees | CategoryTxt |
| Legal Fees | $1,265 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,265 | DisbursementsCharitablePrpsAmt |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
Note Payable NotePayableGrp
Lender Name LenderNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MENLO MAZDA | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan Original | $30,234 | LoanOriginalAmt |
| Note | 2007-09 | NoteDt |
| Loan Maturity | 2011-09 | LoanMaturityDt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| AUTO EXPENSE | $774 | $774 |
| BANK SERVICE CHARGE | $141 | $141 |
| FILING FEE | $55 | $55 |
| SUPPLIES | $356 | $356 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Foreign Tax | $940 | $940 |
| Income Tax | $2,224 | $2,224 |
Comments