TSAI FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- TSAI FAMILY FOUNDATION (EIN 20-3439013)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-09
- IRS object ID
- 201401299349101020
- Schema version
- 2013v3.1
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-09T08:09:10-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEUNG WONG & YEE INC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39111 PASEO PADRE PKY 318 | AddressLine1 |
| City | FREMONT | City |
| State | CA | State |
| ZIP Code | 945381695 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203439013 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TSAI FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TSAI | BusinessNameControlTxt |
| Phone | 4086708888 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28620 MATADERO CREEK CT | AddressLine1 |
| City | LOS ALTOS | City |
| State | CA | State |
| ZIP Code | 94022 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MIKE TSAI | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4086708888 | PhoneNum |
| Signature | 2014-05-09 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LINDA LEUNG CPA | PreparerPersonNm |
| Phone | 5107968228 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $26,098 | 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 | $20 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $863 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $863 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,719 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,957 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,719 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,602 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,582 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $775 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $387 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $388 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $232 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $202 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $5 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,012 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $594 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $388 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,212 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $594 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,588 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,610 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,988 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,373 | CashBOYAmt |
| Cash EOY | $1,001 | CashEOYAmt |
| Cash EOYFMV | $1,001 | CashEOYFMVAmt |
| Corporate Stock BOY | $29,286 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,048 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,097 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $30,659 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,049 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,098 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $30,659 | UnrestrictedBOYAmt |
| Unrestricted EOY | $20,049 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,659 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,049 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,659 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,049 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,659 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,610 | ExcessRevenueOverExpensesAmt |
| Subtotal | $20,049 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $20,049 | 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 | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 50 SHARES NESTLE SA SPON ADR | D | 2010-10-23 | 2013-10-31 | $3,612 | $0 | $2,950 | $662 | $0 | $0 | $0 | $662 |
| 100 SHARES DEERE & COMPANY | D | 2007-09-24 | 2013-01-28 | $9,345 | $0 | $7,288 | $2,057 | $0 | $0 | $0 | $2,057 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,719 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Adjusted Qlfy Distri Yr1 | $12,663 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $28,108 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.450512 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $23,731 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $40,381 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.587677 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $15,875 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $30,972 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.512560 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,455 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $22,463 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.287361 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $11,230 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $24,828 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.452312 | DistributionYr5Rt |
| Total Distribution | 2.290422 | TotalDistributionRt |
| Average Distribution | 0.458084 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $29,123 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $13,341 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $30 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $13,371 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $13,588 | 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 | $30 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30 | SubtotalAmt |
| Tax Based On Investment Income | $30 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $30 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 |
| 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 |
| Individual With Books | MIKE TSAI | IndividualWithBooksNm |
| Phone | 4086708888 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28620 MATADERO CREEK CT | AddressLine1 |
| City | LOS ALTOS | City |
| State | CA | State |
| ZIP Code | 94022 | ZIPCode |
| 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MIKE TSAI | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28620 MATADERO CREEK CT | AddressLine1 |
| City | LOS ALTOS | City |
| State | CA | State |
| ZIP Code | 94022 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $28,380 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,187 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,567 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $29,567 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $444 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,123 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,456 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,456 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30 | TotalTaxAmt |
| Distributable Before Adj | $1,426 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,426 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,426 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,588 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $13,588 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $30 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $13,558 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,426 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $9,989 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,332 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $14,326 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $21,714 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,261 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $62,622 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,588 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,426 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,162 | RemainingDistriFromCorpusAmt |
| Total Corpus | $74,784 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $9,989 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $64,795 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,332 | ExcessFromYear4Amt |
| Excess From Year3 | $14,326 | ExcessFromYear3Amt |
| Excess From Year2 | $21,714 | ExcessFromYear2Amt |
| Excess From Year1 | $11,261 | ExcessFromYear1Amt |
| Excess From Current Year | $12,162 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| PBCC | ||||||
| 10601 North Blaney Ave | Cupertino | CA | 95014 | PUBLICEXEMPT | SPREAD THE GOSPEL | $12,000 |
| Intervarsity | ||||||
| 6400 Schroeder Rd | Madison | WI | 53707 | PUBLICEXEMPT | SPREAD THE GOSPEL | $1,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,200 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $863 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,719 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,582 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,582 | 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 | LEUNG, WONG & YEE 2012 TAX RETURNS | CategoryTxt |
| Amt | $775 | Amt |
| Net Investment Income | $387 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $388 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|
| 50 SHARES NESTLE SA SPON ADR | Donated | 2013-10 | $3,612 | $2,950 | $662 |
| 100 SHARES DEERE & COMPANY | Donated | 2013-01 | $9,345 | $7,288 | $2,057 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 150 SHS NESTLE ADR | $8,848 | $14,083 |
| 50 SHS ROCHE | $10,200 | $11,014 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCOUNT FEE | Desc |
| Revenue And Expenses Per Books | $5 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| STATE FEES | $30 | |
| FOREIGN TAX | $199 | $199 |
| FEDERAL TAX | $3 | $3 |
Comments