WALTER AND FANNIE WANG FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WALTER AND FANNIE WANG FOUNDATION (EIN 26-3315955)
- Tax period
- 2012-09-01 to 2013-08-31
- Filed
- 2014-01-15
- IRS object ID
- 201410159349100106
- Schema version
- 2012v2.0
- 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 Land Schedule2
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-01-15T09:03:43-08:00 | Timestamp |
| Tax Period End Date | 2013-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jimmy J Chen & Associates Inc | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1582 Centre Pointe Drive | AddressLine1 |
| City | Milpitas | City |
| State | CA | State |
| ZIP Code | 95035 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263315955 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALTER AND FANNIE WANG FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WALT | NameControl |
| Phone | 4087276148 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4402 LAIRD CIRCLE | AddressLine1 |
| City | SANTA CLARA | City |
| State | CA | State |
| ZIP Code | 95054 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WALTER C WANG | Name |
| Title | President & CEO | Title |
| Date Signed | 2014-01-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JIMMY J CHEN | Name |
| PTIN | P01715847 | PTIN |
| Phone | 4084358828 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 383767 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 33156 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 13420 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 13420 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 13420 | DividendsAdjNetIncm |
| Gross Rents Rev And Expnss | 12089 | GrossRentsRevAndExpnss |
| Gross Rents Net Invst Incm | 12089 | GrossRentsNetInvstIncm |
| Gross Rents Adj Net Incm | 12089 | GrossRentsAdjNetIncm |
| Net Rental Income Or Loss | 6364 | NetRentalIncomeOrLoss |
| Net Gain Sale Assets Rev And Expnss | 13746 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 24680 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 13746 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 1531 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 1531 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 1531 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 73942 | TotalRevenueAndExpenses |
| Total Net Investment Income | 40786 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 27040 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 1360 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 1360 | AccountingFeesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 2995 | DeprecAndDepletionRevAndExpnss |
| Trav Conf Meeting Rev And Expnss | 2245 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 2245 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 3874 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 2795 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 1079 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 10474 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2795 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 4684 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1746 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1746 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 12220 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2795 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 6430 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 61722 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 37991 | NetInvestmentIncome |
| Adjusted Net Income | 27040 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 4586 | CashBOY |
| Cash EOY | 3632 | CashEOY |
| Cash EOYFMV | 3632 | CashEOYFMV |
| Savings And Temp Cash Invst EOY | 29439 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 29439 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 150733 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 173504 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 252581 | InvestmentsCorpStockEOYFMV |
| Investments Land Etc Basis | 95265 | InvestmentsLandEtcBasis |
| Accum Deprec Investments Land Etc | 7276 | AccumDeprecInvestmentsLandEtc |
| Investments Land Etc BOY | 90415 | InvestmentsLandEtcBOY |
| Investments Land Etc EOY | 87989 | InvestmentsLandEtcEOY |
| Investments Land Etc EOYFMV | 95265 | InvestmentsLandEtcEOYFMV |
| Land Building And Equipment Basis | 5485 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 2636 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 1319 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 2849 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 2850 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 247053 | TotalAssetsBOY |
| Total Assets EOY | 297413 | TotalAssetsEOY |
| Total Assets EOYFMV | 383767 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 4781 | AccountsPayableBOY |
| Accounts Payable EOY | 3233 | AccountsPayableEOY |
| Total Liabilities BOY | 4781 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3233 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 273361 | CapitalStockBOY |
| Capital Stock EOY | 265615 | CapitalStockEOY |
| Retained Earnings BOY | -31089 | RetainedEarningsBOY |
| Retained Earnings EOY | 28565 | RetainedEarningsEOY |
| Total Net Assets BOY | 242272 | TotalNetAssetsBOY |
| Total Net Assets EOY | 294180 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 247053 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 297413 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 242272 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 61722 | ExcessOfRevenueOverExpenses |
| Subtotal | 303994 | Subtotal |
| Other Decreases | 9814 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 294180 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 13746 | CapitalGainNetIncome |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 760 | InvestmentIncomeExciseTax |
| Subtotal | 760 | Subtotal |
| Tax Based On Investment Income | 760 | TaxBasedOnInvestmentIncome |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 16 | PenaltyForUnderpayment |
| Tax Due | 776 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALTER C WANG | BusinessNameLine1 |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4402 LAIRD CIRCLE | AddressLine1 |
| City | SANTA CLARA | City |
| State | CA | State |
| ZIP Code | 95054 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| FUNG WING HUNG | ||||||
| 4402 LAIRD CIRCLE | SANTA CLARA | CA | 95054 | Secretary | 2.00 | 0 |
| WALTER C WANG | ||||||
| 4402 LAIRD CIRCLE | SANTA CLARA | CA | 95054 | President & CEO | 2.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 216342 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 8313 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 95264 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 319919 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 319919 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 4799 | CashDeemedCharitable |
| Net Noncharitable Assets | 315120 | NetNoncharitableAssets |
| Minimum Investment Return | 15756 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 15756 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 760 | TaxBasedOnInvestmentIncome |
| Total Tax | 760 | TotalTax |
| Distributable Amount Before Adj | 14996 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 14996 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 14996 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 6430 | ExpensesAndContributions |
| Amounts Paid Acq Charitable Assets | 2099 | AmountsPaidAcqCharitableAssets |
| Qualifying Distributions | 8529 | QualifyingDistributions |
| Adj Qualifying Distributions | 8529 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 14996 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year1 | 608 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 608 | TotalExcessDistriCarryover |
| Qualifying Distributions | 8529 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 8529 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 608 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 608 | ExcessDistriCyovAppliedCY |
| Undistributed Income CY | 5859 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | FUNG WING HUNG | ContributingManager |
| Contributing Manager | WALTER C WANG | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| SANTA CLARA CITY LIBRARY | |||||||
| 2635 HOMESTEAD ROAD | SANTA CLARA | CA | 95051 | N/A | 501C | DONATION | $500 |
| JIBAN FAMILY FOUNDATION | |||||||
| 9514 HIGHLAND PARK DRIVE | ROSEVILLE | CA | 95678 | N/A | 501C | DONATION | $20 |
| DOCTOR WITHOUT BORDER | |||||||
| 333 7TH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | N/A | 501C | DONATION | $60 |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | N/A | 501C | DONATION | $40 |
| DON CALLEJON SCHOOL | |||||||
| 4176 LICK MILL BLVD | SANTA CLARA | CA | 95054 | N/A | 501C | DONATION | $256 |
| AMERICAN DIABETES ASSN | |||||||
| 111 W ST JOHN ST SUITE 1150 | SAN JOSE | CA | 95113 | N/A | 501C | DONATION | $190 |
| CHILDRENS DISCOVERY MUSEUM | |||||||
| 180 WOZ WAY | SAN JOSE | CA | 95110 | N/A | 501C | DONATION | $120 |
| SAN JOSE CHINESE CATHOLIC COMMUNITY | |||||||
| 941 LEXINGTON ST | SANTA CLARA | CA | 95050 | N/A | 501C | DONATION | $560 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1746 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 13420 | RelatedOrExemptFunctionIncome |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 6364 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 13746 | RelatedOrExemptFunctionIncome |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Related Or Exempt Function Income | 1531 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 35061 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 35061 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|
| 2 | WALTER C WANG | 4402 LAIRD CIRCLE | SANTA CLARA | CA | 95054 | 19414 | X |
| 1 | WALTER C WANG | 4402 LAIRD CIRCLE | SANTA CLARA | CA | 95054 | 13742 | X |
Noncash Property NoncashProperty (2 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 2 | CORPORATE STOCKS | 19414 | 2013-06-19 |
| 1 | CORPORATE STOCKS | 13742 | 2013-01-24 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | Category |
| Amount | $1,360 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 1360 | DisbursementsCharitablePrps |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLand (2 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Book ValueBookValue | EOYFMVEOYFMV | Accumulated DepreciationAccumulatedDepreciation |
|---|---|---|---|---|
| Land | 28580 | 28580 | 28580 | |
| Buildings | 66685 | 59409 | 66685 | 7276 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (2 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|---|
| Machinery and Equipment | 4148 | 2095 | 2053 | 2054 |
| Furniture and Fixtures | 1337 | 541 | 796 | 796 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FMV ADJUSTMENT | Description |
| Amount | $9,814 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (10 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| TELEPHONE | 166 | 166 | |
| SUPPLIES EXPENSE | 38 | 38 | |
| Rental Expenses | 2730 | 2730 | |
| POSTAGE | 139 | 139 | |
| PENALTY | 180 | 180 | |
| OFFICE EXPENSE | 310 | 310 | |
| MEAL & ENTERTAINMENT | 105 | 105 | |
| GIFTS EXPENSE | 81 | 81 | |
| FILING FEE | 60 | 60 | |
| BANK CHARGE | 65 | 65 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Revenue And Expenses Per Books | 1531 | RevenueAndExpensesPerBooks |
| Net Investment Income | 1531 | NetInvestmentIncome |
| Adjusted Net Income | 1531 | AdjustedNetIncome |
Comments