LU & WANG FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LU & WANG FAMILY FOUNDATION INC (EIN 87-3789278)
- Tax period
- 2024-11-01 to 2025-10-31
- Filed
- 2026-01-08
- IRS object ID
- 202600139349100450
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-01-08T17:19:26-06:00 | ReturnTs |
| Tax Period End | 2025-10-31 | 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 | 2024-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 873789278 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lu & Wang Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Yihui Wang | InCareOfNm |
| Business Name Control | LU&W | BusinessNameControlTxt |
| Phone | 9173868801 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 784 Old Albany Post Road | AddressLine1Txt |
| City | Garrison | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10524 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | YIHUI WANG | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 9173868801 | PhoneNum |
| Signature | 2026-01-08 | 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 | 2026-01-08 | 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 | $438,487 | 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 | $3,287 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,287 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,409 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $97,791 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,409 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $32,696 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $32,696 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $3,363 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,363 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $48 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $48 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $22,335 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $22,335 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $103 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $103 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,849 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $48 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,801 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,175 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,175 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $40,024 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $48 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $39,976 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,328 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $32,648 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,435 | CashBOYAmt |
| Cash EOY | $36,075 | CashEOYAmt |
| Cash EOYFMV | $36,075 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,310 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $40,398 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $40,398 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $5,162 | AcctRcvblAmt |
| Acct Rcvbl EOY | $5,162 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $5,162 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $226,443 | CorporateStockBOYAmt |
| Corporate Stock EOY | $158,061 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $243,005 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $227,693 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $227,693 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $113,847 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $460,881 | TotalAssetsBOYAmt |
| Total Assets EOY | $467,389 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $438,487 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,455 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $15,291 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $1,455 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,291 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $459,426 | RetainedEarningBOYAmt |
| Retained Earning EOY | $452,098 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $459,426 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $452,098 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $460,881 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $467,389 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $459,426 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,328 | ExcessRevenueOverExpensesAmt |
| Subtotal | $452,098 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $452,098 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 153 Shares of S&P500 ETFs | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2023-09-15 | AcquiredDt |
| Sold | 2024-12-24 | SoldDt |
| Gross Sales Price | $97,791 | GrossSalesPriceAmt |
| Cost Or Other Basis | $68,382 | CostOrOtherBasisAmt |
| Gain Or Loss | $29,409 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $29,409 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,409 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $454 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $454 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $454 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Tax Due | $454 | 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 | Yihui Wang | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9173868801 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 784 Old Albany Post Road | AddressLine1Txt |
| City | Garrison | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10524 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| YIHUI WANG | ||||||||
| 784 Old Albany Post Road | Garrison | NY | 10524 | CEO | 2.00 | $0 | $0 | $0 |
| PING LU | ||||||||
| 784 Old Albany Post Road | Garrison | NY | 10524 | CFO | 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 | $276,946 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,477 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $113,847 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $410,270 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $410,270 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,154 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $404,116 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,206 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,206 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $454 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $454 | TotalTaxAmt |
| Distributable Before Adj | $19,752 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $19,752 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $19,752 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $39,976 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $39,976 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,752 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $1,537 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $27,351 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,085 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $30,973 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $39,976 | QualifyingDistributionsAmt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,752 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $20,224 | RemainingDistriFromCorpusAmt |
| Total Corpus | $51,197 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $51,197 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,537 | ExcessFromYear3Amt |
| Excess From Year2 | $27,351 | ExcessFromYear2Amt |
| Excess From Year1 | $2,085 | ExcessFromYear1Amt |
| Excess From Current Year | $20,224 | ExcessFromCurrentYearAmt |
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) |
|---|---|---|
| Contributing Manager | YIHUI WANG | ContributingManagerNm |
| Contributing Manager | PING LU | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Global Youth Philanthropy Leader | ||||||
| 742 W 28th St | Los Angeles | CA | 90007 | PC Public charity de | Educational | $2,760 |
| Spence School | ||||||
| 22 E 91st Street | New York | NY | 10128 | PC Public charity de | Educational | $5,000 |
| Kids Saving the Rainforest | ||||||
| 3790 El Camino Real Ste 206 | Palo Alto | CA | 94306 | PC Public charity de | Charitable | $500 |
| World Wildlife Fund | ||||||
| 1250 24th Street NW | Washington | DC | 20037 | PC Public charity de | Charitable | $108 |
| Pelotonia | ||||||
| 2281 Kenny Rd Ste 450 | Columbus | OH | 43210 | PC Public charity de | Charitable | $207 |
| Reef Guardian Hawaii | ||||||
| 3737 Kaweonui Rd | Princeville | HI | 96722 | PC Public charity de | Charitable | $1,500 |
| UNC-Chapel Hill | ||||||
| PO Box 309 | Chapel Hill | NC | 27514 | PC Public charity de | Educational | $1,000 |
| New England Aquarium | ||||||
| 1 Central Wharf | Boston | MA | 02110 | PC Public charity de | Charitable | $100 |
| Collegiate School | ||||||
| 301 Freedom Pl S | New York | NY | 10069 | PC Public charity de | Educational | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,175 | 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 | $3,287 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $29,409 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $32,696 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $32,696 | 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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | 153 Shares of SP500 ETFs | AssetDesc |
| Acquired | 2023-09 | AcquiredDt |
| How Acquired | Purchased | HowAcquiredTxt |
| Sold | 2024-12 | SoldDt |
Purchaser Name PurchaserNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | 12242024 | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | $97,791 | GrossSalesPriceAmt |
| Basis | $68,382 | BasisAmt |
| Total Net | $29,409 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Fidelity Investment AC0400 Common Stocks | StockNm |
| EOY Book Value | $158,061 | EOYBookValueAmt |
| EOYFMV | $243,005 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Private Note | AT COST | $227,693 | $113,847 |
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Operating Expenses | Desc |
| Revenue And Expenses Per Books | $103 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $103 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Bank Fee | $33 | $33 |
| Legal service fee | $2,080 | $2,080 |
| Tax Preparation Fee | $1,250 | $1,250 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Income Tax | CategoryTxt |
| Amt | $48 | Amt |
| Net Investment Income | $48 | NetInvestmentIncomeAmt |
Comments