CHUA FAMILY CHARITABLE FOUND-IN MEMORY CHUA KOAN & CHANG SU CHENG: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CHUA FAMILY CHARITABLE FOUND-IN MEMORY CHUA KOAN & CHANG SU CHENG (EIN 20-1961263)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-15
- IRS object ID
- 201322279349100637
- 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
- All Oth Prog Rltd Investments Sch
- Gain Loss Sale Other Assets Sch
- Other Expenses Schedule
- Other Notes Loans Rcvbl Long Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-15T19:22:08-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID HALL AND ASSOCIATES | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 S BLUFF ST STE 303 | AddressLine1 |
| City | SAINT GEORGE | City |
| State | UT | State |
| ZIP Code | 847707318 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201961263 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHUA FAMILY CHARITABLE FOUNDATION-IN MEMORY OF CHUA KOAN AND CHANG SU CHENG | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHUA | NameControl |
| Phone | 6307301332 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 OAK BROOK HILLS ROAD | AddressLine1 |
| City | OAK BROOK | City |
| State | IL | State |
| ZIP Code | 60523 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID CHUA | Name |
| Title | PRESIDENT | Title |
| Phone | 6307301332 | Phone |
| Date Signed | 2013-06-30 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID HALL | Name |
| Phone | 4357670660 | Phone |
| Date Prepared | 2013-08-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 566889 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 10000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 20 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 20 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 1826 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1826 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -12465 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 413639 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | -619 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1846 | TotalNetInvestmentIncome |
| Legal Fees Rev And Expnss | 3654 | LegalFeesRevAndExpnss |
| Legal Fees Dsbrs Chrtbl Prps | 3654 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3500 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 3500 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 23302 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 1846 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 10 | TaxesRevAndExpnss |
| Taxes Dsbrs Chrtbl Prps | 10 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 15897 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 15897 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 46363 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1846 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 23061 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 9000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 9000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 55363 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1846 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 32061 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -55982 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 138111 | CashBOY |
| Cash EOY | 53825 | CashEOY |
| Cash EOYFMV | 53825 | CashEOYFMV |
| Other Notes And Loans Receivable | 26212 | OtherNotesAndLoansReceivable |
| Other Notes And Loans Rcvbl EOY | 26212 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 26212 | OtherNotesAndLoansRcvblEOYFMV |
| Investments Corp Stock BOY | 425299 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 412392 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 412392 | InvestmentsCorpStockEOYFMV |
| Investments Land Etc Basis | 275000 | InvestmentsLandEtcBasis |
| Investments Land Etc BOY | 275000 | InvestmentsLandEtcBOY |
| Investments Land Etc EOY | 275000 | InvestmentsLandEtcEOY |
| Investments Land Etc EOYFMV | 74460 | InvestmentsLandEtcEOYFMV |
| Total Assets BOY | 838410 | TotalAssetsBOY |
| Total Assets EOY | 767429 | TotalAssetsEOY |
| Total Assets EOYFMV | 566889 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 25000 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 10001 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 25000 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 10001 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 813410 | UnrestrictedBOY |
| Unrestricted EOY | 757428 | UnrestrictedEOY |
| Total Net Assets BOY | 813410 | TotalNetAssetsBOY |
| Total Net Assets EOY | 757428 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 838410 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 767429 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 813410 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -55982 | ExcessOfRevenueOverExpenses |
| Subtotal | 757428 | Subtotal |
| Total Net Assets Fund Balances EOY | 757428 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | DepreciationDepreciation | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | FMV As Of123169FMVAsOf123169 | Adjusted Basis As Of123169AdjustedBasisAsOf123169 | Excess Of FMV Over Adjusted BasisExcessOfFMVOverAdjustedBasis | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SECURITIES (SEE ATTACHED STMT) | P | 2012-01-01 | 2012-12-31 | 5182 | 0 | 5588 | -406 | 0 | 0 | 0 | -406 |
| SECURITIES (SEE ATTACHED STMT) | P | 2012-01-01 | 2012-12-31 | 376146 | 0 | 394897 | -18751 | 0 | 0 | 0 | -18751 |
| SECURITIES (SEE ATTACHED STMT) | P | 2011-01-01 | 2012-12-31 | 32311 | 0 | 25619 | 6692 | 0 | 0 | 0 | 6692 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -12465 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -19157 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions Year1 | 46181 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 601805 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.076737 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 46271 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 617825 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.074893 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 27286 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 545710 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.050001 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 52067 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 637637 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.081656 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 40917 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 835356 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.048982 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.332269 | TotalDistributionRatio |
| Average Distribution Ratio | 0.066454 | AverageDistributionRatio |
| Adj Nonchrtbl Assets And One | 0 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 32061 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1387 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1387 | TotalCreditsAndPayments |
| Original Return Overpayment | -1387 | OriginalReturnOverpayment |
| Overpayment | 1387 | Overpayment |
| Amount Credited To Next Year | 1387 | AmountCreditedToNextYear |
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 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | IL | 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 Person Name | DAVID CHUA | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6307800832 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 OAKBROOK HILLS | AddressLine1 |
| City | OAKBROOK | City |
| State | IL | State |
| ZIP Code | 60523 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| 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 |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| DAVID CHUA | ||||||||
| 2900 OAKBROOK HILLS ROAD | OAK BROOK | IL | 60523 | PRESIDENT | 0 | 0 | 0 | 0 |
| WENDY YEH | ||||||||
| 2900 OAKBROOK HILLS ROAD | OAK BROOK | IL | 60523 | SECRETARY | 0 | 0 | 0 | 0 |
| PEI TANG YEH | ||||||||
| 2900 OAKBROOK HILLS ROAD | OAK BROOK | IL | 60523 | TREASURER | 0 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 0 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 0 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 0 | CashDeemedCharitable |
| Net Noncharitable Assets | 0 | NetNoncharitableAssets |
| Minimum Investment Return | 0 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 32061 | ExpensesAndContributions |
| Qualifying Distributions | 32061 | QualifyingDistributions |
| Adj Qualifying Distributions | 32061 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 29947 | UndistributedIncomePriorYear |
| Excess Distri Carryover Year3 | 20591 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 46330 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 46324 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 113245 | TotalExcessDistriCarryover |
| Qualifying Distributions | 32061 | QualifyingDistributions |
| Remaining Distri From Corpus | 32061 | RemainingDistriFromCorpus |
| Total Corpus | 145306 | TotalCorpus |
| Taxable Amount2 | 29947 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 145306 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 20591 | ExcessFromYear3 |
| Excess From Year2 | 46330 | ExcessFromYear2 |
| Excess From Year1 | 46324 | ExcessFromYear1 |
| Excess From Current Year | 32061 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID CHUA | ContributingManager |
| Shareholder Manager | NA | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL FOUNDATION FOR CANCER RESEARCH | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4600 EAST WEST HIGHWAY SUITE 525 | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 20814 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | CANCER RESEARCH | PurposeOfGrantOrContribution |
| Amount | $9,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 9000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Related Or Exempt Function Income | -12465 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -12465 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -12465 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | PEI TANG YEH | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 OAKBROOK HILLS RD | AddressLine1 |
| City | OAK BROOK | City |
| State | IL | State |
| ZIP Code | 60523 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 10000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONE | Description |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (3 entries)
| NameName | How AcquiredHowAcquired | IndividualPurchaserName/Individual | Gross Sales PriceGrossSalesPrice | BasisBasis | Basis MethodBasisMethod | Total NetTotalNet |
|---|---|---|---|---|---|---|
| VARIOUS SECURITIES - ST COVERED (SEE ATTACHMENT) | Purchased | VARIOUS | 5182 | 5588 | FMV | -406 |
| VARIOUS SECURITIES - ST NONCOVERED (SEE ATTACHMENT) | Purchased | VARIOUS | 376146 | 394897 | FMV | -18751 |
| VARIOUS SECURITIES - LT NONCOVERED (SEE ATTACHMENT) | Purchased | VARIOUS | 32311 | 25619 | FMV | 6692 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (9 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| ANNUAL REPORT | 25 | 25 |
| INSURANCE | 1677 | 1677 |
| MANAGEMENT FEES | 11200 | 11200 |
| UTILITIES | 1645 | 1645 |
| OUTSIDE SERVICES | 361 | 361 |
| SUPPLIES | 33 | 33 |
| TRANSFER FEE | 75 | 75 |
| BANK SERVICE FEES | 2 | 2 |
| TELEPHONE | 879 | 879 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLong
Borrowers Name BorrowersName
Business Business
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUNRISE REAL ESTATE LLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship To Insider | LENDER | RelationshipToInsider |
| Original Amount Of Loan | 26212 | OriginalAmountOfLoan |
| Balance Due | 26212 | BalanceDue |
| Date Of Note | 2012-12 | DateOfNote |
| Maturity Date | 2013-12 | MaturityDate |
| Repayment Terms | BALLOON PAYMENT | RepaymentTerms |
| Interest Rate | 0.05000000 | InterestRate |
| Security Provided By Borrower | 0 | SecurityProvidedByBorrower |
| Purpose Of Loan | ASSIST IN OPERATIONS | PurposeOfLoan |
| Desc Of Lender Consideration | $26,212 CASH | DescOfLenderConsideration |
| Consideration Fmv | 26212 | ConsiderationFmv |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN | Category |
| Amount | $10 | Amount |
| Disbursements Charitable Prps | 10 | DisbursementsCharitablePrps |
Comments