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QUE-LUE CHARITABLE FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
QUE-LUE CHARITABLE FOUNDATION (EIN 77-0547169)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-07-29
IRS object ID
202622109349101012
Schema version
2025v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-07-29T16:47:48-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN611753730PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Dragon Tax & Management IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12100 Geng Road STE 210AddressLine1Txt
CityPalo AltoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94303ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770547169EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Que-Lue Charitable FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Andrew Q LueInCareOfNm
Business Name ControlQUELBusinessNameControlTxt
Phone4082309345PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12310 Homestead Road Suite C1 237AddressLine1Txt
CityLos AltosCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94024ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANDREW Q LUEPersonNm
Person TitleDirectorPersonTitleTxt
Phone4082309345PhoneNum
Signature2026-07-29SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHAI DANGPreparerPersonNm
PTINP01754826PTIN
Phone6503452604PhoneNum
Preparation2026-07-29PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,071,293FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$3,913InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,913InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$21,242DividendsRevAndExpnssAmt
Dividends Net Invst Incm$21,242DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$23,710CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$25,155TotalRevAndExpnssAmt
Total Net Invst Incm$48,865TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,725AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,725AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$10,015OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$10,015OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$169TaxesRevAndExpnssAmt
Taxes Net Invst Incm$169TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$1,421OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$1,421OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,330TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,184TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,146TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$80,009ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$80,009ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$93,339TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,184TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$83,155TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$68,184ExcessRevenueOverExpensesAmt
Net Investment Income$38,681NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$712,292CashBOYAmt
Cash EOY$649,099CashEOYAmt
Cash EOYFMV$640,163CashEOYFMVAmt
Corporate Stock BOY$1,051,690CorporateStockBOYAmt
Corporate Stock EOY$1,066,391CorporateStockEOYAmt
Corporate Stock EOYFMV$1,431,130CorporateStockEOYFMVAmt
Total Assets BOY$1,763,982TotalAssetsBOYAmt
Total Assets EOY$1,715,490TotalAssetsEOYAmt
Total Assets EOYFMV$2,071,293TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,763,982RetainedEarningBOYAmt
Retained Earning EOY$1,715,490RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,763,982TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,715,490TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,763,982TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,715,490TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,763,982TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$68,184ExcessRevenueOverExpensesAmt
Subtotal$1,695,798SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,695,798TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ST Capital Gain - WF 6300P2025-01-012025-12-31$71,000$71,000
LT Capital Gain Distributions - WF 6300P2023-01-012025-12-15$23,710$23,710$23,710
FieldValueIRS element (for citing)
Capital Gain Net Income$23,710CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$538InvestmentIncomeExciseTaxAmt
Subtotal$538SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$538TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$400ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$400TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$8EsPenaltyAmt
Tax Due$146TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressNAWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Andrew H LueBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4082309345PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12310 Homestead Road Suite C1 237AddressLine1Txt
CityLos AltosCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94024ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYYes (true)UndistributedIncomePYInd
Undistributed Income PY12024UndistributedIncomePY1Yr
Undistr Incm Sect4942a2 Not AppYes (true)UndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROSALINA Q LUE
2310 Homestead Road Suite C1 237Los AltosCA94024Director2.00$0$0$0
ANDREW H LUE
2310 Homestead Road Suite C1 237Los AltosCA94024Director2.00$0$0$0
ROSALINA Q LUE
2310 Homestead Road Suite C1 237Los AltosCA94024President2.00$0$0$0
ANDREW H LUE
2310 Homestead Road Suite C1 237Los AltosCA94024VPSecretaryTreasurer2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1Financial support for charitable organizations benefitting the community including related administrative expensesDescription1Txt
Expenses1$83,155Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1No program related investments were made during the yearDescription1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,353,575AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$655,358AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,008,933TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$2,008,933AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$30,134CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,978,799NetVlNoncharitableAssetsAmt
Minimum Investment Return$98,940MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$98,940MinimumInvestmentReturnAmt
Tax Based On Investment Income$538TaxBasedOnInvestmentIncomeAmt
Total Tax$538TotalTaxAmt
Distributable Before Adj$98,402DistributableBeforeAdjAmt
Distributable Before Ded$98,402DistributableBeforeDedAmt
Distributable As Adjusted$98,402DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$83,155ExpensesAndContributionsAmt
Qualifying Distributions$83,155QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$98,402DistributableAsAdjustedAmt
Undistributed Income PY$27,824UndistributedIncomePYAmt
Qualifying Distributions$83,155QualifyingDistributionsAmt
Applied To Year1$27,824AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$55,331AppliedToCurrentYearAmt
Undistributed Income CY$43,071UndistributedIncomeCYAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
KQED
2601 Mariposa StSan FranciscoCA941101426NAPCSupport of Other Charitable Organization$5,000
World Vision
PO Box 70102TacomaWA984810102NAPCSupport of Other Charitable Organization$936
Santa Clara University
500 El Camino RealSanta ClaraCA95053NAPCSupport of Other Charitable Organizations$10,000
World Central Kitchen
PO Box 96538WashingtonDC200906538NAPCSupport of Other Charitable Organizations$10,000
Berkeley Repertory Theatre
2025 Addison StBerkeleyCA94704NAPCSupport of Other Charitable Organizations$1,000
Second Harvest Food Bank
750 Curtner AveSan JoseCA95125NAPCSupport of Other Charitable Organizations$5,000
The Nature Conservancy
4245 North Fairfax Drive Suite 100ArlingtonVA22203NAPCSupport of Other Charitable Organizations$5,000
UC Berkeley Foundation
1995 University Ave Suite 401BerkeleyCA947041058NAPCSupport of Other Charitable Organizations$4,000
Mercury News Wish Book Foundation
4 N 2nd StSan JoseCA95113NAPCSupport of Other Charitable Organizations$5,000
Silicon Valley Allied for the Common Good
1561 Plateau AveLos AltosCA94024NAPCSupport of Other Charitable Organizations$10,000
Sacred Heart Community Service
1381 South First StSan JoseCA95110NAPCSupport of Other Charitable Organizations$1,000
St Simon Parish
1860 Grant RdLos AltosCA94024NAPCSupport of Other Charitable Organizations$2,000
Future Church
3909 Rocky River DrClevelandOH44111NAPCSupport of Other Charitable Organizations$5,000
UC Irvine Giving
510 Peltason Dr Suite 5000IrvineCA92697NAPCSupport of Other Charitable Organizations$1,000
Association Of US Catholic Priests
PO Box 676TiffinOH44883NAPCSupport of Other Charitable Organizations$1,000
Sunnyvale Community Services
1160 Kern AvenueEast Palo AltoCA94085NAPCSupport of Other Charitable Organizations$1,000
The Sisters Of The Holy Names
PO Box 398MarylhurstOR97036NAPCSupport of Other Charitable Organizations$3,000
Discerning Deacons
3710 Shannon Rd 51879DurhamNC27717NAPCSupport of Other Charitable Organizations$1,000
Notre Dame San Jose
596 S Second StSan JoseCA95112NAPCSupport of Other Charitable Organizations$1,000
Diocese of San Jose
1150 N 1st StSan JoseCA95112NAPCSupport of Other Charitable Organizations$3,000
Law Foundation of Silicon Valley
4 North Second St Suite 1300San JoseCA95113NAPCSupport of Other Charitable Organizations$2,000
Hispanic Foundation of Silicon Valley
1961 The AlamedaSan JoseCA95126NAPCSupport of Other Charitable Organizations$1,000
Jesuits West
PO Box 68Los GatosCA95031NAPCSupport of Other Charitable Organizations$2,000
Baycrest Foundation
NAPCSupport of Other Charitable Organizations$733560 Bathurst StTorontoOntarioCAM6A 2E1
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$80,009TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,913ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21,242ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$23,710ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$48,865ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$48,865TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccountingCategoryTxt
Amt$1,725Amt
Disbursements Charitable Prps$1,725DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockWells FargoStockNm
EOY Book Value$1,066,391EOYBookValueAmt
EOYFMV$1,431,130EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Cell Phone$436$436
Office Expenses$100$100
Postal Shipping$420$420
Dining$465$465

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management FeeCategoryTxt
Amt$10,015Amt
Net Investment Income$10,015NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryForeign TaxCategoryTxt
Amt$169Amt
Net Investment Income$169NetInvestmentIncomeAmt

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