STRATEGY STUDIO / PUBLIC DATA EXPLORER

CHOSON FOUNDATION TR: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
CHOSON FOUNDATION TR (EIN 58-6456333)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-08-14
IRS object ID
202432279349100113
Schema version
2023v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-08-14T12:36:01-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN833080951PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KIM AND COMPANY ATLANTA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13451 L-VILLE SUWANEE RD AAddressLine1Txt
CitySuwaneeCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30024ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN586456333EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CHOSON FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHOSBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line15903-B PEACHTREE INDUSTRIAL BLVDAddressLine1Txt
CityPEACHTREE CORNERSCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30092ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonUN H CHOPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7703124545PhoneNum
Signature2024-03-10SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHEE MYUN KIMPreparerPersonNm
PTINP00009333PTIN
Phone4704270001PhoneNum
Preparation2024-08-14PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,261,149FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$550,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$39,047InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$39,047InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$39,047InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$143,737DividendsRevAndExpnssAmt
Dividends Net Invst Incm$143,737DividendsNetInvstIncmAmt
Dividends Adj Net Incm$143,737DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$102,332NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,867,164GrossSalesPriceAmt
Other Income Rev And Expnss$5,230OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$5,230OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$5,230OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$840,346TotalRevAndExpnssAmt
Total Net Invst Incm$188,014TotalNetInvstIncmAmt
Total Adj Net Incm$188,014TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$2,700AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$3,591TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$2,065DeprecAndDpltnRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$3,548TravConfMeetingRevAndExpnssAmt
Printing And Pub Rev And Expnss$51PrintingAndPubRevAndExpnssAmt
Other Expenses Rev And Expnss$17,446OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$29,401TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$105,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$105,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$134,401TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$105,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$705,945ExcessRevenueOverExpensesAmt
Net Investment Income$188,014NetInvestmentIncomeAmt
Adjusted Net Income$188,014AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$191,504CashBOYAmt
Cash EOY$1,139,662CashEOYAmt
Cash EOYFMV$1,139,662CashEOYFMVAmt
Sav And Temp Cash Invst BOY$706,165SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,191,253SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,191,253SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$4,651,979CorporateStockBOYAmt
Corporate Stock EOY$3,926,743CorporateStockEOYAmt
Corporate Stock EOYFMV$3,926,743CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$32,487LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$28,996LandBldgEquipAccumDeprecAmt
Land BOY$5,556LandBOYAmt
Land EOY$3,491LandEOYAmt
Land EOYFMV$3,491LandEOYFMVAmt
Total Assets BOY$5,555,204TotalAssetsBOYAmt
Total Assets EOY$6,261,149TotalAssetsEOYAmt
Total Assets EOYFMV$6,261,149TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Additional Paid In Capital BOY$216,557AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$216,557AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$5,338,647RetainedEarningBOYAmt
Retained Earning EOY$6,044,592RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,555,204TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,261,149TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,555,204TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,261,149TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,555,204TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$705,945ExcessRevenueOverExpensesAmt
Subtotal$6,261,149SubtotalAmt
Tot Net Ast Or Fund Balances EOY$6,261,149TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,613InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,613SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,613TaxBasedOnInvestmentIncomeAmt
Tax Due$2,613TaxDueAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateGAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksUN H CHOIndividualWithBooksNm
Phone7709344321PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11035 CARNOUSTIE LANEAddressLine1Txt
CityALPHARETTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30005ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionYes (true)ForeignAccountsQuestionInd
Foreign CountryKSForeignCountryCd

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
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonUN H CHOPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11035 CARNOUSTIE LANEAddressLine1Txt
CityALPHARETTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30005ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1SCHOLARSHIPSDescription1Txt
Expenses1$22,500Expenses1Amt
Description2CHURCH MISSIONSDescription2Txt
Expenses2$10,000Expenses2Amt
Description3GRANTS TO INDIVIDUALSDescription3Txt
Expenses3$70,500Expenses3Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NADescription1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,501,169AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$127,576AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$3,492FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,632,237TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,632,237AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$54,484CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,577,753NetVlNoncharitableAssetsAmt
Minimum Investment Return$178,888MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$178,888MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,613TaxBasedOnInvestmentIncomeAmt
Total Tax$2,613TotalTaxAmt
Distributable Before Adj$176,275DistributableBeforeAdjAmt
Distributable Before Ded$176,275DistributableBeforeDedAmt
Distributable As Adjusted$176,275DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$105,000ExpensesAndContributionsAmt
Qualifying Distributions$105,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$176,275DistributableAsAdjustedAmt
Qualifying Distributions$105,000QualifyingDistributionsAmt
Applied To Current Year$105,000AppliedToCurrentYearAmt
Undistributed Income CY$71,275UndistributedIncomeCYAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$178,888CurrentYearAmt
Year1$152,945Year1Amt
Year2$132,449Year2Amt
Year3$93,982Year3Amt
Total$558,264TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$152,055CurrentYearAmt
Year1$130,003Year1Amt
Year2$112,582Year2Amt
Year3$79,885Year3Amt
Total$474,525TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$105,000CurrentYearAmt
Year3$163,500Year3Amt
Total$268,500TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$105,000CurrentYearAmt
Year3$163,500Year3Amt
Total$268,500TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Current Year$5,537,749CurrentYearAmt
Year1$5,338,647Year1Amt
Year2$5,225,069Year2Amt
Year3$4,650,608Year3Amt
Total$20,752,073TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Current Year$5,537,749CurrentYearAmt
Year1$5,338,647Year1Amt
Year2$5,225,069Year2Amt
Year3$4,650,608Year3Amt
Total$20,752,073TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$119,259CurrentYearAmt
Total$119,259TotalAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ANDREW NGO
5903-B PEACHTREE INDUSTRIAL BLVDPEACHTREE CORNERSGA30092HUMANITARIAN RELIEF$7,000
BONG CHOI
5903-B PEACHTREE INDUSTRIAL BLVDPEACHTREE CORNERSGA30092HUMANITARIAN RELIEF$1,000
THE HUDGENS CENTER FOR ART LEARN
6400 SUGARLOAF PKWY BLDG 300DULUTHGA30097CHARITABLE CONTRIBUTIONS$6,000
SOUTH KOREA MISSION
5903-B PEACHTREE INDUSTRIAL BLVDPEACHTREE CORNERSGA30092MISSION SUPPORT$10,000
IRIS CHO
5903-B PEACHTREE INDUSTRIAL BLVDPEACHTREE CORNERSGA30092HUMANITARIAN RELIEF$20,000
JOSEPH KIM
5903-B PEACHTREE INDUSTRIAL BLVDPEACHTREE CORNERSGA30092HUMANITARIAN RELIEF$500
LORI KIM
5903-B PEACHTREE INDUSTRIAL BLVDPEACHTREE CORNERSGA30092HUMANITARIAN RELIEF$10,000
SUK M HWANG
5903-B PEACHTREE INDUSTRIAL BLVDPEACHTREE CORNERSGA30092HUMANITARIAN RELIEF$10,000
WON KINO
5903-B PEACHTREE INDUSTRIAL BLVDPEACHTREE CORNERSGA30092HUMANITARIAN RELIEF$10,000
YOON-SIM YANG
5903-B PEACHTREE INDUSTRIAL BLVDPEACHTREE CORNERSGA30092HUMANITARIAN RELIEF$6,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$80,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$39,047RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$143,737RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$182,784RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$182,784TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,700Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (5 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
KEYBOARD2004-08-31$1,975$987M5$0$0$0
SOUND SYSTEM2004-08-31$1,383$691M7$0$0$0
PROJECTOR2007-12-31$5,000$5,000M7$0$0$0
BOAT DOCK2014-02-20$5,200$1,536SL30$173$0$0
JET SKI2018-05-17$18,929$17,037SL5$1,892$0$0

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtSales ExpenseSalesExpenseAmtTotal NetTotalNetAmtAccumulated DepreciationAccumulatedDepreciationAmt
THE CHOSON FOUNDATION
FIDELITY - 63852014-04PURCHASE2023-08$150,000$146,372$0$3,628$0
THE CHOSON FOUNDATION
BOAT2013-12PURCHASE2023-12$35,000$0$0$35,000$0
THE CHOSON FOUNDATION
FIDELITY - 51202023-01PURCHASE2023-12$440,828$464,815$0-$23,987$0
THE CHOSON FOUNDATION
FIDELITY - 51202020-03PURCHASE2023-12$683,400$548,527$0$134,873$0
THE CHOSON FOUNDATION
FIDELITY - 37292021-02PURCHASE2023-10$557,936$605,118$0-$47,182$0

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FIDELITY INVESTMENTS 5120$752,872$752,872
FIDELITY INVESTMENTS 6385$1,244,908$1,244,908
FIDELITY INVESTMENTS 3729$476,637$476,637
LINCOLN NATIONAL INS ANNUITY$425,574$425,574
FIDELITY INVESTMENTS 2685$1,026,752$1,026,752

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (5 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
KEYBOARD$1,975$1,975$0$0
SOUND SYSTEM$1,383$1,383$0$0
PROJECTOR$5,000$5,000$0$0
BOAT DOCK$5,200$1,709$3,491$3,491
JET SKI$18,929$18,929$0$0

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK SERVICE CHARGES$30$0$0$0
INSURANCE$189$0$0$0
REGISTRATION RENEWAL FEE$70$0$0$0
REPAIRS AND MAINTENANCE$13,290$0$0$0
CD EARLY WITHDRAWL PENALTY$3,867$0$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescANNUITY TAXABLE INCOMEDesc
Revenue And Expenses Per Books$5,230RevenueAndExpensesPerBooksAmt
Net Investment Income$5,230NetInvestmentIncomeAmt
Adjusted Net Income$5,230AdjustedNetIncomeAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
AM-KO INC
5903 B PEACHTREE INDUSTRIAL BLVDPEACHTREE CORNERSGA30092
AM-KO LANDSCAPING INC
5903 B PEACHTREE INDUSTRIAL BLVDPEACHTREE CORNERSGA30092
AM-KO BUILDING MAINTENANCE INC
5903 B PEACHTREE INDUSTRIAL BLVDPEACHTREE CORNERSGA30092

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX PAID$829$0$0$0
PROPERTY TAX$525$0$0$0
FEDERAL INCOME TAX$2,237$0$0$0