STRATEGY STUDIO / PUBLIC DATA EXPLORER

QUIETGIANT FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
QUIETGIANT FAMILY FOUNDATION (EIN 83-2472974)
Tax period
2023-10-01 to 2024-09-30
Filed
2024-12-12
IRS object ID
202403479349101200
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)
Return2024-12-12T14:59:04-06:00ReturnTs
Tax Period End2024-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN204851730PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Entholpy EMC IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line146520 Fremont BlvdAddressLine1Txt
Address Line2Ste606AddressLine2Txt
CityFremontCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94538ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN832472974EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Quietgiant Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Chung-Chi WangInCareOfNm
Business Name ControlQUIEBusinessNameControlTxt
Phone5106481479PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1328 S Clark AveAddressLine1Txt
CityLos AltosCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94024ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHUNG-CHI WANGPersonNm
Person TitleCEOPersonTitleTxt
Phone5106481479PhoneNum
Signature2024-12-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANMING XUPreparerPersonNm
PTINP00728294PTIN
Phone4089962002PhoneNum
Preparation2024-12-12PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$299,306FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$80,793ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$7,969DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,969DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$26,526NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$52,415GrossSalesPriceAmt
Net ST Capital Gain Adj Net Incm$1,654NetSTCapitalGainAdjNetIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$62,238TotalRevAndExpnssAmt
Total Net Invst Incm$7,971TotalNetInvstIncmAmt
Total Adj Net Incm$1,654TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$0AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$7,160OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$7,160OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$87TaxesRevAndExpnssAmt
Taxes Net Invst Incm$87TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$7,034TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$7,034TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$20,524OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$295OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$20,229OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$34,805TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$382TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$34,423TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$29,114ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$29,114ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$63,919TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$382TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$63,537TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,681ExcessRevenueOverExpensesAmt
Net Investment Income$7,589NetInvestmentIncomeAmt
Adjusted Net Income$1,654AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$151,696CashBOYAmt
Cash EOY$189,803CashEOYAmt
Cash EOYFMV$189,803CashEOYFMVAmt
Acct Rcvbl$58AcctRcvblAmt
Acct Rcvbl EOY$58AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$58AcctRcvblEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
Corporate Stock BOY$201,291CorporateStockBOYAmt
Corporate Stock EOY$148,903CorporateStockEOYAmt
Corporate Stock EOYFMV$96,269CorporateStockEOYFMVAmt
Corporate Bonds EOY$0CorporateBondsEOYAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$13,340OtherInvestmentsEOYAmt
Other Investments EOYFMV$13,176OtherInvestmentsEOYFMVAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$352,987TotalAssetsBOYAmt
Total Assets EOY$352,104TotalAssetsEOYAmt
Total Assets EOYFMV$299,306TotalAssetsEOYFMVAmt
Accounts Payable BOY$7,499AccountsPayableBOYAmt
Accounts Payable EOY$8,297AccountsPayableEOYAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Total Liabilities BOY$7,499TotalLiabilitiesBOYAmt
Total Liabilities EOY$8,297TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$345,488CapitalStockBOYAmt
Capital Stock EOY$343,807CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$345,488TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$343,807TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$352,987TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$352,104TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$345,488TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,681ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$343,807SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$343,807TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income-$26,526CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$1,654NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$105InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$105SubtotalAmt
Tax Based On Investment Income$105TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Tax Due$105TaxDueAmt

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
Form990 T FiledfalseForm990TFiledInd
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 ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Chung-Chi WangBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5106481479PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1328 S Clark AveAddressLine1Txt
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 PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
CHUNG-CHI WANG
328 S Clark AveLos AltosCA94024CEO2.000$0
WEN-JUNG WANG
328 S Clark AveLos AltosCA94024CFO2.000$0

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$105,954AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$152,139AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$258,093TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$258,093AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,871CashDeemedCharitableAmt
Net Vl Noncharitable Assets$254,222NetVlNoncharitableAssetsAmt
Minimum Investment Return$12,711MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$12,711MinimumInvestmentReturnAmt
Tax Based On Investment Income$105TaxBasedOnInvestmentIncomeAmt
Total Tax$105TotalTaxAmt
Distributable Before Adj$12,606DistributableBeforeAdjAmt
Distributable Before Ded$12,606DistributableBeforeDedAmt
Distributable As Adjusted$12,606DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$63,537ExpensesAndContributionsAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$63,537QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$12,606DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$41,362ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$36,537ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$30,893ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$34,903ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$49,564ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$193,259TotalExcessDistributionCyovAmt
Qualifying Distributions$63,537QualifyingDistributionsAmt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$12,606AppliedToCurrentYearAmt
Remaining Distri From Corpus$50,931RemainingDistriFromCorpusAmt
Total Corpus$244,190TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$41,362ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$202,828ExcessDistriCyovToNextYrAmt
Excess From Year4$36,537ExcessFromYear4Amt
Excess From Year3$30,893ExcessFromYear3Amt
Excess From Year2$34,903ExcessFromYear2Amt
Excess From Year1$49,564ExcessFromYear1Amt
Excess From Current Year$50,931ExcessFromCurrentYearAmt

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

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCHUNG-CHI WANGContributingManagerNm
Contributing ManagerWEN-JUNG WANGContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
World Vision
34834 Weyerhaeuser WayAuburnWA98001PCCharitable$468
Lord's Grace Christian Church
1101 San Antonio Rd 306Mountain ViewCA94043PCCharitable$19,500
LAHS Music Booster
201 Almond AveLa HondaCA94020PCCharitable$120
Golden State Youth Orchestra
4055 Fabian WayPalo AltoCA94303PCCharitable$481
North Shore Chinese Christian Church
1250 Waukegan RdDeerfieldIL60015PCCharitable$7,500
Emory College Fund for Excellence
2635 Century Pkwy NE Ste 300AtlantaGA30345PCEducational$1,000
PCRF
PO Box 861716Los AngelesCA90086PCCharitable$45
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$29,114TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,969ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$26,526ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$18,555ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$18,555TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
CHUNG-CHI WANG
1328 S Clark AveLos AltosCA94024$39,893Yes (X)Yes (X)
CHUNG-CHI WANG
2328 S Clark AveLos AltosCA94024$20,450Yes (X)
WEN-JUNG WANG
3328 S Clark AveLos AltosCA94024$20,450Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property2172024 150 shares ABBV 09252024 5 OZ glod coinNoncashPropertyDesc
Fair Market Value$42,798FairMarketValueAmt
Received2024-09-25ReceivedDt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)

AssetAssetDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
02062024
72 Shares ABBV D St2023-032024-02$12,420$10,766$1,654
06182024
2081 Shares ATRA2021-032024-06$936$29,896-$28,960
08272024
930 Shares RHHBY2022-052024-08$39,059$38,279$780

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockStockStockNm
EOY Book Value$148,903EOYBookValueAmt
EOYFMV$96,269EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (20 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
5 1Oz gold coinFMV$13,340$13,176
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 (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Office Expenses$2,302$2,302
Rent$7,800$7,800
Auto expense$8,089$8,089
Office Supplies$2,038$2,038
Investment Fee$107$107
Foreign Tax paid$188$188

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Fed State Filling Fee$50$50
Outside Services$6,000$6,000
Bank Fee$90$90
Filing of the statement o$25$25
Tax Preparation Fee$995$995

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
CHUNG-CHI WANG
328 S Clark AveLos AltosCA94024
WEN-JUNG WANG
328 S Clark AveLos AltosCA94024

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTaxCategoryTxt
Amt$87Amt
Net Investment Income$87NetInvestmentIncomeAmt