STRATEGY STUDIO / PUBLIC DATA EXPLORER

CHOSON FOUNDATION TR: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
CHOSON FOUNDATION TR (EIN 58-6456333)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-09-09
IRS object ID
202342529349100504
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-09-09T17:06:52-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

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)
PersonJAMES J CHOPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7709344321PhoneNum
Signature2023-05-10SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJAMES JPersonFirstNm
Person LastCHOPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHEE MYUN KIMPreparerPersonNm
PTINP00009333PTIN
Phone4704270001PhoneNum
Preparation2023-09-09PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
OOB Security Verification00OOBSecurityVerificationCd
Authentication Assurance LevelAAL2AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,555,204FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$490,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$26,071InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$26,071InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$26,071InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$115,448DividendsRevAndExpnssAmt
Dividends Net Invst Incm$115,448DividendsNetInvstIncmAmt
Dividends Adj Net Incm$115,448DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$7,307NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$946,831GrossSalesPriceAmt
Other Income Rev And Expnss$11,426OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$11,426OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$11,426OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$650,252TotalRevAndExpnssAmt
Total Net Invst Incm$152,945TotalNetInvstIncmAmt
Total Adj Net Incm$152,945TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$5,200AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$3,514TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$3,959DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$296,401OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$309,074TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$227,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$227,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$536,674TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$227,600TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$113,578ExcessRevenueOverExpensesAmt
Net Investment Income$152,945NetInvestmentIncomeAmt
Adjusted Net Income$152,945AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$429,991CashBOYAmt
Cash EOY$191,504CashEOYAmt
Cash EOYFMV$191,504CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,054,351SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$706,165SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$706,165SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,947,768CorporateStockBOYAmt
Corporate Stock EOY$4,651,979CorporateStockEOYAmt
Corporate Stock EOYFMV$4,651,979CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$91,487LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$85,931LandBldgEquipAccumDeprecAmt
Land BOY$9,516LandBOYAmt
Land EOY$5,556LandEOYAmt
Land EOYFMV$5,556LandEOYFMVAmt
Total Assets BOY$5,441,626TotalAssetsBOYAmt
Total Assets EOY$5,555,204TotalAssetsEOYAmt
Total Assets EOYFMV$5,555,204TotalAssetsEOYFMVAmt
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$5,225,069RetainedEarningBOYAmt
Retained Earning EOY$5,338,647RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,441,626TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,555,204TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,441,626TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,555,204TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,441,626TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$113,578ExcessRevenueOverExpensesAmt
Subtotal$5,555,204SubtotalAmt
Tot Net Ast Or Fund Balances EOY$5,555,204TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,126InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,126SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,126TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,479EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$2,126ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$3,605TotalPaymentsAndCreditsAmt
Overpayment$1,479OverpaymentAmt
Applied To ES Tax$1,479AppliedToESTaxAmt

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 BooksJAMES J 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
Undistributed Income PYfalseUndistributedIncomePYInd
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)
PersonJAMES J 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$43,000Expenses1Amt
Description2CHURCH MISSIONSDescription2Txt
Expenses2$170,600Expenses2Amt
Description3GRANTS TO INDIVIDUALSDescription3Txt
Expenses3$14,000Expenses3Amt

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$4,103,279AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$312,910AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$5,557FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,421,746TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,421,746AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$66,326CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,355,420NetVlNoncharitableAssetsAmt
Minimum Investment Return$217,771MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$217,771MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,126TaxBasedOnInvestmentIncomeAmt
Total Tax$2,126TotalTaxAmt
Distributable Before Adj$215,645DistributableBeforeAdjAmt
Distributable Before Ded$215,645DistributableBeforeDedAmt
Distributable As Adjusted$215,645DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$227,600ExpensesAndContributionsAmt
Qualifying Distributions$227,600QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$215,645DistributableAsAdjustedAmt
Qualifying Distributions$227,600QualifyingDistributionsAmt
Applied To Current Year$215,645AppliedToCurrentYearAmt
Remaining Distri From Corpus$11,955RemainingDistriFromCorpusAmt
Total Corpus$11,955TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$11,955ExcessDistriCyovToNextYrAmt
Excess From Current Year$11,955ExcessFromCurrentYearAmt

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$152,945CurrentYearAmt
Year1$132,449Year1Amt
Year2$93,982Year2Amt
Year3$95,876Year3Amt
Total$475,252TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$130,003CurrentYearAmt
Year1$112,582Year1Amt
Year2$79,885Year2Amt
Year3$81,495Year3Amt
Total$403,965TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$227,600CurrentYearAmt
Year2$163,500Year2Amt
Year3$158,335Year3Amt
Total$549,435TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$227,600CurrentYearAmt
Year2$163,500Year2Amt
Year3$158,335Year3Amt
Total$549,435TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Current Year$5,338,647CurrentYearAmt
Year1$5,225,069Year1Amt
Year2$4,650,608Year2Amt
Year3$3,756,768Year3Amt
Total$18,971,092TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Current Year$5,338,647CurrentYearAmt
Year1$5,225,069Year1Amt
Year2$4,650,608Year2Amt
Year3$3,756,768Year3Amt
Total$18,971,092TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$145,181CurrentYearAmt
Total$145,181TotalAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
PERU MISSION
5903-B PEACHTREE INDUSTRIAL BLVDPEACHTREE CORNERSGA30092MISSION SUPPORT$9,000
KENYA MISSION
5903-B PEACHTREE INDUSTRIAL BLVDPEACHTREE CORNERSGA30092MISSION SUPPORT$9,000
THE HUDGENS CENTER FOR ART LEARN
6400 SUGARLOAF PKWY BLDG 300DULUTHGA30097CHARITABLE CONTRIBUTIONS$3,000
CALVIN Y CHO
5903-B PEACHTREE INDUSTRIAL BLVDPEACHTREE CORNERSGA30092HUMANITARIAN RELIEF$5,000
SCHOLASHIP AWARD
5903-B PEACHTREE INDUSTRIAL BLVDPEACHTREE CORNERSGA30092EDUCATIONAL SCHOLARSHIP FUNDING$43,000
YOON SIM YANG
5903-B PEACHTREE INDUSTRIAL BLVDPEACHTREE CORNERSGA30092HUMANITARIAN RELIEF$6,000
SOUTH KOREA MISSION
5903-B PEACHTREE INDUSTRIAL BLVDPEACHTREE CORNERSGA30092MISSION SUPPORT$152,600
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$227,600TotalGrantOrContriPdDurYrAmt
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$26,071RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$115,448RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$141,519RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$141,519TotalIncomeProducingActyAmt

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$5,200Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (6 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
BOAT2013-12-23$59,000$29,500M10$0$0$0
BOAT DOCK2014-02-20$5,200$1,363SL30$173$0$0
JET SKI2018-05-17$18,929$13,251SL5$3,786$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 - 37292022-03PURCHASE2022-09$132,766$142,149$0-$9,383$0
THE CHOSON FOUNDATION
FIDELITY - 63852014-04PURCHASE2022-08$100,000$95,840$0$4,160$0
THE CHOSON FOUNDATION
FIDELITY - 37292021-02PURCHASE2022-09$236,654$261,537$0-$24,883$0
THE CHOSON FOUNDATION
FIDELITY - 51202022-01PURCHASE2022-09$224,233$230,453$0-$6,220$0
THE CHOSON FOUNDATION
FIDELITY - 51202020-02PURCHASE2022-12$253,178$209,545$0$43,633$0

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FIDELITY INVESTMENTS 5120$1,208,264$1,208,264
FIDELITY INVESTMENTS 6385$1,172,813$1,172,813
FIDELITY INVESTMENTS 3729$877,473$877,473
LINCOLN NATIONAL INS ANNUITY$417,392$417,392
FIDELITY INVESTMENTS 2685$976,037$976,037

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (6 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$1,536$3,664$3,664
BOAT$59,000$59,000$0$0
JET SKI$18,929$17,037$1,892$1,892

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK SERVICE CHARGES$150$0$0$0
INSURANCE$461$0$0$0
UNREALIZED LOSS ON INVESTMENT$295,790$0$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
CREDIT ADJUSTEMENT$1,250$1,250$1,250
ANNUITY TAXABLE INCOME$10,176$10,176$10,176

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
AM-KO INC
5903 B PEACHTREE INDUSTRIAL BLVDPEACHTREE CORNERSGA30092
EUMCO SERVICE CO
700 ATLANTIS RD STE 101MELBOURNEFL32904
EAST FL SERVICE CO
700 ATLANTIS RD STE 101MELBOURNEFL32904
AM-KO LANDSCAPING 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$1,210$0$0$0
PROPERTY TAX$378$0$0$0
FEDERAL INCOME TAX$1,926$0$0$0