CHUN & JANE CHIU FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CHUN & JANE CHIU FAMILY FOUNDATION (EIN 27-4189405)
- Tax period
- 2023-11-01 to 2024-10-31
- Filed
- 2025-06-24
- IRS object ID
- 202521759349100627
- Schema version
- 2023v6.0
- 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
- Accounting Fees Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-06-24T18:27:12-07:00 | ReturnTs |
| Tax Period End | 2024-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 800142649 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michael A Yu CPA Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1762 Technology Drive Suite 223 | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274189405 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHUN & JANE CHIU FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHUN | BusinessNameControlTxt |
| Phone | 4085659888 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2975 SCOTT BLVD STE 110 | AddressLine1Txt |
| City | SANTA CLARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95054 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JINGSHIANG CHENG | PersonNm |
| Person Title | COO | PersonTitleTxt |
| Signature | 2025-06-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael Yu | PreparerPersonNm |
| PTIN | P01227284 | PTIN |
| Phone | 4084376166 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,456,104 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $129,893 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $129,893 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $129,893 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,788 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,503,134 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,788 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $61,490 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $135,682 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $135,682 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $191,384 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $12,000 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,535 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $9,535 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $9,535 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,772 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $2,772 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $2,772 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $110,616 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,332 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $100,284 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $110,616 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $134,923 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,332 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $124,591 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $134,923 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $218,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $218,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $353,423 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,332 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $124,591 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $353,423 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$217,741 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $125,350 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $66,793 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $115,868 | CashBOYAmt |
| Cash EOY | $144,739 | CashEOYAmt |
| Cash EOYFMV | $144,739 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $419,842 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $672,786 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $672,786 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $5,321 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,359 | PrepaidExpensesEOYAmt |
| Corporate Stock BOY | $3,076,145 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,642,601 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,638,579 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $936 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $936 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $3,617,176 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,463,485 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,456,104 | TotalAssetsEOYFMVAmt |
| Deferred Revenue BOY | $76,784 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $140,834 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $76,784 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $140,834 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,121,552 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,121,552 | CapitalStockEOYAmt |
| Retained Earning BOY | $2,418,840 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,201,099 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,540,392 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,322,651 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,617,176 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,463,485 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,540,392 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$217,741 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,322,651 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,322,651 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (112 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1000 CHEGG INC (CHGG) | P | 2023-01-18 | 2023-11-14 | $8,820 | $24,105 | -$15,285 | -$15,285 |
| 2500 AMD Nov 17 2023 85.0 Put | P | 2023-11-17 | 2023-11-17 | $4,181 | $4,181 | $4,181 | |
| 200 FGEN Jan 19 2024 10.0 Put | P | 2023-11-21 | 2023-11-22 | $249 | $1,902 | -$1,653 | -$1,653 |
| 300 AMD Dec 15 2023 150.0 Call | P | 2023-12-15 | 2023-12-15 | $1,840 | $1,840 | $1,840 | |
| 1000 GDS Dec 15 2023 15.0 Call | P | 2023-12-15 | 2023-12-15 | $1,294 | $1,294 | $1,294 | |
| 50000 CITY NATIONAL BANK 5.3% 12/12/2023 (17801DHA7) | P | 2023-09-06 | 2023-12-12 | $50,000 | $50,000 | ||
| 4000 ACM RESEARCH INC (ACMR) | P | 2019-09-27 | 2023-11-17 | $55,526 | $18,417 | $37,109 | $37,109 |
| 1000 ACM RESEARCH INC (ACMR) | P | 2019-11-29 | 2023-11-17 | $16,304 | $4,532 | $11,772 | $11,772 |
| 2000 PIMCO DYNAMIC INCOME FUND (PDI) | P | 2021-09-07 | 2023-11-21 | $35,199 | $54,899 | -$19,700 | -$19,700 |
| 2999 PIMCO INCOME STRATEGY FUND (PFN) | P | 2021-09-07 | 2023-11-21 | $20,243 | $30,179 | -$9,936 | -$9,936 |
| 100000 JPMORGAN CHASE BANK 3.2% 11/22/2023 (46593LEM7) | P | 2022-08-18 | 2023-11-22 | $100,000 | $100,000 | ||
| 2001 PIMCO INCOME STRATEGY FUND (PFN) | P | 2021-09-27 | 2023-11-22 | $13,526 | $19,420 | -$5,894 | -$5,894 |
| 2000 DIVERSIFIED HEALTHCARE TRUS (DHC) | P | 2020-04-13 | 2023-11-27 | $4,100 | $12,591 | -$8,491 | -$8,491 |
| 85 FIBROGEN INC (FGEN) | P | 2019-11-12 | 2023-12-11 | $54 | $3,001 | -$2,947 | -$2,947 |
| 315 FIBROGEN INC (FGEN) | P | 2019-11-12 | 2023-12-11 | $198 | $11,110 | -$10,912 | -$10,912 |
| 3400 FIBROGEN INC (FGEN) | P | 2019-11-12 | 2023-12-11 | $2,131 | $84,064 | -$81,933 | -$81,933 |
| 1000 ADEIA INC (ADEA) | P | 2020-08-19 | 2023-12-15 | $10,894 | $7,283 | $3,611 | $3,611 |
| 1000 GDS HOLDINGS LIMITED - SP A (GDS) | P | 2018-12-21 | 2023-12-28 | $9,010 | $8,238 | $772 | $772 |
| 50000 UBS BANK USA 4.65% 11/22/2023 (90348J7E4) | P | 2022-11-18 | 2023-11-22 | $50,000 | $50,000 | ||
| 50000 CHARLES SCHWAB BANK 4.8% 12/14/2023 (15987UAG3) | P | 2022-12-12 | 2023-12-14 | $50,000 | $50,000 | ||
| 400 AMD Jan 19 2024 75.0 Put | P | 2023-06-01 | 2024-01-19 | $1,018 | $1,018 | $1,018 | |
| 600 AMD Jan 19 2024 75.0 Put | P | 2023-06-28 | 2024-01-19 | $1,227 | $1,227 | $1,227 | |
| 500 AMD Jan 19 2024 85.0 Put | P | 2023-06-20 | 2024-01-19 | $1,622 | $1,622 | $1,622 | |
| 1000 AMD Jan 19 2024 85.0 Put | P | 2023-07-05 | 2024-01-19 | $2,994 | $2,994 | $2,994 | |
| 500 AMD Jan 19 2024 85.0 Put | P | 2023-08-03 | 2024-01-19 | $1,247 | $1,247 | $1,247 | |
| 500 AMD Jan 19 2024 95.0 Put | P | 2023-09-06 | 2024-01-19 | $2,472 | $2,472 | $2,472 | |
| 500 C Jan 19 2024 57.5 Call | P | 2023-01-26 | 2024-01-19 | $1,597 | $1,597 | $1,597 | |
| 1000 GDS Jan 19 2024 35.0 Call | P | 2024-01-19 | 2024-01-19 | $3,794 | $3,794 | $3,794 | |
| 500 GDS Jan 19 2024 35.0 Call | P | 2023-02-01 | 2024-01-19 | $2,247 | $2,247 | $2,247 | |
| 1000 GDS Jan 19 2024 35.0 Call | P | 2023-03-29 | 2024-01-19 | $1,644 | $1,644 | $1,644 | |
| 1500 GDS Jan 19 2024 45.0 Call | P | 2023-02-08 | 2024-01-19 | $3,966 | $3,966 | $3,966 | |
| 100 LCID Jan 19 2024 20.0 Call | P | 2023-02-06 | 2024-01-19 | $149 | $149 | $149 | |
| 1400 LCID Jan 19 2024 20.0 Call | P | 2023-03-21 | 2024-01-19 | $762 | $762 | $762 | |
| 1500 T Jan 19 2024 13.0 Put | P | 2023-06-02 | 2024-01-19 | $817 | $817 | $817 | |
| 1500 SAR Feb 16 2024 22.5 Put | P | 2023-07-05 | 2024-02-16 | $922 | $922 | $922 | |
| 1500 SAR Feb 16 2024 22.5 Put | P | 2023-10-03 | 2024-02-16 | $1,192 | $1,192 | $1,192 | |
| 300 AMD Apr 19 2024 75.0 Put | P | 2023-09-18 | 2024-04-19 | $898 | $898 | $898 | |
| 4 KORRO BIO INC (KRRO) | P | 2023-06-22 | 2024-05-09 | $211 | $297 | -$86 | -$86 |
| 50000 UMPQUA BANK 5.55% 1/22/2024 (90421MFF5) | P | 2023-09-18 | 2024-01-22 | $50,000 | $50,000 | ||
| 30000 GOLDMAN SACHS BANK U 5.3% 2/14/2024 (38150VPJ2) | P | 2023-11-07 | 2024-02-14 | $30,000 | $30,000 | ||
| 50000 JPMORGAN CHASE BANK N 5.6% 9/5/2024 (46656MLT6) | P | 2023-08-31 | 2024-04-06 | $50,000 | $50,000 | ||
| 50000 JPMORGAN CHASE BANK N 5.5% 8/7/2024 (46656MHP9) | P | 2023-08-03 | 2024-04-08 | $50,000 | $50,000 | ||
| 50000 BANK OF SOUTHERN CAL 5.1% 4/30/2024 (065104AY7) | P | 2024-01-24 | 2024-04-30 | $50,000 | $50,000 | ||
| 1000 ACM RESEARCH INC (ACMR) | P | 2019-11-29 | 2024-01-19 | $16,894 | $4,533 | $12,361 | $12,361 |
| 500 ACM RESEARCH INC (ACMR) | P | 2019-11-29 | 2024-01-19 | $8,772 | $2,267 | $6,505 | $6,505 |
| 1000 ACM RESEARCH INC (ACMR) | P | 2019-11-29 | 2024-01-19 | $16,244 | $4,533 | $11,711 | $11,711 |
| 600 ACM RESEARCH INC (ACMR) | P | 2019-11-29 | 2024-01-19 | $10,076 | $2,720 | $7,356 | $7,356 |
| 300 ACM RESEARCH INC (ACMR) | P | 2021-08-05 | 2024-01-19 | $5,038 | $9,139 | -$4,101 | -$4,101 |
| 100 ACM RESEARCH INC (ACMR) | P | 2021-08-05 | 2024-01-19 | $1,679 | $3,044 | -$1,365 | -$1,365 |
| 300 ADVANCED MICRO DEVICES INC (AMD) | P | 2022-10-19 | 2024-01-19 | $32,998 | $27,002 | $5,996 | $5,996 |
| 200 ADVANCED MICRO DEVICES INC (AMD) | P | 2022-10-19 | 2024-01-19 | $21,999 | $18,101 | $3,898 | $3,898 |
| 400 BIONANO GENOMICS INC (BNGO) | P | 2022-01-21 | 2024-02-29 | $502 | $10,423 | -$9,921 | -$9,921 |
| 110 BIONANO GENOMICS INC (BNGO) | P | 2022-01-21 | 2024-02-29 | $138 | $2,932 | -$2,794 | -$2,794 |
| 190 BIONANO GENOMICS INC (BNGO) | P | 2022-01-21 | 2024-02-29 | $239 | $5,065 | -$4,826 | -$4,826 |
| 600 ADEIA INC (ADEA) | P | 2020-09-10 | 2024-03-08 | $6,416 | $3,778 | $2,638 | $2,638 |
| 500 ANNALY CAPITAL MANAGEMENT I (NLY) | P | 2018-10-19 | 2024-03-13 | $9,975 | $16,377 | -$6,402 | -$6,402 |
| 500 ANNALY CAPITAL MANAGEMENT I (NLY) | P | 2019-04-18 | 2024-03-13 | $9,975 | $16,786 | -$6,811 | -$6,811 |
| 250 ANNALY CAPITAL MANAGEMENT I (NLY) | P | 2019-08-26 | 2024-03-13 | $4,988 | $7,701 | -$2,713 | -$2,713 |
| 100 ANNALY CAPITAL MANAGEMENT I (NLY) | P | 2020-07-08 | 2024-03-13 | $1,995 | $2,986 | -$991 | -$991 |
| 150 ANNALY CAPITAL MANAGEMENT I (NLY) | P | 2020-07-17 | 2024-03-13 | $2,993 | $4,478 | -$1,485 | -$1,485 |
| 250 ANNALY CAPITAL MANAGEMENT I (NLY) | P | 2021-07-13 | 2024-03-13 | $4,988 | $8,261 | -$3,273 | -$3,273 |
| 250 ANNALY CAPITAL MANAGEMENT I (NLY) | P | 2021-07-14 | 2024-03-13 | $4,988 | $8,128 | -$3,140 | -$3,140 |
| 250 ANNALY CAPITAL MANAGEMENT I (NLY) | P | 2021-07-19 | 2024-03-13 | $4,988 | $7,941 | -$2,953 | -$2,953 |
| 73.5 ANNALY CAPITAL MANAGEMENT I (NLY) | P | 2021-08-03 | 2024-03-13 | $1,466 | $2,370 | -$904 | -$904 |
| 176.5 ANNALY CAPITAL MANAGEMENT I (NLY) | P | 2021-08-04 | 2024-03-13 | $3,521 | $5,677 | -$2,156 | -$2,156 |
| 250 ANNALY CAPITAL MANAGEMENT I (NLY) | P | 2022-02-14 | 2024-03-13 | $4,988 | $7,191 | -$2,203 | -$2,203 |
| 300 ANNALY CAPITAL MANAGEMENT I (NLY) | P | 2022-05-06 | 2024-03-13 | $5,985 | $8,911 | -$2,926 | -$2,926 |
| 75 ANNALY CAPITAL MANAGEMENT I (NLY) | P | 2022-06-17 | 2024-03-13 | $1,496 | $2,228 | -$732 | -$732 |
| 400 ADEIA INC (ADEA) | P | 2020-09-10 | 2024-03-15 | $4,278 | $2,519 | $1,759 | $1,759 |
| 1000 AGNC INVESTMENT CORP (AGNC) | P | 2019-02-19 | 2024-05-09 | $9,550 | $14,929 | -$5,379 | -$5,379 |
| 80 KORRO BIO INC (KRRO) | P | 2022-01-21 | 2024-05-09 | $4,229 | $17,903 | -$13,674 | -$13,674 |
| 16 KORRO BIO INC (KRRO) | P | 2023-04-24 | 2024-05-09 | $846 | $1,189 | -$343 | -$343 |
| 362 WARNER BROS DISCOVERY INC (WBD) | P | 2022-03-18 | 2024-05-09 | $2,867 | $8,435 | -$5,568 | -$5,568 |
| 1000 JUNIPER NETWORKS INC (JNPR) | P | 1998-01-15 | 2024-01-19 | $38,994 | $180 | $38,814 | $38,814 |
| 50000 JPMORGAN CHASE BANK 4.5% 1/25/2024 (46593LSA8) | P | 2022-10-18 | 2024-01-25 | $50,000 | $50,000 | ||
| 50000 JPMORGAN CHASE BANK 4.85% 2/16/2024 (46593LM97) | P | 2023-02-09 | 2024-02-16 | $50,000 | $50,000 | ||
| 50000 JPMORGAN CHASE BANK 4.95% 2/22/2024 (46593LP29) | P | 2023-02-16 | 2024-02-22 | $50,000 | $50,000 | ||
| 50000 CHARLES SCHWAB BANK SSB 5% 3/5/2024 (15987UAR9) | P | 2023-02-23 | 2024-03-05 | $50,000 | $50,000 | ||
| 50000 JPMORGAN CHASE BANK 5.25% 3/13/2024 (46593LT66) | P | 2023-03-03 | 2024-03-13 | $50,000 | $50,000 | ||
| 30000 MORGAN STANLEY PRIV 5.25% 3/15/2024 (61768EQR7) | P | 2023-03-10 | 2024-03-15 | $30,000 | $30,000 | ||
| 5 DELL 10/18/2024 100.00 P | P | 2024-04-03 | 2024-10-18 | $2,797 | $2,797 | $2,797 | |
| 3 DELL 10/18/2024 100.00 P | P | 2024-03-13 | 2024-10-18 | $2,008 | $2,008 | $2,008 | |
| 2 DELL 10/18/2024 100.00 P | P | 2024-03-07 | 2024-10-18 | $1,199 | $1,199 | $1,199 | |
| 5 DELL 10/18/2024 100.00 P | P | 2024-03-04 | 2024-10-18 | $2,397 | $2,397 | $2,397 | |
| 15 KSS 10/18/2024 17.50 P | P | 2024-04-12 | 2024-10-18 | $1,942 | $1,942 | $1,942 | |
| 2 AMD 09/20/2024 135.00 P | P | 2024-01-29 | 2024-09-20 | $1,399 | $1,399 | $1,399 | |
| 3 AMD 09/20/2024 135.00 P | P | 2024-01-24 | 2024-09-20 | $2,263 | $2,263 | $2,263 | |
| 1 LYFT 10/18/2024 20.00 C | P | 2024-09-06 | 2024-09-06 | $187 | $3 | $184 | $184 |
| 19 LYFT 10/18/2024 20.00 C | P | 2024-09-06 | 2024-09-06 | $3,561 | $57 | $3,504 | $3,504 |
| 1 CVS 11/15/2024 50.00 P | P | 2024-09-03 | 2024-09-03 | $215 | $111 | $104 | $104 |
| 9 CVS 11/15/2024 50.00 P | P | 2024-09-03 | 2024-09-03 | $1,939 | $995 | $944 | $944 |
| 2 SBUX 06/20/2025 65.00 P | P | 2024-09-03 | 2024-09-03 | $839 | $221 | $618 | $618 |
| 3 SBUX 06/20/2025 65.00 P | P | 2024-09-03 | 2024-09-03 | $1,243 | $332 | $911 | $911 |
| 8 ACMR 08/16/2024 25.00 C | P | 2024-02-27 | 2024-08-16 | $2,635 | $2,635 | $2,635 | |
| 10 ACMR 08/16/2024 25.00 C | P | 2024-02-23 | 2024-08-16 | $2,794 | $2,794 | $2,794 | |
| 5 ACMR 08/16/2024 25.00 C | P | 2024-01-24 | 2024-08-16 | $1,647 | $1,647 | $1,647 | |
| 10 ACMR 08/16/2024 25.00 C | P | 2024-01-10 | 2024-08-16 | $2,344 | $2,344 | $2,344 | |
| 10 SAR 08/16/2024 22.50 P | P | 2024-02-27 | 2024-08-16 | $1,014 | $1,014 | $1,014 | |
| 15 LYFT 06/21/2024 15.00 C | P | 2023-08-29 | 2024-06-21 | $1,792 | $1,792 | $1,792 | |
| 15 LYFT 06/21/2024 15.00 C | P | 2023-07-05 | 2024-06-21 | $2,017 | $2,017 | $2,017 | |
| 8 XPER 06/21/2024 15.00 C | P | 2023-11-27 | 2024-06-21 | $396 | $396 | $396 | |
| 3 AMD 06/21/2024 80.00 P | P | 2024-05-16 | 2024-05-16 | $1,798 | $6 | $1,792 | $1,792 |
| 2 AMD 06/21/2024 80.00 P | P | 2024-05-16 | 2024-05-16 | $1,019 | $4 | $1,015 | $1,015 |
| 3 AMD 06/21/2024 90.00 P | P | 2024-05-16 | 2024-05-16 | $2,098 | $9 | $2,089 | $2,089 |
| 2 AMD 06/21/2024 90.00 P | P | 2024-05-16 | 2024-05-16 | $1,399 | $6 | $1,393 | $1,393 |
| 2 AMD 06/21/2024 90.00 P | P | 2024-05-16 | 2024-05-16 | $1,439 | $6 | $1,433 | $1,433 |
| 100000 FIRST BUSINESS BANK 5.35% CD 07/29/2024 | P | 2024-04-16 | 2024-07-29 | $100,000 | $100,000 | ||
| 1500 AT&T INC | P | 2022-03-18 | 2024-10-09 | $27,817 | $27,554 | $263 | $263 |
| 200 ADVANCED MICRO DEVIC | P | 2023-01-20 | 2024-06-21 | $31,976 | $13,786 | $18,190 | $18,190 |
| 1000 CITIGROUP INC | P | 2022-06-17 | 2024-06-21 | $51,774 | $52,739 | -$965 | -$965 |
| 500 CITIGROUP INC | P | 2015-01-15 | 2024-06-21 | $25,887 | $23,752 | $2,135 | $2,135 |
| Capital Gain Dividends | $4,846 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,788 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $61,490 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,742 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,742 | SubtotalAmt |
| Tax Based On Investment Income | $1,742 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,101 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $5,250 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $10,351 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,609 | OverpaymentAmt |
| Applied To ES Tax | $8,609 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL M CHIU | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4085659888 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2975 SCOTT BLVD STE 110 | AddressLine1Txt |
| City | SANTA CLARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95054 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CHUN-PANG CHIU | ||||||
| 2975 SCOTT BLVD STE 110 | SANTA CLARA | CA | 95054 | President | 2.00 | $0 |
| MICHAEL M CHIU | ||||||
| 2975 SCOTT BLVD STE 110 | SANTA CLARA | CA | 95054 | Secretary | 2.00 | $0 |
| JINGSHIANG CHENG | ||||||
| 2975 SCOTT BLVD STE 110 | SANTA CLARA | CA | 95054 | COO | 5.00 | $12,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE CHUN CHIU TAIWAN STUDIES PROGRAM, BASED IN THE SCHOOL OF HISTORY, PHILOSOPHY AND RELIGION AT OREGON STATE UNIVERSITY WAS LAUNCHED IN 2007. IT SEEKS TO PROMOTE HISTORICAL KNOWLEDGE AND RESEARCH ABOUT TAIWAN, GREATER CHINA AND ASIA. | Description1Txt |
| Expenses1 | $40,000 | Expenses1Amt |
| Description2 | THE CHIU SCHOLARY EXCHANGE PROGRAM THROUGH OREGAN STATE UNIVERSITY GRANT AWARDS TO SCHOLARS WHO ARE TAIWAN STUDY OR HISTORY SPECIALIST OR NON-SPECILIST TO FURTHER STUDY OR RESEARCH INCLUDES TAIWAN PAST AND CURRENT SIGNIFICANT ISSUES. | Description2Txt |
| Expenses2 | $40,000 | Expenses2Amt |
| Description3 | THE FOUNDATION HAD CREATED THE TAIWANESS-AMERICAN COMMUNITY SCHOLARSHIP IN 2011, WHICH PROVIDE MERIT SCHOLARSHIPS TO COLLEGE-BOUND HIGH SCHOOL SENIORS OR INCUMBENT UNDERGRADUATE COLLEGE STUDENTS WHO ARE ASPIRNG TO MAKE POSITIVE CONTRIBUTION TO SOCIETY, BUT COME FROM FINANCIALLY DISADVANGED BACKGROUNDS ARE ENCOURAGED TO APPLY. | Description3Txt |
| Expenses3 | $20,000 | Expenses3Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,852,130 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $772,723 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,624,853 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,624,853 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $54,373 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,570,480 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $178,524 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $353,423 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $353,423 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2011-08-09 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $66,793 | CurrentYearAmt |
| Year1 | $112,347 | Year1Amt |
| Total | $179,140 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $56,774 | CurrentYearAmt |
| Year1 | $95,495 | Year1Amt |
| Total | $152,269 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $353,423 | CurrentYearAmt |
| Year1 | $286,162 | Year1Amt |
| Year2 | $303,664 | Year2Amt |
| Year3 | $377,138 | Year3Amt |
| Total | $1,320,387 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $353,423 | CurrentYearAmt |
| Year1 | $286,162 | Year1Amt |
| Year2 | $303,664 | Year2Amt |
| Year3 | $377,138 | Year3Amt |
| Total | $1,320,387 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $119,016 | CurrentYearAmt |
| Year1 | $107,471 | Year1Amt |
| Year2 | $123,177 | Year2Amt |
| Year3 | $134,830 | Year3Amt |
| Total | $484,494 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHUN-PANG CHIU | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WOODROW WILSON INTL CENTER FOR SCHOLARS | |||||||
| 1300 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20004 | N/A | PC | SUPPORTING THE RESEARCH OF HISTORY AND PUBLIC POLICY PROGRAM ABOUT TAIWAN | $75,000 |
| FORMOSAN ASSOCIATION FOR PUBLIC AFFAIRS | |||||||
| 552 7TH STREET SE | WASHINGTON | DC | 20003 | N/A | PC | TO SUPPORT ACTIVITIES TO PROMOTE AWARENESS, PEACE AND RIGHTS OF TAIWANESS COMMUNITIES | $20,000 |
| SENIOR TAIWANESE ASSOC OF N AMERICA | |||||||
| 4413 FORTRAN CT | SAN JOSE | CA | 95134 | N/A | PC | To strengthen the coordinating function for the Taiwanese communities in Northern California; actively provide help to their members | $6,000 |
| AGAPE EDUCATIONAL CENTER INC | |||||||
| 9537 TELSTAR AVE | EL MONTE | CA | 91731 | N/A | PC | To provide the best environment for children to develop physically, psychologically, intellectually and sspiritually, in hopes of becoming a healthy, happy, sociable, responsible and independent adult | $10,000 |
| FUREVER NEVADA FOUNDATION | |||||||
| 7380 S EASTERN AVE 124-255 | LAS VEGAS | NV | 89123 | N/A | PC | To give neglected, senior dogs in southern Nevada a comfortable, safe, and loving environment | $5,000 |
| HEART OF HOPE | |||||||
| 1879 LUNDY AVE STE 223 | SAN JOSE | CA | 95131 | N/A | PC | to enable the terminally ill patients to live with dignity and comfort in an atmosphere in which life can be completed with maximum independence, comfort, compassion, and dignity in the final phase | $2,000 |
| STANFORD UNIVERSITY | |||||||
| 300 PASTEUR DRIVE | STANFNORD | CA | 94305 | N/A | PC | CONTRIBUTE AND PROMOTE EDUCATION and support research activities | $100,000 |
| ST JOSEPH INDIAN SCHOOL | |||||||
| 1301 NORTH MAIN STREET | CHAMBERLAIN | SD | 57325 | N/A | PC | Partners with Native American children and families to educate for life mind, body, heart and spirit | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $218,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $129,893 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,788 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $135,682 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $135,682 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting fees | CategoryTxt |
| Amt | $9,535 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,535 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9,535 | DisbursementsCharitablePrpsAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Machinery and Equipment | CategoryOrItemTxt |
| Cost Or Other Basis | $936 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $936 | AccumulatedDepreciationAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|
| Bank Charge | $133 | $133 | $133 | |
| Investment Expense | $10,332 | $10,332 | $10,332 | |
| Licenses Expenses | $75 | $75 | $75 | |
| Office Expense | $66 | $66 | $66 | |
| Postage | $10 | $10 | $10 | |
| Program Expense | $100,000 | $100,000 | $100,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $1 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Federal Income tax | $1,742 | $1,742 | $1,742 |
| Payroll Tax | $1,030 | $1,030 | $1,030 |