TSENG LIEN LIN CHARITABLE FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- TSENG LIEN LIN CHARITABLE FOUNDATION INC (EIN 77-0607980)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-14
- IRS object ID
- 202031359349102008
- Schema version
- 2019v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-14T14:32:18-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330943985 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOPHIA MC YANG & CO CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17534 VON KARMAN AVE | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770607980 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TSENG LIEN LIN CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TSEN | BusinessNameControlTxt |
| Phone | 9496608988 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 DOVE ST STE 300 | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINE CHUNG | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2020-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sophia Yang | PreparerPersonNm |
| PTIN | P01343930 | PTIN |
| Phone | 9496518080 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $199,345 | 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 |
| Interest On Sav Rev And Expnss | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,702 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,702 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,925 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $51,979 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,925 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,631 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,631 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,105 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $840 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $265 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | -$200 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $3,305 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $840 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,665 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,305 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $840 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,665 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$674 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,791 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $31,503 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | -$1,067 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | -$1,067 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $131,390 | CorporateStockBOYAmt |
| Corporate Stock EOY | $163,285 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $200,412 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $162,893 | TotalAssetsBOYAmt |
| Total Assets EOY | $162,218 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $199,345 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $1 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $162,892 | RetainedEarningBOYAmt |
| Retained Earning EOY | $162,218 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $162,892 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $162,218 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $162,893 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $162,218 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $162,892 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$674 | ExcessRevenueOverExpensesAmt |
| Subtotal | $162,218 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $162,218 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 475.000 BLACKROCK CREDIT ALLOCAT | P | 2018-08-22 | 2019-06-04 | $5,964 | $5,906 | $58 | $58 |
| 275.000 BLACKROCK CREDIT ALLOCAT | P | 2019-01-08 | 2019-06-04 | $3,453 | $3,229 | $224 | $224 |
| 275.000 EATON VANCE LIMITED DURA | P | 2018-08-22 | 2019-05-06 | $3,506 | $3,513 | -$7 | -$7 |
| 125.000 ALPS ALERIAN MLP ETF | P | 2018-09-19 | 2019-10-02 | $1,114 | $1,356 | -$242 | -$242 |
| 200.000 EATON VANCE LIMITED DURA | P | 2010-05-07 | 2019-05-06 | $2,550 | $2,967 | -$417 | -$417 |
| 100.000 EATON VANCE LIMITED DURA | P | 2017-08-21 | 2019-05-06 | $1,275 | $1,397 | -$122 | -$122 |
| 200.000 EATON VANCE LIMITED DURA | P | 2018-01-18 | 2019-05-06 | $2,550 | $2,707 | -$157 | -$157 |
| 75.000 ENERGY SELECT SECTOR SPDR ETF | P | 2009-08-14 | 2019-04-12 | $5,085 | $3,787 | $1,298 | $1,298 |
| 300.000 INVESCO PREFERRED ETF | P | 2017-07-14 | 2019-09-16 | $4,446 | $4,524 | -$78 | -$78 |
| 350.000 INVESCO PREFERRED ETF | P | 2017-08-21 | 2019-09-16 | $5,187 | $5,259 | -$72 | -$72 |
| 50.000 ISHARES US HEALTHCARE ETF | P | 2006-05-17 | 2019-04-12 | $9,513 | $3,058 | $6,455 | $6,455 |
| 100.000 JP MORGAN CHASE ALERIAN ETN | P | 2012-09-06 | 2019-11-22 | $2,096 | $3,979 | -$1,883 | -$1,883 |
| 250.000 JP MORGAN CHASE ALERIAN ETN | P | 2018-01-18 | 2019-11-22 | $5,240 | $7,372 | -$2,132 | -$2,132 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,925 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $275 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,590 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $191,385 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.03966 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $10,503 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $190,550 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05512 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $6,555 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $173,838 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.03771 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,177 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $177,325 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.03483 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $12,244 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $181,862 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.06733 | DistributionYr5Rt |
| Total Distribution | 0.234645 | TotalDistributionRt |
| Average Distribution | 0.046929 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $187,645 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $8,806 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $78 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $8,884 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $8,665 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $156 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $156 | SubtotalAmt |
| Tax Based On Investment Income | $156 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $707 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $707 | TotalPaymentsAndCreditsAmt |
| Overpayment | $551 | OverpaymentAmt |
| Applied To ES Tax | $551 | 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 | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | 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 | CHRISTINE CHUNG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9496608988 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 DOVE ST STE 300 | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926602850 | 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 (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CHRISTINE CHUNG | ||||||
| 1000 DOVE ST STE 300 | NEWPORT BEACH | CA | 926602850 | President | 8.00 | $0 |
| CHIA-CHI LIN | ||||||
| 1000 DOVE ST STE 300 | NEWPORT BEACH | CA | 926602850 | Director | 1.00 | $0 |
| CHIA-FEN LIN | ||||||
| 1000 DOVE ST STE 300 | NEWPORT BEACH | CA | 926602850 | Vice President | 1.00 | $0 |
| CHIA-HSIUNG LIN | ||||||
| 1000 DOVE ST STE 300 | NEWPORT BEACH | CA | 926602850 | Director | 1.00 | $0 |
| CHIA-LI LIN | ||||||
| 1000 DOVE ST STE 300 | NEWPORT BEACH | CA | 926602850 | Vice President | 1.00 | $0 |
| DIANA LIN | ||||||
| 1000 DOVE ST STE 300 | NEWPORT BEACH | CA | 926602850 | Vice President | 1.00 | $0 |
| NELSON LIN | ||||||
| 1000 DOVE ST STE 300 | NEWPORT BEACH | CA | 926602850 | Vice President | 1.00 | $0 |
| THOMAS LIN | ||||||
| 1000 DOVE ST STE 300 | NEWPORT BEACH | CA | 926602850 | Vice President | 1.00 | $0 |
| CHUNG-WEI WU | ||||||
| 1000 DOVE ST STE 300 | NEWPORT BEACH | CA | 926602850 | Director | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $182,334 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,169 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $190,503 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $190,503 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,858 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $187,645 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,382 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,382 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $156 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $156 | TotalTaxAmt |
| Distributable Before Adj | $9,226 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $9,226 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $9,226 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,665 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $8,665 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $8,665 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,226 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,375 | UndistributedIncomePYAmt |
| Qualifying Distributions | $8,665 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,375 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $290 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $8,936 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHIA-CHI LIN | ContributingManagerNm |
| Contributing Manager | CHIA-HSIUNG LIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | AMOS HEALTH AND HOPE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3088 HABERLEIN ROAD | AddressLine1Txt |
| City | GIBSONIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15044 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL AND UNRESTRICTED | GrantOrContributionPurposeTxt |
| Amt | $6,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,702 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,925 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $8,631 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,631 | 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 | TAX PREPARATION FEES | CategoryTxt |
| Amt | $2,400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,400 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| DE STATE FILING FEE | $75 | $0 | $0 | $75 |
| DELAWARE AGENT ANNUAL FEE | $190 | $0 | $0 | $190 |
| INVESTMENT MANAGEMENT SERVICES | $840 | $840 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $200 | Amt |