CABT FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CABT FAMILY FOUNDATION (EIN 47-4196894)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-04-06
- IRS object ID
- 201920969349100307
- Schema version
- 2018v3.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-06T10:46:48-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263000418 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABEST TAX SERVICES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1621A S MAIN ST | AddressLine1Txt |
| City | MILPITAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 474196894 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CABT FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CABT | BusinessNameControlTxt |
| Phone | 4087414998 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6087 GOLDEN VISTA DRIVE | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95123 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHAOMING J TSENG | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Signature | 2019-04-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHUANG MAO | PreparerPersonNm |
| PTIN | P00660082 | PTIN |
| Phone | 4083929977 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $389,649 | 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 | $4,879 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,879 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $4,879 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,400 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,216 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,400 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $9,400 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $14,279 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,279 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $14,279 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,925 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,925 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $350 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $350 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $744 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,572 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,572 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,591 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,847 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,391 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,647 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$112 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,279 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $14,279 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $106,668 | CashBOYAmt |
| Cash EOY | $52,019 | CashEOYAmt |
| Cash EOYFMV | $52,019 | CashEOYFMVAmt |
| Corporate Stock BOY | $262,970 | CorporateStockBOYAmt |
| Corporate Stock EOY | $262,970 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $262,970 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $38,816 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $70,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $56,460 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,026 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,439 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,331 | LandBOYAmt |
| Land EOY | $587 | LandEOYAmt |
| Land EOYFMV | $200 | LandEOYFMVAmt |
| Other Assets BOY | $18,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $18,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $18,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $427,785 | TotalAssetsBOYAmt |
| Total Assets EOY | $403,576 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $389,649 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $24,284 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $187 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $24,284 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $187 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $403,501 | RetainedEarningBOYAmt |
| Retained Earning EOY | $403,389 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $403,501 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $403,389 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $427,785 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $403,576 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $403,501 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$112 | ExcessRevenueOverExpensesAmt |
| Subtotal | $403,389 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $403,389 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Integral Financial 88214 - CASH&MONEY MA | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2018-01-01 | AcquiredDt |
| Sold | 2018-01-19 | SoldDt |
| Gross Sales Price | $18,216 | GrossSalesPriceAmt |
| Cost Or Other Basis | $8,816 | CostOrOtherBasisAmt |
| Gain Or Loss | $9,400 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $9,400 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,400 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $9,400 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $286 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $286 | SubtotalAmt |
| Tax Based On Investment Income | $286 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $286 | TaxDueAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | 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 | 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 | CHAOMING J TSENG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4087414998 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6087 GOLDEN VISTA DRIVE | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95123 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CHAOMING J TSENG | ||||||
| 6087 GOLDEN VISTA DRIVE | SAN JOSE | CA | 95123 | President & CEO | 4.00 | $0 |
| ANNA L TSENG | ||||||
| 6087 GOLDEN VISTA DRIVE | SAN JOSE | CA | 95123 | Treasurer | 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 | $58,272 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $325,218 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $383,490 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $383,490 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,752 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $377,738 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,887 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,887 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $286 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $286 | TotalTaxAmt |
| Distributable Before Adj | $18,601 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $18,601 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $18,601 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,647 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $13,647 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $13,647 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,601 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $6,211 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $6,583 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,794 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,647 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,647 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $4,954 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $4,954 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,840 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $7,840 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,257 | ExcessFromYear3Amt |
| Excess From Year1 | $6,583 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHAOMING J TSENG | ContributingManagerNm |
| Contributing Manager | ANNA L TSENG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| California State University Chico | |||||||
| 400 W 1st St | Chico | CA | 95929 | Donation | PC | To provide an integrated array of effective academic advising services as well as resources and planning tools for students. | $1,000 |
| JDRF | |||||||
| 26 Broadway 14th Floor | New York | NY | 10004 | Donation | PC | Improving lives today and tomorrow by accelerating life-changing breakthroughs to cure, prevent and treat T1D and its complications. | $300 |
| SOAR Foundation | |||||||
| 4 Union Square Suite H | Union City | CA | 94587 | Donation | PC | To providing scholarships so indigent students in China can continue their secondary, vocational and higher education. We were founded in California in 1995. | $8,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,800 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,879 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $9,400 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $14,279 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,279 | 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 Fee | CategoryTxt |
| Amt | $1,925 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,925 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | RtRt |
|---|---|---|---|---|---|---|---|
| COMPUTER | 2015-08-17 | $927 | $813 | 200DB | 3.0000 | $114 | |
| CAMERA | 2015-11-06 | $978 | $634 | 200DB | $138 | 0.4000 | |
| COMPUTER | 2016-11-03 | $1,699 | $1,164 | 200DB | $357 | 0.6667 | |
| PRINTER | 2017-04-29 | $422 | $84 | 200DB | $135 | 0.3200 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Intergral Financial - 88214 Sto | BondNm |
| EOY Book Value | $70,000 | EOYBookValueAmt |
| EOYFMV | $56,460 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Jackson - 1019391775 | StockNm |
| EOY Book Value | $262,970 | EOYBookValueAmt |
| EOYFMV | $262,970 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Machinery and Equipment | CategoryOrItemTxt |
| Cost Or Other Basis | $4,026 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $3,439 | AccumulatedDepreciationAmt |
| Book Value | $587 | BookValueAmt |
| EOYFMV | $200 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Travel Mileage | Desc |
| BOY Book Value | $18,000 | BOYBookValueAmt |
| EOY Book Value | $18,000 | EOYBookValueAmt |
| EOYFMV | $18,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Dues and Subscriptions | $95 | $95 |
| Filing Fees | $35 | $35 |
| Office Expense | $225 | $225 |
| Office Supply | $156 | $156 |
| Telephone Expense | $1,061 | $1,061 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Credit Card | Desc |
| BOY Book Value | $24,284 | BOYBookValueAmt |
| EOY Book Value | $187 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Income Tax - IRS | CategoryTxt |
| Amt | $350 | Amt |
| Disbursements Charitable Prps | $350 | DisbursementsCharitablePrpsAmt |