LIN-CHANG FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LIN-CHANG FAMILY FOUNDATION (EIN 20-8020006)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-14
- IRS object ID
- 201931349349102353
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T09:55:41-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273995698 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stratys Consulting Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 S Kiely Blvd Suite 250 | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95129 | 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 | 208020006 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lin-Chang Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIN- | BusinessNameControlTxt |
| Phone | 4088676678 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14825 Gypsy Hill Road | AddressLine1Txt |
| City | Saratoga | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95070 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Chih-Chang Lin | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2019-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Phillip Hsu | PreparerPersonNm |
| PTIN | P01605089 | PTIN |
| Phone | 4085578200 | 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 | $146,044 | 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 | $3,812 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,812 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $3,812 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,234 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,411 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,234 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,046 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,046 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,812 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $885 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $377 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,262 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,760 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,760 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,022 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,760 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,976 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,046 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,812 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,924 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,125 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,125 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $132,056 | CorporateStockBOYAmt |
| Corporate Stock EOY | $129,879 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $142,919 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $134,980 | TotalAssetsBOYAmt |
| Total Assets EOY | $133,004 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $146,044 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $42,928 | CapitalStockBOYAmt |
| Capital Stock EOY | $42,928 | CapitalStockEOYAmt |
| Retained Earning BOY | $92,052 | RetainedEarningBOYAmt |
| Retained Earning EOY | $90,076 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $134,980 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $133,004 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $134,980 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $133,004 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $134,980 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,976 | ExcessRevenueOverExpensesAmt |
| Subtotal | $133,004 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $133,004 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 50 SH ISHARES RUSSELL MID CAP VALUE | P | 2010-02-26 | 2018-04-25 | $4,345 | $1,888 | $2,457 | $2,457 |
| 90 SH CADENCE DESIGN SYSTEMS INC | P | 2009-01-30 | 2018-09-20 | $4,066 | $289 | $3,777 | $3,777 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,234 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,995 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $153,925 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05194 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,765 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $35,068 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05033 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $900 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $27,265 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.03301 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,683 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $26,385 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.06379 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $915 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $25,315 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.03615 | DistributionYr5Rt |
| Total Distribution | 0.235212 | TotalDistributionRt |
| Average Distribution | 0.047042 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $155,742 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,326 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $100 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,426 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $10,760 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $100 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $100 | SubtotalAmt |
| Tax Based On Investment Income | $100 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $100 | 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 | Chih-Chang Lin | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4088676678 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14825 Gypsy Hill Road | AddressLine1Txt |
| City | Saratoga | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95070 | 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 |
|---|---|---|---|---|---|---|
| Chih-Chang Lin | ||||||
| 14825 Gypsy Hill Road | Saratoga | CA | 95070 | Director | 1.00 | $0 |
| I-Hsin Chang | ||||||
| 14825 Gypsy Hill Road | Saratoga | CA | 95070 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Chinese Church In Christ- Contribution goes towards the General Fund, Church Plant Fund and Designated Offering - Mission. | Description1Txt |
| Expenses1 | $10,200 | Expenses1Amt |
| Description2 | Saratoga High School PTSO- contribution goes towards the educational future of the children at Saratoga High School. | Description2Txt |
| Expenses2 | $425 | Expenses2Amt |
| Description3 | Argonaut PTA- contribution goes towards the educational future of the children at Argonaut Elementary School. | Description3Txt |
| Expenses3 | $135 | Expenses3Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $154,964 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,150 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $158,114 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $158,114 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,372 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $155,742 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,787 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,787 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $100 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $100 | TotalTaxAmt |
| Distributable Before Adj | $7,687 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,687 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,687 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,760 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $10,760 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $100 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $10,660 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,687 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $338 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $35 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $666 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,039 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,760 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,687 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,073 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,112 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $4,112 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $338 | ExcessFromYear4Amt |
| Excess From Year2 | $35 | ExcessFromYear2Amt |
| Excess From Year1 | $666 | ExcessFromYear1Amt |
| Excess From Current Year | $3,073 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Chih-Chang Lin | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Chih-Chang Lin | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14825 Gypsy Hill Road | AddressLine1Txt |
| City | Saratoga | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95070 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4088676678 | RecipientPhoneNum |
| Form And Info And Materials | No Specific Requirement | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
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 |
|---|---|---|---|---|---|---|---|
| Saratoga Education Foundation | |||||||
| PO Box 2392 | Saratoga | CA | 95070 | N/A | Other | Educational | $425 |
| Argonaut Elementary School PTA | |||||||
| 13200 Shadow Mountain Dr | Saratoga | CA | 95070 | N/A | Other | Educational | $135 |
| Chinese Church In Christ | |||||||
| 1490 Saratoga Ave | San Jose | CA | 95129 | N/A | Other | Charity | $10,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,760 | 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 | $3,812 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $6,234 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $10,046 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,046 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | Dividend income was generated from investment in U.S. securities. |
| 8 | Capital gain was generated from sales of investment in U.S. securities. |
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 | CategoryTxt |
| Amt | $885 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| Fed Tax | $367 |
| State Tax | $10 |