LIN-CHANG FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LIN-CHANG FAMILY FOUNDATION (EIN 20-8020006)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-04
- IRS object ID
- 201801249349100920
- Schema version
- 2017v2.2
- 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 | 2018-05-04T13:10:58-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-05-04 | 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 | 2017 | 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 | $162,493 | 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 | $3,629 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,629 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $3,629 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,718 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $95,698 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,718 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $12,689 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $18,347 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,347 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $16,318 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $860 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $83 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $943 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,995 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,995 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,938 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,995 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,409 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,347 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $16,318 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $491 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,924 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,924 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $125,080 | CorporateStockBOYAmt |
| Corporate Stock EOY | $132,056 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $159,569 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $125,571 | TotalAssetsBOYAmt |
| Total Assets EOY | $134,980 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $162,493 | 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 | $82,643 | RetainedEarningBOYAmt |
| Retained Earning EOY | $92,052 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $125,571 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $134,980 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $125,571 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $134,980 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $125,571 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,409 | ExcessRevenueOverExpensesAmt |
| Subtotal | $134,980 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $134,980 | 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 |
|---|---|---|---|---|---|---|---|
| 200 Sh Cisco Systems Inc | P | 2014-03-21 | 2017-09-14 | $6,419 | $4,390 | $2,029 | $2,029 |
| 3000 Sh Cadence Design Systems Inc | D | 2016-12-15 | 2017-02-16 | $89,279 | $76,590 | $12,689 | $12,689 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,718 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $12,689 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,765 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $35,068 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05033 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $900 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $27,265 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.03301 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,683 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $26,385 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.06379 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $915 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $25,315 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.03615 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,700 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $23,593 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.07206 | DistributionYr5Rt |
| Total Distribution | 0.255326 | TotalDistributionRt |
| Average Distribution | 0.051065 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $153,925 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,860 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $183 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $8,043 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,995 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $367 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $367 | SubtotalAmt |
| Tax Based On Investment Income | $367 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $367 | 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 |
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. | Description1Txt |
| Expenses1 | $4,500 | Expenses1Amt |
| Description2 | University of California, Berkeley- Contribution goes towards the Department of Film and Media Fund | Description2Txt |
| Expenses2 | $2,800 | Expenses2Amt |
| Description3 | Saratoga Education Foundation- Contribution goes towards the education of the children of Saratoga, CA | Description3Txt |
| Expenses3 | $400 | Expenses3Amt |
| Description4 | Saratoga High School PTSO- contribution goes towards the educational future of the children at Saratoga High School. | Description4Txt |
| Expenses4 | $150 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $153,024 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,245 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $156,269 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $156,269 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,344 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $153,925 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,696 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,696 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $367 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $367 | TotalTaxAmt |
| Distributable Before Adj | $7,329 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,329 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,329 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,995 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $7,995 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $7,995 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,329 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $338 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $35 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $373 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,995 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,329 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $666 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,039 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,039 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $338 | ExcessFromYear3Amt |
| Excess From Year1 | $35 | ExcessFromYear1Amt |
| Excess From Current Year | $666 | 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 (5 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 | $400 |
| Saratoga High School PTSO | |||||||
| 20300 Herriman Avenue | Saratoga | CA | 95070 | N/A | Other | Educational | $150 |
| Argonaut Elementary School PTA | |||||||
| 13200 Shadow Mountain Dr | Saratoga | CA | 95070 | N/A | Other | Educational | $145 |
| University of California Berkeley | |||||||
| 7408 Dwinelle Hall | Berkeley | CA | 94720 | N/A | Other | Educational | $2,800 |
| Chinese Church In Christ | |||||||
| 1490 Saratoga Ave | San Jose | CA | 95129 | N/A | Other | Charity | $4,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,995 | 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 | $3,629 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $14,718 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $18,347 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,347 | 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 | $860 | 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 | $23 |
| State Tax | $60 |