TONI KO FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- TONI KO FOUNDATION (EIN 47-1471978)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-15
- IRS object ID
- 201841359349101834
- Schema version
- 2017v2.3
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T11:00:42-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954836536 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN S WHANG & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3435 WILSHIRE BLVD STE 2820 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90010 | 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 | 471471978 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TONI KO FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TONI | BusinessNameControlTxt |
| Phone | 3238699420 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1108 S LOS ANGELS STREET 200 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90015 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TONI KO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3238699420 | PhoneNum |
| Signature | 2018-04-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN WHANG | PreparerPersonNm |
| PTIN | P01037982 | PTIN |
| Phone | 2134878444 | PhoneNum |
| Preparation | 2018-04-25 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.240.45.83 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-05-15 | IPDt |
| IP Tm | 13:00:42 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CD253F0AEBA2EF10FD83FB68537C8FD892C97751 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CD253F0AEBA2EF10FD83FB68537C8FD892C97751 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,863,916 | 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 | $48,010 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $48,010 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $48,010 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $18,413 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,413 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $18,413 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $107,200 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,777,070 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $188 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,157 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,157 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,157 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $174,780 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $67,768 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $67,580 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $7,554 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $7,554 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,180 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,180 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $325 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $290 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $35 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $3,924 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $3,924 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $54,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $54,000 | OccupancyNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $21,088 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $21,088 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $89,071 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $81,482 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,589 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $46,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $46,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $135,571 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $81,482 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $54,089 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $39,209 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $67,580 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $95,350 | CashBOYAmt |
| Cash EOY | $271,946 | CashEOYAmt |
| Cash EOYFMV | $271,946 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,106,654 | CorporateStockBOYAmt |
| Corporate Bonds BOY | $553,550 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,527,722 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,581,180 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $19,619 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,829 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $15,695 | LandBOYAmt |
| Land EOY | $10,790 | LandEOYAmt |
| Land EOYFMV | $10,790 | LandEOYFMVAmt |
| Total Assets BOY | $1,771,249 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,810,458 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,863,916 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,771,249 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,810,458 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,771,249 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,810,458 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,771,249 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,810,458 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,771,249 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $39,209 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,810,458 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,810,458 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $188 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $170,320 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,771,249 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.096158 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $107,915 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,926,419 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056018 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $13,930 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $976,546 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.014265 | DistributionYr3Rt |
| Total Distribution | 0.166441 | TotalDistributionRt |
| Average Distribution | 0.055480 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,691,791 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $93,861 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $93,861 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $54,089 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
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 |
| 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 | NONE | WebsiteAddressTxt |
| Individual With Books | TONI KO | IndividualWithBooksNm |
| Phone | 3238699420 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1108 S LOS ANGELES ST 2820 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90015 | 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 |
| 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 |
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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| TONI KO | ||||||||
| 1108 S LOS ANGELES ST 2820 | LOS ANGELES | CA | 90015 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| CHRISTINE KO | ||||||||
| 1108 S LOS ANGELES ST 101 | LOS ANGELES | CA | 90015 | SECRETARY/TR | 1.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,861,341 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,450 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,891,791 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,891,791 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $200,000 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,691,791 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $84,590 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $84,590 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $84,590 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $84,590 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $84,590 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $54,089 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $54,089 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $54,089 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $84,590 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $54,089 | QualifyingDistributionsAmt |
| Applied To Current Year | $54,089 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $30,501 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TONI KO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1108 S LOS ANGELES AT 101 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3238699420 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN PROPOSAL - CONTACT FOUNDATION FOR MORE INFORMATION | FormAndInfoAndMaterialsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| JUST LIKE MY CHILD FOUNDATION | |||||
| PO BOX 22025 | SAN DIEGO | CA | 92192 | CHARITY | $10,000 |
| GOOD FOUNDATION | |||||
| 306 WEST 37TH ST 8TH FL | NEW YORK | NY | 10018 | CHARITY | $5,000 |
| KOREAN HERITAGE SCHOLARSHIP FOUNDAT | |||||
| 269 S WESTERN AVE 221 | LOS ANGELES | CA | 90004 | CHARITY | $3,000 |
| UNICEF USA | |||||
| 10351 SANTA MONICA BL 402 | LOS ANGELES | CA | 90025 | CHARITY | $10,000 |
| CHILDREN IN HARMONY | |||||
| 1933 S BROADWAY 746 | LOS ANGELES | CA | 90007 | CHARITY | $2,000 |
| COUNCIL OF KOREAN AMERICANS | |||||
| 1875 I STREET NW 5TH FL | WASHINGTON DC | DC | 20006 | CHARITY | $15,500 |
| MPAK INC | |||||
| 15532 WILDER AVE | NORWALK | CA | 90650 | CHARITY | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $46,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48,010 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $18,413 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,157 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $107,200 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $174,780 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $174,780 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (6 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | DIVIDENDS INTEREST EARNED ARE REINVESTED IN THE FOUNDATION |
| 4 | AND THE MONEY RECEIVED IS USED FOR TTHE PERFORMANCE OF |
| 4 | THE FOUNDATIONS'S CHARITABLE ACTIVITIES. |
| 7 | FUNDS RECEVIED FROM THE SALE OF ASSSETS ARE REINVESTED IN |
| 8 | FOUNDATION AND USED FOR THE PERFORMANCE OF |
| 8 | FOUNDATIONS'S CHARITABLE ACTIVITIES. |
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 | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $7,554 | Amt |
| Disbursements Charitable Prps | $7,554 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | OFFICE EQUIPMENT | PropertyDesc |
| Acquired | 2015-09-26 | AcquiredDt |
| Cost Or Other Basis | $19,619 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $4,905 | PriorYearDepreciationAmt |
| Computation Method | S/L | ComputationMethodTxt |
| Life | 5.0000 | LifeRt |
| Current Year Expense | $3,924 | CurrentYearExpenseAmt |
| Net Investment Income | $3,924 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| MERRILL LYNCH ACCTXXX-1978 | PURCHASE | $12,101 | $10,980 | $1,121 |
| MERRILL LYNCH ACCTXXX-1978 | PURCHASE | $1,764,781 | $1,658,890 | $105,891 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MERRILL LYNCHXXX-02002 | BondNm |
| EOY Book Value | $1,527,722 | EOYBookValueAmt |
| EOYFMV | $1,581,180 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRIL LYNCH XXX-02002 | StockNm |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OFFICE EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $19,619 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $8,829 | AccumulatedDepreciationAmt |
| Book Value | $10,790 | BookValueAmt |
| EOYFMV | $10,790 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| OFFICE | $1,054 | $1,054 |
| REPAIRS & MAINTENANCE | $19,593 | $19,593 |
| UTILITIES | $441 | $441 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOND PREMIUM | Desc |
| Revenue And Expenses Per Books | $1,157 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,157 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,157 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $2,180 | Amt |
| Net Investment Income | $2,180 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT TAXES/LICENSES | CategoryTxt |
| Amt | $325 | Amt |
| Net Investment Income | $290 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35 | DisbursementsCharitablePrpsAmt |