KIM YONG HWAN FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- KIM YONG HWAN FOUNDATION (EIN 20-1880931)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-12
- IRS object ID
- 201642259349101219
- Schema version
- 2015v2.1
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-12T18:41:41-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 208786289 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIM & LEE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3600 WILSHIRE BLVD STE 1814 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900102622 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201880931 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KIM YONG HWAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KIMY | BusinessNameControlTxt |
| Phone | 2134460660 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 69 FREMONT PLACE | AddressLine1Txt |
| City | LOS ANELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | YONG HWAN KIM | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2134460660 | PhoneNum |
| Signature | 2016-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES S KIM | PreparerPersonNm |
| PTIN | P01057772 | PTIN |
| Phone | 2133876000 | PhoneNum |
| Preparation | 2016-08-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,737,857 | 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 | $6,435 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,435 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $6,435 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $24,003 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,003 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $24,003 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $189,297 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,141,934 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $189,297 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $219,735 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $219,735 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $30,438 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,750 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $20,823 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,823 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,604 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,604 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $3,706 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $2,988 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $32,871 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,427 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $138,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $138,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $170,871 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,427 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $138,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $48,864 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $195,308 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $30,438 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $128,227 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $110,847 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $110,847 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $3,000 | OtherNtsAndLoansRcvblBOYAmt |
| Corporate Stock BOY | $2,404,482 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,170,354 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,170,354 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $379,755 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $456,656 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $456,656 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $69,346 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $62,550 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $14,312 | LandBOYAmt |
| Land EOY | $6,796 | LandEOYAmt |
| Total Assets BOY | $2,929,776 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,744,653 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,737,857 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,929,776 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,744,653 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,929,776 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,744,653 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,929,776 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,744,653 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,929,776 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $48,864 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,978,640 | SubtotalAmt |
| Other Decreases | $233,987 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,744,653 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| WF - SHORT-TERM SECURITIES | P | $280,911 | $299,932 | -$19,021 | -$19,021 |
| WF - LONG-TERM SECURITIES | P | $847,417 | $652,705 | $194,712 | $194,712 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $189,297 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,906 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,906 | SubtotalAmt |
| Tax Based On Investment Income | $3,906 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $3,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $3,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $81 | EsPenaltyAmt |
| Tax Due | $487 | 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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | 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 |
| Individual With Books | YONG HWAN KIM | IndividualWithBooksNm |
| Phone | 2134460660 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 69 FREMONT PL | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90005 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| YONG HWAN KIM | ||||||||
| 69 FREMONT PL | LOS ANGELES | CA | 90005 | TRUSTEE | 20.00 | $0 | $0 | $0 |
| HAENG CHA KIM | ||||||||
| 69 FREMON PL | LOS ANGELES | CA | 90005 | TRUSTEE | 15.00 | $0 | $0 | $0 |
| PATRICK KIM | ||||||||
| 2079 PERKINS ST | FULLERTON | CA | 92833 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| CHARLIE KIM | ||||||||
| 69 FREMONT PL | LOS ANGELES | CA | 90005 | TRUSTEE | 10.00 | $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 | $1,197,799 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $156,802 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $612,634 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,967,235 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,967,235 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,509 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,937,726 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $96,886 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $96,886 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,906 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,906 | TotalTaxAmt |
| Distributable Before Adj | $92,980 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $92,980 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $92,980 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $138,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $138,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $138,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $92,980 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $11,286 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $20,840 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $115,800 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $147,926 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $138,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $92,980 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $45,020 | RemainingDistriFromCorpusAmt |
| Total Corpus | $192,946 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $192,946 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $11,286 | ExcessFromYear3Amt |
| Excess From Year2 | $20,840 | ExcessFromYear2Amt |
| Excess From Year1 | $115,800 | ExcessFromYear1Amt |
| Excess From Current Year | $45,020 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| BAUAHUS | |||||||
| 928 S WESTERN AVE 237 | LOS ANGELES | CA | 90006 | PC | COMMUNITY ASSISTANCE | $5,000 | |
| CORNERSTONE CHURCH | |||||||
| 24428 VERMONT AVE | HARBOR CITY | CA | 90710 | PC | CHURCH MINISTRY ASSISTANCE | $10,000 | |
| GLOBAL MEDIA | |||||||
| 1999 AVENUE OF THE STARS | LOS ANGELES | CA | 90067 | PC | CULTURAL BROADCASTING | $5,000 | STE 1100 |
| KOREAN AMERICAN COALITION | |||||||
| 3540 WILSHIRE BLVD STE 9 | LOS ANGELES | CA | 90010 | PC | SUPPORTING SUMMER INTERNSHIP PROGRAM | $10,000 | |
| KOREAN AMERICAN FAMILY SERVICES | |||||||
| 3727 W 6TH STREET | LOS ANGELES | CA | 90020 | PC | COMMUNITY CHARITABLE ASSISTANCE | $10,000 | STE 320 |
| KOREAN AMERICAN FOUNDATION OF USA | |||||||
| 6623 STOURCLIFFE LN | HAYMARKET | VA | 20169 | PC | SUPPORTING PUBLIC CHARITY ACTIVITY | $5,000 | |
| LA CENTRAL LIONS CLUB | |||||||
| 3360 W OLYMPIC BLVD 201 | LOS ANGELES | CA | 90019 | PC | LOCAL BUSINESS COMMUNITY LEADERSHIP | $3,000 | |
| LAGUNA WOODS KOREAN-AMER CLUB | |||||||
| 2354 VIA MARIPOSA W 1H | LAGUNA WOODS | CA | 92637 | PC | COMMUNITY SERVICE ASSISTANCE | $5,000 | |
| LAKCBN | |||||||
| 3240 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | PC | CULTURAL BROADCAST ASSISTANCE | $20,000 | STE 230 |
| MUGUNGHWA WOMEN CHORAL | |||||||
| 225 S WESTERN AVE | ANAHEIM | CA | 92804 | PC | SUPPORTING PUBLIC CHARITY ACTIVITY | $2,000 | STE 6-207 |
| SHALOM CHURCH | |||||||
| 20050 S VERMONT AVE | TORRANCE | CA | 90502 | PC | CHURCH MINISTRY ASSISTANCE | $49,000 | |
| PVPUSD | |||||||
| 680 WILSHIRE PLACE 301 | LOS ANGELES | CA | 90005 | PC | KOREAN CLASS ASSISTANCE | $1,000 | |
| NATIONAL UNIFICATION ADVISORY | |||||||
| 9828 GARDEN GROVE BLVD | GARDEN GROVE | CA | 92844 | PC | COMMUNITY SERVICE ASSISTANCE | $3,000 | STE 210 |
| USC ANNE L PETERS MD DIABETES FUND | |||||||
| 150 N ROBERTSON | BEVERLY HILLS | CA | 90211 | PC | MEDICAL RESEARCH ASSISTANCE | $10,000 | STE 210 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $138,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $6,435 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $24,003 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $189,297 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $219,735 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $219,735 | 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 | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,750 | Amt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| COMPUTER | 2007-04-26 | $1,238 | $1,238 | S/L | 7.0000 | |
| OFFICE EQUIPMENT | 2008-02-05 | $2,000 | $1,977 | S/L | 7.0000 | $23 |
| FURNITURE | 2008-12-08 | $15,015 | $13,049 | S/L | 7.0000 | $1,073 |
| FURNITURE | 2008-12-29 | $9,900 | $8,486 | S/L | 7.0000 | $707 |
| OFFICE FURNITURE | 2009-12-14 | $7,893 | $5,732 | S/L | 7.0000 | $564 |
| OFFICE EQUIPMENT | 2009-12-29 | $6,307 | $4,505 | S/L | 7.0000 | $451 |
| FURNITURE | 2010-12-28 | $11,828 | $6,758 | S/L | 7.0000 | $724 |
| OFFICE EQUIPMENT | 2010-11-29 | $2,757 | $1,609 | S/L | 7.0000 | $164 |
| FURNITURE | 2006-11-17 | $11,956 | $11,244 | S/L | 7.0000 | |
| OFFICE EQUIPMENT | 2006-09-27 | $452 | $436 | S/L | 7.0000 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $456,656 | EOYBookValueAmt |
| EOYFMV | $456,656 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $2,170,354 | EOYBookValueAmt |
| EOYFMV | $2,170,354 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PP&E | CategoryOrItemTxt |
| Cost Or Other Basis | $69,346 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $62,550 | AccumulatedDepreciationAmt |
| Book Value | $6,796 | BookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENT | Desc |
| Amt | $233,987 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| OFFICE EXPENSE | $2,988 |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOAN RECEIVABLE | BusinessNameLine1Txt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEE | CategoryTxt |
| Amt | $20,823 | Amt |
| Net Investment Income | $20,823 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 2014 EXCISE TAX | $3,497 | $3,497 |
| FOREING TAX PAID | $107 | $107 |