KIM YONG HWAN FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- KIM YONG HWAN FOUNDATION (EIN 20-1880931)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-11
- IRS object ID
- 201501319349101725
- Schema version
- 2014v5.0
- 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 Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-11T16:59:24-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAGW LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17918 PIONEER BLVD STE 200 | AddressLine1Txt |
| City | ARTESIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 | 856 Rincon Lane | AddressLine1Txt |
| City | Palos Verdes | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90274 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Yong Hwan Kim | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2015-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Steven YC Kang CPA | PreparerPersonNm |
| PTIN | P00098725 | PTIN |
| Phone | 5628652727 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,912,464 | 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 | $57 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $57 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $57 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $86,939 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $86,939 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $86,939 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $109,756 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $717,414 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $109,756 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $196,752 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $196,752 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $86,996 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $5,945 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,945 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $8,018 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $19,652 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19,652 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $35,115 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,597 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $115,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $115,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $150,915 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,597 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $115,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $45,837 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $171,155 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $86,996 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,106 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $243,184 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $128,227 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $128,227 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $3,000 | RcvblFromOfficersEOYAmt |
| Corporate Stock BOY | $2,589,512 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,404,482 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,404,482 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $379,755 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $379,755 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $69,346 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $55,034 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $22,330 | LandBOYAmt |
| Land EOY | $14,312 | LandEOYAmt |
| Total Assets BOY | $2,875,132 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,929,776 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,912,464 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,875,132 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,929,776 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,875,132 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,929,776 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,875,132 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,929,776 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,875,132 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $45,837 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,807 | OtherIncreasesAmt |
| Subtotal | $2,929,776 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,929,776 | 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 |
|---|---|---|---|---|---|---|---|
| U.S TRUST BOA - LT | P | 2013-01-01 | 2014-05-31 | $33,729 | $26,792 | $6,937 | $6,937 |
| U.S TRUST BOA - ST | P | 2014-01-01 | 2014-05-31 | $110,615 | $119,555 | -$8,940 | -$8,940 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $109,756 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$13,556 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,423 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,423 | SubtotalAmt |
| Tax Based On Investment Income | $3,423 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $14 | EsPenaltyAmt |
| Tax Due | $3,437 | 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 |
| 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 | Yong Hwan Kim | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2134460660 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 856 Rincon Lane | AddressLine1Txt |
| City | Palos Verdes | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90274 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Yong Hwan Kim | ||||||
| 856 Rincon Lane | Palos Verdes Estates | CA | 90274 | Trustee | 20.00 | $0 |
| Haeng Cha Kim | ||||||
| 856 Rincon Lane | Palos Verdes Estates | CA | 90274 | Trustee | 20.00 | $0 |
| Patrick Kim | ||||||
| 2079 Perkins St | Fullerton | CA | 92833 | Trustee | 10.00 | $0 |
| Charlie Kim | ||||||
| 2047 Perkins St | Fullerton | CA | 92833 | Trustee | 10.00 | $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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $3,423 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,423 | TotalTaxAmt |
| Distributable Before Adj | $3,423 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,423 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $115,800 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $115,800 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $115,800 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $11,286 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $20,840 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $32,126 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $115,800 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $115,800 | RemainingDistriFromCorpusAmt |
| Total Corpus | $147,926 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $147,926 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $11,286 | ExcessFromYear2Amt |
| Excess From Year1 | $20,840 | ExcessFromYear1Amt |
| Excess From Current Year | $115,800 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| SHALOM CHURCH | ||||||
| 20050 SOUTH VERMENT AVE | TORRANCE | CA | 90502 | PC | CHRISTIAN CHURCH MINISTRY ASSISTANCE | $40,000 |
| USC KSI | ||||||
| 809 WEST 34TH STREET AHN 100 | LOS ANGELES | CA | 90089 | PC | Korean study program assistance | $6,800 |
| LAKCBN | ||||||
| 3240 WILSHIRE BLVD SUITE 230 | LOS ANGELES | CA | 90010 | PC | Broadcast ministry assistance | $20,000 |
| YongSan Alumni | ||||||
| 3435 WILSHIRE BLVD 915 | LOS ANGELES | CA | 90010 | PC | School alumni association assistance | $5,000 |
| LA Central Lions Club | ||||||
| 3360 W OLYMPIC BLVD 201 | LOS ANGELES | CA | 90019 | PC | Local business community leadership organization assistance | $2,000 |
| KOREAN AMERICAN COALITIONKAC | ||||||
| 3540 WILSHIRE BLVD STE 911 | LOS ANGELES | CA | 90010 | PC | Supporting summer internship program for Korean American students | $10,000 |
| Cornerstone Church | ||||||
| 24428 VERMONT AVE | HARBOR CITY | CA | 90710 | PC | To support summer short term mission activities | $10,000 |
| KOREAN CULTURE HERITAGE FOUNDATION | ||||||
| 936 SOUTH CRENSHAW BLVD 305 | LOS ANGELES | CA | 90019 | PC | To support foundation's public charity activities | $1,000 |
| PAVA WORLD | ||||||
| 680 WILSHIRE PLACE 301 | LOS ANGELES | CA | 90005 | PC | To support organization's public charity activities | $5,000 |
| KOREAN AMERICAN FOUNDATION OF USA | ||||||
| 6623 STOURCLIFFE LN | HAYMARKET | VA | 20169 | PC | To support the organiztion's public charity activity | $5,000 |
| MUKUNGHWA WOMENS CHORAL | ||||||
| 225 S WESTERN AVE 6-207 | ANAHEIM | CA | 92804 | PC | To support the organization's public charity activity | $1,000 |
| USC ANNE L PETERS MD DIABETES FUND | ||||||
| 809 WEST 34TH STREET AHN 100 | LOS ANGELES | CA | 90089 | PF | To support for researching diabetes | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $115,800 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 3 | ExclusionCd |
| Exclusion | $57 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 3 | ExclusionCd |
| Exclusion | $86,939 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $109,756 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $86,996 | ExclusionAmt |
| Related Or Exempt Function Incm | $109,756 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $196,752 | 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) |
|---|---|---|
| Amt | $1,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| COMPUTER | 2007-04-26 | $1,238 | $1,179 | SL | 0.0714 | $59 |
| OFFICE EQUIPMENT | 2008-02-05 | $2,000 | $1,691 | SL | 0.1429 | $286 |
| FURNITURE | 2008-12-08 | $15,015 | $10,903 | SL | 0.1429 | $2,146 |
| FURNITURE | 2008-12-29 | $9,900 | $7,071 | SL | 0.1429 | $1,415 |
| OFFICE FURNITURE | 2009-12-14 | $7,893 | $4,605 | SL | 0.1428 | $1,127 |
| OFFICE EQUIPMENT | 2009-12-29 | $6,307 | $3,604 | SL | 0.1428 | $901 |
| FURNITURE | 2010-12-28 | $11,828 | $5,068 | SL | 0.1429 | $1,690 |
| OFFICE EQUIPMENT | 2010-11-29 | $2,757 | $1,215 | SL | 0.1429 | $394 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE OBLIGATIONS AND MUTUAAL FUND | BondNm |
| EOY Book Value | $379,755 | EOYBookValueAmt |
| EOYFMV | $379,755 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES | $1,549,209 | $1,549,209 |
| AXA | $855,273 | $855,273 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| Furniture and Fixtures | $56,592 | $45,269 | $11,323 |
| Machinery and Equipment | $12,754 | $9,765 | $2,989 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment management fees | Desc |
| Revenue And Expenses Per Books | $19,652 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $19,652 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXERCISE TAX | $5,272 | $5,272 |
| Foreign tax | $673 | $673 |