M E CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- M E CHARITABLE FOUNDATION (EIN 77-0499218)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-12-02
- IRS object ID
- 202503369349100005
- Schema version
- 2024v5.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-12-02T13:08:32-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 611753730 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dragon Tax & Management Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 Geng Road STE 210 | AddressLine1Txt |
| City | Palo Alto | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770499218 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ME Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Rosalina Lue | InCareOfNm |
| Business Name Control | MECH | BusinessNameControlTxt |
| Phone | 4088075268 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2310 Homestead Rd Suite C1 237 | AddressLine1Txt |
| City | Los Altos | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSALINA LUE | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 4088075268 | PhoneNum |
| Signature | 2025-02-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HAI DANG | PreparerPersonNm |
| PTIN | P01754826 | PTIN |
| Phone | 6503452604 | PhoneNum |
| Preparation | 2025-12-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,828,048 | 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 | $3,449 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,449 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $30,252 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,252 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $104,020 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $104,020 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $33,701 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $137,721 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $104,020 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $9,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $80 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $21,400 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,400 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $970 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $970 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $33,970 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,950 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $80,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $80,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $113,970 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,950 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $89,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$80,269 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $114,771 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $104,020 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $74,210 | CashBOYAmt |
| Cash EOY | $85,625 | CashEOYAmt |
| Cash EOYFMV | $85,625 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,414,253 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,442,696 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,742,423 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,488,463 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,528,321 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,828,048 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,488,463 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,528,321 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,488,463 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,528,321 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,488,463 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,528,321 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,488,463 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$80,269 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,408,194 | SubtotalAmt |
| Other Decreases | $1,595 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,406,599 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| Merrill -4A16 - Capital Gain Distribution and Section 1250 Gain | P | 2024-01-01 | 2024-12-31 | $1 | $1 | $1 | |
| Merrill -4A16 - Short-Term Capital Gain | P | 2024-01-01 | 2024-12-31 | $193,343 | $10,831 | $10,831 | $182,512 |
| Merrill -4A16 Long-Term Capital Gain | P | 2023-12-31 | 2024-12-31 | $362,612 | $91,300 | $91,300 | $271,312 |
| Wells Fargo -0200 Short-Term Capital Gain | P | 2024-01-01 | 2024-12-31 | $29,656 | $2,837 | $2,837 | $26,819 |
| Wells Fargo -0200 Long-Term Capital Gain | P | 2023-12-31 | 2024-12-31 | $18,100 | -$1,933 | -$1,933 | $20,033 |
| Wells Fargo -0200 - Capital Gain Distribution and Section 1250 Gain | P | 2023-12-31 | 2024-12-31 | $984 | $984 | $984 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $104,020 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $104,020 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,595 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,595 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,595 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,200 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $89 | EsPenaltyAmt |
| Overpayment | $516 | OverpaymentAmt |
| Applied To ES Tax | $516 | AppliedToESTaxAmt |
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 | NA | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rosalina Q Lue | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4088075268 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2310 Homestead Road Suite C1 | AddressLine1Txt |
| City | Los Altos | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94024 | 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 | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2023 | UndistributedIncomePY1Yr |
| Undistributed Income PY2 | 2022 | UndistributedIncomePY2Yr |
| Undistributed Income PY3 | 2021 | UndistributedIncomePY3Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| ROSALINA Q LUE | ||||||||
| 2310 Homestead Road Suite C1 237 | Los Altos | CA | 94024 | President | 8.00 | $4,000 | $0 | $0 |
| FORTUNATA Q ANDRADA | ||||||||
| 2310 Homestead Road Suite C1 237 | Los Altos | CA | 94024 | Treasurer | 4.00 | $2,000 | $0 | $0 |
| IRAIDA Q DEVERA | ||||||||
| 2310 Homestead Road Suite C1 237 | Los Altos | CA | 94024 | Secretary | 4.00 | $2,000 | $0 | $0 |
| JOANNE Q NGUYEN | ||||||||
| 2310 Homestead Road Suite C1 237 | Los Altos | CA | 94024 | Director | 4.00 | $2,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Financial support for charitable organizations benefitting the community including related administrative expenses | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | No program-related investments were made during the year | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,737,584 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $76,324 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,813,908 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,813,908 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,209 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,786,699 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $89,335 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $89,335 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,595 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,595 | TotalTaxAmt |
| Distributable Before Adj | $87,740 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $87,740 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $87,740 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $89,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $89,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $87,740 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $79,706 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr1 | $29,081 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $29,081 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $89,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $79,706 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,794 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $29,081 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $29,081 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $48,865 | UndistributedIncomeCYAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| University of the Pacific | ||||||||||
| 3601 Pacific Av | Stockton | CA | 95211 | PC Public charity de | Support of Charitable Organization | $35,000 | ||||
| Notre Dame San Jose | ||||||||||
| 596 S 2nd Street | San Jose | CA | 95112 | PC Public charity de | Support of Charitable Organization | $20,000 | ||||
| Mercury Drug Foundation | ||||||||||
| NC Organization not | Support of Charitable Organization | $15,000 | 7 Mercury Ave cor C P Garcia Ave | Bagambayan Quezon City | 1110 Metro Manila | RP | ||||
| Save the Children | ||||||||||
| 501 Kings Highway East Ste Suite 40 | Fairfield | CT | 06825 | PC Public charity de | Support of Charitable Organization | $5,000 | ||||
| Retirement Fund for Religious | ||||||||||
| 3211 4th Street NE | Washington | DC | 20017 | PC Public charity de | Support of Charitable Organization | $3,000 | ||||
| Nature Conservancy | ||||||||||
| 4245 North Fairfax Drive Ste Suite | Arlington | VA | 22203 | PC Public charity de | Support of Charitable Organization | $2,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $80,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,449 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,252 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $104,020 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $137,721 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $137,721 | 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 | Accounting Fees | CategoryTxt |
| Amt | $1,600 | Amt |
| Net Investment Income | $80 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Merrill 4A16 | $924,871 | $1,061,891 |
| Wells Fargo 0200 | $517,825 | $680,532 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Income Tax | Desc |
| Amt | $1,595 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fee | CategoryTxt |
| Amt | $21,400 | Amt |
| Net Investment Income | $21,400 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Tax | CategoryTxt |
| Amt | $970 | Amt |
| Net Investment Income | $970 | NetInvestmentIncomeAmt |