CHIH FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- CHIH FOUNDATION (EIN 20-5608459)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-01
- IRS object ID
- 202601219349100910
- Schema version
- 2025v4.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-01T12:45:42-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 943022999 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARC W LUND CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3080 OLCOTT ST STE D130 | AddressLine1Txt |
| City | SANTA CLARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95054 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205608459 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHIH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHIH | BusinessNameControlTxt |
| Phone | 6509694549 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1606 DON CT | AddressLine1Txt |
| City | MOUNTAIN VIEW | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 940402905 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAM AMY CHIH | PersonNm |
| Person Title | FOUNDERS | PersonTitleTxt |
| Phone | 6509694549 | PhoneNum |
| Signature | 2026-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARC LUND | PreparerPersonNm |
| PTIN | P00106822 | PTIN |
| Phone | 4083201794 | PhoneNum |
| Preparation | 2026-04-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $1,335,825 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $95,336 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $37,629 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $37,629 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $37,629 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $4,647 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,647 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $4,647 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,054 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $61,915 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $150 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $150 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $153,816 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $42,276 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $42,426 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $685 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $225 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $460 | AccountingFeesChrtblPrpsAmt |
| Deprec And Dpltn Rev And Expnss | $48 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $10,203 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $10,203 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,668 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $410 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,258 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,604 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $635 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,921 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $39,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $39,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $62,604 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $635 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $61,921 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $91,212 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,641 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $42,426 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,999 | CashBOYAmt |
| Cash EOY | $6,895 | CashEOYAmt |
| Cash EOYFMV | $6,895 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $948,159 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,019,363 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,019,363 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $142,831 | CorporateStockBOYAmt |
| Corporate Stock EOY | $165,386 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $309,567 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $9,066 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,154 | LandBldgEquipAccumDeprecAmt |
| Land EOY | $912 | LandEOYAmt |
| Total Assets BOY | $1,101,989 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,192,556 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,335,825 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,101,989 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,192,556 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,101,989 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,192,556 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,101,989 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,192,556 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,101,989 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $91,212 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,193,201 | SubtotalAmt |
| Other Decreases | $645 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,192,556 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $579 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $579 | SubtotalAmt |
| Tax Based On Investment Income | $579 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $29 | EsPenaltyAmt |
| Tax Due | $608 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 |
| 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 | Yes (true) | 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 | SAM AMY CHIH | IndividualWithBooksNm |
| Phone | 6509694549 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1606 DON CT | AddressLine1Txt |
| City | MOUNTAIN VIEW | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 940402905 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| SAM AMY CHIH | ||||||||
| 1606 DON CT | MOUNTAIN VIEW | CA | 940402905 | FOUNDERS | 000.00 | $0 | $0 | $0 |
| RAYMOND CHIH | ||||||||
| 1606 DON CT | MOUNTAIN VIEW | CA | 940402905 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| CHUNG-HEE CHIH | ||||||||
| 1606 DON CT | MOUNTAIN VIEW | CA | 940402905 | DIRECTOR | 000.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION CONTRIBUTED 14,000 TO UNIVERSITY OF SOUTH FLORIDA AS PART OF IT'S GOAL TO FUND RESEARCH AND EDUCATION. | Description1Txt |
| Expenses1 | $4,108 | Expenses1Amt |
| Description2 | THE FOUNDATION CONTRIBUTED 14,000 TO GEORGIA TECH AS PART OF IT'S GOAL TO FUND RESEARCH AND EDUCATION. | Description2Txt |
| Expenses2 | $4,108 | Expenses2Amt |
| Description3 | THE FOUNDATION CONTRIBUTED 7,000 TO UCSF FOUNDATION AS PART OF ITS GOAL TO FUND RESEARCH AND EDUCATION. | Description3Txt |
| Expenses3 | $1,300 | Expenses3Amt |
| Description4 | THE FOUNDATION CONTRIBUTED 3,000 TO UNIVERSTIY OF BUFFALO FOUNDATON AS PART OF ITS GOAL TO FUND RESEARCH AND EDUCATION. | Description4Txt |
| Expenses4 | $3,329 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CASH HELD IN MULITPLE CD'S UNTIL USED. | Description1Txt |
| Expenses1 | $1,019,363 | Expenses1Amt |
| Total | $1,019,363 | TotalAmt |
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 |
| 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) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $61,921 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $1,019,363 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,081,284 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $1,081,284 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $1,081,284 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,081,284 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
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) |
|---|---|---|
| Current Year | $1,081,284 | CurrentYearAmt |
| Year1 | $978,481 | Year1Amt |
| Year2 | $836,891 | Year2Amt |
| Year3 | $773,545 | Year3Amt |
| Total | $3,670,201 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,081,284 | CurrentYearAmt |
| Year1 | $978,481 | Year1Amt |
| Year2 | $836,891 | Year2Amt |
| Year3 | $773,545 | Year3Amt |
| Total | $3,670,201 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SAM AMY CHIH | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SAM AMY CHIH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1606 DON CT | AddressLine1Txt |
| City | MOUNTAIN VIEW | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6509694549 | RecipientPhoneNum |
| Recipient Email Address | SAMCHIH@YAHOO.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | LETTER ADDRESSED TO SAM CHIH THAT SPELLS OUT CRITERIA FOR A SCHOLARSHIP AND THE PURPOSE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE AS LONG AS APPLICABLE TO GOAL OF THE FOUNDATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF SO FLORIDA FOUNDATION | ||||||||
| 4202 EAST FOWLER AVE | ALC100 | TAMPA | FL | 336205455 | NONE | POF | SCHOLARSHIPS | $14,000 |
| GEORGIA TECH FOUNDATION | ||||||||
| 177 NORTH AVE N W | ATLANTA | GA | 303320220 | NONE | POF | SCHOLARSHIPS | $14,000 | |
| UNVIERSITY AT BUFFALO FOUNDATION | ||||||||
| PO BOX 900 | BUFFALO | NY | 14226 | NONE | POF | SCHOLARSHIPS | $3,000 | |
| UCSF FOUNDATION | ||||||||
| 220 MONTGOMERY ST | SAN FRANCISCO | CA | 94143 | NONE | POF | SCHOLARSHIPS | $4,000 | |
| UCSF FOUNDATION | ||||||||
| 220 MONTGOMERY ST | SAN FRANCISCO | CA | 94143 | NONE | POF | SCHOLARSHIPS | $4,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $39,000 | 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 | $37,629 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,647 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $16,054 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD REWARDS | Desc |
| Related Or Exempt Function Incm | $150 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $58,480 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $58,480 | 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 | PROFESSIONAL FEES-MARC LUND, CPA | CategoryTxt |
| Amt | $685 | Amt |
| Net Investment Income | $225 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $460 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| VIEW SONIC 19" MONITOR | 2006-09-20 | $257 | $257 | 200DB | 5.0000 | |
| HP LAPTOP COMPUTER | 2006-09-20 | $712 | $712 | 200DB | 5.0000 | |
| DESK | 2007-12-29 | $594 | $594 | 200DB | 7.0000 | |
| IPAD | 2021-07-22 | $768 | $768 | 200DB | 5.0000 | |
| 17" HP LAPTOP | 2025-11-28 | $474 | 200DB | 5.0000 | $24 | |
| PIXEL 10 PHONE | 2025-12-14 | $486 | 200DB | 5.0000 | $24 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (8 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| GLENMEDE SMALL CAP EQUITY INSTL | 2024-12 | PURCHASE | 2025-01 | $156 | $158 | -$2 |
| JHANCOCK DISCIPLINED VALUE | 2024-12 | PURCHASE | 2025-01 | $1,580 | $1,504 | $76 |
| JHANCOCK FUNDAMENTAL LG CAP | 2024-12 | PURCHASE | 2025-01 | $2,471 | $2,428 | $43 |
| TCW CONCENTRATED LG CAP | 2024-12 | PURCHASE | 2025-01 | $2,632 | $2,565 | $67 |
| GLENMEDE SMALL CAP EQUITY | PURCHASE | 2025-01 | $4,584 | $3,400 | $1,184 | |
| JHANCOCK DISCIPLINED VALUE | PURCHASE | 2025-01 | $12,341 | $9,878 | $2,463 | |
| JHANCOCK FUNDAMENTAL LG CAP | PURCHASE | 2025-01 | $21,077 | $12,183 | $8,894 | |
| TCW CONCENTRATED LG CAP GRWTH | PURCHASE | 2025-01 | $17,074 | $13,745 | $3,329 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | TD AMERITRADE/SCHWAB | StockNm |
| EOY Book Value | $165,386 | EOYBookValueAmt |
| EOYFMV | $309,567 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $9,066 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $8,154 | AccumulatedDepreciationAmt |
| Book Value | $912 | BookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAX PAID | Desc |
| Amt | $645 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| INVESTMENT FEES | $13 | $13 | |
| FILING FEE | $397 | $397 | |
| MEALS | $12,256 | $12,256 | |
| OFFICE EXPENSES | $2 | $2 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD REWARDS | Desc |
| Revenue And Expenses Per Books | $150 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $150 | AdjustedNetIncomeAmt |