ASCENDING WAY INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ASCENDING WAY INC (EIN 81-3901518)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202611339349102586
- Schema version
- 2025v4.1
- 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
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T12:38:49-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 204851730 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ENTHOLPY EMC INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 46520 Fremont Blvd | AddressLine1Txt |
| Address Line2 | Ste606 | AddressLine2Txt |
| City | Fremont | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94538 | 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 | 813901518 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ascending Way Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Chin-Peng Dow | InCareOfNm |
| Business Name Control | ASCE | BusinessNameControlTxt |
| Phone | 6507143795 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 665 Birchwood Ct | AddressLine1Txt |
| City | Los Altos | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHIN-PENG DOW | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 6507143795 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANMING XU | PreparerPersonNm |
| PTIN | P00728294 | PTIN |
| Phone | 4089962002 | PhoneNum |
| Preparation | 2026-05-13 | 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 | $1,123,909 | 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 |
| Dividends Rev And Expnss | $11,623 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,623 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,022 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $56,483 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,022 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $13,645 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,645 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $975 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $975 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $151 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $151 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $17 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $42 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $42 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,147 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,140 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,332 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $158 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,157 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $60,639 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $60,639 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $62,971 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $158 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $62,796 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$49,326 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,487 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,504 | CashBOYAmt |
| Cash EOY | $30,108 | CashEOYAmt |
| Cash EOYFMV | $30,108 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $8,062 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,062 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $159 | AcctRcvblAmt |
| Acct Rcvbl EOY | $159 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $159 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $339,759 | CorporateStockBOYAmt |
| Corporate Stock EOY | $290,766 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,085,580 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,430 | OtherInvestmentsBOYAmt |
| Land BOY | $17 | LandBOYAmt |
| Total Assets BOY | $354,710 | TotalAssetsBOYAmt |
| Total Assets EOY | $329,095 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,123,909 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $254 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $23,965 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $254 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,965 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $354,456 | CapitalStockBOYAmt |
| Capital Stock EOY | $305,130 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $354,456 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $305,130 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $354,710 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $329,095 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $354,456 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$49,326 | ExcessRevenueOverExpensesAmt |
| Subtotal | $305,130 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $305,130 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Stocks LT | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2018-06-21 | AcquiredDt |
| Sold | 2025-12-31 | SoldDt |
| Gross Sales Price | $56,483 | GrossSalesPriceAmt |
| Cost Or Other Basis | $54,461 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,022 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,022 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,022 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $187 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $187 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $187 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Tax Due | $187 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Chin-Peng Dow | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6507143795 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 665 Birchwood Ct | 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 | Yes (true) | 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| CHIN-PENG DOW | ||||||||
| 655 Birchwood Ct | Los Altos | CA | 94024 | CEO | 2.00 | $0 | $0 | $0 |
| ANNY DOW | ||||||||
| 655 Birchwood Ct | Los Altos | CA | 94024 | Director | 2.00 | $0 | $0 | $0 |
| ANCY DOW | ||||||||
| 655 Birchwood Ct | Los Altos | CA | 94024 | Director | 2.00 | $0 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $977,230 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,464 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $994,694 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $994,694 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,920 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $979,774 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $48,989 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $48,989 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $187 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $187 | TotalTaxAmt |
| Distributable Before Adj | $48,802 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $48,802 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $48,802 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $62,796 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $62,796 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $48,802 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $10,341 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,341 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $62,796 | QualifyingDistributionsAmt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $48,802 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,994 | RemainingDistriFromCorpusAmt |
| Total Corpus | $24,335 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $24,335 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $10,341 | ExcessFromYear1Amt |
| Excess From Current Year | $13,994 | ExcessFromCurrentYearAmt |
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 (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Christian Mission to Gaza | |||||||
| PO Box 1033 | Darien | CT | 06820 | None | PC | Charitable | $1,500 |
| Habitat for Humanity International | |||||||
| 322 W Lamar St | Americus | GA | 317093543 | None | PC | Charitable | $1,500 |
| Heart of Hope Asian American Hospice | |||||||
| 1879 Lundy Ave STE 223 | San Jose | CA | 95131 | None | PC | Charitable | $5,000 |
| Samaritan's Purse | |||||||
| PO Box 3000 | Boone | NC | 28607 | None | PC | Charitable | $5,000 |
| Stephen's Children | |||||||
| 3755 36th St SE | Grand Rapids | MI | 49512 | None | PC | Charitable | $1,500 |
| The Grace Children's Foundation | |||||||
| 697 West End Ave Suite 14E | New York | NY | 10025 | None | PC | Charitable | $500 |
| World Vision | |||||||
| 34834 Weyerhaeuser Way South Federa | Auburn | WA | 98001 | None | PC | Charitable | $5,050 |
| Compassion International | |||||||
| 12290 Voyager Parkway | Colorado Springs | CO | 80921 | None | PC | Charitable | $1,589 |
| Feeding America | |||||||
| 161 N Clark St Ste 700 | Chicago | IL | 60601 | None | PC | Charitable | $1,500 |
| No Kid Hungry | |||||||
| 1401 Massachusetts Ave NW Ste 400 | Washington | DC | 20005 | None | PC | Charitable | $1,500 |
| River of Life Christian Church | |||||||
| 1177 Laurelwood Rd | Santa Clara | CA | 95054 | None | PC | Charitable | $36,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $60,639 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,623 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,022 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $13,645 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,645 | 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 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| Furniture | 2018-03-29 | $217 | $207 | MACRS 200DB | 7 | $10 | $0 | $0 |
| Printer | 2018-11-03 | $200 | $193 | MACRS 200DB | 7 | $7 | $0 | $0 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Stocks Lt | AssetDesc |
| Acquired | 2018-06 | AcquiredDt |
| Sold | 2025-12 | SoldDt |
Purchaser Name PurchaserNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | 12312025 | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | $56,483 | GrossSalesPriceAmt |
| Basis | $54,461 | BasisAmt |
| Total Net | $2,022 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Mutual Funds | $214,861 | $494,447 |
| Stock | $75,905 | $591,133 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Expenses | $7 | $7 | |
| Board Meetings | $1,140 | $1,140 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Fed State Filling Fee | $25 | $25 |
| Tax Preparation Fee | $950 | $950 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax | CategoryTxt |
| Amt | $151 | Amt |
| Net Investment Income | $151 | NetInvestmentIncomeAmt |