KIM YONG HWAN FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- KIM YONG HWAN FOUNDATION (EIN 20-1880931)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202621359349103352
- 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
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T13:58:03-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261687311 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DWC ACCOUNTANCY CORP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3600 WILSHIRE BLVD STE 2220 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900102632 | 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 | 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 | 2028 PRAY ST | AddressLine1Txt |
| City | FULLETON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92833 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLIE KIM | PersonNm |
| Person Title | TRUSTEE,SECRETARY | PersonTitleTxt |
| Phone | 2134460660 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONGWAN D CHONG | PreparerPersonNm |
| PTIN | P00439474 | PTIN |
| Phone | 2133841189 | PhoneNum |
| Preparation | 2026-05-15 | 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 | $55,122 | 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 | $23,667 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $23,667 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $23,667 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $61,701 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,854 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $61,701 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $275,743 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $742,607 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,810 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $133 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $133 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $361,244 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $92,331 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $85,501 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $4,380 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $23,472 | OtherProfFeesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $142,000 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $142,000 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $169,852 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $142,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $142,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $142,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $311,852 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $284,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $49,392 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $92,331 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $85,501 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,478 | CashBOYAmt |
| Cash EOY | $196,694 | CashEOYAmt |
| US Government Obligations BOY | $2,541,587 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,421,801 | USGovernmentObligationsEOYAmt |
| Corporate Stock BOY | $102,786 | CorporateStockBOYAmt |
| Corporate Stock EOY | $139,361 | CorporateStockEOYAmt |
| Other Investments EOY | $1,145,827 | OtherInvestmentsEOYAmt |
| Land Bldg Equip Cost Or Other Bss | $75,051 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $75,051 | LandBldgEquipAccumDeprecAmt |
| Land EOYFMV | $55,122 | LandEOYFMVAmt |
| Other Assets BOY | $74,380 | OtherAssetsBOYAmt |
| Other Assets EOY | $120,349 | OtherAssetsEOYAmt |
| Total Assets BOY | $2,731,231 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,024,032 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $55,122 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,731,231 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,024,032 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,731,231 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,024,032 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,731,231 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,024,032 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,731,231 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $49,392 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,243,409 | OtherIncreasesAmt |
| Subtotal | $4,024,032 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,024,032 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,810 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,283 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,283 | SubtotalAmt |
| Tax Based On Investment Income | $1,283 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $65 | EsPenaltyAmt |
| Tax Due | $1,348 | 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 | false | 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 | false | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | HAENG CHA KIM | IndividualWithBooksNm |
| Phone | 2134460660 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2028 PRAY ST | AddressLine1Txt |
| City | FULLERTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92833 | 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 |
|---|---|---|---|---|---|---|---|---|
| HAENG CHA KIM | ||||||||
| 2028 PRAY ST | FULLERTON | CA | 92833 | TRUSTEE, CEO | 4.00 | $0 | $0 | $0 |
| PATRICK KIM | ||||||||
| 452 DALEWOOD DRIVE | ORINDA | CA | 94563 | TRUSTEE,CFO | 2.00 | $0 | $0 | $0 |
| CHARLIE KIM | ||||||||
| 2028 PRAY ST | FULLERTON | CA | 92833 | TRUSTEE,SECR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $227,602 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,391 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $243,993 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $243,993 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,660 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $240,333 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,017 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,017 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,283 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,283 | TotalTaxAmt |
| Distributable Before Adj | $10,734 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $10,734 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $10,734 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $284,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $284,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,734 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $45,722 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,475 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $141,000 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $191,197 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $284,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $10,734 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $273,266 | RemainingDistriFromCorpusAmt |
| Total Corpus | $464,463 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $464,463 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $45,722 | ExcessFromYear4Amt |
| Excess From Year3 | $4,475 | ExcessFromYear3Amt |
| Excess From Year1 | $141,000 | ExcessFromYear1Amt |
| Excess From Current Year | $273,266 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ORANGE KOREAN CHURCH | |||||||
| 643 W MALVERN AVE | FULLERTON | CA | 92832 | NONE | PC | MISSIONARY | $70,000 |
| SARANG CHURCH | |||||||
| 2145 W LA PALMA AVE | ANAHEIM | CA | 92801 | NONE | PC | MISSIONARY | $10,000 |
| WON FOUNDATION | |||||||
| 30325 PONDS VIEW | TRANKLIN | MI | 48025 | NONE | PC | MISSIONARY | $10,000 |
| EXCHANGE COMMUNITY CHURCH | |||||||
| 1920 MAGNOLIA WAY | WALNUT CREEK | CA | 94595 | NONE | PC | MISSIONARY | $10,000 |
| KOREAN AMERICAN CHAMBER OF LA | |||||||
| 3435 WILSHIRE BLVD 2400 | LOS ANGELES | CA | 90010 | NONE | PC | MISSIONARY | $20,000 |
| CORNER STONE CHURCH | |||||||
| 1609 S BARRINGTON | LOS ANGELES | CA | 90025 | PC | MISSIONARY | $10,000 | |
| CERRITOS PRESBYTERIAN CHURCH | |||||||
| 11841 178TH ST | ARTESIA | CA | 90701 | NONE | PC | MISSIONARY | $2,000 |
| ANTELES FOR HOPE | |||||||
| 1927 JAMES M WOOD BLVD | LOS ANGELES | CA | 90006 | NON | PC | MISSIONARY | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $142,000 | 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 | $23,667 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $61,701 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $275,743 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Related Or Exempt Function Incm | $133 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $361,244 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $361,244 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEE | CategoryTxt |
| Amt | $4,380 | Amt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (11 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt |
|---|---|---|---|---|---|
| OFFICE EQUIPMENT | 2006-09-27 | $452 | $452 | S/L | 7.0000 |
| FURNITURE | 2006-11-17 | $11,956 | $11,956 | S/L | 7.0000 |
| COMPUTER | 2007-04-26 | $1,238 | $1,238 | S/L | 7.0000 |
| OFFICE EQUIPMENT | 2008-02-05 | $2,000 | $2,000 | S/L | 7.0000 |
| FURNITURE | 2008-12-08 | $15,015 | $15,015 | S/L | 7.0000 |
| FURNITURE | 2008-12-29 | $9,900 | $9,900 | S/L | 7.0000 |
| OFFICE FURNITURE | 2009-12-14 | $7,893 | $7,893 | S/L | 7.0000 |
| OFFICE EQUIPMET | 2009-12-29 | $6,307 | $6,307 | S/L | 7.0000 |
| OFFICE EQUIPMENT | 2010-11-29 | $2,757 | $2,757 | S/L | 7.0000 |
| FURNITURE | 2010-12-28 | $11,828 | $11,828 | S/L | 7.0000 |
| COMPUTER | 2016-12-31 | $5,705 | $5,705 | S/L | 7.0000 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt | Sales ExpenseSalesExpenseAmt |
|---|---|---|---|---|---|---|---|
| VARIOUS STOCKS | 2025-01 | PURCHASE | 2025-12 | $195,254 | $208,267 | -$13,013 | |
| VARIOUS STOCK | 2024-05 | PURCHASE | 2025-12 | $538,543 | $234,777 | $279,946 | $23,820 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $139,361 | EOYBookValueAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIXED INCOME | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $1,145,827 | BookValueAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $75,051 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $75,051 | AccumulatedDepreciationAmt |
| EOYFMV | $55,122 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-CLASSIFIED | Desc |
| BOY Book Value | $74,380 | BOYBookValueAmt |
| EOY Book Value | $120,349 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| DONATION | $142,000 | $142,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $133 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $133 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEE | CategoryTxt |
| Amt | $23,472 | Amt |