EJEWEL FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- EJEWEL FOUNDATION (EIN 85-3797245)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-28
- IRS object ID
- 202631489349100333
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-28T15:17:59-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954612124 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHANG CHANG CHEN & CO CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1340 VALLEY VISTA DR STE 100 | AddressLine1Txt |
| City | DIAMOND BAR | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91765 | 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 | 853797245 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EJEWEL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EJEW | BusinessNameControlTxt |
| Phone | 6265988250 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19016 BRAMHALL LN | AddressLine1Txt |
| City | ROWLAND HEIGHTS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91748 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHIHTE LO | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Signature | 2026-05-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JONATHAN S CHANG | PreparerPersonNm |
| PTIN | P00441560 | PTIN |
| Phone | 9098616088 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $4,553,626 | 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 | $288,842 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $24 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $24,848 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,848 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $407,620 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,403,440 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $408,166 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $721,334 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $433,038 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $84,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $84,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,770 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,839 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,931 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $61,957 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $280 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $46,677 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $63,351 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $29,952 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $29,952 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $182,966 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $182,966 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $80,832 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,069 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $64,764 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $512,828 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,188 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $411,290 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $29,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $29,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $541,828 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,188 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $440,290 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $179,506 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $409,850 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $86,984 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $158,937 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $158,937 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $28,260 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $42,872 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $42,872 | RcvblFromOfficersEOYFMVAmt |
| Other Investments BOY | $779,700 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $922,318 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $915,457 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,508,712 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $245,591 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,318,128 | LandBOYAmt |
| Land EOY | $3,263,121 | LandEOYAmt |
| Land EOYFMV | $3,436,360 | LandEOYFMVAmt |
| Total Assets BOY | $4,213,072 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,387,248 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,553,626 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $31,758 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $25,841 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $127 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $168 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $31,885 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $26,009 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,181,187 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,361,239 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,181,187 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,361,239 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,213,072 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,387,248 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,181,187 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $179,506 | ExcessRevenueOverExpensesAmt |
| Other Increases | $546 | OtherIncreasesAmt |
| Subtotal | $4,361,239 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,361,239 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (46 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 9,759.000 SHS BARCLAYS PLC ADR | P | 2022-02-17 | 2025-11-12 | $219,621 | $87,485 | $132,136 | $132,136 |
| 2,715.000 SHS BARRICK MNG CORP | P | 2024-04-18 | 2025-11-12 | $101,430 | $45,911 | $55,519 | $55,519 |
| 155.000 SHS SPOTIFY TECHNOLOGY S A | P | 2024-04-18 | 2025-09-26 | $109,845 | $45,787 | $64,058 | $64,058 |
| 2,490.000 SHS WELLS FARGO & CO NEW | P | 2022-08-03 | 2025-11-12 | $218,442 | $109,659 | $108,783 | $108,783 |
| 140.000 SHS ARK INNOVATION ETF | P | 2025-08-26 | 2025-11-07 | $11,296 | $10,605 | $691 | $691 |
| 12.000 SHS INDUSTRIAL SEL SEC SPDR FD | P | 2025-08-26 | 2025-09-23 | $1,848 | $1,830 | $18 | $18 |
| 302.000 SHS JPMORGAN BETABUILDERS JAPAN | P | 2025-08-26 | 2025-11-07 | $20,521 | $19,658 | $863 | $863 |
| 72.000 SHS STATE STREET SPDR PORTFOLIO | P | 2025-09-30 | 2025-11-07 | $7,482 | $7,469 | $13 | $13 |
| 189.000 SHS STATE STREET SPDR PRTFLIO S&P | P | 2025-09-30 | 2025-11-07 | $10,457 | $10,426 | $31 | $31 |
| 9.000 SHS STATE STREET SPDR S&P OIL & GAS | P | 2025-08-26 | 2025-09-23 | $1,211 | $1,161 | $50 | $50 |
| 46.000 SHS STATE STREET SPDR S&P OIL & GAS | P | 2025-08-26 | 2025-11-07 | $5,895 | $5,932 | -$37 | -$37 |
| 13.000 SHS STATE STREET SPDR S&P 400 MID | P | 2025-08-26 | 2025-09-23 | $1,205 | $1,179 | $26 | $26 |
| 66.000 SHS STATE STREET SPDR S&P 400 MID | P | 2025-08-26 | 2025-11-07 | $5,956 | $5,988 | -$32 | -$32 |
| 22.000 SHS STATE STREET SPDR S&P 400 MID | P | 2025-08-26 | 2025-09-23 | $1,852 | $1,846 | $6 | $6 |
| 73.000 SHS STATE STREET SPDR S&P 400 MID | P | 2025-08-26 | 2025-11-07 | $5,947 | $6,126 | -$179 | -$179 |
| 47.000 SHS THE FINANCIAL SEL SECT SPDR FD | P | 2025-08-26 | 2025-09-23 | $2,557 | $2,508 | $49 | $49 |
| 143.000 SHS THE FINANCIAL SEL SECT SPDR FD | P | 2025-08-26 | 2025-11-07 | $7,477 | $7,632 | -$155 | -$155 |
| 328.000 SHS VANGUARD FTSE EMERGING MARKETS | P | 2025-08-26 | 2025-11-07 | $17,759 | $16,992 | $767 | $767 |
| 404.000 SHS VANGUARD FTSE EUROPE ETF | P | 2025-08-26 | 2025-11-07 | $32,154 | $31,817 | $337 | $337 |
| 42.000 SHS VANGUARD FTSE PACIFIC ETF | P | 2025-09-30 | 2025-11-07 | $3,778 | $3,688 | $90 | $90 |
| 37.000 SHS VANGUARD S&P 500 ETF | P | 2025-09-30 | 2025-11-07 | $22,593 | $22,538 | $55 | $55 |
| 25.000 SHS VANGUARD SM CAP GROWTH ETF | P | 2025-08-26 | 2025-11-07 | $7,382 | $7,276 | $106 | $106 |
| 5.000 SHS VANGUARD SM CAP VALUE ETF | P | 2025-08-26 | 2025-09-23 | $1,060 | $1,044 | $16 | $16 |
| 29.000 SHS VANGUARD SM CAP VALUE ETF | P | 2025-08-26 | 2025-11-07 | $5,933 | $6,057 | -$124 | -$124 |
| 39.000 SHS INDUSTRIAL SEL SEC SPDR FD | P | 2025-08-26 | 2025-11-07 | $5,928 | $5,947 | -$19 | -$19 |
| 32.000 SHS ISHARES CORE MSCI EMERGING | P | 2024-05-22 | 2025-08-26 | $1,998 | $1,748 | $250 | $250 |
| 536.000 SHS ISHARES CORE S&P U.S. GROWTH | P | 2024-05-24 | 2025-08-26 | $84,198 | $67,983 | $16,215 | $16,215 |
| 29.000 SHS ISHARES CORE S&P U.S. VALUE | P | 2024-05-31 | 2025-08-26 | $2,848 | $2,594 | $254 | $254 |
| 25.000 SHS ISHARES INC MSCI JAPAN ETF | P | 2024-05-17 | 2025-08-26 | $1,970 | $1,720 | $250 | $250 |
| 29.000 SHS ISHARES MSCI UNITED KINGDOM ETF | P | 2024-05-31 | 2025-08-26 | $1,210 | $1,068 | $142 | $142 |
| 258.000 SHS ISHARES RUSSELL 2000 GRWTH ETF | P | 2024-05-10 | 2025-08-26 | $79,156 | $67,612 | $11,544 | $11,544 |
| 8.000 SHS ISHARES RUSSELL 2000 VALUE ETF | P | 2024-05-10 | 2025-08-26 | $1,389 | $1,247 | $142 | $142 |
| 17.000 SHS ISHARES S&P MID-CAP 400 G ETF | P | 2024-05-17 | 2025-08-26 | $1,616 | $1,536 | $80 | $80 |
| 14.000 SHS ISHARES S&P MID-CAP 400 V ETF | P | 2024-05-20 | 2025-08-26 | $1,827 | $1,656 | $171 | $171 |
| 135.000 SHS SPDR S&P 500 ETF TRUST | P | 2024-05-30 | 2025-08-26 | $89,768 | $73,501 | $16,267 | $16,267 |
| 37.000 SHS VANGUARD FTSE EUROPE ETF | P | 2024-05-31 | 2025-09-23 | $2,951 | $2,576 | $375 | $375 |
| 24.000 SHS VANGUARD FTSE PACIFIC ETF | P | 2024-05-22 | 2025-11-07 | $2,159 | $1,789 | $370 | $370 |
| 1,500.000 SHS AEGON FUNDING COR 5100 | P | 2024-05-08 | 2025-01-15 | $30,726 | $31,653 | -$927 | -$927 |
| 4,365.000 SHS AT&T INC | P | 2024-05-07 | 2025-01-08 | $105,028 | $101,119 | $3,909 | $3,909 |
| 1,272.000 SHS CITIGROUP CAPT | P | 2024-05-08 | 2025-01-08 | $38,103 | $36,702 | $1,401 | $1,401 |
| 200.000 SHS FORD MTR CO DEL | P | 2024-05-08 | 2025-01-15 | $4,913 | $4,973 | -$60 | -$60 |
| 2,421.000 SHS NEXTERA ENERGY | P | 2024-05-08 | 2025-01-15 | $56,312 | $58,666 | -$2,354 | -$2,354 |
| 2,000.000 SHS PRUDENTIAL FINL | P | 2024-05-07 | 2025-01-15 | $36,145 | $38,779 | -$2,634 | -$2,634 |
| 380.000 SHS THE SOUTHERN | P | 2024-08-15 | 2025-01-10 | $7,929 | $8,378 | -$449 | -$449 |
| 1,000.000 SHS DUKE ENERGY CORP | P | 2024-05-08 | 2025-01-15 | $23,565 | $23,959 | -$394 | -$394 |
| Wash Sale | $546 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $408,166 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,610 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,697 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,697 | SubtotalAmt |
| Tax Based On Investment Income | $5,697 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,877 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $7,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $12,877 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,180 | OverpaymentAmt |
| Applied To ES Tax | $7,180 | 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 | www.thelamrim.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHIHTE LO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6266008838 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 980 IRONSHOE COURT | AddressLine1Txt |
| City | WALNUT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917894954 | 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 |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CHIHTE LO | ||||||
| 980 IRONSHOW COURT | WALNUT | CA | 91789 | President & CEO | 10.00 | $0 |
| LICHING LO | ||||||
| 980 IRONSHOE COURT | WALNUT | CA | 91789 | CFO | 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 | $536,986 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $216,526 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $753,512 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $753,512 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,303 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $742,209 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,110 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,110 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,697 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,697 | TotalTaxAmt |
| Distributable Before Adj | $31,413 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $31,413 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $31,413 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $440,290 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $440,290 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $31,413 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $1,045,985 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $7,213,263 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,259,248 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $440,290 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $31,413 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $408,877 | RemainingDistriFromCorpusAmt |
| Total Corpus | $8,668,125 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $8,668,125 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,045,985 | ExcessFromYear4Amt |
| Excess From Year1 | $7,213,263 | ExcessFromYear1Amt |
| Excess From Current Year | $408,877 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHIHTE LO | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GREAT ENLIGHTENMENT LOTUS SOCIETY I | |||||||
| 3209 PRODUCER WAY | POMONA | CA | 91768 | NONE | PC | GENERAL & UNRESTRICTED | $24,000 |
| BLISS AND WISDOM CHARITABLE ORGANIZ | |||||||
| 3209 PRODUCER WAY | POMONA | CA | 91768 | NONE | PC | GENERAL & UNRESTRICTED | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $29,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,848 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $407,620 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $24,872 | ExclusionAmt |
| Related Or Exempt Function Incm | $407,620 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $432,492 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CHIHTE LO | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19016 BRAMHALL LN | AddressLine1Txt |
| City | ROWLAND HEIGHTS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917484954 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $288,842 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 155.000 SHS OF SPOTIFY TECHNOLOGY SA2,715.000 SHS OF BARRICK MNG CORP9,759.000 SHS OF BARCLAYS PLC A | NoncashPropertyDesc |
| Fair Market Value | $288,842 | FairMarketValueAmt |
| Received | 2025-11-10 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,770 | Amt |
| Net Investment Income | $6,839 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,931 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (37 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| BUILDING | 2022-07-01 | $1,001,111 | $63,119 | SL | 0.0256 | $25,668 |
| FLOOR | 2022-07-01 | $6,465 | $408 | SL | 0.0256 | $166 |
| SPRINKLER SYSTEM | 2022-07-01 | $5,900 | $4,201 | 200DB | 0.1152 | $680 |
| BUILDING IMPROVEMENT | 2022-07-01 | $147,414 | $9,295 | SL | 0.0256 | $3,780 |
| IMPROVEMENTS | 2022-07-01 | $153,016 | $9,647 | SL | 0.0256 | $3,923 |
| DOORS & WINDOWS | 2022-11-03 | $21,060 | $11,850 | 200DB | 0.1249 | $2,630 |
| CABINETS | 2022-12-22 | $51,276 | $28,852 | 200DB | 0.1249 | $6,404 |
| TABLE & CHAIRS | 2022-07-01 | $10,014 | $5,634 | 200DB | 0.1249 | $1,251 |
| BOOK SHELFS | 2022-11-01 | $1,263 | $710 | 200DB | 0.1249 | $158 |
| FURNITURES | 2022-11-05 | $8,001 | $4,501 | 200DB | 0.1249 | $999 |
| FURNITURES | 2022-11-25 | $1,708 | $961 | 200DB | 0.1249 | $213 |
| PC & MONITORS | 2022-07-01 | $3,862 | $2,750 | 200DB | 0.1152 | $445 |
| PIANO | 2022-10-11 | $6,525 | $4,646 | 200DB | 0.1152 | $752 |
| PC & MONITORS | 2022-10-19 | $2,338 | $1,665 | 200DB | 0.1152 | $269 |
| PC & MONITORS | 2022-12-09 | $1,977 | $1,408 | 200DB | 0.1152 | $228 |
| WATER SYSTEMS | 2022-12-12 | $2,537 | $1,806 | 200DB | 0.1152 | $292 |
| SPEAKER | 2022-12-12 | $7,528 | $5,360 | 200DB | 0.1152 | $867 |
| SANITARY EQUIPMENT | 2022-12-21 | $4,085 | $2,908 | 200DB | 0.1152 | $471 |
| FIXTURES | 2023-01-20 | $2,621 | $1,017 | 200DB | 0.1749 | $458 |
| FIXTURES | 2023-01-19 | $1,211 | $470 | 200DB | 0.1749 | $212 |
| SPEAKERS | 2023-01-25 | $17,926 | $9,321 | 200DB | 0.1920 | $3,442 |
| MIRRORS | 2023-01-31 | $808 | $313 | 200DB | 0.1749 | $141 |
| HVAC | 2023-02-02 | $15,822 | $762 | SL | 0.0256 | $406 |
| DESIGN FEE | 2023-02-08 | $1,000 | $48 | SL | 0.0256 | $26 |
| WINDOW COVER | 2023-02-17 | $2,311 | $896 | 200DB | 0.1749 | $404 |
| ROOFING | 2023-04-18 | $73,737 | $3,232 | SL | 0.0256 | $1,891 |
| WALL PAINTING | 2023-10-05 | $14,446 | $447 | SL | 0.0256 | $370 |
| OFFICE REMODELING | 2023-09-05 | $10,225 | $339 | SL | 0.0256 | $262 |
| RAIN GUTTER REPLACEMENT | 2023-06-05 | $11,592 | $458 | SL | 0.0256 | $297 |
| OFFICE WOOD WALL | 2023-10-31 | $14,511 | $450 | SL | 0.0256 | $372 |
| AC UNIT | 2023-12-09 | $4,900 | $2,548 | 200DB | 0.1920 | $941 |
| DELL COMPUTER | 2024-02-22 | $1,918 | $384 | 200DB | 0.3200 | $614 |
| LENOVO COMPUTER | 2024-05-20 | $2,539 | $508 | 200DB | 0.3200 | $812 |
| IT INSTRUMENTS | 2024-05-14 | $6,632 | $1,326 | 200DB | 0.3200 | $2,122 |
| ROLLER SHADE | 2025-02-03 | $3,458 | 200DB | 0.1429 | $494 | |
| ART FRAME | 2025-09-30 | $1,500 | 200DB | 0.1429 | $214 | |
| LENOVO COMPUTER | 2025-08-02 | $3,386 | 200DB | 0.2000 | $677 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (37 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES CORE MSCI EMERGING | FMV | ||
| ISHARES CORE S&P U.S. GROWTH | FMV | ||
| ISHARES CORE S&P VALUE | FMV | ||
| ISHARES INC MSCI JAPAN ETF | FMV | ||
| ISHARES MSCI UNITED KINGDOM ET | FMV | ||
| ISHARES RUSSELL 2000 GRWTH ETF | FMV | ||
| ISHARES RUSSELL 2000 VALUE ETF | FMV | ||
| ISHARES S&P MID-CAP 400 V ETF | FMV | ||
| SPDR S&P 500 ETF | FMV | ||
| VANGUARD FTSE EUROPE ETF (VGK) | FMV | $78,686 | $80,851 |
| AT & T INC | FMV | $45,055 | $44,540 |
| PRUDENTIAL FINANCIAL INC | FMV | $102,744 | $91,425 |
| AEGON FUNDING CORP LLC | FMV | $28,939 | $27,145 |
| FORD MOTOR CO | FMV | $46,797 | $44,480 |
| DUKE ENERGY CORP | FMV | $41,569 | $42,681 |
| ISHARES S&P MID-CAP 400 G ETF | FMV | ||
| VANGUAR FTSE PACIFIC ETF (VPL) | FMV | $18,113 | $18,080 |
| MS RANGE ACCRUAL LINKED TO 10Y CMT SPX | FMV | $20,106 | $18,775 |
| MS HYBRID CURVE ACCRUAL | FMV | $47,706 | $55,575 |
| CITIGROUP CAPT XIII 10.743 FIX ED | FMV | $2,895 | $3,020 |
| NEXTERA ENERGY CAPITAL HOLDINGS INC | FMV | $2,423 | $2,381 |
| THE SOUTHERN CO | FMV | $40,795 | $40,480 |
| ARK INNOVATION ETF | FMV | $23,363 | $22,922 |
| JPMORGAN BETA BUILDERS JAPAN | FMV | $46,055 | $44,555 |
| ST STR FINANCIAL SEL SEC SPDR | FMV | $23,560 | $23,989 |
| STATE STREET INDUSTRL SLCT SEC | FMV | $18,197 | $18,459 |
| STATE STREET SPDR PORTFOLIO | FMV | $23,257 | $23,688 |
| STATE STREET SPDR PORTFOLIO S&P | FMV | $32,475 | $32,779 |
| STATE STREET SPDR S&P 400 MID (MDYG) | FMV | $18,245 | $18,486 |
| STATE STREET SPDR S&P 400 MID (MDYV) | FMV | $18,840 | $19,046 |
| STATE STREET SPDR S&P OIL&GAS | FMV | $18,568 | $17,677 |
| VANGUARD FTSE EMERGING MARKETS | FMV | $37,010 | $36,449 |
| VANGUARD S&P 500 ETF | FMV | $69,234 | $70,239 |
| VANGUARD SM CAP GROWTH ETF | FMV | $18,555 | $19,033 |
| VANGUARD SM CAP VALUE ETF | FMV | $17,806 | $18,002 |
| ATHENE HOLDING LTD | FMV | $50,226 | $50,040 |
| KKR & CO INC | FMV | $31,099 | $30,660 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $105,231 | $68,782 | $36,449 | |
| Machinery and Equipment | $72,053 | $51,443 | $20,610 | |
| Buildings | $1,001,111 | $88,787 | $912,324 | $1,193,181 |
| Improvements | $448,228 | $36,579 | $411,649 | |
| Land | $1,882,089 | $1,882,089 | $2,243,179 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $5,010 | $2,505 | $2,505 |
| INSURANCE | $33,337 | $4,503 | $28,834 |
| LANDSCAPING | $4,160 | $4,160 | |
| MEALS | $8,897 | $8,897 | |
| OFFICE SUPPLIES | $7,625 | $3,813 | $3,813 |
| OUTSIDE SERVICE | $5,248 | $5,248 | |
| POSTAGE | $185 | $185 | |
| REPAIR AND MAINTENANCE | $5,779 | $5,779 | |
| SECURITY | $540 | $540 | |
| TELEPHONE & INTERNET | $4,728 | $4,728 | |
| UTILITIES | $5,323 | $5,323 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WASH SALE | Desc |
| Amt | $546 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYROLL TAX LIABILITY | $126 | $168 |
| Rounding | $1 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| DEPARTMENT OF JUSTICE | $200 | $200 | |
| FEDERAL INCOME TAX | $15,000 | ||
| FOREIGN TAX PAID | $280 | $280 | |
| IRON BOAT LLC TAX | $800 | $800 | |
| PAYROLL TAX EXPENSE | $8,920 | $8,920 | |
| PROPERTY TAX EXPENSE | $36,737 | $36,737 | |
| SECRETARY OF STATE | $20 | $20 |
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