SEAN AND CHRISTINE YU PRIVATE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SEAN AND CHRISTINE YU PRIVATE FOUNDATION (EIN 46-3463008)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-01
- IRS object ID
- 202423069349101122
- Schema version
- 2023v5.1
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-01T11:00:27-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954330544 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sun Accountancy Corporation | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 W Valley Blvd 219 | AddressLine1Txt |
| City | San Gabriel | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91776 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463463008 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEAN AND CHRISTINE YU PRIVATE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SEAN | BusinessNameControlTxt |
| Phone | 6262038082 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 920 HILLCREST PLACE | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91106 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHUNG HSIEO YU | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Phone | 6262038082 | PhoneNum |
| Signature | 2024-10-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LINDA SUN CPA | PreparerPersonNm |
| PTIN | P00107022 | PTIN |
| Phone | 6264576118 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $827,331 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,212 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,212 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2,212 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,647 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,647 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,647 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,637 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $294,553 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,637 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $14,637 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $560 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $560 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $519,056 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,056 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $18,496 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $4,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $4,400 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $471 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $471 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $100 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $100 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $137,758 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30,196 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $105,013 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $142,729 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,667 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $109,513 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $412,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $412,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $555,229 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,667 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $522,013 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$36,173 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $18,496 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $73,570 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,152 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,152 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $636,343 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $663,588 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $817,179 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $709,913 | TotalAssetsBOYAmt |
| Total Assets EOY | $673,740 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $827,331 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $709,913 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $673,740 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $709,913 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $673,740 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $709,913 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $673,740 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $709,913 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$36,173 | ExcessRevenueOverExpensesAmt |
| Subtotal | $673,740 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $673,740 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 3033.060 American New Word A | P | 2022-12-19 | 2023-06-26 | $214,553 | $200,000 | $14,553 | $14,553 |
| 50,000.000 Goldman Sachs Fncl Sq Govt Fst | P | 2023-07-26 | 2023-07-31 | $50,000 | $50,000 | ||
| 30,003.000 Legg Mason Wa Inst Lquid Res A | P | 2023-10-10 | 2023-10-30 | $30,000 | $29,916 | $84 | $84 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,637 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $14,637 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Due | $0 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | 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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.guidestar.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEAN YU | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6262038082 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 920 HILLCREST PLACE | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91106 | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CHRISTINE YU | ||||||
| 920 HILLCREST PLACE | PASADENA | CA | 91106 | CEO | 2.00 | $0 |
| CHUNG HSIEO YU | ||||||
| 920 HILLCREST PLACE | PASADENA | CA | 91106 | Secretary | 2.00 | $0 |
| SANDY YU | ||||||
| 920 HILLCREST PLACE | PASADENA | CA | 91106 | CFO | 1.00 | $0 |
| RILEY YU | ||||||
| 920 HILLCREST PLACE | PASADENA | CA | 91106 | Director | 1.00 | $0 |
| AVERY AUDREY YU | ||||||
| 920 HILLCREST PLACE | PASADENA | CA | 91106 | Director | 1.00 | $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 | $715,500 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $73,647 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $789,147 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $789,147 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,837 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $777,310 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $38,866 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $38,866 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $38,866 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $38,866 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $38,866 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $522,013 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $522,013 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $38,866 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $229,559 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $255,597 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $283,439 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $418,889 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $491,338 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,678,822 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $522,013 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $38,866 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $483,147 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,161,969 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $229,559 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,932,410 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $255,597 | ExcessFromYear4Amt |
| Excess From Year3 | $283,439 | ExcessFromYear3Amt |
| Excess From Year2 | $418,889 | ExcessFromYear2Amt |
| Excess From Year1 | $491,338 | ExcessFromYear1Amt |
| Excess From Current Year | $483,147 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHUNG HSIEO YU | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Cal Poly Pomona Philanthropic Foundation | |||||||
| 3801 West Temple Avenue | Pomona | CA | 91768 | N/A | PC | Charitable Purpose | $120,000 |
| BOYS & GIRLS CLUBS OF PASADENA | |||||||
| 3230 E DEL MAR BLVD | PASADENA | CA | 91107 | N/A | PC | Charitable Purpose | $3,000 |
| Buddhist Tzu Chi Foundation | |||||||
| 1100 S Valley Center Ave | San Dimas | CA | 91773 | N/A | PC | Charitable Purpose | $1,000 |
| The University of Chicago | |||||||
| 5235 S Harper Court Suite 450 | Chicago | IL | 60615 | N/A | PC | Charitable Purpose | $111,000 |
| Taiwan Center Foundation of Greater LA | |||||||
| 3001 Walnut Grove Ave | Rosemead | CA | 91770 | N/A | PC | Charitable Purpose | $20,000 |
| POLYTECHNIC SCHOOL | |||||||
| 1030 E CALIFORNIA BLVD | PASADENA | CA | 91106 | N/A | PC | Charitable Purpose | $35,000 |
| TAIWANESE AMERICAN SCHOLARSHIP FUND | |||||||
| PO BOX 60074 | PASADENA | CA | 91116 | N/A | PC | Charitable Purpose | $100,000 |
| Ronald Mcdonald House Charities Inc | |||||||
| One Kroc Drive | Oak Brook | IL | 60523 | N/A | PC | Charitable Purpose | $500 |
| The Huntington Library Art Museu and B | |||||||
| 1151 Oxford Rd | San Marino | CA | 91108 | N/A | PC | Charitable Purpose | $3,000 |
| USC PACIFIC ASIA MUSEUM | |||||||
| 46 N LOS ROBLES AVE | PASADENA | CA | 91101 | N/A | PC | Charitable Purpose | $10,000 |
| OLYMPIA PHILHARMONIC SOCIETY | |||||||
| 465 W LE ROY AVE | ARCADIA | CA | 91007 | N/A | PC | CHARITABLE PURPOSE | $1,500 |
| COLBURN SCHOOL | |||||||
| 200 S GRAND AVE | LOS ANGELES | CA | 90012 | N/A | PC | CHARITABLE PURPOSE | $4,500 |
| USC Arcadia Hospital | |||||||
| 300 W Huntington Dr | Arcadia | CA | 91007 | N/A | PC | CHARITABLE PURPOSE | $2,000 |
| HIGHLAND OAKS ELEMENTARY SCHOOL | |||||||
| 10 VIRGINIA DR | ARCADIA | CA | 91006 | N/A | PC | CHARITABLE PURPOSE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $412,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,212 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,647 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 43 | ExclusionCd |
| Exclusion | $460 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $14,637 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Gain | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $100 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,419 | ExclusionAmt |
| Related Or Exempt Function Incm | $14,637 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,056 | 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 | CHUNG HSIEO YU | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 920 HILLCREST PLACE | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fee | CategoryTxt |
| Amt | $4,400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,400 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Securities Investment | AT COST | $441,893 | $595,484 |
| MUTUAL FUND | AT COST | $221,695 | $221,695 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Auto Expense | $2,040 | $2,040 | |
| Bank Charges | $441 | $441 | |
| Dues and Subscription | $1,045 | $1,045 | |
| Investment Expense | $10,559 | $10,559 | |
| Investment Loss | $19,196 | $19,196 | |
| Office Expense | $2,549 | ||
| Program Service - Conference | $38,949 | $38,949 | |
| Program Service - Event | $62,979 | $62,979 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Other Investment Gain | $100 | $100 |
| Other Investment Income | $460 | $460 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHUNG HSIEO YU | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 920 HILLCREST PLACE | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91106 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Dept of Justice | CategoryTxt |
| Amt | $100 | Amt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |
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