UHL & KK FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UHL & KK FOUNDATION (EIN 83-2941757)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202433199349104473
- 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
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T14:34:12-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271532099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JLK ROSENBERGER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2601 MAIN STREET STE 580 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | 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 | 832941757 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UHL & KK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UHL& | BusinessNameControlTxt |
| Phone | 9497881819 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2973 HARBOR BLVD 150 | AddressLine1Txt |
| City | COSTA MESA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92626 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH KIM | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 9497881819 | PhoneNum |
| Signature | 2024-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTEL ESPINOSA CPA | PreparerPersonNm |
| PTIN | P01445293 | PTIN |
| Phone | 9498609892 | PhoneNum |
| Preparation | 2024-11-11 | PreparationDt |
| 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 | $1,894,979 | 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 | $15,233 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,233 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $15,233 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $181,474 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,908,827 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $181,474 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $196,707 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $196,707 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $15,233 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $25 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,406 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $3,406 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,431 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $3,431 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $122,620 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $122,620 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $126,051 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $3,431 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $122,620 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $70,656 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $196,707 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11,802 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $27,389 | CashBOYAmt |
| Cash EOY | $32,403 | CashEOYAmt |
| Cash EOYFMV | $32,403 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,501,571 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,862,576 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,862,576 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $1,528,960 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,894,979 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,894,979 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $10,000 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $10,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,518,960 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,894,979 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,518,960 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,894,979 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,528,960 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,894,979 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,518,960 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $70,656 | ExcessRevenueOverExpensesAmt |
| Other Increases | $305,363 | OtherIncreasesAmt |
| Subtotal | $1,894,979 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,894,979 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 5 SHS CALL BRK $240 EXP 01/17/2025 | P | 2023-05-18 | 2023-06-29 | $59,016 | $55,928 | $3,088 | $3,088 |
| 3 SHS CALL BRK $240 EXP 01/17/2025 | P | 2023-05-18 | 2023-11-10 | $38,680 | $33,557 | $5,123 | $5,123 |
| 7 SHS CALL BRK $240 EXP 01/17/2025 | P | 2023-05-18 | 2023-12-28 | $93,165 | $78,300 | $14,865 | $14,865 |
| 5 SHS CALL BRK $350 EXP 01/17/2025 | P | 2023-06-29 | 2023-06-30 | $16,671 | $17,523 | -$852 | -$852 |
| 3 SHS CALL BRK $350 EXP 01/17/2025 | P | 2023-11-10 | 2023-11-13 | $10,003 | $11,849 | -$1,846 | -$1,846 |
| 7 SHS CALL BRK $350 EXP 01/17/2025 | P | 2023-12-28 | 2023-12-29 | $23,340 | $28,250 | -$4,910 | -$4,910 |
| 17414.8 SHS JPM US TR PL MM FD - PREMIER FUND 3920 | P | 2023-01-01 | 2023-03-20 | $17,415 | $17,415 | $0 | $0 |
| 436 SHS ALIBABA GROUP HOLDING-SP ADR | P | 2022-01-01 | 2023-03-21 | $35,587 | $94,544 | -$58,957 | -$58,957 |
| 740 SHS ALPHABET INC-CL A | P | 2022-01-01 | 2023-03-21 | $75,216 | $55,938 | $19,278 | $19,278 |
| 1380 SHS AMAZON.COM.INC | P | 2022-01-01 | 2023-03-21 | $136,542 | $194,110 | -$57,568 | -$57,568 |
| 1276 SHS APPLE INC | P | 2022-01-01 | 2023-03-21 | $197,771 | $114,126 | $83,645 | $83,645 |
| 498 SHS VANGUARD S&P 500 GROWTH ETF | P | 2022-01-01 | 2023-03-21 | $109,590 | $129,006 | -$19,416 | -$19,416 |
| 1340 SHS BANK OF AMERICA CORP | P | 2022-01-01 | 2023-03-22 | $37,439 | $31,989 | $5,450 | $5,450 |
| 286 SHS WALT DISNEY CO/THE | P | 2022-01-01 | 2023-03-22 | $26,790 | $31,996 | -$5,206 | -$5,206 |
| 328 SHS JPMORGAN CHASE & CO | P | 2022-01-01 | 2023-03-22 | $41,765 | $31,544 | $10,221 | $10,221 |
| 8375 SHS JPMORGAN EQUITY PREMIUM INCO | P | 2023-01-01 | 2023-03-22 | $441,693 | $460,908 | -$19,215 | -$19,215 |
| 494 SHS MICROSOFT CORP | P | 2022-01-01 | 2023-03-22 | $135,764 | $94,916 | $40,848 | $40,848 |
| 1076 SHS NVIDIA CORP | P | 2022-01-01 | 2023-03-22 | $273,559 | $94,758 | $178,801 | $178,801 |
| 290 SHS QUALCOMM INC | P | 2022-01-01 | 2023-03-22 | $34,910 | $39,902 | -$4,992 | -$4,992 |
| 876 SHS SCHWAB (CHARLES) CORP | P | 2022-01-01 | 2023-03-22 | $51,841 | $30,861 | $20,980 | $20,980 |
| 1197 SHS SUNPOWER CORP | P | 2022-01-01 | 2023-03-22 | $15,251 | $39,996 | -$24,745 | -$24,745 |
| 209 SHS TEXAS INSTRUMENTS INC | P | 2022-01-01 | 2023-03-22 | $36,819 | $39,937 | -$3,118 | -$3,118 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $181,474 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$3,747 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,734 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,734 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,734 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,396 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,396 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $338 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KENNETH KIM | IndividualWithBooksNm |
| Phone | 9497881819 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2973 HARBOR BLVD STE 150 | AddressLine1Txt |
| City | COSTA MESA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92626 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| UNHUI KIM | ||||||||
| 2973 HARBOR BLVD STE 150 | COSTA MESA | CA | 92626 | PRESIDENT/DIRECTOR | 0.00 | $0 | $0 | $0 |
| KENNETH KIM | ||||||||
| 2973 HARBOR BLVD STE 150 | COSTA MESA | CA | 92626 | SECRETARY/DIRECTOR/TREASUR | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TO PROVIDE EDUCATIONAL SCHOLARSHIPS AND GRANTS TO HELP STUDENTS WHO SHOW A NEED FOR THEM AND THE APTITUDE TO SUCCEED IN THE EDUCATIONAL PROGRAMS THAT THEY ARE PURSING WITH COLLEGE AND OTHER TYPES OF EDUCATIONAL NEEDS SUCH AS PRIVATE SCHOOLS, TRADE SCHOOLS, ETC. | Description1Txt |
| Expenses1 | $10,000 | Expenses1Amt |
| Description2 | TO FUND PROGRAMS RELATED TO CHARITABLE, RELIGIOUS, SOCIETAL BENEFITS, SUCH AS CHURCHES, CHURCH RELATED ORGANIZATIONS AND NONPROFITS, SERVING CHILDREN, WOMEN, DISADVANTAGED YOUTH, OR OTHER NONPROFIT ORGANIZATIONS THAT ARE FOCUSED ON THE AREAS OF SOCIAL JUSTICE AND/OR RACIAL INEQUALITY. THE ORGANIZATION PLANS TO SUPPORT THE COUNCIL OF KOREAN AMERICANS AND THE NATIONAL ASIAN FOUNDATION. | Description2Txt |
| Expenses2 | $112,620 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,462,701 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $307,996 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,770,697 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,770,697 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,560 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,744,137 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $87,207 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $87,207 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,734 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,734 | TotalTaxAmt |
| Distributable Before Adj | $84,473 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $84,473 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $84,473 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $122,620 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $122,620 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $84,473 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $7,245 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $48,973 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,130 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $68,348 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $122,620 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $84,473 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $38,147 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $106,495 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $106,495 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,245 | ExcessFromYear4Amt |
| Excess From Year2 | $48,973 | ExcessFromYear2Amt |
| Excess From Year1 | $12,130 | ExcessFromYear1Amt |
| Excess From Current Year | $38,147 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| X UNDRGRND | |||||||
| 910 W 17TH ST STE B | SANTA ANA | CA | 92706 | NONE | 501(C)(3) | GENERAL SUPPORT | $750 |
| MIX ACADEMY | |||||||
| 1010 WEST 17TH STREET | SANTA ANA | CA | 92706 | NONE | 501(C)(3) | GENERAL SUPPORT | $2,500 |
| TAYLOR YI | |||||||
| 5 CROSSKEY | IRVINE | CA | 90620 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| APAICS | |||||||
| 1444 I ST NW SUITE 700 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | GENERAL SUPPORT | $870 |
| SMITHSONIAN INSTITUTION TRAVELING EXHIBITION SERVICE | |||||||
| PO BOX 418320 | BOSTON | MA | 02441 | NONE | 501(C)(3) | GENERAL SUPPORT | $15,000 |
| DRAGON KIM FOUNDATION | |||||||
| 5151 CALIFORNIA AVE STE 100 | IRVINE | CA | 92617 | NONE | 501(C)(3) | GENERAL SUPPORT | $500 |
| OCAPICA | |||||||
| 12912 BROOKHURST STREET STE 410 | GARDEN GROVE | CA | 92840 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,100 |
| OBAMA FOUNDATION | |||||||
| PO BOX 779056 | CHICAGO | IL | 60677 | NONE | 501(C)(3) | GENERAL SUPPORT | $100 |
| PILIPINO WORKERS CENTER OF SOUTHERN CALIFORNIA | |||||||
| 153 GLENDALE BLVD 1ST FLOOR | LOS ANGELES | CA | 90026 | NONE | 501(C)(3) | GENERAL SUPPORT | $25 |
| OC HUMAN RELATIONS COUNCIL | |||||||
| 1801 E EDINGER AVE STE 115 | SANTA ANA | CA | 92705 | NONE | 501(C)(3) | GENERAL SUPPORT | $5,000 |
| WOMEN'S CHORALE OF AMERICA | |||||||
| 21832 CAMARGO | WASHINGTON | DC | 20008 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| PACIFIC SYMPHONY | |||||||
| 17620 FITCH SUITE 100 | IRVINE | CA | 92614 | NONE | 501(C)(3) | GENERAL SUPPORT | $15,000 |
| SMITH COLLEGE | |||||||
| 10 ELM STREET | NORTHAMPTON | MA | 01063 | NONE | 501(C)(3) | GENERAL SUPPORT | $250 |
| BOWERS MUSEUM | |||||||
| 2002 N MAIN ST | SANTA ANA | CA | 92706 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| GO CAMPAIGN | |||||||
| 2309 SANTA MONICA BLVD 437 | SANTA MONICA | CA | 90404 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 |
| UCI LANGSON IMCA | |||||||
| UNIVERSITY OF CALIFORNIA | IRVINE | CA | 92697 | NONE | 501(C)(3) | GENERAL SUPPORT | $500 |
| UNIVERSITY OF CALIFORNIA IRVINE | |||||||
| 4293 PEREIRA DR SB1 SUITE 5600 | IRVINE | CA | 92697 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 |
| SEARCH FOR COMMON GROUND | |||||||
| PO BOX 825874 | PHILADELPHIA | PA | 19182 | NONE | 501(C)(3) | GENERAL SUPPORT | $5,000 |
| ORANGE COUNTY COMMUNITY FOUNDATION | |||||||
| 19200 VON KARMAN AVE STE 700 | IRVINE | CA | 92612 | NONE | 501(C)(3) | GENERAL SUPPORT | $44,025 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $122,620 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $15,233 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $181,474 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $196,707 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $196,707 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | INTEREST AND DIVIDEND INCOME FROM BROKERAGE ACCOUNTS | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE SUPPLIES | $569 | $0 | $569 | $0 |
| FEES AND CHARGES | $312 | $0 | $312 | $0 |
| OUTSIDE CONTRACTORS | $2,500 | $0 | $2,500 | $0 |
| LICENSE | $25 | $0 | $25 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $305,363 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH T KIM | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2973 HARBOR BLVD STE 150 | AddressLine1Txt |
| City | COSTA MESA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92626 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $25 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $25 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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