SUNBIRD FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
SUNBIRD FOUNDATION (EIN 87-3338337)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-03-18
IRS object ID
202320779349100402
Schema version
2022v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-03-18T10:49:57-00:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN223331336PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TEHFAH JAMES HO CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1288 ROUTE 22 WESTAddressLine1Txt
CityGREEN BROOKCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08812ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN873338337EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SUNBIRD FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSUNBBusinessNameControlTxt
Phone7325603551PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 QUAIL RUNAddressLine1Txt
CityWARRENCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07059ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHING-I HSUPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7325603551PhoneNum
Signature2023-03-16SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHING-IPersonFirstNm
Person LastHSUPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTEHFAH J HOPreparerPersonNm
PTINP00473357PTIN
Phone7324240044PhoneNum
Preparation2023-03-18PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$612,786FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Interest On Sav Rev And Expnss$3InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,527DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,527DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$112,710OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$112,710OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$114,240TotalRevAndExpnssAmt
Total Net Invst Incm$114,240TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$3,300OtherProfFeesRevAndExpnssAmt
Other Expenses Rev And Expnss$631OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$3,931TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,931TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$110,309ExcessRevenueOverExpensesAmt
Net Investment Income$114,240NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$14,819CashEOYAmt
Cash EOYFMV$14,819CashEOYFMVAmt
Other Investments BOY$501,998OtherInvestmentsBOYAmt
Other Investments EOY$597,967OtherInvestmentsEOYAmt
Other Investments EOYFMV$597,967OtherInvestmentsEOYFMVAmt
Total Assets BOY$501,998TotalAssetsBOYAmt
Total Assets EOY$612,786TotalAssetsEOYAmt
Total Assets EOYFMV$612,786TotalAssetsEOYFMVAmt
Accounts Payable BOY$396AccountsPayableBOYAmt
Accounts Payable EOY$396AccountsPayableEOYAmt
Total Liabilities BOY$396TotalLiabilitiesBOYAmt
Total Liabilities EOY$396TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$501,602NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$612,390NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$501,602TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$612,390TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$501,998TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$612,786TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$501,602TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$110,309ExcessRevenueOverExpensesAmt
Other Increases$479OtherIncreasesAmt
Subtotal$612,390SubtotalAmt
Tot Net Ast Or Fund Balances EOY$612,390TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,588InvestmentIncomeExciseTaxAmt
Subtotal$1,588SubtotalAmt
Tax Based On Investment Income$1,588TaxBasedOnInvestmentIncomeAmt
Tax Due$1,588TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Phone7325603551PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line130 QUAIL RUNAddressLine1Txt
CityWARRENCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07059ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYYes (true)UndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
CHING-I HSU
30 QUAIL RUNWARRENNJ07059PRESIDENT001.00$0
ESTHER A HSU
30 QUAIL RUNWARRENNJ07059BOARD MEMBER001.00$0
MATTHEW H HSU
4130 GREENBUSH AVESHERMAN OAKSCA91423BOARD MEMBER001.00$0
HENRY W HSU
6 LANNING WAYHILLSBOROUGHNJ08844BOARD MEMBER001.00$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$17,240AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$17,240TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$17,240AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$259CashDeemedCharitableAmt
Net Vl Noncharitable Assets$16,981NetVlNoncharitableAssetsAmt
Minimum Investment Return$849MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$849MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,588TaxBasedOnInvestmentIncomeAmt
Total Tax$1,588TotalTaxAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Undistributed Income PY$24,723UndistributedIncomePYAmt
Excess Distribution Cyov Yr1$24,723ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$24,723TotalExcessDistributionCyovAmt
Total Corpus$24,723TotalCorpusAmt
Taxable2$24,723Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$24,723ExcessDistriCyovToNextYrAmt
Excess From Year1$24,723ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,527ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescK-1 income from Pollack LTH LLCDesc
Exclusion14ExclusionCd
Exclusion$112,710ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$114,240ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$114,240TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemInvestment in Hsu Property Holdings, LLCCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$597,967BookValueAmt
EOYFMV$597,967EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFiling feeDesc
Revenue And Expenses Per Books$631RevenueAndExpensesPerBooksAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescK-1 income from Pollack LTH LLCDesc
Revenue And Expenses Per Books$112,710RevenueAndExpensesPerBooksAmt
Net Investment Income$112,710NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescTax exempt income from K-1Desc
Amt$479Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryLegal feeCategoryTxt
Amt$3,300Amt

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