KCAL INS FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- KCAL INS FOUNDATION (EIN 20-8035570)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-26
- IRS object ID
- 202302999349100335
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-26T12:42:25-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208035570 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KCAL Ins Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KCAL | BusinessNameControlTxt |
| Phone | 6262728288 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2140 S HACIENDA BLVD SUITE A | AddressLine1Txt |
| City | HACIENDA HEIGHTS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91745 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHUNG HWEI CHANG | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Phone | 6262728288 | PhoneNum |
| Signature | 2023-10-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHUNG HWEI | PersonFirstNm |
| Person Last | CHANG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,286,216 | 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 | $195,004 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $29,178 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $29,178 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $29,178 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $26,520 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,520 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $26,520 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $119,450 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $844,034 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $119,450 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12,688 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $12,688 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $382,840 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $187,836 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $55,698 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,937 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,937 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $4,777 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $4,777 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,544 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $525 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,019 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $49 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $49 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $22,807 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,788 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,519 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $80,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $80,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $103,307 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,788 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $88,019 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $279,533 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $170,048 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $55,698 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,624 | CashBOYAmt |
| Cash EOY | $1,386 | CashEOYAmt |
| Cash EOYFMV | $7,203 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $290,926 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $199,342 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $225,842 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $731,312 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,003,011 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $913,502 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $253,356 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $487,246 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $447,600 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $968,900 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $836,264 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $692,069 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $3,402 | OtherAssetsEOYAmt |
| Total Assets BOY | $2,251,118 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,530,651 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,286,216 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,251,118 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,530,651 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,251,118 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,530,651 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,251,118 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,530,651 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,251,118 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $279,533 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,530,651 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,530,651 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (38 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 30000.000 JPMorgan Chase & 6275 *62OC31 | P | 2021-01-05 | 2022-10-31 | $30,000 | $30,212 | -$212 | -$212 |
| 869.000 CHEVRON CORP | D | 2020-09-25 | 2022-12-22 | $150,198 | $62,193 | $88,005 | $88,005 |
| 2495.000 EXXON MOBIL CORP | D | 2020-03-03 | 2022-12-22 | $265,462 | $132,811 | $132,651 | $132,651 |
| 365 Credit Suisse Group Sponsd Adr | P | 2022-04-06 | 2022-08-01 | $2,098 | $2,801 | -$703 | -$703 |
| 64 Alibaba Group Hldg Ltd | P | 2021-01-05 | 2022-08-17 | $5,772 | $16,357 | -$10,585 | -$10,585 |
| 20 Apple Inc. | P | 2021-06-28 | 2022-08-17 | $3,486 | $2,700 | $786 | $786 |
| 112 Bank of America Corp | P | 2021-01-05 | 2022-08-17 | $4,060 | $3,366 | $694 | $694 |
| 91 Bristol Myers Squibb Co | P | 2021-01-05 | 2022-08-17 | $6,819 | $5,561 | $1,258 | $1,258 |
| 1152 Credit Suisse Group Sponsd Adr | P | 2021-06-28 | 2022-08-01 | $6,623 | $13,731 | -$7,108 | -$7,108 |
| 0.4 GSK Plc Adr | P | 2021-06-28 | 2022-07-21 | $16 | $16 | ||
| 193 Haleon Plc Adr | P | 2021-06-28 | 2022-08-17 | $1,183 | $1,403 | -$220 | -$220 |
| 19 Ishares Msci Taiwan Etf | P | 2021-05-04 | 2022-08-17 | $1,001 | $1,173 | -$172 | -$172 |
| 98 JD Com Inc Spon Adr Cl A | P | 2020-09-23 | 2022-08-17 | $5,484 | $7,304 | -$1,820 | -$1,820 |
| 82 JPMorgan Chase & Co | P | 2021-01-05 | 2022-08-01 | $9,359 | $9,610 | -$251 | -$251 |
| 29 Meta Platforms Inc Cl A | P | 2021-01-05 | 2022-03-15 | $5,429 | $7,959 | -$2,530 | -$2,530 |
| 162 Nio Inc Spon Ads | P | 2021-06-28 | 2022-08-01 | $3,254 | $8,938 | -$5,684 | -$5,684 |
| 8 Organon & Co | P | 2021-01-05 | 2022-08-17 | $248 | $306 | -$58 | -$58 |
| 410 Petroleo Brasileiro Sa | P | 2021-01-05 | 2022-08-17 | $5,719 | $4,612 | $1,107 | $1,107 |
| 726 Tata Motors Ltd | P | 2021-01-05 | 2022-12-08 | $18,120 | $6,583 | $11,537 | $11,537 |
| 551 Tencent Music Entmt Group Spon | P | 2021-01-05 | 2022-08-01 | $2,122 | $8,497 | -$6,375 | -$6,375 |
| 90.961 Warner Bros Discovery Inc Ser | P | 2021-01-05 | 2022-08-17 | $1,214 | $2,718 | -$1,504 | -$1,504 |
| 43 3M Company | P | 2021-01-05 | 2022-08-01 | $6,149 | $7,324 | -$1,175 | -$1,175 |
| 0.6558 Ishares Semiconductor | P | 2021-10-01 | 2022-07-14 | $231 | $290 | -$59 | -$59 |
| 0.4275 Ishares Semiconductor | P | 2021-12-20 | 2022-07-14 | $150 | $219 | -$69 | -$69 |
| 0.0731 Ishares Semiconductor | P | 2022-01-06 | 2022-07-14 | $26 | $39 | -$13 | -$13 |
| 0.116 Ishares Semiconductor | P | 2022-03-31 | 2022-07-14 | $41 | $56 | -$15 | -$15 |
| 0.343 Ishares Semiconductor | P | 2022-03-31 | 2022-07-14 | $121 | $165 | -$44 | -$44 |
| 0.4436 Ishares Semiconductor | P | 2022-06-16 | 2022-07-14 | $156 | $158 | -$2 | -$2 |
| 500 Snap Inc | P | 2021-03-03 | 2022-01-03 | $23,615 | $29,688 | -$6,073 | -$6,073 |
| 100 Ishares Semiconductor | P | 2021-01-08 | 2022-07-14 | $35,212 | $40,119 | -$4,907 | -$4,907 |
| 150 Ishares Semiconductor | P | 2021-01-14 | 2022-07-14 | $52,818 | $62,669 | -$9,851 | -$9,851 |
| 0.4343 Ishares Semiconductor | P | 2021-04-01 | 2022-07-14 | $153 | $189 | -$36 | -$36 |
| 0.2933 Ishares Semiconductor | P | 2021-06-17 | 2022-07-14 | $103 | $128 | -$25 | -$25 |
| 400 Match Group Inc New | P | 2020-08-25 | 2022-03-14 | $34,212 | $44,816 | -$10,604 | -$10,604 |
| 675 Match Group Inc New | P | 2020-08-25 | 2022-03-14 | $57,733 | $75,347 | -$17,614 | -$17,614 |
| 150 SalesForce Inc | P | 2020-08-07 | 2022-04-22 | $25,948 | $29,873 | -$3,925 | -$3,925 |
| 20 Shopify Inc Shop | P | 2020-09-08 | 2022-04-22 | $9,182 | $18,619 | -$9,437 | -$9,437 |
| 1200 SPDR S&P Retail Etf | P | 2021-01-12 | 2022-07-14 | $70,517 | $86,034 | -$15,517 | -$15,517 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $119,450 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$6,978 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,364 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,364 | SubtotalAmt |
| Tax Based On Investment Income | $2,364 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,772 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,772 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $6 | EsPenaltyAmt |
| Overpayment | $3,402 | OverpaymentAmt |
| Applied To ES Tax | $3,402 | 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 | false | 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 | CHUNG HWEI CHANG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6262728288 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2140 S HACIENDA BLVD SUITE A | AddressLine1Txt |
| City | HACIENDA HEIGHTS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91745 | 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JOAN QUANG HANG | ||||||
| 1455 ESTELLA ST | BALDWIN PARK | CA | 91706 | Director | 5.00 | $0 |
| CHUNG HWEI CHANG | ||||||
| 1839 VALLECITO DR | HACIENDA HEIGHTS | CA | 91745 | Secretary | 5.00 | $0 |
| ANGELA L CHANG | ||||||
| 20 LAKESIDE DR | BUENA PARK | CA | 90621 | Director | 5.00 | $0 |
| I-HSIN LIU | ||||||
| 1801 S 2ND AVE | ARCADIA | CA | 91006 | Director | 5.00 | $0 |
| KENNY CHANG | ||||||
| 1839 VALLECITO DR | HACIENDA HEIGHTS | CA | 91745 | President & CEO | 5.00 | $0 |
| JESSICA TUNG | ||||||
| 3618 BARNES AVE 12 | BALDWIN PARK | CA | 91706 | CFO | 5.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,749,549 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $388,896 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,138,445 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,138,445 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,077 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,106,368 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $105,318 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $105,318 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,364 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,364 | TotalTaxAmt |
| Distributable Before Adj | $102,954 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $102,954 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $102,954 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $88,019 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $88,019 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $102,954 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $7,802 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $36,968 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,367 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $52,137 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $88,019 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $88,019 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $14,935 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $14,935 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $37,202 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $37,202 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $29,835 | ExcessFromYear2Amt |
| Excess From Year1 | $7,367 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHUNG HWEI CHANG | ContributingManagerNm |
| Contributing Manager | KENNY CHANG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CALIFORNIA ASIAN PEACE OFFICERS ASSOCIAT | |||||||
| PO BOX 538 | SAN GABRIEL | CA | 91778 | NONE | PC | CHARITABLE PURPOSE | $1,000 |
| SOUTHERN CALIFORNIA COUNCIL OF CHINESE S | |||||||
| 863 EAST MOUNTAIN WAY UNIT B | AZUSA | CA | 91702 | NONE | PC | CHARITABLE PURPOSE | $4,900 |
| BUDDHAS LIGHT INTERNATIONAL LOS ANGELES | |||||||
| 1409 N WALNUT GROVE AVE | ROSEMEAD | CA | 91770 | NONE | PC | CHARITABLE PURPOSE | $7,000 |
| ACE NEXTGEN | |||||||
| PO BOX 51471 | BOSTON | MA | 02205 | NONE | PC | CHARITABLE PURPOSE | $10,000 |
| INTERNATIONAL BUDDHIST PROGRESS SOCIETY | |||||||
| 3456 GLENMARK DR | HACIENDA HEIGHTS | CA | 91745 | NONE | PC | CHARITABLE PURPOSE | $30,000 |
| TAIWAN CENTER FOUNDATION OF GREATER LA | |||||||
| 3001 WALNUT GROVE AVE | ROSEMEAD | CA | 91770 | NONE | PC | CHARITABLE PURPOSE | $2,000 |
| ASIAN BUSINESS CENTER | |||||||
| 767 NORTH HILL STREET SUITE 308 | LOS ANGELES | CA | 90012 | NONE | PC | CHARITABLE PURPOSE | $6,500 |
| GOLD HOUSE FOUNDATION INC | |||||||
| 340 S LEMON AVE 5118 | WALNUT | CA | 91789 | NONE | PC | CHARITABLE PURPOSE | $10,000 |
| WILSON STEM BOOSTER CLUB | |||||||
| 422 TURNBULL CANYON RD | CITY OF INDUSTRY | CA | 91745 | NONE | PC | CHARITABLE PURPOSE | $500 |
| CHINESE AMERICAN CEO FUND | |||||||
| 19535 E WALNUT DR S | CITY OF INDUSTRY | CA | 91748 | NONE | PC | CHARITABLE PURPOSE | $1,000 |
| CHIEN KUO HIGH SCHOOL ALUMNI ASSOCIATION | |||||||
| 20008 EMERALD MEADOW DR | WALNUT | CA | 91789 | NONE | PC | CHARITABLE PURPOSE | $500 |
| NATIONAL ASIAN PEACE OFFICERS ASSC | |||||||
| PO BOX 1971 | SPRING VALLEY | CA | 91979 | NONE | PC | CHARITABLE PURPOSE | $1,000 |
| INTERNATIONAL CREATIVE CLASS ALLIANCE | |||||||
| 17890 CASTLETON ST SUITE 102 | CITY OF INDUSTRY | CA | 91748 | NONE | PC | CHARITABLE PURPOSE | $1,000 |
| ELITE PERFORMING ARTS GROUP USA | |||||||
| 1405 SAN MARINO AVE STE 101 | SAN MARINO | CA | 91108 | NONE | PC | CHARITABLE PURPOSE | $1,500 |
| TAIWANESE AMERICAN CITIZENS LEAGUE | |||||||
| 2443 FILLMORE STREET380-9501 | SAN FRANCISCO | CA | 94115 | NONE | PC | CHARITABLE PURPOSE | $1,000 |
| INTERNATIONAL HUMANITARIAN MISSIONS | |||||||
| 9741 BOLSA AVE 201 | WESTMINSTER | CA | 92683 | NONE | PC | CHARITABLE PURPOSE | $500 |
| ASIAN HUSTLE NETWORK FOUNDATION INC | |||||||
| 636 CRYING BIRD AVE | LAS VEGAS | NV | 89178 | NONE | PC | CHARITABLE PURPOSE | $600 |
| CENTER FOR ASIAN AMERICANS UNITED FOR SE | |||||||
| 360 E 2ND STREET SUITE 819 | LOS ANGELES | CA | 90012 | NONE | PC | CHARITABLE PURPOSE | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $80,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,178 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,520 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,688 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $119,450 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $68,386 | ExclusionAmt |
| Related Or Exempt Function Incm | $119,450 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $187,836 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| Chang Family Trust | ||||||
| 1 | 1839 Vallecito Dr | Hacienda Heights | CA | 91745 | $148,986 | Yes (X) |
| Chang Family Trust | ||||||
| 2 | 1839 Vallecito Dr | Hacienda Heights | CA | 91745 | $265,194 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 869 SHARES OF CHEVRON CORP (CVX) | $148,986 | 2022-12-20 |
| 2 | 2,495 SHARES EXXON MOBILE CORPORATION (XOM) | $265,194 | 2022-12-20 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal and Professional - Accounting Fee | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $487,246 | EOYBookValueAmt |
| EOYFMV | $447,600 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $1,003,011 | EOYBookValueAmt |
| EOYFMV | $913,502 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUND | AT COST | $433,171 | $359,957 |
| FIXED-RATE CAPITAL SECURITIES | AT COST | $374,270 | $306,698 |
| EXCHANGE-TRADED & CLOSED-END FUNDS | AT COST | $28,823 | $25,414 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Prepaid Excise Tax | Desc |
| EOY Book Value | $3,402 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment Loss | Desc |
| Revenue And Expenses Per Books | $49 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $49 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $12,688 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $12,688 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Advisory Fee | CategoryTxt |
| Amt | $9,937 | Amt |
| Net Investment Income | $9,937 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Attorney General's Registry of Charitabl | $100 | $100 | |
| Excise Tax | $4,919 | $4,919 | |
| Foreign Tax Paid | $525 | $525 |
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