CHUNG CHARITABLE FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CHUNG CHARITABLE FOUNDATION INC (EIN 77-0607988)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-06
- IRS object ID
- 202342799349101004
- 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 Stock Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-06T14:27:01-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330943985 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOPHIA MC YANG & CO CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17534 VON KARMAN AVE | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | 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 | 770607988 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHUNG CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHUN | BusinessNameControlTxt |
| Phone | 9496608988 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 DOVE ST STE 300 | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINE CHUNG | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Signature | 2023-10-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHRISTINE | PersonFirstNm |
| Person Last | CHUNG | 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 | SOPHIA YANG | PreparerPersonNm |
| PTIN | P01343930 | PTIN |
| Phone | 9496518080 | 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 | $6,469,608 | 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 | $300,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $78,846 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $78,846 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $212,812 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $212,812 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $48,638 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $547,399 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $48,638 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $640,296 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $340,296 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $5,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,809 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,784 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $25 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $23,058 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $20,215 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $22 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $46,389 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,021 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,525 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $260,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $260,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $307,089 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,021 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $266,225 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $333,207 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $302,275 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,576,690 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,356,334 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,356,334 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $1,300,000 | OtherNtsAndLoansRcvblBOYAmt |
| Corporate Stock BOY | $2,728,853 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,582,416 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,113,274 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,605,543 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,938,750 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,469,608 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,605,542 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,938,749 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,605,542 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,938,749 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,605,543 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,938,750 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,605,542 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $333,207 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,938,749 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,938,749 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2479.000 HANESBRANDS INC | P | 2021-02-18 | 2022-02-17 | $37,698 | $44,471 | -$6,773 | -$6,773 |
| 4.000 META PLATFORMS INC | P | 2022-02-18 | 2022-11-14 | $464 | $834 | -$370 | -$370 |
| 36.000 META PLATFORMS INC | P | 2022-02-18 | 2022-11-14 | $4,173 | $7,504 | -$3,331 | -$3,331 |
| 20.000 SCHWAB US LARGE CAP ETF | P | 2021-07-14 | 2022-02-17 | $2,091 | $2,114 | -$23 | -$23 |
| 224.000 AUTO DATA PROCESSING | P | 2020-03-12 | 2022-09-29 | $50,712 | $29,727 | $20,985 | $20,985 |
| 185.000 CINTAX CORP | P | 2020-04-02 | 2022-09-29 | $71,807 | $30,117 | $41,690 | $41,690 |
| 4437.6890 DOUBLELINE TOTAL RETURN BOND I | P | 2020-09-10 | 2022-06-15 | $41,075 | $47,726 | -$6,651 | -$6,651 |
| 3540.6500 DOUBLELINE TOTAL RETURN BOND I | P | 2020-01-01 | 2022-09-29 | $31,600 | $38,056 | -$6,456 | -$6,456 |
| 322.000 HANESBRANDS INC | P | 2021-02-10 | 2022-02-17 | $4,897 | $6,069 | -$1,172 | -$1,172 |
| 2175.000 HANESBRANDS INC | P | 2021-02-10 | 2022-02-18 | $33,155 | $40,995 | -$7,840 | -$7,840 |
| 7.000 META PLATFORMS INC | P | 2020-02-11 | 2022-11-14 | $812 | $1,453 | -$641 | -$641 |
| 19.000 META PLATFORMS INC | P | 2020-02-11 | 2022-11-14 | $2,203 | $3,946 | -$1,743 | -$1,743 |
| 35.000 META PLATFORMS INC | P | 2020-02-11 | 2022-11-14 | $4,061 | $7,269 | -$3,208 | -$3,208 |
| 47.000 META PLATFORMS INC | P | 2020-02-11 | 2022-11-14 | $5,454 | $9,761 | -$4,307 | -$4,307 |
| 54.000 META PLATFORMS INC | P | 2020-02-11 | 2022-11-14 | $6,269 | $11,214 | -$4,945 | -$4,945 |
| 54.000 META PLATFORMS INC | P | 2020-02-11 | 2022-11-14 | $6,267 | $11,214 | -$4,947 | -$4,947 |
| 54.000 META PLATFORMS INC | P | 2020-02-11 | 2022-11-14 | $6,267 | $11,214 | -$4,947 | -$4,947 |
| 54.000 META PLATFORMS INC | P | 2020-02-11 | 2022-11-14 | $6,267 | $11,214 | -$4,947 | -$4,947 |
| 54.000 META PLATFORMS INC | P | 2020-02-11 | 2022-11-14 | $6,268 | $11,214 | -$4,946 | -$4,946 |
| 1717.000 SCHWAB US LARGE CAP ETF | P | 2019-03-01 | 2022-03-22 | $92,107 | $57,695 | $34,412 | $34,412 |
| 1633.000 SCHWAB US LARGE CAP ETF | P | 2021-07-14 | 2022-08-17 | $82,613 | $86,312 | -$3,699 | -$3,699 |
| 200.000 STRYKER CORP | P | 2020-03-20 | 2022-09-29 | $41,041 | $28,642 | $12,399 | $12,399 |
| Capital Gain Dividends | $10,098 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $48,638 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$10,497 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,202 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,202 | SubtotalAmt |
| Tax Based On Investment Income | $4,202 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,406 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,406 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $4,203 | OverpaymentAmt |
| Applied To ES Tax | $4,203 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTINE CHUNG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9496608988 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 DOVE ST STE 300 | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926602850 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| NELSON CHUNG | ||||||
| 1000 DOVE ST STE 300 | NEWPORT BEACH | CA | 926602850 | President | 1.00 | $0 |
| CHRISTINE CHUNG | ||||||
| 1000 DOVE ST STE 300 | NEWPORT BEACH | CA | 926602850 | Vice President | 1.00 | $0 |
| JENNIFER CHUNG | ||||||
| 1000 DOVE ST STE 300 | NEWPORT BEACH | CA | 926602850 | Vice President | 12.00 | $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 | $3,726,553 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,202,171 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $870,833 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,799,557 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,799,557 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $101,993 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,697,564 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $334,878 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $334,878 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,202 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,202 | TotalTaxAmt |
| Distributable Before Adj | $330,676 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $330,676 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $330,676 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $266,225 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $266,225 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $330,676 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $265,764 | UndistributedIncomePYAmt |
| Qualifying Distributions | $266,225 | QualifyingDistributionsAmt |
| Applied To Year1 | $265,764 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $461 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $330,215 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NELSON CHUNG | ContributingManagerNm |
| Contributing Manager | CHRISTINE CHUNG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FIDELITY CHARITABLE | |||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | NONE | PC | GENERAL & UNRESTRICTED | $223,100 |
| SOPHIE CHENG | |||||||
| 63 WINDINGWAY | IRVINE | CA | 92614 | NONE | I | SCHOLARSHIP | $3,500 |
| AMOS HEALTH HOPE | |||||||
| 3088 HABERLIEN RD | GIBSONIA | PA | 15044 | NONE | PC | GENERAL & UNRESTRICTED | $2,000 |
| CCLIFE | |||||||
| 670 BONDED PKWY | STREAMWOOD | IL | 60107 | NONE | PC | GENERAL AND UNRESTRICTED | $1,000 |
| BETHIA ACKERMAN | |||||||
| 36943 REGENCY PLANCE | PALMDALE | CA | 93552 | NONE | I | SCHOLARSHIP | $300 |
| SALLY CHENG | |||||||
| 63 WINDING WAY | IRVINE | CA | 92614 | NONE | I | SCHOLARSHIP | $500 |
| MARINERS CHRISTIAN SCHOOL | |||||||
| 300 FISCHER AVENUE | COSTA MESA | CA | 92626 | NONE | PC | GENERAL & UNRESTRICTED | $500 |
| ELIJAH WEN | |||||||
| 169 KENSINGTON PARK | IRVINE | CA | 92606 | NONE | I | SCHOLARSHIP | $10,000 |
| NINA NICOLE GONZALES | |||||||
| 376 SANTA ANA BARBARA | IRVINE | CA | 92606 | NONE | I | SCHOLARSHIP | $5,000 |
| COLUMBIA UNIVERSITY | |||||||
| 622 WEST 113TH ST MAIL CODE 4524 | NEW YORK | NY | 10025 | NONE | PC | GENERAL & UNRESTRICTED | $1,000 |
| UNIVERSITY OF CALIFORNIA BERKELEY | |||||||
| 1995 UNIVERSITY AVENUE SUITE 400 | BERKELEY | CA | 94704 | NONE | PC | GENERAL & UNRESTRICTED | $1,000 |
| KAYLEN OCAMPO | |||||||
| 621 N NEGLEY AVE APT 1B | PITTSBURGH | PA | 15206 | NONE | I | SCHOLARSHIP | $5,000 |
| TVT COMMUNITY DAY SCHOOL | |||||||
| 5200 BONITA CANYON DR | IRVINE | CA | 92603 | NONE | PC | GENERAL & UNRESTRICTED | $1,800 |
| CHOC FOUNDATION | |||||||
| 1201 WEST LA VETA AVENUE | ORANGE | CA | 92868 | NONE | PC | GENERAL & UNRESTRICTED | $2,000 |
| REFUGE CALVARY CHAPEL HUNTINGTON BE | |||||||
| 7800 EDINGER AVE | HUNTINGTON BEACH | CA | 92647 | NONE | PC | GENERAL & UNRESTRICTED | $2,000 |
| LOGOS EVANGELICAL SEMINARY | |||||||
| 9358 TELSTAR AVE | EL MONTE | CA | 91731 | NONE | PC | GENERAL & UNRESTRICTED | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $260,700 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $78,846 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $212,812 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $48,638 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $340,296 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $340,296 | 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 NELSON P | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 HORIZON STREET | AddressLine1Txt |
| City | NEWPORT COAST | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92657 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $300,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $5,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (46 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 40 HOVNANIAN ENTERPRISE INC CL A | $3,488 | $1,683 |
| 500 SPDR SER TR S&P HOMEBUILDERS ETF(XHB | $13,993 | $30,160 |
| 5000 BARRICK GOLD CORP COMN PV | $80,030 | $85,900 |
| 275 ARCONIC INC COM | ||
| 13348 SCHWAB US LARGE CAP ETF | $490,827 | $602,662 |
| 156.921 FIDELITY BLUE CHIP GROWTH | $17,286 | $17,647 |
| 470 3M CO | $76,397 | $56,362 |
| 2725 SCHWAB EMERGING MARKETS EQUITY ETF | $69,768 | $64,501 |
| 1544 SCHWAB US AGGREGATE BOND ETF | $82,451 | $70,484 |
| 7192.2400 DOUBLELINE TOTAL RETURN BD FD | $77,272 | $63,076 |
| 93.5830 RIVERNORTH DOUBLELINE ST RAT | $875 | $790 |
| 9075 SCHWAB INTERNATIONAL EQUITY ETF | $293,638 | $292,306 |
| 224 AUTO DATA PROCESSING | $29,727 | $53,505 |
| 189 CINTAS CORP | $30,768 | $85,356 |
| 1746 INTEL CORP | $110,622 | $46,147 |
| 738 MEDTRONIC PLC | $73,972 | $57,357 |
| 200 STRYKER CORP | $28,642 | $48,898 |
| 103 T ROWE PRICE GROUP | $14,169 | $11,233 |
| 22951.806 LORD ABBETT SHORT DURATI | $96,284 | $87,905 |
| 5303.6420 RIVERNORTH DOUBLELINE ST R | $54,036 | $44,657 |
| 1100 HOWMET AEROSPACE INC COM | $17,212 | $43,351 |
| 4976 HANESBRANDS INC | ||
| 272 LOCKHEED MARTIN CORP | $96,319 | $132,325 |
| 378 META PLATFORMS INC | ||
| 178 REGENERON PHARMS INC | $99,228 | $128,425 |
| 516 SNAP ON INC | $88,256 | $117,901 |
| 800 ARK INNOVATION ETF | $92,152 | $24,992 |
| 1600 EMERGING MRKTS INTERNET & EC ETF | $97,704 | $47,568 |
| 4800 KRANESHARES CSI CHINA INTERNET ETF | $304,580 | $144,960 |
| 4642.4740 SCHWAB US AGGREGATE BOND | $42,600 | $40,947 |
| 416 PIONEER NATURAL RES | $96,634 | $95,010 |
| 229 ZEBRA TECHNOLOGIES | $98,896 | $58,718 |
| 764 VANGUARD SHORT TERM | $44,718 | $44,174 |
| 400 AMERN TOWER CORP | $91,671 | $84,744 |
| 4400 FLEXSHARES TRUST MORNINGSTAR GLOBAL | $202,646 | $191,268 |
| 3100 ZIM INTEGRATED SHIPPING SERVICES | $197,437 | $53,289 |
| 275 ARCONIC CORPORATION | $2,256 | $5,819 |
| 50000 PETROLEO BRASILEIRO SA PETROBRAS | $476,450 | $532,500 |
| 1000 UBER TECHNOLOGIES INC COM | $29,834 | $24,730 |
| 10000 CRESCENT PT CORP CAD | $99,824 | $71,500 |
| 4000 GOLDEN OCEAN GROUP LTD | $53,677 | $34,892 |
| 7500 PETROLEO BRASILEIRO SA SPON ADR | $99,937 | $79,875 |
| 4100 ZIM INTEGRATED SHIPPING SERVICES LT | $243,039 | $70,479 |
| 600 VANECK AGRIBUSINESS ETF | $55,815 | $51,504 |
| 5000 INVESCO OPTIMUM YIELD DIVERSIFIED C | $93,690 | $73,900 |
| 20200 ENERGY TRANSFER LP UNITS LTD PARTN | $213,596 | $239,774 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK SERVICE CHARGE | Desc |
| Revenue And Expenses Per Books | $22 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $22 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| BOY Book Value | $1 | BOYBookValueAmt |
| EOY Book Value | $1 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| DELAWARE AGENT ANNUAL FEE | $25 | $0 | $0 | $25 |
| INVESTMENT MANAGEMENT SERVICES | $17,659 | $17,659 | $0 | $0 |
| PROFESSIONAL SERVICE FEE | $125 | $125 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAX | $2,843 | |
| FOREIGN TAX PAID ON DIVIDEND INCOME | $20,215 | $20,215 |
Comments