SEAN AND CHRISTINE YU PRIVATE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SEAN AND CHRISTINE YU PRIVATE FOUNDATION (EIN 46-3463008)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202343179349100749
- 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 Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T15:59:25-08:00 | 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 | 463463008 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEAN AND CHRISTINE YU PRIVATE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SEAN | BusinessNameControlTxt |
| Phone | 6262038082 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 920 HILLCREST PLACE | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91106 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHUNG HSIEO YU | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Phone | 6262038082 | PhoneNum |
| Signature | 2023-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Sean | PersonFirstNm |
| Person Last | Yu | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | 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 | $969,112 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,596 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,596 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $302 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $302 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,969 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,186 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,969 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $38,195 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $38,195 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $551,062 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $51,062 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $2,378 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,378 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $4,400 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $66 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $66 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $120 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $120 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $153,422 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $99,820 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $51,269 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $160,386 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $102,264 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $55,789 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $494,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $494,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $654,386 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $102,264 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $549,789 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$103,324 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $246,387 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $73,570 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $73,570 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,217 | CorporateStockBOYAmt |
| Other Investments BOY | $557,257 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $636,343 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $895,542 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $813,861 | TotalAssetsBOYAmt |
| Total Assets EOY | $709,913 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $969,112 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $624 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $624 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $813,237 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $709,913 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $813,237 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $709,913 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $813,861 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $709,913 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $813,237 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$103,324 | ExcessRevenueOverExpensesAmt |
| Subtotal | $709,913 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $709,913 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 1202.000 DUN & BRADSTREET HLDGS INC | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2019-02-01 | AcquiredDt |
| Sold | 2022-04-22 | SoldDt |
| Gross Sales Price | $20,186 | GrossSalesPriceAmt |
| Cost Or Other Basis | $10,217 | CostOrOtherBasisAmt |
| Gain Or Loss | $9,969 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $9,969 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,969 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.guidestar.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEAN YU | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6262038082 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 920 HILLCREST PLACE | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CHRISTINE YU | ||||||
| 920 HILLCREST PLACE | PASADENA | CA | 91106 | CEO | 2.00 | $0 |
| CHUNG HSIEO YU | ||||||
| 920 HILLCREST PLACE | PASADENA | CA | 91106 | Secretary | 2.00 | $0 |
| SANDY YU | ||||||
| 920 HILLCREST PLACE | PASADENA | CA | 91106 | CFO | 1.00 | $0 |
| RILEY YU | ||||||
| 920 HILLCREST PLACE | PASADENA | CA | 91106 | Director | 1.00 | $0 |
| AVERY AUDREY YU | ||||||
| 920 HILLCREST PLACE | PASADENA | CA | 91106 | Director | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,073,552 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $113,266 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,186,818 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,186,818 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,802 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,169,016 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $58,451 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $58,451 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $58,451 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $58,451 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $58,451 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $549,789 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $549,789 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $58,451 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $229,559 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $255,597 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $283,439 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $418,889 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,187,484 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $549,789 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $58,451 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $491,338 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,678,822 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,678,822 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $229,559 | ExcessFromYear4Amt |
| Excess From Year3 | $255,597 | ExcessFromYear3Amt |
| Excess From Year2 | $283,439 | ExcessFromYear2Amt |
| Excess From Year1 | $418,889 | ExcessFromYear1Amt |
| Excess From Current Year | $491,338 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHUNG HSIEO YU | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Cal Poly Pomona Foundation Inc | |||||||
| 3801 West Temple Avenue Bldg 55 | Pomona | CA | 91768 | N/A | PC | Charitable Purpose | $150,000 |
| Methodist Hospital Foundation | |||||||
| 300 W Huntington Drive | Arcadia | CA | 91007 | N/A | PC | Charitable Purpose | $2,000 |
| BOYS & GIRLS CLUBS OF PASADENA | |||||||
| 3230 E DEL MAR BLVD | PASADENA | CA | 91107 | N/A | PC | Charitable Purpose | $3,000 |
| Buddhist Tzu Chi Foundation | |||||||
| 1100 S Valley Center Ave | San Dimas | CA | 91773 | N/A | PC | Charitable Purpose | $1,000 |
| The University of Chicago | |||||||
| 5235 S Harper Court Suite 450 | Chicago | IL | 60615 | N/A | PC | Charitable Purpose | $140,000 |
| Taiwan Center Foundation of Greater LA | |||||||
| 3001 Walnut Grove Ave | Rosemead | CA | 91770 | N/A | PC | Charitable Purpose | $24,000 |
| HUNTINGTON MEMORIAL HOSPITAL | |||||||
| 100 W CALIFORNIA BOULEVARD | PASADENA | CA | 91105 | N/A | PC | Charitable Purpose | $20,000 |
| TAIWANESE AMERICAN SCHOLARSHIP FUND | |||||||
| PO BOX 60074 | PASADENA | CA | 91116 | N/A | PC | Charitable Purpose | $100,000 |
| ARMORY CENTER FOR THE ARTS | |||||||
| 145 N RAYMOND AVE | PASADENA | CA | 91103 | N/A | PC | Charitable Purpose | $2,500 |
| SHOES THAT FIT | |||||||
| 1420 N CLAREMONT BLVD SUITE 204A | CLAREMONT | CA | 91711 | N/A | PC | CHARITABLE PURPOSE | $500 |
| SINO AMERICAN CPA ASSOCIATION | |||||||
| 17890 CASTLETON ST | CITY OF INDUSTRY | CA | 91748 | N/A | PC | CHARITABLE PURPOSE | $3,000 |
| The Huntington Library Art Museu and B | |||||||
| 1151 Oxford Rd | San Marino | CA | 91108 | N/A | PC | Charitable Purpose | $2,500 |
| ASIAN PACIFIC CPA ASSOCIATION | |||||||
| 2707 E VALLEY BLVD STE 303 | WEST COVINA | CA | 91792 | N/A | PC | Charitable Purpose | $2,000 |
| OPERATION GRATITUDE | |||||||
| 19748 DEARBORN ST | CHATSWORTH | CA | 91311 | N/A | PC | Charitable Purpose | $500 |
| SOUTHERN CALIFORNIA ACADEMY | |||||||
| 19840 NORDHOFF PL | NORTHRIDGE | CA | 91311 | N/A | PC | Charitable Purpose | $1,000 |
| CHRIST LUTHERAN SCHOOL | |||||||
| 311 S CITRUS STREET | WEST COVINA | CA | 91791 | N/A | PC | Charitable Purpose | $1,000 |
| UC DAVIS FOUNDATION | |||||||
| ONE SHIELDS AVENUE | DAVIS | CA | 95616 | N/A | PC | Charitable Purpose | $25,000 |
| STUF UNITED FUND | |||||||
| 3110 WHITESTONE EXPY | COLLEGE POINT | NY | 11354 | N/A | PC | Charitable Purpose | $2,000 |
| ACTIVE MINDS | |||||||
| 2001 S STREET NW SUITE 700 | WASHINGTON DC | DC | 20009 | N/A | PC | Charitable Purpose | $2,000 |
| USC PACIFIC ASIA MUSEUM | |||||||
| 46 N LOS ROBLES AVE | PASADENA | CA | 91101 | N/A | PC | Charitable Purpose | $5,000 |
| UNIVERSITY OF THE WEST | |||||||
| 1409 WALNUT GROVE AVE | ROSEMEAD | CA | 91770 | N/A | PC | Charitable Purpose | $5,000 |
| TAIWANESE CHAMBER OF COMMERCE IN ORANGE | |||||||
| 1 LEAGUE 60891 | IRVINE | CA | 92602 | N/A | PC | Charitable Purpose | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $494,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,596 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $302 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 43 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $9,969 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Gain | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $38,194 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $41,093 | ExclusionAmt |
| Related Or Exempt Function Incm | $9,969 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $51,062 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CHUNG HSIEO YU | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 920 HILLCREST PLACE | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fee | CategoryTxt |
| Amt | $4,400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,400 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Partnership Investment | AT COST | $436,343 | $693,965 |
| MUTUAL FUND | AT COST | $200,000 | $201,577 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal and Professional | CategoryTxt |
| Legal Fees | $2,378 | LegalFeesAmt |
| Net Investment Income | $2,378 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Auto Expense | $291 | ||
| Dues and Subscription | $656 | $656 | |
| Investment Expense | $10,494 | $10,494 | |
| Investment Loss | $89,326 | $89,326 | |
| Office Expense | $2,042 | ||
| Program Service - Conference | $8,024 | $8,024 | |
| Program Service - Travel | $42,589 | $42,589 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Other Investment Gain | $38,194 | $38,194 |
| Other Investment Income | $1 | $1 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHUNG HSIEO YU | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 920 HILLCREST PLACE | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91106 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Attorney Generals Registry | $100 | $100 |
| Secretary of State | $20 | $20 |
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