SUNBIRD FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
SUNBIRD FOUNDATION (EIN 87-3338337)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-13
IRS object ID
202541339349104129
Schema version
2024v5.1
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)
Return2025-05-13T10:56:34-00:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN474742459PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CAROL C 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 Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCAROL C HOPreparerPersonNm
PTINP01210270PTIN
Phone7324240044PhoneNum
Preparation2025-05-13PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$669,880FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$92,123ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$6,017DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,017DividendsNetInvstIncmAmt
Gross Sales Price$50,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$46,896OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$46,896OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$51,244TotalRevAndExpnssAmt
Total Net Invst Incm-$40,879TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$15,221AccountingFeesRevAndExpnssAmt
Interest Rev And Expnss$241InterestRevAndExpnssAmt
Taxes Rev And Expnss$16,872TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$26OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$32,360TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$30,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$30,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$62,860TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$30,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$11,616ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$11,538CashBOYAmt
Cash EOY$51,187CashEOYAmt
Cash EOYFMV$51,187CashEOYFMVAmt
Prepaid Expenses BOY$26,800PrepaidExpensesBOYAmt
Prepaid Expenses EOY$9,928PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$9,928PrepaidExpensesEOYFMVAmt
Corporate Stock EOY$10,329CorporateStockEOYAmt
Corporate Stock EOYFMV$11,014CorporateStockEOYFMVAmt
Other Investments BOY$638,243OtherInvestmentsBOYAmt
Other Investments EOY$597,751OtherInvestmentsEOYAmt
Other Investments EOYFMV$597,751OtherInvestmentsEOYFMVAmt
Total Assets BOY$676,581TotalAssetsBOYAmt
Total Assets EOY$669,195TotalAssetsEOYAmt
Total Assets EOYFMV$669,880TotalAssetsEOYFMVAmt
Accounts Payable BOY$9,863AccountsPayableBOYAmt
Accounts Payable EOY$30,000AccountsPayableEOYAmt
Loans From Officers BOY$30,000LoansFromOfficersBOYAmt
Loans From Officers EOY$13,500LoansFromOfficersEOYAmt
Total Liabilities BOY$39,863TotalLiabilitiesBOYAmt
Total Liabilities EOY$43,500TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$636,718NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$625,695NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$636,718TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$625,695TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$676,581TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$669,195TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$636,718TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$11,616ExcessRevenueOverExpensesAmt
Other Increases$710OtherIncreasesAmt
Subtotal$625,812SubtotalAmt
Other Decreases$117OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$625,695TotNetAstOrFundBalancesEOYAmt

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 PYfalseUndistributedIncomePYInd
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
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

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$7,245AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,245TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$7,245AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$109CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,136NetVlNoncharitableAssetsAmt
Minimum Investment Return$357MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$357MinimumInvestmentReturnAmt
Distributable Before Adj$357DistributableBeforeAdjAmt
Distributable Before Ded$357DistributableBeforeDedAmt
Distributable As Adjusted$357DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$30,500ExpensesAndContributionsAmt
Qualifying Distributions$30,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$357DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$24,723ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$31,600ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$56,323TotalExcessDistributionCyovAmt
Qualifying Distributions$30,500QualifyingDistributionsAmt
Applied To Current Year$357AppliedToCurrentYearAmt
Remaining Distri From Corpus$30,143RemainingDistriFromCorpusAmt
Total Corpus$86,466TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$86,466ExcessDistriCyovToNextYrAmt
Excess From Year3$24,723ExcessFromYear3Amt
Excess From Year1$31,600ExcessFromYear1Amt
Excess From Current Year$30,143ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Brown University
75 Waterman StProvidenceRI02912Education$30,000
North American Taiwanese Women's Assoc
1212 Tea Rose CirSan JoseCA95131Donation$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$30,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Revenue Dtl ProgramServiceRevenueDtl

FieldValueIRS element (for citing)
DescDonationDesc

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,017ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescK-1 income from Pollack LTH LLCDesc
Exclusion14ExclusionCd
Exclusion-$46,896ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$40,879ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$40,879TotalIncomeProducingActyAmt

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
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
PROFESSOR CHEN WEN CHEN MEMORIAL FU
1PO BOX 136KINGSTONNJ08528$32,000Yes (X)
CHING-I HSU
230 QUAIL RUNWARRENNJ07059$60,123Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash PropertyVANGUARD ACCOUNT 29111040NoncashPropertyDesc
Fair Market Value$60,123FairMarketValueAmt
Received2024-12-19ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryCPACategoryTxt
Amt$15,221Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetVANGUARDAssetDesc
Acquired2024-12AcquiredDt
How AcquiredDHowAcquiredTxt
Sold2024-12SoldDt
Gross Sales Price$50,000GrossSalesPriceAmt
Basis$50,000BasisAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockVanguadStockNm
EOY Book Value$10,329EOYBookValueAmt
EOYFMV$11,014EOYFMVAmt

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$597,751BookValueAmt
EOYFMV$597,751EOYFMVAmt

Loans From Officers Schedule LoansFromOfficersSchedule

Loans From Officer LoansFromOfficerGrp

FieldValueIRS element (for citing)
Lender PersonEsther HsuLenderPersonNm
TitleDirectorTitleTxt
Loan Original$30,000LoanOriginalAmt
Balance Due$13,500BalanceDueAmt
Note2023-12NoteDt
Interest0000000000.060000000000InterestRt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescLoss on Disposition of property Sec 179 from K-1Desc
Amt$117Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
Bank fees$15
Office Expense$11

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescK-1 income from Pollack LTH LLCDesc
Revenue And Expenses Per Books-$46,896RevenueAndExpensesPerBooksAmt
Net Investment Income-$46,896NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescTax exempt income from K-1Desc
Amt$710Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2023 990T TaxCategoryTxt
Amt$16,872Amt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.