ROBERT CHINN FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT CHINN FOUNDATION (EIN 91-1364167)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2022-02-17
- IRS object ID
- 202200489349100405
- Schema version
- 2020v4.2
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-02-17T13:48:10-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2707 COLBY AVENUE SUITE 801 | AddressLine1Txt |
| City | EVERETT | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911364167 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT CHINN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 4158528856 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 281 E COLORADO BOULEVARD NO 2245 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHANIE GARRETT | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4158528856 | PhoneNum |
| Signature | 2022-02-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEPHANIE | PersonFirstNm |
| Person Last | GARRETT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | COLLEEN RAMIRES | PreparerPersonNm |
| PTIN | P01251320 | PTIN |
| Phone | 4252597227 | PhoneNum |
| Preparation | 2022-02-16 | PreparationDt |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,548,263 | 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 | $28,608 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $96 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $96 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $103,214 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $103,214 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $252,130 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,631,332 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $252,130 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $30,447 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $65 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $30,382 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $414,495 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $355,505 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $30,382 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $183,917 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $183,917 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $31,009 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $31,009 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $37,871 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $18,936 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $18,936 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $22,902 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,902 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,114 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $114 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $8,338 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $8,338 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $12,093 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $12,093 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $691,344 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $30,382 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $660,962 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $989,588 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,838 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $30,382 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $915,369 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $989,588 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,838 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $30,382 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $915,369 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$575,093 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $313,667 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $40,545 | CashBOYAmt |
| Cash EOY | $607,224 | CashEOYAmt |
| Cash EOYFMV | $607,224 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $699,169 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $86,004 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $86,004 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,094,948 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,771,323 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,687,460 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $842,001 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $700,229 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $728,494 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $335,293 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $421,983 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $439,081 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,011,956 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,586,763 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,548,263 | TotalAssetsEOYFMVAmt |
| Mortgages And Notes Payable EOY | $149,900 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $149,900 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,291,867 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,291,867 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $3,620,226 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $3,620,226 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$900,137 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,475,230 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,011,956 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,436,863 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,011,956 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,586,763 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,011,956 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$575,093 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,436,863 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,436,863 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - LONG TERM | $1,316,525 | $1,087,636 | $228,889 | $228,889 |
| PUBLICLY TRADED SECURITIES - SHORT TERM | $314,807 | $291,566 | $23,241 | $23,241 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $252,130 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,360 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,360 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,360 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,685 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,685 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,325 | OverpaymentAmt |
| Applied To ES Tax | $2,325 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.ROBERTCHINNFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAKI HSIEH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4158528856 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1640 VICTORY BOULEVARD | AddressLine1Txt |
| City | GLENDALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JIM REED | ||||||||
| 281 E COLORADO BOULEVARD NO 2245 | PASADENA | CA | 91102 | CHAIRMAN | 2.00 | $0 | $0 | $0 |
| KAREN WONG | ||||||||
| 281 E COLORADO BOULEVARD NO 2245 | PASADENA | CA | 91102 | PRESIDENT | 20.00 | $0 | $0 | $0 |
| WEI GAO | ||||||||
| 281 E COLORADO BOULEVARD NO 2245 | PASADENA | CA | 91102 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| TAYLOR SHIMIZU | ||||||||
| 281 E COLORADO BOULEVARD NO 2245 | PASADENA | CA | 91102 | SECRETARY | 2.00 | $0 | $0 | $0 |
| STEPHANIE GARRETT | ||||||||
| 281 E COLORADO BOULEVARD NO 2245 | PASADENA | CA | 91102 | TREASURER | 2.00 | $0 | $0 | $0 |
| LETITIA FONG | ||||||||
| 281 E COLORADO BOULEVARD NO 2245 | PASADENA | CA | 91102 | ASSISTANT TREASURER | 2.00 | $0 | $0 | $0 |
| AARON OLSON | ||||||||
| 281 E COLORADO BOULEVARD NO 2245 | PASADENA | CA | 91102 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| HUI TIAN | ||||||||
| 281 E COLORADO BOULEVARD NO 2245 | PASADENA | CA | 91102 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| SUE TAYLOR | ||||||||
| 281 E COLORADO BOULEVARD NO 2245 | PASADENA | CA | 91102 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| JUDITH FONG | ||||||||
| 281 E COLORADO BOULEVARD NO 2245 | PASADENA | CA | 91102 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| BILL HSU | ||||||||
| 281 E COLORADO BOULEVARD NO 2245 | PASADENA | CA | 91102 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| TIM LEE | ||||||||
| 281 E COLORADO BOULEVARD NO 2245 | PASADENA | CA | 91102 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| MAKI HSIEH | ||||||||
| 281 E COLORADO BOULEVARD NO 2245 | PASADENA | CA | 91102 | CHIEF EXECUTIVE OFFICER | 20.00 | $183,917 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| PINNACLE LLC | ||||||||||
| 5845 WIDEWATERS PARKWAY STE 300 | EAST SYRACUSE | NY | 13057 | EMPLOYMENT SERVICES | $195,850 | |||||
| CUBIX GLOBAL INC | ||||||||||
| 700 S ROSEMARY AVE STE 204-118 | WEST PALM BEACH | FL | 33401 | SOFTWARE DEVELOPMENT | $76,880 | |||||
| IHEARTMEDIA INC | ||||||||||
| 20880 STONE OAK PKWY | SAN ANTONIO | TX | 78258 | ADVERTISING | $50,000 | |||||
| UNFINISHED BUSINESS | ||||||||||
| ADVERTISING | $50,000 | 89 MAHAVEER NAGAR 2 MAHARANI FARM | GAYATRI NAGAR | JAIPUR RAJASTHAN | IN | 302018 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE ASIAN HALL OF FAME PROGRAM HOLDS AN ANNUAL DINNER EVENT TO HONOR ASIAN AMERICANS WHO HAVE MADE POSITIVE CONTRIBUTIONS TO THIS COUNTRY AND HAVE RAISED THE IMAGE OF ASIAN AMERICANS. | Description1Txt |
| Expenses1 | $272,850 | Expenses1Amt |
| Description2 | ASIAN ARTISTS WORKING IN THE AMERICAN MUSIC INDUSTRY ENCOUNTER UNCONSCIOUS BIAS THAT MAKE INTER-RACIAL COLLABORATIONS AND EQUITABLE RECOGNITION DIFFICULT. THE LEGACY ARTISTS SERIES ACCELERATES ASIAN REPRESENTATION IN MAINSTREAM AMERICAN MUSIC BY PRESENTING, PRODUCING AND PROMOTING ICONIC COLLABORATIONS IN AN INTEGRATED MULTIMEDIA FORMAT. THE FOUR PROGRAMS OF LIVE, AUDIO, VIDEO AND EXHIBIT RAISE PUBLIC AWARENESS OF COLLABORATIVE WORKS THROUGH CONCERTS THAT ARE RECORDED LIVE ON AUDIO AND VIDEO. THE CONTENT IS PROFESSIONALLY ENGINEERED, DISTRIBUTED ON DIGITAL STREAMING PLATFORMS AND SUBMITTED TO INDUSTRY ORGANIZATIONS TO RAISE PUBLIC AWARENESS INCLUDING THE OSCAR AND GRAMMY AWARDS. THE VISION IS TO PRESENT THE CANON OF WORK AS AN INTERACTIVE EXHIBIT FOR DISPLAY IN MUSEUMS, FESTIVALS AND OTHER PUBLIC ENVIRONMENTS WHICH WOULD BROADEN ITS PHILANTHROPIC IMPACT TO A LARGER MULTI-GENERATIONAL AUDIENCE. | Description2Txt |
| Expenses2 | $106,855 | Expenses2Amt |
| Description3 | DIGITAL EQUITY INITIATIVE ACCELERATES OPPORTUNITIES FOR ASIAN EQUITY IN UNDER-REPRESENTED AREAS OF MEDIA, TECHNOLOGY AND ENTERTAINMENT. IT'S FLAGSHIP PROGRAM IS THE DRAGON ZOOM MOBILE GAME WHICH ADVANCES WOMEN AND GIRLS IN STEM. OTHER PLATFORMS INCLUDE THE PODCAST, AAPI AUDIOBOOK AND VIRTUAL TOWN HALLS. | Description3Txt |
| Expenses3 | $77,151 | Expenses3Amt |
| Description4 | ASIAN COLLEGE AND POST-GRADUATE STUDENTS FACE DIVERSE ECONOMIC, SOCIAL AND CULTURAL BARRIERS TO SUCCESS WHEN BRIDGING THE CRITICAL GAP BETWEEN WHAT THEY LEARN IN SCHOOL AND WHAT THEY NEED TO SUCCEED IN THE WORKPLACE. ESTABLISHED IN 2020, THE EARLY-CAREER PROGRAM PROVIDES TECHNICAL TRAINING, EXPERIENCE AND MENTORS TO INDIVIDUALS WHO MAY ALSO BENEFIT FROM SPECIALIZED CAREER DEVELOPMENT SUCH AS ENGLISH AS A SECOND LANGUAGE, NEUROSENSITIVITY, SOFTWARE TRAINING AND OTHER BARRIERS TO SUCCESS. | Description4Txt |
| Expenses4 | $38,200 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,362,222 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $601,176 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $439,080 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,402,478 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,402,478 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,037 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,336,441 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $216,822 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $216,822 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,360 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,360 | TotalTaxAmt |
| Distributable Before Adj | $212,462 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $212,462 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $212,462 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $915,369 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $915,369 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $915,369 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $212,462 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $351,076 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $351,076 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $915,369 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $212,462 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $702,907 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,053,983 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,053,983 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $351,076 | ExcessFromYear1Amt |
| Excess From Current Year | $702,907 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBERT CHINN FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 14084 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2062642327 | RecipientPhoneNum |
| Recipient Email Address | INFO@ROBERTCHINNFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | ALL GRANT OPPORTUNITIES ARE LISTED ON THE FOUNDATION WEBSITE, ROBERTCHINNFOUNDATION.ORG. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DEPENDENT ON GRANT. | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATIONS CAN APPLY EVERY TWO YEARS. | RestrictionsOnAwardsTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASIAN HALL OF FAME TICKETS | Desc |
| Related Or Exempt Function Incm | $30,382 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $96 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $103,214 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $65 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $252,130 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $355,505 | ExclusionAmt |
| Related Or Exempt Function Incm | $30,382 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $385,887 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | THE ASIAN HALL OF FAME PROGRAM HOLDS AN ANNUAL DINNER EVENT TO HONOR ASIAN AMERICANS WHO HAVE MADE POSITIVE CONTRIBUTIONS TO THIS COUNTRY AND HAVE RAISED THE IMAGE OF ASIAN AMERICANS. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| BANK OF AMERICA CHARITABLE GIFT FUND | ||||||
| 1 | PO BOX 1802 | PROVIDENCE | RI | 02901 | $5,000 | Yes (X) |
| SEATTLE SEAHAWKS | ||||||
| 2 | 12 SEAHAWKS WAY | RENTON | WA | 98056 | $5,000 | Yes (X) |
| JUDITH FONG | ||||||
| 3 | 281 E COLORADO BOULEVARD NO 2245 | PASADENA | CA | 91102 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $37,871 | Amt |
| Net Investment Income | $18,936 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $18,936 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOUBLELINE LOW DURATION BD FUND | $170,000 | $169,263 |
| LOOMIS SAYLES BOND FUND | $100,000 | $109,960 |
| PIMCO INCOME FUND | $130,000 | $134,924 |
| PRINCIPAL PFD SECS FUND | $125,000 | $128,058 |
| EATON VANCE | $136,178 | $146,426 |
| COLUMBIA SHORT TERM BOND FUND | $39,051 | $39,863 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (270 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $12,108 | $15,548 |
| ABIOMED INC | $1,033 | $1,621 |
| ACADIA PHARMACEUTICALS INC | $1,803 | $2,192 |
| ACCENTURE PLC | $4,462 | $7,575 |
| ADOBE INC | $6,164 | $8,502 |
| ADVANCED DRAINAGE SYSTEMS INC | $1,691 | $2,842 |
| ALARM COM HLDGS INC | $1,045 | $3,104 |
| ALIBABA GROUP HLDG LTD | $5,306 | $13,498 |
| ALKERMES PLC | $3,316 | $1,117 |
| ALLEGIANT TRAVEL CO | $1,395 | $1,703 |
| ALLSTATE CORP | $7,907 | $8,506 |
| ALNYLAM PHARMACEUTICALS INC | $1,517 | $1,950 |
| ALPHABET INC | $6,009 | $12,268 |
| AMAZON COM INC | $6,311 | $26,055 |
| AMEDISYS INC | $1,931 | $2,347 |
| AMEREN CORP | $2,810 | $3,825 |
| AMERICAN ELEC PWR INC | $2,447 | $4,080 |
| AMERICAN TOWER CORP | $0 | $4 |
| ANALOG DEVICES INC | $5,723 | $7,239 |
| APPLE INC | $6,046 | $35,162 |
| APTIV PLC | $8,215 | $16,286 |
| ARROWHEAD PHARMACEUTICALS INC | $2,145 | $3,606 |
| ASAHI GROUP HLDGS LTD | $9,480 | $8,241 |
| ASGN INC | $1,601 | $3,007 |
| ASML HOLDINGS NV | $7,200 | $11,705 |
| ASPEN TECHNOLOGY INC | $1,637 | $1,693 |
| AT&T INC | $4,253 | $3,537 |
| ATLAS COPCO AB | $5,394 | $6,615 |
| ATLASSIAN CORP PLC | $3,483 | $5,613 |
| ATRICURE INC | $1,067 | $1,559 |
| AUTOMATIC DATA PROCESSING INC | $1,812 | $5,668 |
| AVALONBAY CMNTYS INC | $2,732 | $1,944 |
| AVERY DENNISON CORP | $4,542 | $6,049 |
| AXON ENTERPRISE INC | $570 | $735 |
| BANDWIDTH INC | $1,871 | $2,459 |
| BAXTER INTL INC | $2,717 | $3,300 |
| BERKSHIRE HATHAWAY INC DEL | $6,310 | $10,898 |
| BERRY GLOBAL GROUP INC | $1,958 | $2,360 |
| BEST BUY INC | $2,293 | $2,195 |
| BIOHAVEN PHARMACEUTICAL HLDG CO | $1,042 | $1,029 |
| BIOMARIN PHARMACEUTICAL INC | $2,586 | $2,017 |
| BJS WHSL CLUB HLDGS INC | $1,717 | $2,311 |
| BLACKROCK INC | $11,311 | $20,925 |
| BLACKSTONE GROUP INC | $6,377 | $6,805 |
| BLUEBIRD BIO INC | $3,079 | $1,514 |
| BLUEPRINT MEDICINES CORP | $1,385 | $2,019 |
| BOSTON BEER INC | $399 | $994 |
| BOSTON SCIENTIFIC CORP | $7,754 | $9,778 |
| BRISTOL MYERS SQUIBB CO | $6,618 | $7,440 |
| BROADCOM INC | $16,503 | $29,337 |
| BURLINGTON STORES INC | $377 | $1,831 |
| CACI INTL INC | $1,309 | $3,241 |
| CADENCE DESIGN SYSTEM INC | $160 | $955 |
| CANADIAN NAT RES LTD | $0 | $39 |
| CARLISLE COS INC | $1,025 | $1,874 |
| CARRIER GLOBAL CORP | $0 | $12 |
| CATALENT INC | $2,022 | $5,204 |
| CHEGG INC | $1,325 | $3,523 |
| CHEVRON CORP | $21,420 | $16,046 |
| CHUBB LTD | $5,962 | $8,973 |
| CIENA CORP | $886 | $2,167 |
| CINTAS CORP | $184 | $707 |
| CISCO SYS INC | $7,537 | $11,994 |
| CITIGROUP INC | $10,170 | $12,394 |
| CITRIX SYS INC | $2,794 | $2,732 |
| CLOUDFLARE INC | $1,380 | $1,900 |
| CME GROUP INC | $3,007 | $5,905 |
| CMS ENERGY CORP | $1,467 | $3,111 |
| COGNEX CORP | $2,201 | $2,890 |
| COLUMBIA SELECT LARGE CAP GROWTH | $21,276 | $37,854 |
| COLUMBIA SMALL CAP INDEX FUND | $27,942 | $41,519 |
| COMCAST CORP | $8,213 | $14,253 |
| CONOCOPHILLIPS | $4,343 | $2,640 |
| COOPER COS INC | $1,723 | $3,270 |
| COPART INC | $600 | $2,291 |
| CROWN CASTLE INTL CORP | $1,748 | $3,343 |
| CUMMINS INC | $2,884 | $4,088 |
| DASSAULT SYSTEMES | $4,125 | $10,571 |
| DBS GROUP HLDGS | $9,608 | $9,492 |
| DECKERS OUTDOOR CORP | $1,483 | $2,868 |
| DEERE & CO | $3,148 | $5,126 |
| DENTSPLY SIRONA INC | $0 | $3 |
| DIAGEO PLC | $4,983 | $7,305 |
| DIGITAL RLTY TR INC | $4,605 | $6,047 |
| DISNEY WALT CO | $4,720 | $8,697 |
| DOMINOS PIZZA INC | $762 | $1,917 |
| DTE ENERGY CO | $2,033 | $2,817 |
| DUKE ENERGY CORP | $1,347 | $1,373 |
| DUKE RLTY CORP | $1,118 | $2,238 |
| EATON CORP PLC | $3,703 | $4,686 |
| EBAY INC | $5,220 | $5,779 |
| ENCOMPASS HEALTH CORP | $2,096 | $2,406 |
| ENPHASE ENERGY INC | $1,192 | $3,334 |
| ENTEGRIS INC | $1,507 | $4,132 |
| EOG RES INC | $2,863 | $2,743 |
| ETSY INC | $1,612 | $5,515 |
| EVERSOURCE ENERGY | $2,222 | $3,807 |
| EVOQUA WATER TECHNOLOGIES CORP | $1,509 | $2,374 |
| EXACT SCIENCES CORP | $2,145 | $3,047 |
| EXTRA SPACE STORAGE INC | $2,453 | $3,012 |
| FACEBOOK INC | $9,491 | $10,107 |
| FACTSET RESH SYS INC | $714 | $665 |
| FAIR ISAAC CORP | $1,695 | $2,044 |
| FANUC CORP | $10,918 | $14,001 |
| FEDERAL SIGNAL CORP | $1,736 | $1,824 |
| FIDELITY NATL INFORMATION SVCS | $3,497 | $3,678 |
| FIRSTCASH INC | $1,218 | $1,751 |
| FIVE BELOW INC | $628 | $3,325 |
| FLOOR & DECOR HLDGS INC | $1,577 | $3,157 |
| FORTINET INC | $497 | $2,228 |
| FORTIVE CORP | $3,573 | $4,674 |
| FORTUNE BRANDS HOME & SEC INC | $1,528 | $2,572 |
| FREEPORT-MCMORAN INC | $5,172 | $6,739 |
| FRESHPET INC | $1,701 | $2,556 |
| GENERAC HLDGS INC | $991 | $2,274 |
| GILEAD SCIENCES INC | $2,764 | $2,214 |
| GODADDY INC | $1,285 | $1,493 |
| GRACO INC | $1,451 | $2,171 |
| GREEN DOT CORP | $781 | $502 |
| GUARDANT HEALTH INC | $563 | $902 |
| GUIDEWIRE SOFTWARE INC | $1,983 | $3,218 |
| HALOZYME THERAPEUTICS INC | $665 | $1,025 |
| HAMILTON LANE INC | $841 | $1,411 |
| HARSCO CORP | $2,114 | $1,528 |
| HERSHEY CO | $1,979 | $2,894 |
| HEXCEL CORP NEW | $1,197 | $1,261 |
| HILL ROM HLDGS INC | $6,177 | $5,878 |
| HMS HLDGS CORP | $1,595 | $1,727 |
| HOME DEPOT INC | $3,865 | $13,015 |
| HONEYWELL INTL INC | $3,777 | $11,698 |
| HORIZON THERAPEUTICS PUB LTD CO | $2,563 | $2,487 |
| HUBSPOT INC | $2,131 | $4,757 |
| HURON CONSULTING GROUP INC | $1,022 | $1,179 |
| ICON PLC | $1,495 | $2,535 |
| IDEX CORP | $1,076 | $1,594 |
| IDEXX LABS INC | $208 | $1,500 |
| INCYTE CORP | $2,010 | $1,827 |
| INGEVITY CORP | $1,926 | $2,651 |
| INSULET CORP | $708 | $2,045 |
| INTERCONTINENTAL EXCHANGE INC | $4,672 | $5,765 |
| INTERNATIONAL BUSINESS MACHS | $11,774 | $10,448 |
| INVITAE CORP | $817 | $711 |
| IOVANCE BIOTHERAPEUTICS INC | $1,915 | $2,784 |
| IRHYTHM TECHNOLOGIES INC | $1,837 | $2,135 |
| ISHARES CORE MSCI EAFE ETF | $32,985 | $38,000 |
| ISHARES GOLD TRUST | $78,584 | $92,463 |
| ISHARES INTL SELECT DIVIDEND ETF | $76,549 | $83,341 |
| ISHARES SILVER TRUST | $95,771 | $142,506 |
| J P MORGAN CHASE & CO | $10,158 | $21,856 |
| JAZZ PHARMACEUTICALS PLC | $1,548 | $1,485 |
| JOHNSON & JOHNSON | $10,680 | $18,728 |
| KEYENCE CORP | $3,557 | $14,606 |
| KIMBERLY CLARK CORP | $3,918 | $5,164 |
| KLA-TENCOR CORP | $3,544 | $9,062 |
| LAM RESEARCH CORP | $3,493 | $11,380 |
| LAMAR ADVERTISING CO NEW | $1,608 | $1,664 |
| LIFE STORAGE INC | $961 | $1,194 |
| LILLY ELI & CO | $4,095 | $7,935 |
| LITTELFUSE INC | $1,019 | $2,292 |
| LIVE NATION ENTERTAINMENT INC | $1,365 | $2,351 |
| LIVEPERSON INC | $2,519 | $2,676 |
| LOCKHEED MARTIN CORP | $8,213 | $12,070 |
| LUMENTUM HLDGS INC | $2,239 | $2,370 |
| LVMH MOET HENNESSY LOUIS VUITTON | $8,908 | $17,628 |
| MANHATTAN ASSOCS INC | $1,877 | $2,630 |
| MARKETAXESS HLDGS INC | $607 | $3,423 |
| MARRIOTT VACATIONS WORLDWIDE | $1,392 | $2,470 |
| MARSH & MCLENNAN COS INC | $3,291 | $8,658 |
| MARVELL TECHNOLOGY GROUP LTD | $0 | $1 |
| MASTEC INC | $1,541 | $2,386 |
| MASTERCARD INC | $4,906 | $17,490 |
| MCDONALDS CORP | $1,981 | $4,721 |
| MEDTRONIC PLC | $5,845 | $8,032 |
| MERCK & CO INC | $8,280 | $14,017 |
| MERCURY SYSTEMS INC | $918 | $2,290 |
| MERIT MED SYS INC | $2,146 | $2,442 |
| METTLER TOLEDO INTERNATIONAL | $1,004 | $3,419 |
| MGIC INVT CORP WIS | $1,114 | $1,632 |
| MICROSOFT CORP | $13,292 | $97,661 |
| MIRATI THERAPEUTICS INC | $704 | $659 |
| MKS INSTRUMENT INC | $2,398 | $3,611 |
| MONDELEZ INTL INC | $2,390 | $3,233 |
| MONGODB INC | $2,620 | $3,949 |
| NATIONAL VISION HLDGS INC | $1,478 | $2,219 |
| NESTLE SA | $7,617 | $8,020 |
| NEUROCRINE BIOSCIENCES INC | $1,410 | $3,259 |
| NEW RELIC INC | $2,133 | $1,439 |
| NEXTERA ENERGY INC | $12,941 | $23,515 |
| NIDEC CORP | $5,364 | $17,224 |
| NORTHERN TR CORP | $5,986 | $6,100 |
| NORTHROP GRUMMAN CORP | $3,801 | $3,352 |
| NOVANTA INC | $690 | $3,547 |
| NXP SEMICONDUCTORS NV | $4,986 | $5,425 |
| OKTA INC | $1,230 | $2,543 |
| PACKAGING CORP AMER | $1,839 | $2,361 |
| PARKER HANNIFIN CORP | $1,513 | $5,176 |
| PAYPAL HOLDINGS INC | $6,132 | $14,989 |
| PEPSICO INC | $5,137 | $7,914 |
| PHILIP MORRIS INTL INC | $4,381 | $5,686 |
| PHILLIPS 66 | $2,582 | $2,658 |
| PHREESIA INC | $1,774 | $2,387 |
| PINNACLE WEST CAP CORP | $1,485 | $1,520 |
| PLANET FITNESS INC | $1,523 | $2,484 |
| PNC FINL SVCS GROUP INC | $6,654 | $11,324 |
| POOL CORP | $1,259 | $4,470 |
| POST HLDGS INC | $1,744 | $1,818 |
| POWER INTEGRATIONS INC | $1,622 | $2,620 |
| PRA GROUP INC | $1,492 | $1,507 |
| PRICE T ROWE GROUP INC | $3,015 | $6,055 |
| PROCTER & GAMBLE CO | $14,199 | $20,314 |
| PTC INC | $1,181 | $3,828 |
| PTC THERAPEUTICS INC | $1,769 | $2,075 |
| Q2 HLDGS INC | $774 | $759 |
| REALPAGE INC | $2,217 | $3,315 |
| REPLIGEN CORP | $6,477 | $9,773 |
| RINGCENTRAL INC | $1,032 | $3,411 |
| ROCHE HLDGS AG-GENUSSCHEIN | $7,583 | $10,137 |
| ROKU INC | $637 | $1,660 |
| S&P GLOBAL INC | $4,159 | $3,945 |
| SAREPTA THERAPEUTICS INC | $2,139 | $2,557 |
| SHOPIFY INC | $4,640 | $5,660 |
| SILICON LABORATORIES INC | $2,736 | $3,438 |
| SILK RD MED INC | $1,595 | $2,141 |
| SONOCO PRODS CO | $2,303 | $2,785 |
| SPDR S&P 500 ETF TR | $0 | $316 |
| STAAR SURGICAL CO | $546 | $1,188 |
| STEELCASE INC | $1,464 | $1,679 |
| STERIS PLC | $1,324 | $3,412 |
| SUMMIT MATLS INC | $1,706 | $1,426 |
| SUN COMMUNITIES INC | $1,286 | $2,291 |
| SVB FINL GROUP | $806 | $2,327 |
| TAIWAN SEMICONDUCTOR MFG LTD | $6,493 | $12,153 |
| TANDEM DIABETES CARE INC | $701 | $670 |
| TARGET CORP | $8,074 | $13,416 |
| TE CONNECTIVITY LTD | $2,521 | $3,511 |
| TELADOC HEALTH INC | $2,388 | $9,598 |
| TENABLE HLDGS INC | $2,146 | $3,763 |
| TENCENT HOLDINGS LTD | $4,368 | $16,584 |
| TERADYNE INC | $2,395 | $3,477 |
| TEXAS INSTRS INC | $3,395 | $12,145 |
| THE TRADE DESK INC | $483 | $2,403 |
| THORNBURG INTL VALUE FUND | $12,366 | $15,126 |
| TOPBUILD CORP | $1,164 | $3,498 |
| TORTOISE MLP & PIPELINE FUND | $60,000 | $60,436 |
| TRANE TECH PUB LTD CO | $4,355 | $9,145 |
| TRANSUNION | $6,045 | $7,045 |
| TWIST BIOSCIENCE CORP | $829 | $706 |
| ULTRAGENYX PHARMACEUTICAL INC | $1,635 | $2,630 |
| UNION PAC CORP | $7,921 | $14,575 |
| UNITED PARCEL SVC INC | $3,447 | $5,389 |
| UNITED RENTALS INC | $583 | $1,855 |
| UNITEDHEALTH GROUP INC | $10,742 | $17,534 |
| UNIVERSAL HLTH SVCS INC | $1,470 | $1,650 |
| US BANCORP DEL | $8,844 | $10,060 |
| VANGUARD FTSE DEVELOPED MARKETS | $27,466 | $30,923 |
| VANGUARD FTSE EMERGING MKTS ETF | $107,319 | $135,898 |
| VANGUARD INDEX TR | $51,493 | $59,599 |
| VANGUARD MID-CAP ETF | $82,830 | $132,333 |
| VANGUARD SMALL CAP VALUE ETF | $62,355 | $73,238 |
| VANGUARD SMALL-CAP ETF | $129,666 | $219,989 |
| VERIZON COMMUNICATIONS INC | $7,545 | $7,402 |
| WALMART INC | $3,240 | $6,806 |
| WASTE MGMT INC DEL | $2,525 | $6,368 |
| WEC ENERGY GROUP INC | $2,413 | $4,510 |
| WEX INC | $737 | $1,628 |
| WISDOMTREE INTL | $60,715 | $68,110 |
| WORKIVA INC | $2,374 | $2,657 |
| XCEL ENERGY INC | $3,086 | $4,294 |
| YETI HLDGS INC | $969 | $3,013 |
| ZENDESK INC | $2,233 | $4,007 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKSTONE ALTERNATIVE MULTI-STRATEGY FUND-ISTL | FMV | $111,166 | $108,191 |
| PIMCO ALL ASSET FUND | FMV | $130,000 | $137,791 |
| WESTERN ASSET MACRO OPPORTUNITIES FUND CL I | FMV | $148,977 | $156,835 |
| PIMCO GLOBAL MULTI-ASSET FUND | FMV | $31,840 | $36,264 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $31,009 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $31,009 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVERTISING | $56,179 | $0 | $0 | $56,179 |
| EQUIPMENT & MAINTENANCE | $9,277 | $0 | $0 | $9,277 |
| INSURANCE | $2,238 | $0 | $0 | $2,238 |
| OFFICE EXPENSE | $29,259 | $0 | $0 | $29,259 |
| DEVELOPMENT | $28,382 | $0 | $0 | $28,382 |
| CHINN UP PODCAST | $470 | $0 | $0 | $470 |
| DOCUMENTARY | $12,000 | $0 | $0 | $12,000 |
| DIGITAL EQUITY INITIATIVE | $77,151 | $0 | $0 | $77,151 |
| EARLY CAREER PROGRAM | $38,200 | $0 | $0 | $38,200 |
| LEGACY ARTISTS SERIES | $106,855 | $0 | $0 | $106,855 |
| ASIAN HALL OF FAME | $303,232 | $0 | $30,382 | $272,850 |
| MEDICAL PPE | $28,101 | $0 | $0 | $28,101 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INVESTMENT INCOME | $65 | $65 | |
| ASIAN HALL OF FAME TICKETS | $30,382 | $30,382 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $22,902 | Amt |
| Net Investment Income | $22,902 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAXES | $2,000 | $0 | $0 | $0 |
| OTHER | $114 | $0 | $0 | $114 |
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