JAMES AND VICTORIA CHANG FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JAMES AND VICTORIA CHANG FAMILY FOUNDATION (EIN 27-4811784)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-08-15
- IRS object ID
- 202212279349100646
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-15T14:57:42-05:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112336434 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAICH ENDE MALTER & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1375 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274811784 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES AND VICTORIA CHANG FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 2127441354 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1115 FIFTH AVE NO 14A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES M CHANG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2127441354 | PhoneNum |
| Signature | 2022-06-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | CHANG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MITCHELL SORKIN | PreparerPersonNm |
| PTIN | P01327877 | PTIN |
| Phone | 2129444433 | 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 |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,901,730 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $265 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $265 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $157,530 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $157,530 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $207,524 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,650,515 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $207,524 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $22 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $22 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $365,341 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $365,341 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $335 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $201 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $134 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $17,100 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $81 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,776 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,700 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $76 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,211 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,982 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $210 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,396,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,396,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,431,611 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,982 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,396,610 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,066,270 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $347,359 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $55,372 | CashBOYAmt |
| Cash EOY | $80,243 | CashEOYAmt |
| Cash EOYFMV | $80,243 | CashEOYFMVAmt |
| Rcvbl From Officers BOY | $150 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $150 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $150 | RcvblFromOfficersEOYFMVAmt |
| Corporate Stock BOY | $8,204,732 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,112,591 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,821,337 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $8,260,254 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,192,984 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,901,730 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $8,260,254 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,192,984 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,260,254 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,192,984 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,260,254 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,192,984 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,260,254 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,066,270 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,193,984 | SubtotalAmt |
| Other Decreases | $1,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,192,984 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (59 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | P | 2020-02-18 | 2021-09-16 | $13,036 | $9,818 | $3,218 | $3,218 |
| ISHARES CORE S&P 500 ETF | P | 2020-02-18 | 2021-08-23 | $3,149 | $2,370 | $779 | $779 |
| ISHARES CORE S&P 500 ETF | P | 2020-02-06 | 2021-08-20 | $103,606 | $78,879 | $24,727 | $24,727 |
| ISHARES CORE S&P 500 ETF | P | 2020-02-06 | 2021-08-03 | $51,790 | $39,609 | $12,181 | $12,181 |
| ISHARES CORE S&P 500 ETF | P | 2019-02-06 | 2021-07-20 | $17,346 | $13,541 | $3,805 | $3,805 |
| ISHARES CORE S&P 500 ETF | P | 2019-12-30 | 2021-07-19 | $10,176 | $8,125 | $2,051 | $2,051 |
| ISHARES CORE S&P 500 ETF | P | 2020-01-08 | 2021-07-09 | $519,883 | $402,520 | $117,363 | $117,363 |
| ISHARES CORE S&P 500 ETF | P | 2020-01-13 | 2021-06-01 | $10,127 | $8,125 | $2,002 | $2,002 |
| ISHARES CORE S&P 500 ETF | P | 2020-01-21 | 2021-05-14 | $26,961 | $22,005 | $4,956 | $4,956 |
| ISHARES CORE S&P 500 ETF | P | 2019-07-19 | 2021-03-30 | $123,149 | $105,285 | $17,864 | $17,864 |
| ISHARES CORE S&P 500 ETF | P | 2019-08-14 | 2021-02-09 | $9,807 | $8,463 | $1,344 | $1,344 |
| BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | P | 2019-12-16 | 2021-01-29 | $112,029 | $111,947 | $82 | $82 |
| BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | P | 2020-01-21 | 2021-01-29 | $22 | $22 | $0 | $0 |
| BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | P | 2020-01-22 | 2021-01-29 | $605 | $607 | -$2 | -$2 |
| BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | P | 2019-05-14 | 2021-01-29 | $909 | $916 | -$7 | -$7 |
| BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | P | 2019-09-17 | 2021-01-29 | $223 | $227 | -$4 | -$4 |
| BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | P | 2019-10-01 | 2021-01-29 | $110,489 | $109,120 | $1,369 | $1,369 |
| BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | P | 2019-10-21 | 2021-01-29 | $417 | $392 | $25 | $25 |
| BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | P | 2019-12-12 | 2021-01-29 | $115 | $111 | $4 | $4 |
| BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | P | 2019-04-17 | 2021-01-29 | $29,061 | $28,341 | $720 | $720 |
| BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | P | 2019-06-19 | 2021-01-29 | $261 | $254 | $7 | $7 |
| BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | P | 2019-11-15 | 2021-01-29 | $44,000 | $43,615 | $385 | $385 |
| BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | P | 2019-11-14 | 2021-01-29 | $79 | $79 | $0 | $0 |
| BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | P | 2019-05-20 | 2021-01-29 | $1,137 | $1,126 | $11 | $11 |
| BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | P | 2019-06-25 | 2021-01-29 | $49 | $49 | $0 | $0 |
| BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | P | 2019-08-16 | 2021-01-29 | $41,291 | $41,020 | $271 | $271 |
| BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | P | 2019-12-13 | 2021-01-29 | $5,115 | $5,070 | $45 | $45 |
| BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | P | 2020-01-21 | 2021-01-29 | $1,607 | $1,596 | $11 | $11 |
| BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | P | 2020-01-22 | 2021-01-29 | $762 | $759 | $3 | $3 |
| BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | P | 2019-06-14 | 2021-01-29 | $25 | $25 | $0 | $0 |
| BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | P | 2019-06-17 | 2021-01-29 | $67,215 | $67,950 | -$735 | -$735 |
| BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | P | 2019-02-14 | 2021-01-29 | $854 | $864 | -$10 | -$10 |
| BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | P | 2019-03-18 | 2021-01-29 | $927 | $939 | -$12 | -$12 |
| BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | P | 2019-04-12 | 2021-01-29 | $8 | $8 | $0 | $0 |
| BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | P | 2019-12-02 | 2021-01-29 | $938 | $957 | -$19 | -$19 |
| BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | P | 2019-12-03 | 2021-01-29 | $959 | $982 | -$23 | -$23 |
| BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | P | 2019-12-13 | 2021-01-29 | $1,868 | $1,913 | -$45 | -$45 |
| BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | P | 2019-04-10 | 2021-01-29 | $2,765 | $2,832 | -$67 | -$67 |
| BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | P | 2019-09-03 | 2021-01-29 | $1 | $1 | $0 | $0 |
| BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | P | 2019-04-11 | 2021-01-29 | $937 | $958 | -$21 | -$21 |
| BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | P | 2019-06-19 | 2021-01-29 | $39,759 | $40,628 | -$869 | -$869 |
| BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | P | 2019-05-15 | 2021-01-29 | $1,006 | $1,027 | -$21 | -$21 |
| BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | P | 2019-06-14 | 2021-01-29 | $945 | $963 | -$18 | -$18 |
| BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | P | 2019-07-22 | 2021-01-29 | $974 | $999 | -$25 | -$25 |
| BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | P | 2019-09-03 | 2021-01-29 | $3,195 | $3,272 | -$77 | -$77 |
| BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | P | 2019-04-23 | 2021-01-29 | $776 | $781 | -$5 | -$5 |
| BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | P | 2019-05-01 | 2021-01-29 | $42,607 | $42,887 | -$280 | -$280 |
| BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | P | 2019-08-29 | 2021-01-29 | $8,001 | $8,060 | -$59 | -$59 |
| BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | P | 2019-09-03 | 2021-01-29 | $8 | $9 | -$1 | -$1 |
| BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | P | 2019-11-13 | 2021-01-29 | $299 | $301 | -$2 | -$2 |
| BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | P | 2020-01-21 | 2021-01-29 | $553 | $554 | -$1 | -$1 |
| ISHARES CORE S&P 500 ETF | P | 2019-09-03 | 2020-12-02 | $103,272 | $95,129 | $8,143 | $8,143 |
| BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | P | 2019-05-15 | 2020-10-05 | $28,605 | $28,053 | $552 | $552 |
| ISHARES CORE S&P 500 ETF | P | 2019-09-05 | 2020-10-05 | $22,421 | $22,343 | $78 | $78 |
| FROM K-1: ALLIANCEBERNSTEIN EUROPEAN OPPORTUNITIES SHORT TERM CAPITAL GAIN | P | 2020-12-31 | $30,625 | $30,625 | $30,625 | ||
| FROM K-1: ALLIANCEBERNSTEIN EUROPEAN OPPORTUNITIES LONG TERM CAPITAL GAIN | P | 2020-12-31 | $45,711 | $45,711 | $45,711 | ||
| 731A FINAL K1 ALLIANCEBERNSTEIN EUROPEAN OPPORTUNITIE | P | 2020-12-31 | $74,554 | -$74,554 | -$74,554 | ||
| SECTION 1256 FROM K-1: ALLIANCEBERNSTEIN EUROPEAN | P | $2,011 | -$2,011 | -$2,011 | |||
| CAPITAL GAINS DIVIDENDS | P | $8,060 | $8,060 | $8,060 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $207,524 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,828 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,828 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,828 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $15,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,572 | OverpaymentAmt |
| Applied To ES Tax | $10,572 | 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 | NY | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | JAMES CHANG | IndividualWithBooksNm |
| Phone | 2127441354 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26 CEDAR LN W | AddressLine1Txt |
| City | REMSENBURG | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11960 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES CHANG | ||||||||
| 26 CEDAR LN W | REMSENBURG | NY | 11960 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| MELISSA GUNN | ||||||||
| 205 EAST 85TH STREET 12CD | NEW YORK | NY | 10028 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| ALLISON CHANG | ||||||||
| 1115 FIFTH AVE | NEW YORK | NY | 10128 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $10,641,588 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $109,449 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,751,037 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,751,037 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $161,266 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,589,771 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $529,489 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $529,489 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,828 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,828 | TotalTaxAmt |
| Distributable Before Adj | $524,661 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $524,661 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $524,661 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,396,610 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,396,610 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,396,610 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $524,661 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $8,775 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $126,896 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $110,544 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $246,215 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,396,610 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $524,661 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $871,949 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,118,164 | 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 | $1,118,164 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $8,775 | ExcessFromYear3Amt |
| Excess From Year2 | $126,896 | ExcessFromYear2Amt |
| Excess From Year1 | $110,544 | ExcessFromYear1Amt |
| Excess From Current Year | $871,949 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| APEX FOR YOUTH INC | ||||||
| 80 MAIDEN LANE | NEW YORK | NY | 10038 | PUBLIC CHARITY | GENERAL SUPPORT | $100,000 |
| CHINATOWN HEALTH CLINIC FOUNDATION | ||||||
| 268 CANAL ST 6TH FLOOR | NEW YORK | NY | 10013 | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| MUSEUM OF CHINESE IN AMERICA | ||||||
| 215 CENTRE ST | NEW YORK | NY | 10013 | PUBLIC CHARITY | GENERAL SUPPORT | $1,025,000 |
| NATIONAL BOARD OF REVIEW | ||||||
| 40 WEST 37TH STREET SUITE 501 | NEW YORK | NY | 10018 | PUBLIC CHARITY | GENERAL SUPPORT | $6,400 |
| PREP FOR PREP | ||||||
| 328 W 71ST ST | NEW YORK | NY | 10023 | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| THE FIELD - WHITE HORSE THEATER CO | ||||||
| 75 MAIDEN LANE SUITE 906 | NEW YORK | NY | 10038 | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 |
| TUFTS SCHOOL OF MEDICINE | ||||||
| 136 HARRISON AVE | BOSTON | MA | 02111 | PUBLIC CHARITY | GENERAL SUPPORT | $120,000 |
| TZU CHI FOUNDATION | ||||||
| 101 LAFAYETTE STREET | NEW YORK | NY | 10013 | PUBLIC CHARITY | GENERAL SUPPORT | $100,000 |
| SAVVY LADIES | ||||||
| 39 BROADWAY SUITE 1730 | NEW YORK | NY | 10006 | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| FEED THE CHILDREN | ||||||
| 333 N MERIDIAN | OKLAHOMA CITY | OK | 73107 | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| PENCILS OF PROMISE | ||||||
| 1115 BROADWAY 11TH FL | NEW YORK | NY | 10010 | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| ASIAN AMERICAN LEGAL DEFENSE AND EDUCATION FUND | ||||||
| 99 HUDSON ST 12TH FL | NEW YORK | NY | 10013 | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| THE NATIONAL WWII MUSEUM | ||||||
| 945 MAGAZINE ST | NEW ORLEANS | LA | 70130 | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| TURTLE ISLAND RESTORATION NETWORK | ||||||
| PO BOX 370 | FOREST KNOLLS | CA | 94933 | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| ACTION AGAINST HUNGER | ||||||
| ONE WHITEHALL ST 2ND FL | NEW YORK | NY | 10004 | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,396,400 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $265 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $157,530 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $22 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $207,524 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $365,341 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $365,341 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $335 | Amt |
| Net Investment Income | $201 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $134 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $7,112,591 | EOYBookValueAmt |
| EOYFMV | $10,821,337 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DEDUCTIBLE GRANTS | Desc |
| Amt | $1,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $17,565 | $17,565 | $0 |
| AB EUROPEAN OPPORTUNITIES SERIES | $23 | $23 | $0 |
| FILING FEES | $188 | $112 | $76 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM K-1: ALLIANCEBERNSTEIN EUROPEAN | Desc |
| Revenue And Expenses Per Books | $22 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $22 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $22 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 990-PF TAXES | $17,019 | $0 | $0 |
| FOREIGN TAXES | $81 | $81 | $0 |
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