TAWA CHARITABLE FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
TAWA CHARITABLE FOUNDATION (EIN 71-1035371)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-20
IRS object ID
202231409349101403
Schema version
2021v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-20T13:37:35-07:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN330247880PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1R C ACCOUNTANCY CORPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18861 KATELLA AVEAddressLine1Txt
CityANAHEIMCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92804ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN711035371EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TAWA CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTAWABusinessNameControlTxt
Phone7145218899PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16338 REGIO AVENUEAddressLine1Txt
CityBUENA PARKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90620ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALICE T CHENPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2022-05-20SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstALICE TPersonFirstNm
Person LastCHENPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonR CHANG CPAPreparerPersonNm
PTINP00176314PTIN
Phone7149953700PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,844,508FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$50InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$50InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$30,303DividendsRevAndExpnssAmt
Dividends Net Invst Incm$30,303DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$6,406NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,274,329GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$6,406CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$500OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$37,259TotalRevAndExpnssAmt
Total Net Invst Incm$36,759TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,250AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$2,250AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$7InterestRevAndExpnssAmt
Interest Dsbrs Chrtbl$7InterestDsbrsChrtblAmt
Taxes Rev And Expnss$266TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$266TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$9,930OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$9,930OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,453TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$12,453TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$106,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$106,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$118,953TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$118,953TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$81,694ExcessRevenueOverExpensesAmt
Net Investment Income$36,759NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$226,543CashBOYAmt
Cash EOY$117,413CashEOYAmt
Cash EOYFMV$117,413CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,700,000SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,727,095SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,727,095SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$1,926,543TotalAssetsBOYAmt
Total Assets EOY$1,844,508TotalAssetsEOYAmt
Total Assets EOYFMV$1,844,508TotalAssetsEOYFMVAmt
Accounts Payable BOY$341AccountsPayableBOYAmt
Accounts Payable EOY$511AccountsPayableEOYAmt
Total Liabilities BOY$341TotalLiabilitiesBOYAmt
Total Liabilities EOY$511TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,926,202RetainedEarningBOYAmt
Retained Earning EOY$1,843,997RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,926,202TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,843,997TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,926,543TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,844,508TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,926,202TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$81,694ExcessRevenueOverExpensesAmt
Subtotal$1,844,508SubtotalAmt
Other Decreases$511OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,843,997TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySTOCK TRANSACTIONPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2021-12-31AcquiredDt
Sold2021-12-31SoldDt
Gross Sales Price$1,274,329GrossSalesPriceAmt
Cost Or Other Basis$1,267,923CostOrOtherBasisAmt
Gain Or Loss$6,406GainOrLossAmt
Gains Minus Excess Or Losses$6,406GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$6,406CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$511InvestmentIncomeExciseTaxAmt
Subtotal$511SubtotalAmt
Tax Based On Investment Income$511TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$6EsPenaltyAmt
Tax Due$517TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ALICE CHENBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7145218899PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16338 REGIO AVEAddressLine1Txt
CityBUENA PARKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90620ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
ALICE T CHEN
4841 E COPA DE ORO DRANAHEIMCA92807Treasurer1.00$0
NANCY CHEN RAY
255 HILLSIDE ROADSOUTH PASADENACA91030President1.00$0
JONSON I-NIEN CHEN
1019 12TH STHUNTINGTON BEACHCA92648Secretary1.00$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)
Description12021 SCA CHINESE SCHOOL - SCHOLARSHIP WINNERSDescription1Txt
Expenses1$12,000Expenses1Amt
Description2MOTHER'S DAY DRAWING CONTESTDescription2Txt
Expenses2$11,000Expenses2Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,713,548AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$171,978AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,885,526TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,885,526AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$28,283CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,857,243NetVlNoncharitableAssetsAmt
Minimum Investment Return$92,862MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$92,862MinimumInvestmentReturnAmt
Tax Based On Investment Income$511TaxBasedOnInvestmentIncomeAmt
Total Tax$511TotalTaxAmt
Distributable Before Adj$92,351DistributableBeforeAdjAmt
Distributable Before Ded$92,351DistributableBeforeDedAmt
Distributable As Adjusted$92,351DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$118,953ExpensesAndContributionsAmt
Qualifying Distributions$118,953QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$92,351DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$97,321ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$5,719ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$103,040TotalExcessDistributionCyovAmt
Qualifying Distributions$118,953QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$92,351AppliedToCurrentYearAmt
Remaining Distri From Corpus$26,602RemainingDistriFromCorpusAmt
Total Corpus$129,642TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$129,642ExcessDistriCyovToNextYrAmt
Excess From Year2$97,321ExcessFromYear2Amt
Excess From Year1$5,719ExcessFromYear1Amt
Excess From Current Year$26,602ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHILDREN'S HOSPITAL LA
4650 SUNSET BLVD 29LOS ANGELESCA90027PCCHARITABLE$10,000
TZU CHI FOUNDATION
1100 S VALLEY CENTER AVESAN DIMASCA91773PCCHARITABLE$10,000
2021 SCA CHINESE SCHOOL-SCHOLARSHIP
6338 REGIO AVENUEBUENA PARKCA90620ICHARITABLE$12,000
ASIAN YOUTH CENTER
100 W CLARY AVESAN GABRIELCA91776PCCHARITABLE$10,000
CITY OF HOPE
1500 EAST DUARTE ROADDUARTECA91010PCCHARITABLE$10,000
THE LEUKEMIA LYMPHOMA SOCIETY
PO BOX 102492PASADENACA91189PCCHARITABLE$10,000
OC PROFESSIONAL FIREFIGHTERS EVENT
14252 CULVER DRIVE A144IRVINECA92604PCCHARITABLE$2,000
CALIFORNIA FIRE FOUNDATION
1780 CREEKSIDE OAKS DRIVESACREMENTOCA95833PCCHARITABLE$5,000
AMERICAN RED CROSS
600 PARKCENTER DRIVESANTA ANACA92705PCCHARITABLE$9,000
BUENA PARK POLICE ASSOCIATION
PO BOX 6234BUENA PARKCA90622PCCHARITABLE$2,500
CAA STOP AAPI HATE
17 WALTER U LUM PLACESAN FRANCISCOCA94108PCCHARITABLE$15,000
MOTHER'S DAY DRAWING CONTEST
2931 FABER STREETUNION CITYCA94587ICHARITABLE$11,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$106,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$50ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$30,303ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,406ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescVOID CHECKDesc
Related Or Exempt Function Incm$500RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$36,759ExclusionAmt
Related Or Exempt Function Incm$500RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$37,259TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$2,250Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,250DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
Desc2021 EXCISE TAXDesc
Amt$511Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGESDesc
Revenue And Expenses Per Books$9,930RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$9,930DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescVOID CHECKDesc
Revenue And Expenses Per Books$500RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
SECRETARY OF STATE$20$20
FOREIGN TAX PAID$246$246

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