KCAL INS FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- KCAL INS FOUNDATION (EIN 20-8035570)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-07-06
- IRS object ID
- 202241879349101114
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-07-06T13:30:22-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954330544 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sun Accountancy Corporation | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 W Valley Blvd 219 | AddressLine1Txt |
| City | San Gabriel | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91776 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208035570 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KCAL Ins Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KCAL | BusinessNameControlTxt |
| Phone | 6262728288 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2140 S HACIENDA BLVD SUITE A | AddressLine1Txt |
| City | HACIENDA HEIGHTS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91745 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHUNG HWEI CHANG | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Phone | 6262728288 | PhoneNum |
| Signature | 2022-06-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHUNG HWEI | 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 | LINDA SUN CPA | PreparerPersonNm |
| PTIN | P00107022 | PTIN |
| Phone | 6264576118 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $2,524,498 | 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 | $149,487 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,908 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,908 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,908 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $39,872 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,872 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $39,872 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $360,046 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $815,712 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $360,046 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $25,434 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $25,434 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $576,747 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $427,260 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $41,780 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,799 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,799 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $1,300 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,300 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $7,003 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $376 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $6,627 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $76 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $61 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,678 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,036 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,142 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $98,457 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $98,457 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $117,135 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,036 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $107,599 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $459,612 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $415,224 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $41,780 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,465 | CashBOYAmt |
| Cash EOY | $6,624 | CashEOYAmt |
| Cash EOYFMV | $8,999 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $897,609 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $290,926 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $320,926 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $495,355 | CorporateStockBOYAmt |
| Corporate Stock EOY | $731,312 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $874,920 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $253,356 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $250,400 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $395,077 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $968,900 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,069,253 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,791,506 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,251,118 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,524,498 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,791,506 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,251,118 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,791,506 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,251,118 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,791,506 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,251,118 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,791,506 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $459,612 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,251,118 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,251,118 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 500 Global-E Online Ltd | P | 2021-11-03 | 2021-11-23 | $26,505 | $29,465 | -$2,960 | -$2,960 |
| 750 Uber Technologies Inc | P | 2021-01-27 | 2021-11-23 | $31,938 | $36,949 | -$5,011 | -$5,011 |
| 100 Walt Disney Co | P | 2021-03-08 | 2021-12-07 | $15,048 | $20,096 | -$5,048 | -$5,048 |
| 50 Zillow Group Inc | P | 2021-03-03 | 2021-11-03 | $3,253 | $7,679 | -$4,426 | -$4,426 |
| 150 Zillow Group Inc | P | 2021-03-03 | 2021-11-03 | $9,759 | $23,079 | -$13,320 | -$13,320 |
| 550 Activision Blizzard | P | 2020-08-07 | 2021-11-03 | $36,349 | $43,646 | -$7,297 | -$7,297 |
| 100 Docusign Inc | P | 2020-09-08 | 2021-12-07 | $14,684 | $20,761 | -$6,077 | -$6,077 |
| 1000 GMAC Capital TR I 5909 | P | 2020-12-09 | 2021-10-15 | $25,000 | $25,758 | -$758 | -$758 |
| 30000 Goldman Sachs GRO | P | 2021-01-05 | 2021-02-05 | $30,000 | $30,286 | -$286 | -$286 |
| 4000 Alcoa Corp | D | 2020-03-03 | 2021-11-23 | $194,851 | $49,672 | $145,179 | $145,179 |
| 11 Alphabet Inc Cl A | D | 2017-08-17 | 2021-11-23 | $31,736 | $11,836 | $19,900 | $19,900 |
| 396 NXP Semiconductors NV | D | 2019-02-14 | 2021-11-23 | $86,048 | $36,665 | $49,383 | $49,383 |
| 5424 Tata Motors Ltd | D | 2020-06-22 | 2021-11-23 | $176,928 | $45,211 | $131,717 | $131,717 |
| 164 Alcoa Corp | P | 2020-03-03 | 2021-06-28 | $5,900 | $2,216 | $3,684 | $3,684 |
| 4 Alphabet Inc Cl A | P | 2017-02-14 | 2021-01-14 | $6,970 | $3,352 | $3,618 | $3,618 |
| 3 Amazon Com Inc | P | 2017-08-17 | 2021-11-01 | $9,437 | $2,920 | $6,517 | $6,517 |
| 72 Apple Inc | P | 2017-08-17 | 2021-01-14 | $9,330 | $2,873 | $6,457 | $6,457 |
| 180 Bank of America Corp | P | 2017-08-17 | 2021-06-28 | $7,441 | $4,377 | $3,064 | $3,064 |
| 88 Barrick Gold Corp | P | 2019-02-14 | 2021-01-14 | $2,087 | $1,129 | $958 | $958 |
| 86 Bristol Myers Squibb Co | P | 2019-02-14 | 2021-06-28 | $5,705 | $4,469 | $1,236 | $1,236 |
| 72 Exxon Mobil Corp | P | 2020-03-03 | 2021-06-28 | $4,543 | $3,800 | $743 | $743 |
| 27 Facebook Inc Cl-A | P | 2020-03-03 | 2021-06-28 | $9,245 | $4,110 | $5,135 | $5,135 |
| 28 Honeyweel International Inc | P | 2017-08-17 | 2021-01-14 | $5,852 | $3,697 | $2,155 | $2,155 |
| 63 JPMorgan Chase & Co | P | 2020-03-03 | 2021-06-28 | $9,205 | $5,854 | $3,351 | $3,351 |
| 119 Mondelez Intl Inc Com | P | 2019-02-14 | 2021-06-28 | $7,528 | $5,619 | $1,909 | $1,909 |
| 54 Nike Inc B | P | 2018-08-02 | 2021-01-14 | $7,661 | $4,251 | $3,410 | $3,410 |
| 43 NXP Semiconductors NV | P | 2019-02-14 | 2021-01-14 | $7,772 | $3,981 | $3,791 | $3,791 |
| 5.6 Organon & Co | P | 2018-08-02 | 2021-06-28 | $171 | $174 | -$3 | -$3 |
| 11 Raytheon Technologies Corp | P | 2018-08-02 | 2021-06-28 | $934 | $929 | $5 | $5 |
| 58 Sony Corp Adr 1974 NEW | P | 2017-02-14 | 2021-01-14 | $6,010 | $1,829 | $4,181 | $4,181 |
| 390 Tata Motors Ltd | P | 2020-03-03 | 2021-06-28 | $6,677 | $4,334 | $2,343 | $2,343 |
| 118 Uber Technologies Inc | P | 2019-05-13 | 2021-01-14 | $6,757 | $4,458 | $2,299 | $2,299 |
| 36 Walt Disney Co Hldg Co | P | 2019-02-14 | 2021-01-14 | $6,329 | $3,959 | $2,370 | $2,370 |
| 41 3M Company | P | 2020-03-03 | 2021-06-28 | $8,059 | $6,232 | $1,827 | $1,827 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $360,046 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$31,809 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,772 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,772 | SubtotalAmt |
| Tax Based On Investment Income | $5,772 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,236 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,236 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $13 | EsPenaltyAmt |
| Tax Due | $2,549 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.guidestar.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHUNG HWEI CHANG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6262728288 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2140 S HACIENDA BLVD SUITE A | AddressLine1Txt |
| City | HACIENDA HEIGHTS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91745 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JOAN QUANG HANG | ||||||
| 1455 ESTELLA ST | BALDWIN PARK | CA | 91706 | Director | 5.00 | $0 |
| CHUNG HWEI CHANG | ||||||
| 1839 VALLECITO DR | HACIENDA HEIGHTS | CA | 91745 | Secretary | 5.00 | $0 |
| ANGELA L CHANG | ||||||
| 20 LAKESIDE DR | BUENA PARK | CA | 90621 | Director | 5.00 | $0 |
| I-HSIN LIU | ||||||
| 1801 S 2ND AVE | ARCADIA | CA | 91006 | Director | 5.00 | $0 |
| KENNY CHANG | ||||||
| 1839 VALLECITO DR | HACIENDA HEIGHTS | CA | 91745 | President & CEO | 5.00 | $0 |
| JESSICA TUNG | ||||||
| 3618 BARNES AVE 12 | BALDWIN PARK | CA | 91706 | CFO | 5.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,697,875 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $454,491 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,152,366 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,152,366 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,285 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,120,081 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $106,004 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $106,004 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,772 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,772 | TotalTaxAmt |
| Distributable Before Adj | $100,232 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $100,232 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $100,232 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $107,599 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $107,599 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $100,232 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $7,802 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $36,968 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $44,770 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $107,599 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $100,232 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,367 | RemainingDistriFromCorpusAmt |
| Total Corpus | $52,137 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $52,137 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $7,802 | ExcessFromYear2Amt |
| Excess From Year1 | $36,968 | ExcessFromYear1Amt |
| Excess From Current Year | $7,367 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHUNG HWEI CHANG | ContributingManagerNm |
| Contributing Manager | KENNY CHANG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| INDUSTRY SHERIFFS YOUTH ACTIVITIES LEAG | |||||||
| PO BOX 7114 | CITY OF INDUSTRY | CA | 91744 | N/A | PC | CHARITABLE PURPOSE | $10,000 |
| SOUTHERN CALIFORNIA COUNCIL OF CHINESE S | |||||||
| 863 EAST MOUNTAIN WAY UNIT B | AZUSA | CA | 91702 | NONE | PC | CHARITABLE PURPOSE | $7,500 |
| ASIAN YOUTH CENTER | |||||||
| 100 WEST CLARY AVE | SAN GABRIEL | CA | 91776 | NONE | PC | CHARITABLE PURPLE | $1,500 |
| BUDDHAS LIGHT INTERNATIONAL LOS ANGELES | |||||||
| 3456 S GLENMARK DR | HACIENDA HTS | CA | 91745 | NONE | PC | CHARITABLE PURPOSE | $6,000 |
| ACE NEXTGEN | |||||||
| PO BOX 51471 | BOSTON | MA | 02205 | NONE | PC | CHARITABLE PURPOSE | $12,480 |
| INTERNATIONAL BUDDHIST PROGRESS SOCIETY | |||||||
| 3456 GLENMARK DR | HACIENDA HEIGHTS | CA | 91745 | NONE | PC | CHARITABLE PURPOSE | $30,000 |
| ASIAN BUSINESS CENTER | |||||||
| 767 NORTH HILL STREET SUITE 308 | LOS ANGELES | CA | 90012 | NONE | PC | CHARITABLE PURPOSE | $16,000 |
| GOLD HOUSE FOUNDATION INC | |||||||
| 340 S LEMON AVE 5118 | WALNUT | CA | 91789 | NONE | PC | CHARITABLE PURPOSE | $3,090 |
| KARAT LOLLICUP USA INC | |||||||
| 6185 KIMBALL AVE | CHINO | CA | 91708 | NONE | PC | CHARITABLE PURPOSE | $4,887 |
| CALIFORNIA ASIAN PEACE OFFICERS ASSOCIAT | |||||||
| PO BOX 538 | SAN GABRIEL | CA | 91778 | NONE | PC | CHARITABLE PURPOSE | $1,000 |
| ALHAMBRA POLICE FOUNDATION | |||||||
| 2801 W MISSION RD | ALHAMBRA | CA | 91803 | NONE | PC | CHARITABLE PURPOSE | $1,000 |
| BUDDHIST TZU CHI FOUNDATION | |||||||
| 1100 S VALLEY CENTER AVE | SAN DIMAS | CA | 91773 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $98,457 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,908 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,872 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $25,434 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $360,046 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $67,214 | ExclusionAmt |
| Related Or Exempt Function Incm | $360,046 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $427,260 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| Chang Family Trust | ||||||
| 1 | 1839 Vallecito Dr | Hacienda Heights | CA | 91745 | $188,640 | Yes (X) |
| Chang Family Trust | ||||||
| 2 | 1839 Vallecito Dr | Hacienda Heights | CA | 91745 | $32,831 | Yes (X) |
| Chang Family Trust | ||||||
| 3 | 1839 Vallecito Dr | Hacienda Heights | CA | 91745 | $86,532 | Yes (X) |
| Chang Family Trust | ||||||
| 4 | 1839 Vallecito Dr | Hacienda Heights | CA | 91745 | $179,806 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 4000 Shares Alcoa Corp | $188,640 | 2021-11-18 |
| 2 | 11 Shares Alphabet Inc Cl A | $32,831 | 2021-11-18 |
| 3 | 396 Shares NXP Semiconductors NV | $86,532 | 2021-11-18 |
| 4 | 5424 Shares Tata Motors Limited | $179,806 | 2021-11-18 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal and Professional - Accounting Fee | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $253,356 | EOYBookValueAmt |
| EOYFMV | $250,400 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $731,312 | EOYBookValueAmt |
| EOYFMV | $874,920 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUND | AT COST | $403,809 | $435,297 |
| FIXED-RATE CAPITAL SECURITIES | AT COST | $374,270 | $387,780 |
| EXCHANGE-TRADED & CLOSED-END FUNDS | AT COST | $190,821 | $246,176 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Loss | $61 | $61 | |
| Postage | $15 | $15 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $25,434 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $25,434 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Advisory Fee | CategoryTxt |
| Amt | $7,799 | Amt |
| Net Investment Income | $7,799 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Attorney General's Registry of Charitabl | $75 | $75 | |
| Excise Tax | $6,532 | $6,532 | |
| Foreign Tax Paid | $376 | $376 | |
| Secretary of State | $20 | $20 |