SEAN AND CHRISTINE YU PRIVATE FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SEAN AND CHRISTINE YU PRIVATE FOUNDATION (EIN 46-3463008)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-10-06
IRS object ID
202242799349100909
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)
Return2022-10-06T11:21:38-07:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN954330544PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Sun Accountancy CorporationBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1301 W Valley Blvd 219AddressLine1Txt
CitySan GabrielCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91776ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN463463008EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SEAN AND CHRISTINE YU PRIVATE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSEANBusinessNameControlTxt
Phone6262038082PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1920 HILLCREST PLACEAddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91106ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHUNG HSIEO YUPersonNm
Person TitleSecretaryPersonTitleTxt
Signature2022-09-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHUNG HSIEOPersonFirstNm
Person LastYUPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLINDA SUN CPAPreparerPersonNm
PTINP00107022PTIN
Phone6264576118PhoneNum

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)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$738,947FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$500,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$4,183InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,183InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$163DividendsRevAndExpnssAmt
Dividends Net Invst Incm$163DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$44,830NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$108,979GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$44,830CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$521NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$13,508OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$13,508OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$562,684TotalRevAndExpnssAmt
Total Net Invst Incm$62,684TotalNetInvstIncmAmt
Total Adj Net Incm$521TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$3,960AccountingFeesRevAndExpnssAmt
Interest Rev And Expnss$96InterestRevAndExpnssAmt
Interest Net Invst Incm$96InterestNetInvstIncmAmt
Taxes Rev And Expnss$699TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$75TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$17,759OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$17,716OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$22,514TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$17,812TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$75TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$446,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$446,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$469,114TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$17,812TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$446,675TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$93,570ExcessRevenueOverExpensesAmt
Net Investment Income$44,872NetInvestmentIncomeAmt
Adjusted Net Income$521AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$143,869SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$246,387SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$246,387SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$22,699CorporateStockBOYAmt
Corporate Stock EOY$10,217CorporateStockEOYAmt
Corporate Stock EOYFMV$24,629CorporateStockEOYFMVAmt
Other Investments BOY$553,099OtherInvestmentsBOYAmt
Other Investments EOY$557,257OtherInvestmentsEOYAmt
Other Investments EOYFMV$467,931OtherInvestmentsEOYFMVAmt
Total Assets BOY$719,667TotalAssetsBOYAmt
Total Assets EOY$813,861TotalAssetsEOYAmt
Total Assets EOYFMV$738,947TotalAssetsEOYFMVAmt
Other Liabilities EOY$624OtherLiabilitiesEOYAmt
Total Liabilities EOY$624TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$719,667NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$813,237NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$719,667TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$813,237TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$719,667TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$813,861TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$719,667TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$93,570ExcessRevenueOverExpensesAmt
Subtotal$813,237SubtotalAmt
Tot Net Ast Or Fund Balances EOY$813,237TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
1730.000 AVANTOR INCP2021-02-232021-03-09$48,226$47,705$521$521
498.000 AMERICAN AIRLS GROUP INC.D2019-02-142021-03-16$12,556$12,556$12,556
5.424 APPLE INCD2015-02-122021-07-06$771$168$603$603
1730.000 AVANTOR INCP2017-11-172021-03-08$47,426$16,276$31,150$31,150
FieldValueIRS element (for citing)
Capital Gain Net Income$44,830CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$521NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$624InvestmentIncomeExciseTaxAmt
Subtotal$624SubtotalAmt
Tax Based On Investment Income$624TaxBasedOnInvestmentIncomeAmt
Tax Due$624TaxDueAmt
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 ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addresswww.guidestar.orgWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SEAN YUBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6262038082PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1920 HILLCREST PLACEAddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91106ZIPCd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
CHRISTINE YU
920 HILLCREST PLACEPASADENACA91106CEO2.00$0
CHUNG HSIEO YU
920 HILLCREST PLACEPASADENACA91106Secretary2.00$0
SANDY YU
920 HILLCREST PLACEPASADENACA91106CFO1.00$0
RILEY YU
920 HILLCREST PLACEPASADENACA91106Director1.00$0
AVERY AUDREY YU
920 HILLCREST PLACEPASADENACA91106Director1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$483,492AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$93,355AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$576,847TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$576,847AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,653CashDeemedCharitableAmt
Net Vl Noncharitable Assets$568,194NetVlNoncharitableAssetsAmt
Minimum Investment Return$28,410MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$28,410MinimumInvestmentReturnAmt
Tax Based On Investment Income$624TaxBasedOnInvestmentIncomeAmt
Total Tax$624TotalTaxAmt
Distributable Before Adj$27,786DistributableBeforeAdjAmt
Distributable Before Ded$27,786DistributableBeforeDedAmt
Distributable As Adjusted$27,786DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$446,675ExpensesAndContributionsAmt
Qualifying Distributions$446,675QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$27,786DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$229,559ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$255,597ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$283,439ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$768,595TotalExcessDistributionCyovAmt
Qualifying Distributions$446,675QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$27,786AppliedToCurrentYearAmt
Remaining Distri From Corpus$418,889RemainingDistriFromCorpusAmt
Total Corpus$1,187,484TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,187,484ExcessDistriCyovToNextYrAmt
Excess From Year3$229,559ExcessFromYear3Amt
Excess From Year2$255,597ExcessFromYear2Amt
Excess From Year1$283,439ExcessFromYear1Amt
Excess From Current Year$418,889ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCHUNG HSIEO YUContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Cal Poly Pomona Foundation Inc
3801 West Temple Avenue Bldg 55PomonaCA91768N/APCCharitable Purpose$40,000
Methodist Hospital Foundation
300 W Huntington DriveArcadiaCA91007N/APCCharitable Purpose$2,000
BOYS & GIRLS CLUBS OF PASADENA
3230 E DEL MAR BLVDPASADENACA91107N/APCCharitable Purpose$3,000
Buddhist Tzu Chi Foundation
1100 S Valley Center AveSan DimasCA91773N/APCCharitable Purpose$2,000
The University of Chicago
5235 S Harper Court Suite 450ChicagoIL60615N/APCCharitable Purpose$130,000
Taiwan Center Foundation of Greater LA
3001 Walnut Grove AveRosemeadCA91770N/APCCharitable Purpose$21,600
Pacific Oaks College &Childrens School
55 Eureka StreetPasadenaCA91103N/APCCharitable Purpose$1,000
CHILDRENS HOSPITAL LOS ANGELES
4650 SUNSET BLVD 29LOS ANGELESCA90027N/APCCharitable Purpose$5,000
POLYTECHNIC SCHOOL
1030 E CALIFORNIA BLVDPASADENACA91106N/APCCharitable Purpose$60,000
TAIWANESE AMERICAN SCHOLARSHIP FUND
PO BOX 60074PASADENACA91116N/APCCharitable Purpose$115,000
Ronald Mcdonald House Charities Inc
One Kroc DriveOak BrookIL60523N/APCCharitable Purpose$500
Asian-American Accounting Research & Dev
17506 Colima Rd Ste 202Rowland HeightsCA91748N/APCCharitable Purpose$1,000
SHOES THAT FIT
1420 N CLAREMONT BLVD SUITE 204ACLAREMONTCA91711N/APCCHARITABLE PURPOSE$500
The Huntington Library Art Museu and B
1151 Oxford RdSan MarinoCA91108N/APCCharitable Purpose$2,500
United Sino-Amerian CPAs Foundation
18725 E Gale Ave Suite 250City of IndustryCA91748N/APCCharitable Purpose$50,000
Highland Oaks Elementary School
10 Virginia RdArcadiaCA91006N/APCCharitable Purpose$2,500
Temple City Immanuel Church of the Nazar
9953 Las Tunas DrTemple CityCA91780N/APCCharitable Purpose$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$446,600TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,183ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$163ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion43ExclusionCd
Exclusion$19ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$44,830RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOther Investment GainDesc
Exclusion18ExclusionCd
Exclusion$13,489ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$17,854ExclusionAmt
Related Or Exempt Function Incm$44,830RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$62,684TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonCHUNG HSIEO YUContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1920 HILLCREST PLACEAddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91106ZIPCd
FieldValueIRS element (for citing)
Total Contributions$500,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeeCategoryTxt
Amt$3,960Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockStocks InvestmentStockNm
EOY Book Value$10,217EOYBookValueAmt
EOYFMV$24,629EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemPartnership InvestmentCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$557,257BookValueAmt
EOYFMV$467,931EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
Investment Expense$10,719$10,719
Office Expense$43
Other Investment Loss$6,997$6,997

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
Other Investment Gain$13,489$13,489
Other Investment Income$19$19

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescExcise Tax PayableDesc
EOY Book Value$624EOYBookValueAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonCHUNG HSIEO YUPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1920 HILLCREST PLACEAddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91106ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Attorney Generals Registry$75$75
Excise Tax$624

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