EJEWEL FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- EJEWEL FOUNDATION (EIN 85-3797245)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202203189349106495
- Schema version
- 2021v4.1
- 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
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Receivables Officers Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T17:20:31-08:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954612124 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHANG CHANG CHEN & CO CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1340 VALLEY VISTA DR STE 100 | AddressLine1Txt |
| City | DIAMOND BAR | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91765 | 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 | 853797245 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EJEWEL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EJEW | BusinessNameControlTxt |
| Phone | 6265988250 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19016 BRAMHALL LN | AddressLine1Txt |
| City | ROWLAND HEIGHTS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91748 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHIHTE LO | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHIHTE | PersonFirstNm |
| Person Last | LO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JONATHAN S CHANG | PreparerPersonNm |
| PTIN | P00441560 | PTIN |
| Phone | 9098616088 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
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 | $11,059,953 | 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 | $11,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $184 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $184 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $80,868 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $80,868 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $34,679 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $94,517 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $34,679 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $11,115,731 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $115,731 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $35,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $35,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,818 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,750 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,068 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $7,137 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,160 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,977 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29,527 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,427 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $24,100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $84,982 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,337 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $71,645 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,413,740 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,413,740 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,498,722 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,337 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,485,385 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,617,009 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $101,394 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,490,019 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,078,124 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,078,124 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $10,837 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $10,837 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $3,818 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl EOY | $3,818 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $3,818 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments EOY | $7,041,154 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,974,195 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,992,979 | LandBldgEquipCostOrOtherBssAmt |
| Land EOY | $2,992,979 | LandEOYAmt |
| Land EOYFMV | $2,992,979 | LandEOYFMVAmt |
| Total Assets BOY | $1,490,019 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,126,912 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,059,953 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $19,884 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $19,884 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,490,019 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,107,028 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,490,019 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,107,028 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,490,019 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,126,912 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,490,019 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,617,009 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,107,028 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,107,028 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 132.000 ISHARES CORE MSCI EMERGING | P | 2021-08-02 | 2021-10-27 | $8,344 | $8,414 | -$70 | -$70 |
| 383.000 ISHARES CORE MSCI EMERGING | P | 2021-01-01 | 2021-10-27 | $24,206 | $23,982 | $224 | $224 |
| 465.000 JPMORGAN BETABUILDERS JAPAN ETF | P | 2021-01-01 | 2021-10-25 | $26,584 | $27,442 | -$858 | -$858 |
| 18,618.667 SIX CIRCLES US UNCONSTR EQ | P | 2020-01-01 | 2021-12-20 | $28,139 | $28,139 | $28,139 | |
| 7,870.067 SIC CIRCLES CREDIT OPPORT | P | 2020-01-01 | 2021-12-20 | $9 | $9 | $9 | |
| 4,981.000 VANGUARD SHORT-TERM BOND ETF | P | 2020-01-01 | 2021-12-29 | $1,046 | $1,046 | $1,046 | |
| 2,373.000 VANGUARD TOTAL BOND MARKET | P | 2020-01-01 | 2021-12-29 | $308 | $308 | $308 | |
| 16,203.000 VANGUARD TOTAL INTL BOND ETF | P | 2020-01-01 | 2021-12-29 | $5,843 | $5,843 | $5,843 | |
| JPM SHORT DURATION BD FD - CL I | P | 2020-01-01 | 2021-12-14 | $38 | $38 | $38 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $34,679 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$704 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,409 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,409 | SubtotalAmt |
| Tax Based On Investment Income | $1,409 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $33 | EsPenaltyAmt |
| Tax Due | $442 | 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 | Yes (true) | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHIHTE LO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6266008838 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19016 BRAMHALL LN | AddressLine1Txt |
| City | ROWLAND HEIGHTS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917484954 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CHIHTE LO | ||||||
| 19016 BRAMHALL LN | ROWLAND HEIGHTS | CA | 917484954 | President & CEO | 10.00 | $0 |
| JIA RONG | ||||||
| 19016 BRAMHALL LN | ROWLAND HEIGHTS | CA | 917484954 | CFO | 10.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,940,470 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,678,478 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,618,948 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,618,948 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $69,284 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,549,664 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $227,483 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $227,483 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,409 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,409 | TotalTaxAmt |
| Distributable Before Adj | $226,074 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $226,074 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $226,074 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,485,385 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,485,385 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $226,074 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $8,764 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,764 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,485,385 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $226,074 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,259,311 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,268,075 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,268,075 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $8,764 | ExcessFromYear1Amt |
| Excess From Current Year | $1,259,311 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHIHTE LO | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GREAT ENLIGHTENMENT LOTUS SOCIETY O | |||||||
| 1338 RIDDER PARK DR | SAN JOSE | CA | 95131 | NONE | PC | GENERAL & UNRESTRICTED | $52,500 |
| GREAT ENLIGHTENMENT BUDDIST INSTITU | |||||||
| 3209 PRODUCER WAY | POMONA | CA | 91768 | NONE | PC | GENERAL & UNRESTRICTED | $1,332,640 |
| GREAT ENLIGHTENMENT LOTUS SOCIETY I | |||||||
| 3209 PRODUCER WAY | POMONA | CA | 91768 | NONE | PC | GENERAL & UNRESTRICTED | $26,600 |
| BLISS AND WISDOM CHARITABLE ORGANIZ | |||||||
| 3209 PRODUCER WAY | POMONA | CA | 91768 | NONE | PC | GENERAL & UNRESTRICTED | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,413,740 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $184 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $80,868 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $34,679 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $81,052 | ExclusionAmt |
| Related Or Exempt Function Incm | $34,679 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $115,731 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CHIHTE LO | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19016 BRAMHALL LN | AddressLine1Txt |
| City | ROWLAND HEIGHTS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917484954 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $11,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,500 | Amt |
| Net Investment Income | $4,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Buildings | $1,001,111 | $1,001,111 | $1,001,111 |
| Improvements | $109,779 | $109,779 | $109,779 |
| Land | $1,882,089 | $1,882,089 | $1,882,089 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $7,818 | LegalFeesAmt |
| Net Investment Income | $3,750 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,068 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGE | $255 | $127 | $128 |
| DUES AND SUBSCRIPTIONS | $255 | $128 | $127 |
| INSURANCE | $17,039 | $17,039 | |
| MEALS | $1,103 | $1,103 | |
| OFFICE SUPPLIES | $5,971 | $2,985 | $2,986 |
| OUTSIDE SERVICE | $2,187 | $2,187 | |
| REPAIR AND MAINTENANCE | $1,420 | $1,420 | |
| SECURITY | $883 | $883 | |
| UTILITIES | $414 | $414 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JADE CHIEU | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Insider Relationship | EMPLOYEE | InsiderRelationshipTxt |
| Loan Original | $3,818 | LoanOriginalAmt |
| Balance Due | $3,818 | BalanceDueAmt |
| Note | 2021-12 | NoteDt |
| Interest | 0.0000 | InterestRt |
| Security Provided Borrower | N/A | SecurityProvidedBorrowerTxt |
| Loan Purpose | ADVANCE | LoanPurposeTxt |
| Lender Consideration | CASH | LenderConsiderationDesc |
| Consideration FMV | $3,818 | ConsiderationFMVAmt |
Other Receivables Officers Sch OtherReceivablesOfficersSch
Officer Other Rcvbl OfficerOtherRcvblGrp (2 entries)
| Borrower TitleBorrowerTitleTxt | Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Security Provided BorrowerSecurityProvidedBorrowerTxt | Loan PurposeLoanPurposeTxt | Lender ConsiderationLenderConsiderationDesc | Consideration FMVConsiderationFMVAmt |
|---|---|---|---|---|---|---|---|
| CHIHTE LO | |||||||
| PRESIDENT | $9,233 | $9,233 | 2021-10 | N/A | ADVANCE | CASH | $9,233 |
| JIA RONG | |||||||
| CFO | $1,604 | $1,604 | 2021-10 | N/A | ADVANCE | CASH | $1,604 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| DEPARTMENT OF JUSTICE | $150 | $150 | |
| FOREIGN TAX PAID | $1,160 | $1,160 | |
| IRON BOAT LLC TAX | $800 | $800 | |
| PAYROLL TAX EXPENSE | $3,252 | $3,252 | |
| PROPERTY TAX EXPENSE | $1,775 | $1,775 |
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