O & R FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
O & R FOUNDATION INC (EIN 20-3976090)
Tax period
2021-07-01 to 2022-06-30
Filed
2022-11-02
IRS object ID
202243069349101019
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)
Return2022-11-02T10:41:24-07:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN205281117PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Benn & Leman CPAs IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11508 Eureka Rd Ste 235AddressLine1Txt
CityRosevilleCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95661ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203976090EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The O&R Chun Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlO&RCBusinessNameControlTxt
Phone9167867626PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13741 Douglas Blvd Suite 130AddressLine1Txt
CityRosevilleCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95661ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRichard BD ChunPersonNm
Person TitlePresidentPersonTitleTxt
Signature2022-11-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRichard BDPersonFirstNm
Person LastChunPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKatherine L Leman CPAPreparerPersonNm
PTINP00298369PTIN
Phone9167601680PhoneNum

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$141,760FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$2,279DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,279DividendsNetInvstIncmAmt
Dividends Adj Net Incm$2,279DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$7,796NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$15,205GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$7,796CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$10,075TotalRevAndExpnssAmt
Total Net Invst Incm$10,075TotalNetInvstIncmAmt
Total Adj Net Incm$2,279TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$1,296OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$105TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,401TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$12,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$12,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$13,401TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$12,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,326ExcessRevenueOverExpensesAmt
Net Investment Income$10,075NetInvestmentIncomeAmt
Adjusted Net Income$2,279AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,723CashBOYAmt
Cash EOY$2,069CashEOYAmt
Cash EOYFMV$2,069CashEOYFMVAmt
Other Investments BOY$127,187OtherInvestmentsBOYAmt
Other Investments EOY$124,515OtherInvestmentsEOYAmt
Other Investments EOYFMV$139,691OtherInvestmentsEOYFMVAmt
Total Assets BOY$129,910TotalAssetsBOYAmt
Total Assets EOY$126,584TotalAssetsEOYAmt
Total Assets EOYFMV$141,760TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$129,910NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$126,584NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$129,910TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$126,584TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$129,910TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$126,584TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$129,910TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,326ExcessRevenueOverExpensesAmt
Subtotal$126,584SubtotalAmt
Tot Net Ast Or Fund Balances EOY$126,584TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
804.29 DFA GLOBAL ALLOC 25/75P2009-03-062021-10-06$11,976$7,409$4,567$4,567
Capital Gain Dividends$3,229
FieldValueIRS element (for citing)
Capital Gain Net Income$7,796CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$140InvestmentIncomeExciseTaxAmt
Subtotal$140SubtotalAmt
Tax Based On Investment Income$140TaxBasedOnInvestmentIncomeAmt
Tax Due$140TaxDueAmt
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 Line1Benn & Leman CPAs IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9167601680PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11508 Eureka Road Suite 235AddressLine1Txt
CityRosevilleCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95661ZIPCd
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
Richard BD Chun
3741 Douglas Blvd Suite 130RosevilleCA95661President1.00$0
Kimberly Foss CFP
3741 Douglas Blvd Suite 130RosevilleCA95661Secretary1.00$0
Charles K Benn CPA
1508 Eureka Road Suite 235RosevilleCA95661Treasurer1.00$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$153,284AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,908AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$155,192TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$155,192AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,328CashDeemedCharitableAmt
Net Vl Noncharitable Assets$152,864NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,643MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,643MinimumInvestmentReturnAmt
Tax Based On Investment Income$140TaxBasedOnInvestmentIncomeAmt
Total Tax$140TotalTaxAmt
Distributable Before Adj$7,503DistributableBeforeAdjAmt
Distributable Before Ded$7,503DistributableBeforeDedAmt
Distributable As Adjusted$7,503DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$12,000ExpensesAndContributionsAmt
Qualifying Distributions$12,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,503DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$3,768ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$3,340ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$673ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$3,939ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$4,129ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$15,849TotalExcessDistributionCyovAmt
Qualifying Distributions$12,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,503AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,497RemainingDistriFromCorpusAmt
Total Corpus$20,346TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$3,768ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$16,578ExcessDistriCyovToNextYrAmt
Excess From Year4$3,340ExcessFromYear4Amt
Excess From Year3$673ExcessFromYear3Amt
Excess From Year2$3,939ExcessFromYear2Amt
Excess From Year1$4,129ExcessFromYear1Amt
Excess From Current Year$4,497ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRichard BD ChunContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonSIERRA COLLEGE FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line15000 ROCKLIN ROADAddressLine1Txt
CityROCKLINCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95677ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNoneRecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeEDUCATIONAL ASSISTANCEGrantOrContributionPurposeTxt
Amt$12,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$12,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,279ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$7,796ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$10,075ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$10,075TotalIncomeProducingActyAmt

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

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemDFA GLOBAL ALLOC 25/75CategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$124,515BookValueAmt
EOYFMV$139,691EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$1,296Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL NET INVESTMENT INCOME TAXCategoryTxt
Amt$105Amt

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