CK AND KAY HO FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CK AND KAY HO FOUNDATION (EIN 20-5291583)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-29
- IRS object ID
- 202101819349100000
- Schema version
- 2020v4.0
- 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 Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-29T22:12:35-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 833905731 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Freda Wu - CPA SERVICES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 713 W Duarte Rd G758 | AddressLine1Txt |
| City | Arcadia | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205291583 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CK AND KAY HO FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CKAN | BusinessNameControlTxt |
| Phone | 3103773097 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6831 ALTA VISTA DR | AddressLine1Txt |
| City | RANCHO PALOS VERDES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90275 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HING KAY HO | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2021-06-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HING KAY | PersonFirstNm |
| Person Last | HO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Freda Wu | PreparerPersonNm |
| PTIN | P01601647 | PTIN |
| Phone | 6262799388 | 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 | 2020 | 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 | $12,838,000 | 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 | $615,890 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $440 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $440 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $440 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $255,158 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $255,158 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $255,158 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $81,509 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,689,901 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $81,509 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $17,611 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $60,098 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $60,098 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $60,098 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,013,095 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $397,205 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $333,307 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $15,904 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,904 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $15,904 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $23,531 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $23,531 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $23,531 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $40,962 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $40,962 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $40,962 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $80,397 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $80,397 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $80,397 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $684,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $684,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $764,397 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $80,397 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $80,397 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $684,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $248,698 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $316,808 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $252,910 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $286,691 | CashBOYAmt |
| Cash EOY | $315,772 | CashEOYAmt |
| Cash EOYFMV | $315,771 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $344,868 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $277,590 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $277,590 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,029,260 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,666,255 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,187,500 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,707,263 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,653,150 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,929,992 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $423,742 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $139,750 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $127,147 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $7,045 | OtherAssetsBOYAmt |
| Other Assets EOY | -$5,784 | OtherAssetsEOYAmt |
| Total Assets BOY | $9,798,869 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,046,733 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,838,000 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,245 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $411 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,245 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $411 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $11,759,107 | CapitalStockBOYAmt |
| Capital Stock EOY | $11,759,107 | CapitalStockEOYAmt |
| Retained Earning BOY | -$1,961,483 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,712,785 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,797,624 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,046,322 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,798,869 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,046,733 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,797,624 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $248,698 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,046,322 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,046,322 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| EXHIBIT A: S/T C/G | P | 2020-01-01 | 2020-12-31 | $1,445,565 | $1,427,961 | $17,604 | $17,604 |
| EXHIBIT B: L/T C/G | P | 2019-01-01 | 2020-12-31 | $2,244,329 | $2,180,431 | $63,898 | $63,898 |
| K-1: ISHARES S& P GSCI | P | $7 | $7 | $7 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $81,509 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $17,611 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,404 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,404 | SubtotalAmt |
| Tax Based On Investment Income | $4,404 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,964 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $23,964 | TotalPaymentsAndCreditsAmt |
| Overpayment | $19,560 | OverpaymentAmt |
| Applied To ES Tax | $19,560 | 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 | CK HO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3103773097 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6831 ALTA VISTA DRIVE | AddressLine1Txt |
| City | RANCHO PALOS VERDES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 902755603 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CK HO | ||||||
| 6831 ALTA VISTA DRIVE | RANCHO PALOS VERDES | CA | 90275 | Director | 4.00 | $0 |
| HING KAY HO | ||||||
| 6831 ALTA VISTA DRIVE | RANCHO PALOS VERDES | CA | 90275 | Director | 4.00 | $0 |
| VANESSA K HO | ||||||
| 6831 ALTA VISTA DRIVE | RANCHO PALOS VERDES | CA | 90275 | Director | 2.00 | $0 |
| CHRISTOPHER K HO | ||||||
| 260 PARK AVE S 2J | NEW YORK | NY | 100107260 | Director | 2.00 | $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 | $10,213,166 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $706,731 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,919,897 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $10,919,897 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $163,798 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,756,099 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $537,805 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $537,805 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,404 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,404 | TotalTaxAmt |
| Distributable Before Adj | $533,401 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $533,401 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $533,401 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $684,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $684,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $684,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $533,401 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,112,107 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $43,053 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $314,374 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $236,015 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $296,255 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,001,804 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $684,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $533,401 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $150,599 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,152,403 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,112,107 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,040,296 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $43,053 | ExcessFromYear4Amt |
| Excess From Year3 | $314,374 | ExcessFromYear3Amt |
| Excess From Year2 | $236,015 | ExcessFromYear2Amt |
| Excess From Year1 | $296,255 | ExcessFromYear1Amt |
| Excess From Current Year | $150,599 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CK HO | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BREAD OF LIFE CHURCH | |||||||
| 2780 LOMITA BLVD | TORRANCE | CA | 90505 | UNRELATED | PC | FOR TEH BREAD OF LIFE CHURCH GENERAL FUND AND FOR CHRISTIAN MISSIONARIRES WORLDWIDE | $62,000 |
| OC INTERNATIONAL | |||||||
| PO BOX 36900 | COLORADO SPRINGS | CO | 80936 | UNRELATED | PC | FOR THE SUPPORT OF CHRISTIAN MISSIONARIES WORLDWIDE | $26,000 |
| EVANGELICAL FREE CHURCH MISSION | |||||||
| 901 E 78TH STREET | MINNEAPOLIS | MN | 55420 | UNRELATED | PC | FOR THE EVANGELICAL FREE CHURCH GENERAL FUND | $6,000 |
| PIONEERS | |||||||
| 10123 WILLIAM CAREY DRIVE | ORLANDO | FL | 32832 | UNRELATED | PC | FOR THE SUPPORT OF CHRISTIAN MISSIONARIES WORLDWIDE | $6,000 |
| WYCLIFFE BIBLE TRANSLATORS | |||||||
| P O BOX 628200 | ORLANDO | FL | 32862 | UNRELATED | PC | FOR THE SUPPORT OF CHRISTIAN PUBLICATIONS AND TRANSLATIONS | $6,000 |
| ASIA ART ARCHIVE IN AMERICA | |||||||
| 43 REMSEN STREET | BROOKLYN | NY | 11201 | UNRELATED | PC | TO COLLECT, PRESERVE AND MAKE INFORMATION ON CONTEMPORARY ART FROM AND OF ASIA EASILY ACCESSIBLE IN ORDER TO FACILIATE UNDERSTANDING, RESEARCH AND WRITING IN THE FILELD | $15,000 |
| THE NAVIGATORS GIFT PROCESSING CENT | |||||||
| PO BOX 6027 | ALBERT LEA | MN | 56007 | UNRELATED | PC | FOR THE SUPPORT OF CHRISTIAN MISSIONARIES WORLDWIDE | $6,000 |
| CAMPUS EVANGELICAL FELLOWSHIP INC | |||||||
| 365 DU PAHZE STREET | NAPERVILLE | IL | 60565 | UNRELATED | PC | FOR THE CAMPUS EVANGELICAL FELLOWSHIP GENERAL FUND | $30,000 |
| OVERSEAS CAMPUS MINISTRIES INC | |||||||
| 1753 CABRILLO AVENUE | TORRANCE | CA | 90501 | UNRELATED | PC | FOR THE SUPPORT OF CHRISTIAN MISSIONARIES & EDUCATIONAL SERVICES WORLDWIDE | $250,000 |
| TELLURIDE THEATRE | |||||||
| PO BOX 2469 | TELLURIDE | CO | 81435 | UNRELATED | PC | TO SUPPORT ORGINAL THEATRE AND THEATRE EDUCATION IN TELLURIDE | $6,000 |
| PARTNERS IN HOPE INC | |||||||
| 30717 GANADO DRIVE | RANCHO PALOS VERDES | CA | 90275 | UNRELATED | PC | TO SERVE INDIVIDUALS , FAMILIES AND THE COMMUNITY THROUGH RELIEF, EDUCATION AND DEVELOPMENT | $5,000 |
| SAN MIGUEL BIKER'S ALLIANCE | |||||||
| PO BOX 2127 | TELLURIDE | CO | 81435 | UNRELATED | PC | WORKING FOR BETTER TRAILS AND BETTER BIKING IN THE TELLURIDE REGION. | $3,000 |
| PACIFIC SEAFARERS MISSION | |||||||
| 526 E ANAHEIM STREET 2ND FLOOR | LONG BEACH | CA | 90813 | UNRELATED | PC | PREACHING THE GOOD NEWS TO ALL SEAFARERS | $10,000 |
| JONI FRIENDS | |||||||
| P O BOX 3333 | AGOURA HILLS | CA | 91376 | UNRELATED | PC | TO PROVIDE AID TO FAMILIES THAT LIVE WITH DISABILITY | $202,000 |
| Africa Inland Mission | |||||||
| PO BOX 3611 | Peachtree City | GA | 30269 | UNRELATED | PC | For projects or to support an AIM member. | $5,000 |
| Asia Contemporary Art Forum | |||||||
| 313 WEST 143 STREET SUB-LEVEL | NEW YORK | NY | 10030 | UNRELATED | PC | To support ACAF's programs. | $10,000 |
| Paining Space Inc | |||||||
| 150 First Ave | New York | NY | 10009 | UNRELATED | PC | Support art work and exhibit at PS122 Gallery. | $2,000 |
| The Salvation Army | |||||||
| 138 S Bandini Ave | San Pedro | CA | 90731 | UNRELATED | PC | To provide vital sevices including food, utility and rent assistance, after school programs that keep vulnerable children safe and nuture their development, senior citizen programs that provide housing, social supports and daily warm meals, or shelters that offer comprehensive supportive services for men, women and their children. | $20,000 |
| St John's Unviversity | |||||||
| 8000 Utopia Parkway | Queens | NY | 11439 | UNRELATED | PC | Fund in University Art Garllery to provide schoolarship. | $5,000 |
| TELLURIDE ART | |||||||
| PO BOX 152 | Telluride | CO | 81435 | UNRELATED | PC | To support art work. | $9,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $684,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $440 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $255,158 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $60,098 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $81,509 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $397,205 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $397,205 | 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 | CHU KWONG and HING KAY HO | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6831 ALTA VISTA DRIVE | AddressLine1Txt |
| City | RANCHO PALOS VERDES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 902755603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $796,875 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Public Traded Securities, See Exhibit C | NoncashPropertyDesc |
| Fair Market Value | $773,745 | FairMarketValueAmt |
| Received | 2020-12-23 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $15,904 | Amt |
| Net Investment Income | $15,904 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $15,904 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | See Schedule II (7/7) | BondNm |
| EOY Book Value | $4,653,150 | EOYBookValueAmt |
| EOYFMV | $4,929,992 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | See Schedule I (5/5) | StockNm |
| EOY Book Value | $4,666,255 | EOYBookValueAmt |
| EOYFMV | $7,187,500 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | See Schedule III (1/1) | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $139,750 | BookValueAmt |
| EOYFMV | $127,147 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ISHARES S&P GSCI - ADD COST BASIS | Desc |
| BOY Book Value | $7,045 | BOYBookValueAmt |
| EOY Book Value | -$5,784 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Bond Premium Expenses | $1,157 | $1,157 | $1,157 |
| INVESTMENT EXPENSES | $39,137 | $39,137 | $39,137 |
| K-1: ISHARES S&P 13W | $668 | $668 | $668 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $60,098 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $60,098 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $60,098 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST CARRYOVER | Desc |
| BOY Book Value | $1,245 | BOYBookValueAmt |
| EOY Book Value | $411 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EXCISE TAX ON INVESTMENT INCOME | $20,836 | $20,836 | $20,836 |
| FOREIGN TAX WITHHELD | $2,515 | $2,515 | $2,515 |
| FTB TAX | $10 | $10 | $10 |
| LICENSES & PERMITES | $170 | $170 | $170 |
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