FURP.ORG / PUBLIC DATA EXPLORER

KCAL INS FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
KCAL INS FOUNDATION (EIN 20-8035570)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-06-28
IRS object ID
202111799349100231
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-06-28T14:07:46-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208035570EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KCAL Ins FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKCALBusinessNameControlTxt
Phone6262728288PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12140 S HACIENDA BLVD SUITE AAddressLine1Txt
CityHACIENDA HEIGHTSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91745ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHUNG HWEI CHANGPersonNm
Person TitleSecretaryPersonTitleTxt
Phone6262728288PhoneNum
Signature2021-06-24SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHUNG HWEIPersonFirstNm
Person LastCHANGPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

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)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,783,636FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$110,366ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$11,928InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$11,928InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$11,928InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$18,519DividendsRevAndExpnssAmt
Dividends Net Invst Incm$18,519DividendsNetInvstIncmAmt
Dividends Adj Net Incm$18,519DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$205,977NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$380,814GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$206,244CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$1,619NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$5,030OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$5,030OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$351,820TotalRevAndExpnssAmt
Total Net Invst Incm$241,721TotalNetInvstIncmAmt
Total Adj Net Incm$32,066TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$2,166LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$2,166LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$2,166LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,500AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,912OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,912OtherProfFeesNetInvstIncmAmt
Interest Rev And Expnss$398InterestRevAndExpnssAmt
Interest Net Invst Incm$398InterestNetInvstIncmAmt
Taxes Rev And Expnss$943TaxesRevAndExpnssAmt
Taxes Net Invst Incm$79TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$864TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$130OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$130OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,049TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,055TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,660TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$107,223ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$107,223ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$117,272TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,055TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$112,883TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$234,548ExcessRevenueOverExpensesAmt
Net Investment Income$232,666NetInvestmentIncomeAmt
Adjusted Net Income$32,066AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,182CashBOYAmt
Cash EOY$3,465CashEOYAmt
Cash EOYFMV$4,465CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,080,048SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$897,609SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$703,427SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$152,410CorporateStockBOYAmt
Corporate Stock EOY$495,355CorporateStockEOYAmt
Corporate Stock EOYFMV$628,532CorporateStockEOYFMVAmt
Other Investments BOY$321,318OtherInvestmentsBOYAmt
Other Investments EOY$395,077OtherInvestmentsEOYAmt
Other Investments EOYFMV$447,212OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,556,958TotalAssetsBOYAmt
Total Assets EOY$1,791,506TotalAssetsEOYAmt
Total Assets EOYFMV$1,783,636TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,556,958NoDonorRstrNetAssestsBOYAmt
Tot Net Ast Or Fund Balances BOY$1,556,958TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,791,506TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,556,958TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,791,506TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,556,958TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$234,548ExcessRevenueOverExpensesAmt
Subtotal$1,791,506SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,791,506TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (37 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
222.000 Alibaba Group Hldg LtdP2017-08-012020-12-30$52,431$23,240$29,191$29,191
30.000 Amazon Com IncP2017-08-012020-12-30$96,506$29,509$66,997$66,997
892.000 Apple IncP2019-08-202020-12-30$115,324$36,068$79,256$79,256
385.000 SONY CORP ADR 1974 NEWP2016-12-082020-12-30$38,689$11,299$27,390$27,390
58.000 Alcoa CorpP2020-03-032020-07-14$697$784-$87-$87
2.000 Alibaba Group Hldg LtdP2020-03-032020-07-09$520$417$103$103
7.000 Bank of America CorpP2020-03-032020-07-14$168$197-$29-$29
10.000 Chevron CorpP2019-10-242020-03-03$967$1,174-$207-$207
24.000 Credit Suisse GroupP2020-03-032020-07-14$258$267-$9-$9
3.000 Exxon Mobil CorpP2020-03-032020-07-14$131$158-$27-$27
6.000 Facebook Inc Cl-AP2020-03-032020-07-09$1,459$1,165$294$294
5.000 Jpmorgan Chase & CoP2020-03-032020-07-14$494$592-$98-$98
14.000 Mondelez Intl Inc ComP2020-07-092020-07-14$770$729$41$41
13.000 Sony Corp Adr 1974 NewP2020-03-032020-07-14$932$833$99$99
12.000 Spdr S&P 500 Etf TrsutP2020-04-072020-07-09$3,778$3,232$546$546
141.000 Tencent Music Entmt Group AdrP2020-03-032020-07-09$2,479$1,717$762$762
9.000 Unilever NV NY Sh NewP2019-08-122020-03-03$498$517-$19-$19
31.000 Alibaba Group Hldg LtdP2017-02-142020-09-23$8,411$3,176$5,235$5,235
8.000 Apple IncP2019-02-142020-07-09$2,901$1,354$1,547$1,547
61.000 AT&T IncP2018-08-022020-07-14$2,243$1,952$291$291
45.000 Baidu Inc AdsP2019-02-142020-03-03$5,463$8,004-$2,541-$2,541
4.000 Bank of America CorpP2019-02-142020-07-14$96$113-$17-$17
208.000 Barrick Gold CorpP2019-02-142020-07-09$4,763$2,668$2,095$2,095
18.000 Bristol Myers Squibb CoP2018-08-032020-03-03$1,092$1,009$83$83
66.000 Chevron CorpP2019-02-142020-03-03$6,382$7,470-$1,088-$1,088
51.000 Corteva IncP2019-02-142020-03-03$1,440$1,672-$232-$232
865.000 Deutsche BK AG Reg ShsP2019-02-142020-03-03$7,176$7,221-$45-$45
51.000 Dupont De Nemours IncP2019-02-142020-03-03$2,300$4,791-$2,491-$2,491
2.000 Facebook Inc Cl-AP2017-08-172020-10-13$554$338$216$216
170.000 JD Com Inc Spon Adr CL AP2019-02-142020-03-03$7,340$4,117$3,223$3,223
191.000 MGM Resorts InternationalP2019-02-142020-03-03$4,678$5,204-$526-$526
4.000 Nike Inc BP2018-08-022020-07-09$383$315$68$68
9.000 NXP Semiconductors NVP2019-02-142020-03-03$1,080$833$247$247
0.040 Raytheon Technologies CorpP2018-08-022020-04-03$2$3-$1-$1
112.000 Tencent Hldgs Ltd Unspon AdrP2018-08-022020-03-03$5,681$4,962$719$719
340.000 United Sts Stl CP (NEW)P2019-02-142020-03-03$2,728$7,737-$5,009-$5,009
Wash Sale$267
FieldValueIRS element (for citing)
Capital Gain Net Income$206,244CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$1,619NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,234InvestmentIncomeExciseTaxAmt
Subtotal$3,234SubtotalAmt
Tax Based On Investment Income$3,234TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$18EsPenaltyAmt
Tax Due$3,252TaxDueAmt

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 Line1CHUNG HWEI CHANGBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6262728288PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12140 S HACIENDA BLVD SUITE AAddressLine1Txt
CityHACIENDA HEIGHTSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91745ZIPCd
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 (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JOAN QUANG HANG
1455 ESTELLA STBALDWIN PARKCA91706Director5.00$0
CHUNG HWEI CHANG
1839 VALLECITO DRHACIENDA HEIGHTSCA91745Secretary5.00$0
ANGELA L CHANG
950 E 3rd STREET APT 2210LOS ANGELESCA90013Director5.00$0
I-HSIN LIU
1801 S 2ND AVEARCADIACA91006Director5.00$0
KENNY CHANG
1839 VALLECITO DRHACIENDA HEIGHTSCA91745President & CEO5.00$0
JESSICA TUNG
3618 BARNES AVE 12BALDWIN PARKCA91706CFO5.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$641,326AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$965,764AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,607,090TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,607,090AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$24,106CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,582,984NetVlNoncharitableAssetsAmt
Minimum Investment Return$79,149MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$79,149MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,234TaxBasedOnInvestmentIncomeAmt
Total Tax$3,234TotalTaxAmt
Distributable Before Adj$75,915DistributableBeforeAdjAmt
Distributable Before Ded$75,915DistributableBeforeDedAmt
Distributable As Adjusted$75,915DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$112,883ExpensesAndContributionsAmt
Qualifying Distributions$112,883QualifyingDistributionsAmt
Adjusted Qualifying Distri$112,883AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$75,915DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$7,802ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$7,802TotalExcessDistributionCyovAmt
Qualifying Distributions$112,883QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$75,915AppliedToCurrentYearAmt
Remaining Distri From Corpus$36,968RemainingDistriFromCorpusAmt
Total Corpus$44,770TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$44,770ExcessDistriCyovToNextYrAmt
Excess From Year1$7,802ExcessFromYear1Amt
Excess From Current Year$36,968ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCHUNG HWEI CHANGContributingManagerNm
Contributing ManagerKENNY CHANGContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DIAMOND BAR HIGH SCHOOL
21400 PATHFINDER RDDIAMOND BARCA91765NONEPCCHARITABLE PURPOSE$1,000
CALIFORNIA ASIAN PEACE OFFICERS ASSOCIAT
PO BOX 538SAN GABRIELCA91778NONEPCCHARITABLE PURPOSE$1,000
SOUTHERN CALIFORNIA COUNCIL OF CHINESE S
863 EAST MOUNTAIN WAY UNIT BAZUSACA91702NONEPCCHARITABLE PURPOSE$9,400
ASIAN YOUTH CENTER
100 WEST CLARY AVESAN GABRIELCA91776NONEPCCHARITABLE PURPLE$1,500
BUDDHAS LIGHT INTERNATIONAL LOS ANGELES
3456 S GLENMARK DRHACIENDA HTSCA91745NONEPCCHARITABLE PURPOSE$12,000
ACE NEXTGEN
PO BOX 51471BOSTONMA02205NONEPCCHARITABLE PURPOSE$1,000
INTERNATIONAL BUDDHIST PROGRESS SOCIETY
3456 GLENMARK DRHACIENDA HEIGHTSCA91745NONEPCCHARITABLE PURPOSE$50,000
TAIWAN CENTER FOUNDATION OF GREATER LA
3001 WALNUT GROVE AVEROSEMEADCA91770NONEPCCHARITABLE PURPOSE$100
RIVER OF LIFE CHRISTIAN CHURCH IN GREATE
311 JULIE RIVERS DRSUGAR LANDTX77478NONEPCCHARITABLE PURPOSE$10,000
ASIAN BUSINESS CENTER
767 NORTH HILL STREET SUITE 308LOS ANGELESCA90012NONEPCCHARITABLE PURPOSE$6,000
DIAMOND BAR SCHOLARSHIP PAGEANT INC
PO BOX 5711DIAMOND BARCA91765NONEPCCHARITABLE PURPOSE$300
WALNUTDIAMOND BAR SHERIFFS STATION
21695 VALLEY BLVDWALNUTCA91789NONEPCCHARITABLE PURPOSE$1,000
AMERICAN CHINSE CEO ORGANIZATION
9449 8TH STRANCHO CUCAMONGACA91730NONEPCCHARITABLE PURPOSE$1,000
GOLD HOUSE FOUNDATION INC
340 S LEMON AVE 5118WALNUTCA91789NONEPCCHARITABLE PURPOSE$200
ASIAN PROFESSIONAL EXCHANGE
1137 WILSHIRE BLVDLOS ANGELESCA90017NONEPCCHARITABLE PURPOSE$1,000
WILSON STEM BOOSTER CLUB
16455 WEDGEWORTH DRHACIENDA HEIGHTSCA91745NONEPCCHARITABLE PURPOSE$600
INDUSTRY SHERIFFS STATION
150 HUDSON AVECITY OF INDUSTRYCA91745NONENCCharitable Purpose$900
FIRE DEPT STATION #120
1051 SOUTH GRAND AVEDIAMOND BARCA91765NONENCCHARITABLE PURPOSE$645
LACUSC MEDICAL CENTER
1900 ZONAL AVELOS ANGELESCA90033NONENCCHARITABLE PURPOSE$8,600
THE LA COUNTY SHERIFF DEPT
211 WEST TEMPLE STREETLOS ANGELESCA90012NONENCCHARITABLE PURPOSE$978
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$107,223TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,928ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18,519ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$5,030ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$205,977RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$35,477ExclusionAmt
Related Or Exempt Function Incm$205,977RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$241,454TotalIncomeProducingActyAmt

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 (7 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
Chang Family Trust
11839 Vallecito DrHacienda HeightsCA91745$60,850Yes (X)
CYBERPOWER INC
2730 BALDWIN PARK BLVDCITY OF INDUSTRYCA91746$10,000Yes (X)
Chang Family Trust
31839 Vallecito DrHacienda HeightsCA91745$42,746Yes (X)
Chang Family Trust
41839 Vallecito DrHacienda HeightsCA91745$52,037Yes (X)
Chang Family Trust
51839 Vallecito DrHacienda HeightsCA91745$36,475Yes (X)
Chang Family Trust
61839 Vallecito DrHacienda HeightsCA91745$74,021Yes (X)
Chang Family Trust
71839 Vallecito DrHacienda HeightsCA91745$38,535Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
119 SHARES OF AMAZON.COM INC$60,8502020-12-02
3350 SHARES APPLE INC.$42,7462020-12-02
4222 Shares Alibaba Group Hldg Ltd$52,0372020-12-29
511 Shares Amazon.com$36,4752020-12-29
6542 Shares Apple Inc.$74,0212020-12-29
7385 Shares Sony Corp$38,5352020-12-29

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryLegal and Professional - Accounting FeeCategoryTxt
Amt$2,500Amt
Net Investment Income$2,500NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,500DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCKSStockNm
EOY Book Value$495,355EOYBookValueAmt
EOYFMV$628,532EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDAT COST$82,088$110,967
FIXED-RATE CAPITAL SECURITIESAT COST$312,989$336,245

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLegal and Professional - Legal FeeCategoryTxt
Legal Fees$2,166LegalFeesAmt
Net Investment Income$2,166NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,166DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSuppliesDesc
Revenue And Expenses Per Books$130RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$130DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$5,030RevenueAndExpensesPerBooksAmt
Net Investment Income$5,030NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryAdvisory FeeCategoryTxt
Amt$3,912Amt
Net Investment Income$3,912NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Attorney General's Registry of Charitabl$50$50
Excise Tax$804$804
Foreign Tax Paid$79$79
Franchsie Tax Board$10$10