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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-28T14:07:46-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954330544 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sun Accountancy Corporation | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 W Valley Blvd 219 | AddressLine1Txt |
| City | San Gabriel | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91776 | 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 | 208035570 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KCAL Ins Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KCAL | BusinessNameControlTxt |
| Phone | 6262728288 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2140 S HACIENDA BLVD SUITE A | AddressLine1Txt |
| City | HACIENDA HEIGHTS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91745 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHUNG HWEI CHANG | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Phone | 6262728288 | PhoneNum |
| Signature | 2021-06-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHUNG HWEI | PersonFirstNm |
| Person Last | CHANG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LINDA SUN CPA | PreparerPersonNm |
| PTIN | P00107022 | PTIN |
| Phone | 6264576118 | PhoneNum |
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 | $1,783,636 | 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 | $110,366 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $11,928 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,928 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $11,928 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $18,519 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,519 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $18,519 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $205,977 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $380,814 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $206,244 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,619 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $5,030 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,030 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $351,820 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $241,721 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $32,066 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $2,166 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,166 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,166 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,912 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,912 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $398 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $398 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $943 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $79 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $864 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $130 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $130 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,049 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,055 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,660 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $107,223 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $107,223 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $117,272 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,055 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $112,883 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $234,548 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $232,666 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $32,066 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,182 | CashBOYAmt |
| Cash EOY | $3,465 | CashEOYAmt |
| Cash EOYFMV | $4,465 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,080,048 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $897,609 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $703,427 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $152,410 | CorporateStockBOYAmt |
| Corporate Stock EOY | $495,355 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $628,532 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $321,318 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $395,077 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $447,212 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,556,958 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,791,506 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,783,636 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,556,958 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,556,958 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,791,506 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,556,958 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,791,506 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,556,958 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $234,548 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,791,506 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,791,506 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (37 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 222.000 Alibaba Group Hldg Ltd | P | 2017-08-01 | 2020-12-30 | $52,431 | $23,240 | $29,191 | $29,191 |
| 30.000 Amazon Com Inc | P | 2017-08-01 | 2020-12-30 | $96,506 | $29,509 | $66,997 | $66,997 |
| 892.000 Apple Inc | P | 2019-08-20 | 2020-12-30 | $115,324 | $36,068 | $79,256 | $79,256 |
| 385.000 SONY CORP ADR 1974 NEW | P | 2016-12-08 | 2020-12-30 | $38,689 | $11,299 | $27,390 | $27,390 |
| 58.000 Alcoa Corp | P | 2020-03-03 | 2020-07-14 | $697 | $784 | -$87 | -$87 |
| 2.000 Alibaba Group Hldg Ltd | P | 2020-03-03 | 2020-07-09 | $520 | $417 | $103 | $103 |
| 7.000 Bank of America Corp | P | 2020-03-03 | 2020-07-14 | $168 | $197 | -$29 | -$29 |
| 10.000 Chevron Corp | P | 2019-10-24 | 2020-03-03 | $967 | $1,174 | -$207 | -$207 |
| 24.000 Credit Suisse Group | P | 2020-03-03 | 2020-07-14 | $258 | $267 | -$9 | -$9 |
| 3.000 Exxon Mobil Corp | P | 2020-03-03 | 2020-07-14 | $131 | $158 | -$27 | -$27 |
| 6.000 Facebook Inc Cl-A | P | 2020-03-03 | 2020-07-09 | $1,459 | $1,165 | $294 | $294 |
| 5.000 Jpmorgan Chase & Co | P | 2020-03-03 | 2020-07-14 | $494 | $592 | -$98 | -$98 |
| 14.000 Mondelez Intl Inc Com | P | 2020-07-09 | 2020-07-14 | $770 | $729 | $41 | $41 |
| 13.000 Sony Corp Adr 1974 New | P | 2020-03-03 | 2020-07-14 | $932 | $833 | $99 | $99 |
| 12.000 Spdr S&P 500 Etf Trsut | P | 2020-04-07 | 2020-07-09 | $3,778 | $3,232 | $546 | $546 |
| 141.000 Tencent Music Entmt Group Adr | P | 2020-03-03 | 2020-07-09 | $2,479 | $1,717 | $762 | $762 |
| 9.000 Unilever NV NY Sh New | P | 2019-08-12 | 2020-03-03 | $498 | $517 | -$19 | -$19 |
| 31.000 Alibaba Group Hldg Ltd | P | 2017-02-14 | 2020-09-23 | $8,411 | $3,176 | $5,235 | $5,235 |
| 8.000 Apple Inc | P | 2019-02-14 | 2020-07-09 | $2,901 | $1,354 | $1,547 | $1,547 |
| 61.000 AT&T Inc | P | 2018-08-02 | 2020-07-14 | $2,243 | $1,952 | $291 | $291 |
| 45.000 Baidu Inc Ads | P | 2019-02-14 | 2020-03-03 | $5,463 | $8,004 | -$2,541 | -$2,541 |
| 4.000 Bank of America Corp | P | 2019-02-14 | 2020-07-14 | $96 | $113 | -$17 | -$17 |
| 208.000 Barrick Gold Corp | P | 2019-02-14 | 2020-07-09 | $4,763 | $2,668 | $2,095 | $2,095 |
| 18.000 Bristol Myers Squibb Co | P | 2018-08-03 | 2020-03-03 | $1,092 | $1,009 | $83 | $83 |
| 66.000 Chevron Corp | P | 2019-02-14 | 2020-03-03 | $6,382 | $7,470 | -$1,088 | -$1,088 |
| 51.000 Corteva Inc | P | 2019-02-14 | 2020-03-03 | $1,440 | $1,672 | -$232 | -$232 |
| 865.000 Deutsche BK AG Reg Shs | P | 2019-02-14 | 2020-03-03 | $7,176 | $7,221 | -$45 | -$45 |
| 51.000 Dupont De Nemours Inc | P | 2019-02-14 | 2020-03-03 | $2,300 | $4,791 | -$2,491 | -$2,491 |
| 2.000 Facebook Inc Cl-A | P | 2017-08-17 | 2020-10-13 | $554 | $338 | $216 | $216 |
| 170.000 JD Com Inc Spon Adr CL A | P | 2019-02-14 | 2020-03-03 | $7,340 | $4,117 | $3,223 | $3,223 |
| 191.000 MGM Resorts International | P | 2019-02-14 | 2020-03-03 | $4,678 | $5,204 | -$526 | -$526 |
| 4.000 Nike Inc B | P | 2018-08-02 | 2020-07-09 | $383 | $315 | $68 | $68 |
| 9.000 NXP Semiconductors NV | P | 2019-02-14 | 2020-03-03 | $1,080 | $833 | $247 | $247 |
| 0.040 Raytheon Technologies Corp | P | 2018-08-02 | 2020-04-03 | $2 | $3 | -$1 | -$1 |
| 112.000 Tencent Hldgs Ltd Unspon Adr | P | 2018-08-02 | 2020-03-03 | $5,681 | $4,962 | $719 | $719 |
| 340.000 United Sts Stl CP (NEW) | P | 2019-02-14 | 2020-03-03 | $2,728 | $7,737 | -$5,009 | -$5,009 |
| Wash Sale | $267 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $206,244 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,619 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,234 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,234 | SubtotalAmt |
| Tax Based On Investment Income | $3,234 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $18 | EsPenaltyAmt |
| Tax Due | $3,252 | TaxDueAmt |
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 | false | 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 | CHUNG HWEI CHANG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6262728288 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2140 S HACIENDA BLVD SUITE A | AddressLine1Txt |
| City | HACIENDA HEIGHTS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91745 | 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JOAN QUANG HANG | ||||||
| 1455 ESTELLA ST | BALDWIN PARK | CA | 91706 | Director | 5.00 | $0 |
| CHUNG HWEI CHANG | ||||||
| 1839 VALLECITO DR | HACIENDA HEIGHTS | CA | 91745 | Secretary | 5.00 | $0 |
| ANGELA L CHANG | ||||||
| 950 E 3rd STREET APT 2210 | LOS ANGELES | CA | 90013 | Director | 5.00 | $0 |
| I-HSIN LIU | ||||||
| 1801 S 2ND AVE | ARCADIA | CA | 91006 | Director | 5.00 | $0 |
| KENNY CHANG | ||||||
| 1839 VALLECITO DR | HACIENDA HEIGHTS | CA | 91745 | President & CEO | 5.00 | $0 |
| JESSICA TUNG | ||||||
| 3618 BARNES AVE 12 | BALDWIN PARK | CA | 91706 | CFO | 5.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $641,326 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $965,764 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,607,090 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,607,090 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,106 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,582,984 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $79,149 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $79,149 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,234 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,234 | TotalTaxAmt |
| Distributable Before Adj | $75,915 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $75,915 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $75,915 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $112,883 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $112,883 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $112,883 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $75,915 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $7,802 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,802 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $112,883 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $75,915 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $36,968 | RemainingDistriFromCorpusAmt |
| Total Corpus | $44,770 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $44,770 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $7,802 | ExcessFromYear1Amt |
| Excess From Current Year | $36,968 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHUNG HWEI CHANG | ContributingManagerNm |
| Contributing Manager | KENNY CHANG | 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 |
|---|---|---|---|---|---|---|---|
| DIAMOND BAR HIGH SCHOOL | |||||||
| 21400 PATHFINDER RD | DIAMOND BAR | CA | 91765 | NONE | PC | CHARITABLE PURPOSE | $1,000 |
| CALIFORNIA ASIAN PEACE OFFICERS ASSOCIAT | |||||||
| PO BOX 538 | SAN GABRIEL | CA | 91778 | NONE | PC | CHARITABLE PURPOSE | $1,000 |
| SOUTHERN CALIFORNIA COUNCIL OF CHINESE S | |||||||
| 863 EAST MOUNTAIN WAY UNIT B | AZUSA | CA | 91702 | NONE | PC | CHARITABLE PURPOSE | $9,400 |
| ASIAN YOUTH CENTER | |||||||
| 100 WEST CLARY AVE | SAN GABRIEL | CA | 91776 | NONE | PC | CHARITABLE PURPLE | $1,500 |
| BUDDHAS LIGHT INTERNATIONAL LOS ANGELES | |||||||
| 3456 S GLENMARK DR | HACIENDA HTS | CA | 91745 | NONE | PC | CHARITABLE PURPOSE | $12,000 |
| ACE NEXTGEN | |||||||
| PO BOX 51471 | BOSTON | MA | 02205 | NONE | PC | CHARITABLE PURPOSE | $1,000 |
| INTERNATIONAL BUDDHIST PROGRESS SOCIETY | |||||||
| 3456 GLENMARK DR | HACIENDA HEIGHTS | CA | 91745 | NONE | PC | CHARITABLE PURPOSE | $50,000 |
| TAIWAN CENTER FOUNDATION OF GREATER LA | |||||||
| 3001 WALNUT GROVE AVE | ROSEMEAD | CA | 91770 | NONE | PC | CHARITABLE PURPOSE | $100 |
| RIVER OF LIFE CHRISTIAN CHURCH IN GREATE | |||||||
| 311 JULIE RIVERS DR | SUGAR LAND | TX | 77478 | NONE | PC | CHARITABLE PURPOSE | $10,000 |
| ASIAN BUSINESS CENTER | |||||||
| 767 NORTH HILL STREET SUITE 308 | LOS ANGELES | CA | 90012 | NONE | PC | CHARITABLE PURPOSE | $6,000 |
| DIAMOND BAR SCHOLARSHIP PAGEANT INC | |||||||
| PO BOX 5711 | DIAMOND BAR | CA | 91765 | NONE | PC | CHARITABLE PURPOSE | $300 |
| WALNUTDIAMOND BAR SHERIFFS STATION | |||||||
| 21695 VALLEY BLVD | WALNUT | CA | 91789 | NONE | PC | CHARITABLE PURPOSE | $1,000 |
| AMERICAN CHINSE CEO ORGANIZATION | |||||||
| 9449 8TH ST | RANCHO CUCAMONGA | CA | 91730 | NONE | PC | CHARITABLE PURPOSE | $1,000 |
| GOLD HOUSE FOUNDATION INC | |||||||
| 340 S LEMON AVE 5118 | WALNUT | CA | 91789 | NONE | PC | CHARITABLE PURPOSE | $200 |
| ASIAN PROFESSIONAL EXCHANGE | |||||||
| 1137 WILSHIRE BLVD | LOS ANGELES | CA | 90017 | NONE | PC | CHARITABLE PURPOSE | $1,000 |
| WILSON STEM BOOSTER CLUB | |||||||
| 16455 WEDGEWORTH DR | HACIENDA HEIGHTS | CA | 91745 | NONE | PC | CHARITABLE PURPOSE | $600 |
| INDUSTRY SHERIFFS STATION | |||||||
| 150 HUDSON AVE | CITY OF INDUSTRY | CA | 91745 | NONE | NC | Charitable Purpose | $900 |
| FIRE DEPT STATION #120 | |||||||
| 1051 SOUTH GRAND AVE | DIAMOND BAR | CA | 91765 | NONE | NC | CHARITABLE PURPOSE | $645 |
| LACUSC MEDICAL CENTER | |||||||
| 1900 ZONAL AVE | LOS ANGELES | CA | 90033 | NONE | NC | CHARITABLE PURPOSE | $8,600 |
| THE LA COUNTY SHERIFF DEPT | |||||||
| 211 WEST TEMPLE STREET | LOS ANGELES | CA | 90012 | NONE | NC | CHARITABLE PURPOSE | $978 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $107,223 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,928 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,519 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,030 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $205,977 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $35,477 | ExclusionAmt |
| Related Or Exempt Function Incm | $205,977 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $241,454 | 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 (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| Chang Family Trust | |||||||
| 1 | 1839 Vallecito Dr | Hacienda Heights | CA | 91745 | $60,850 | Yes (X) | |
| CYBERPOWER INC | |||||||
| 2 | 730 BALDWIN PARK BLVD | CITY OF INDUSTRY | CA | 91746 | $10,000 | Yes (X) | |
| Chang Family Trust | |||||||
| 3 | 1839 Vallecito Dr | Hacienda Heights | CA | 91745 | $42,746 | Yes (X) | |
| Chang Family Trust | |||||||
| 4 | 1839 Vallecito Dr | Hacienda Heights | CA | 91745 | $52,037 | Yes (X) | |
| Chang Family Trust | |||||||
| 5 | 1839 Vallecito Dr | Hacienda Heights | CA | 91745 | $36,475 | Yes (X) | |
| Chang Family Trust | |||||||
| 6 | 1839 Vallecito Dr | Hacienda Heights | CA | 91745 | $74,021 | Yes (X) | |
| Chang Family Trust | |||||||
| 7 | 1839 Vallecito Dr | Hacienda Heights | CA | 91745 | $38,535 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 19 SHARES OF AMAZON.COM INC | $60,850 | 2020-12-02 |
| 3 | 350 SHARES APPLE INC. | $42,746 | 2020-12-02 |
| 4 | 222 Shares Alibaba Group Hldg Ltd | $52,037 | 2020-12-29 |
| 5 | 11 Shares Amazon.com | $36,475 | 2020-12-29 |
| 6 | 542 Shares Apple Inc. | $74,021 | 2020-12-29 |
| 7 | 385 Shares Sony Corp | $38,535 | 2020-12-29 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal and Professional - Accounting Fee | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $495,355 | EOYBookValueAmt |
| EOYFMV | $628,532 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUND | AT COST | $82,088 | $110,967 |
| FIXED-RATE CAPITAL SECURITIES | AT COST | $312,989 | $336,245 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal and Professional - Legal Fee | CategoryTxt |
| Legal Fees | $2,166 | LegalFeesAmt |
| Net Investment Income | $2,166 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,166 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Supplies | Desc |
| Revenue And Expenses Per Books | $130 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $130 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $5,030 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,030 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Advisory Fee | CategoryTxt |
| Amt | $3,912 | Amt |
| Net Investment Income | $3,912 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Attorney General's Registry of Charitabl | $50 | $50 | |
| Excise Tax | $804 | $804 | |
| Foreign Tax Paid | $79 | $79 | |
| Franchsie Tax Board | $10 | $10 |