EAST WEST BANK FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- EAST WEST BANK FOUNDATION (EIN 46-1648827)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-11
- IRS object ID
- 202113159349101781
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-11T12:00:16-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 EAST BROAD ST 14TH FLOOR | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 432153611 | 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 | 461648827 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EAST WEST BANK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EAST | BusinessNameControlTxt |
| Phone | 3027933277 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 N LOS ROBLES AVENUE 7TH FLOOR | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRAVIS KIYOTA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3027933277 | PhoneNum |
| Signature | 2021-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TRAVIS | PersonFirstNm |
| Person Last | KIYOTA | PersonLastNm |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY NEUGEBAUER | PreparerPersonNm |
| PTIN | P01285591 | PTIN |
| Phone | 6142211000 | PhoneNum |
| Preparation | 2021-11-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $21,531,325 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $610,888 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $486,535 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $486,535 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,108,421 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $277,918 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,097,423 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $764,453 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,931 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,931 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $134,638 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $62,172 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $72,465 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,304 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $160 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $160 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $147,033 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $62,172 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $78,556 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,647,998 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,862,529 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,795,031 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $62,172 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,941,085 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$697,608 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $702,281 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $711,373 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $422,439 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $422,439 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Prepaid Expenses BOY | $1,323 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $5,919 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,919 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $10,016,619 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,192,915 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,192,915 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,174,349 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,068,034 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,068,034 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $800,934 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $842,018 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $842,018 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $20,704,598 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,531,325 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,531,325 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,750 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $5,750 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $20,698,848 | CapitalStockBOYAmt |
| Capital Stock EOY | $21,531,325 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,698,848 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,531,325 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,704,598 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,531,325 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,698,848 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$697,608 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,530,085 | OtherIncreasesAmt |
| Subtotal | $21,531,325 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $21,531,325 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1. GOLDMAN SACHS & CO | 2019-01-01 | 2020-12-31 | $822,879 | $798,877 | $24,002 | $24,002 | |
| 1. GOLDMAN SACHS & CO | 2020-01-01 | 2020-12-31 | $1,089,803 | $1,070,379 | $19,424 | $19,424 | |
| 1. GOLDMAN SACHS & CO | 2019-01-01 | 2020-12-31 | $997,987 | $786,033 | $211,954 | $211,954 | |
| 1. GOLDMAN SACHS & CO | 2020-01-01 | 2020-12-31 | $186,690 | $175,214 | $11,476 | $11,476 | |
| CAPITAL GAIN DIVIDENDS | $11,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,062 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,062 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $277,918 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,762 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,762 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,762 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,923 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,800 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $13,723 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,961 | OverpaymentAmt |
| Applied To ES Tax | $3,961 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDMAN SACHS TRUST COMPANY OF DELAWARE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3027933277 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 BELLEVUE PARKWAY SUITE 250 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198093747 | 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 |
| 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 |
|---|---|---|---|---|---|---|
| Emily Wang Thru Sept 2020 | ||||||
| 135 N Los Robles Avenue 7th Floor | Pasadena | CA | 91101 | President & Director | 0 | $0 |
| Douglas Krause | ||||||
| 135 N Los Robles Avenue 7th Floor | Pasadena | CA | 91101 | Secretary & Director | 0 | $0 |
| Gary Teo | ||||||
| 135 N Los Robles Avenue 7th Floor | Pasadena | CA | 91101 | Director | 0 | $0 |
| Sharon Cheung | ||||||
| 135 N Los Robles Avenue 7th Floor | Pasadena | CA | 91101 | CFO | 1 | $0 |
| Dominic Ng | ||||||
| 135 N Los Robles Avenue 7th Floor | Pasadena | CA | 91101 | Director | 0 | $0 |
| Travis Kiyota Beg Sept 2020 | ||||||
| 135 N Los Robles Avenue 7th Floor | Pasadena | CA | 91101 | President & Director | 0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $19,437,123 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $659,259 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,096,382 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,096,382 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $301,446 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,794,936 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $989,747 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $989,747 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,762 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,762 | TotalTaxAmt |
| Distributable Before Adj | $979,985 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $351,831 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,331,816 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,331,816 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,941,085 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,941,085 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,941,085 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,331,816 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $989,427 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $435,547 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $311,554 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $387,509 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,124,037 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,941,085 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,331,816 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $609,269 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,733,306 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $989,427 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,743,879 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $435,547 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $311,554 | ExcessFromYear2Amt |
| Excess From Year1 | $387,509 | ExcessFromYear1Amt |
| Excess From Current Year | $609,269 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| Neighborhood Housing Services of New | ||||||||
| York City Inc | 307 W 36TH ST 12TH FL | New York | NY | 10018 | NONE | PC | PROGRAM SUPPORT | $6,000 |
| Avenue Community Development Corporation | ||||||||
| 2505 WASHINGTON AVE | Houston | TX | 77007 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| Neighborhood housing services of | ||||||||
| Southern Nevada inc | 1849 CIVIC CENTER DR | North Las Vegas | NV | 89030 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| Friends in Deed | ||||||||
| PO BOX 41125 | Pasadena | CA | 91114 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| United Way of Greater Los Angeles | ||||||||
| 1150 S OLIVE STREET T500 | Los Angeles | CA | 90015 | NONE | PC | PROGRAM SUPPORT | $25,029 | |
| The Colburn School | ||||||||
| 200 SOUTH GRAND AVENUE | Los Angeles | CA | 90012 | NONE | PC | PROGRAM SUPPORT | $35,000 | |
| Camp Unity Eastside | ||||||||
| PO BOX 342 | Redmond | WA | 98073 | NONE | PC | PROGRAM SUPPORT | $3,500 | |
| Center For The Pacific Asian Family | ||||||||
| (CPAF) | 3424 WILSHIRE BLVD SUITE 1000 | Los Angeles | CA | 90010 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| Chinatown Community Children's Center | ||||||||
| 979 CLAY STREET | San Francisco | CA | 94108 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| Chinatown Community Development Center | ||||||||
| 1525 GRANT AVENUE | San Francisco | CA | 94133 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| Chinese Information and Service Center | ||||||||
| 611 S LANE ST | Seattle | WA | 98104 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| Community Family Centers | ||||||||
| 7524 AVENUE E | Houston | TX | 77012 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| Community Youth Center of San Francisco | ||||||||
| 1038 POST ST | San Francisco | CA | 94109 | NONE | PC | PROGRAM SUPPORT | $1,500 | |
| Denise Louie Education Center | ||||||||
| 1930 6TH AVE S SUITE 401 | Seattle | WA | 98134 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| Downtown Flushing Transit HUB District | ||||||||
| Management Association | 135-20 39TH AVENUE 6TH FLOOR | Flushing | NY | 11354 | NONE | PC | PROGRAM SUPPORT | $3,000 |
| El Centro de la Raza | ||||||||
| 2524 16TH AVENUE SOUTH | Seattle | WA | 98144 | NONE | PC | PROGRAM SUPPORT | $3,000 | |
| Greater Boston Chinese Golden Age Center | ||||||||
| 9 TYLER STREET | Boston | MA | 02111 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| Greater Dallas Korean School | ||||||||
| 2019 VALLEY VIEW LANE FARMERS BRAN | Dallas | TX | 75234 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| Hua Xia Chinese School | ||||||||
| 5925 SOVEREIGN DR STE 115 | Houston | TX | 77036 | NONE | PC | PROGRAM SUPPORT | $4,000 | |
| Humanity Forward Foundation | ||||||||
| PO BOX 15320 | Washington DC | WA | 20003 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| International Black Women's Public | ||||||||
| Policy Institute | 1225 REGENCY CENTER DR SW | Atlanta | GA | 30331 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| Junior Achievement of San Diego | ||||||||
| 4756 MISSION GORGE PLACE | San Diego | CA | 92120 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| Kin On Health Care Center | ||||||||
| 4416 S BRANDON ST | Seattle | WA | 98118 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| LifeSTEPS (JB Brown Fund) | ||||||||
| 3200 DOUGLAS BLVD SUITE 200 | Roseville | CA | 95661 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| Mayor's Fund LA | ||||||||
| FILE 2345 1801 W OLYMPIC BLVD | Pasadena | CA | 911992345 | NONE | PC | PROGRAM SUPPORT | $100,000 | |
| Mercy Housing | ||||||||
| 2512 RIVER PLAZA DR SUITE 200 | Sacramento | CA | 95833 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| Metropolitan Area Advisory Committee on | ||||||||
| Anti-Poverty (MAAC) | 1355 THIRD AVE | Chula Vista | CA | 91911 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| My Sister's House | ||||||||
| 3053 FREEPORT BLVD 120 | Sacramento | CA | 95818 | NONE | PC | PROGRAM SUPPORT | $1,500 | |
| Norbertine Association of St Joseph | ||||||||
| 17831 WATER CANYON RD | Tehachapi | CA | 93561 | NONE | PC | PROGRAM SUPPORT | $4,000 | |
| Pacific Clinics | ||||||||
| 800 S SANTA ANITA AVENUE | Arcadia | CA | 91106 | NONE | PC | PROGRAM SUPPORT | $15,000 | |
| Pasadena Community Foundation | ||||||||
| 300 EAST COLORADO BLVD SUITE 810 | Pasadena | CA | 91101 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| Quincy Institute for Responsible | ||||||||
| Statecraft | 2000 PENNSLYVANIA AVE NW 7000 | Washington DC | WA | 20006 | NONE | PC | PROGRAM SUPPORT | $50,000 |
| Raised by a Village | ||||||||
| 2880 W VALLEY BLVD | Alhambra | CA | 91803 | NONE | PC | PROGRAM SUPPORT | $500 | |
| San Gabriel Valley Habitat for Humanity | ||||||||
| 400 S IRWINDALE AVE | Azusa | CA | 91702 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| San Jose Chamber of Commerce Community | ||||||||
| Benefit Foundation | 101 W SANTA CLARA STREET | San Jose | CA | 95113 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| Self-Help for the Elderly | ||||||||
| 731 SANSOME STREET SUITE 100 | San Francisco | CA | 94111 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| Sociedad Latina Inc | ||||||||
| 1530 TREMONT STREET | Roxbury | MA | 02120 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| St Joseph Center | ||||||||
| 204 HAMPTON DR | Venice | CA | 90291 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| Strong Women Strong Girls | ||||||||
| 555 AMORY ST 3R-3 | Jamaica Plain | MA | 02130 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| Stronger Families | ||||||||
| PO BOX 40584 | Bellevue | WA | 98015 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| The Academy Foundation | ||||||||
| 8949 WILSHIRE BLVD | Beverly Hills | CA | 90211 | NONE | PC | PROGRAM SUPPORT | $125,000 | |
| The Rape Foundation | ||||||||
| 1223 WILSHIRE BLVD NO 410 | Santa Monica | CA | 90403 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| UC San Diego Foundation | ||||||||
| 9500 GILMAN DRIVE 0940 | La Jolla | CA | 92093 | NONE | PC | PROGRAM SUPPORT | $25,000 | |
| United Way Bay Area - Pandemic Relief | ||||||||
| Fund | 550 KEARNY ST 1000 | San Francisco | CA | 94108 | NONE | PC | PROGRAM SUPPORT | $40,000 |
| United Way Greater Los Angeles - | ||||||||
| Pandemic Relief Fund | 1150 S OLIVE ST SUITE T500 | Los Angeles | CA | 90015 | NONE | PC | PROGRAM SUPPORT | $120,000 |
| United Way of New York City - Pandemic | ||||||||
| Relief Fund | 205 E 42ND ST 12TH FL | New York | NY | 10017 | NONE | PC | PROGRAM SUPPORT | $40,000 |
| Villa Esperanza Services | ||||||||
| 2116 E VILLA STREET | Pasadena | CA | 91107 | NONE | PC | PROGRAM SUPPORT | $3,500 | |
| Voto Latino - Immigrant Neighbor Fund | ||||||||
| 1300 L STREET NW SUITE 975 | Washington DC | WA | 20005 | NONE | PC | PROGRAM SUPPORT | $1,000,000 | |
| Wallis Annenberg Center for the | ||||||||
| Performing Arts | 9390 N SANTA MONICA BLVD | Beverly Hills | CA | 90210 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| WISE & Healthy Aging | ||||||||
| 1527 4TH STREET | Santa Monica | CA | 90401 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| Women of Clayton County | ||||||||
| PO BOX 1411 | Jonesboro | GA | 30237 | NONE | PC | PROGRAM SUPPORT | $1,500 | |
| YWCA BankWorks | ||||||||
| 1118 FIFTH AVENUE | Seattle | WA | 98101 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| YWCA Cambridge | ||||||||
| 7 TEMPLE ST | Cambridge | MA | 02139 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| APIs Mobilize | ||||||||
| 777 SOUTH FIGUEROA ST 34TH FLOOR | Los Angeles | CA | 90017 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| Asia Society Southern California | ||||||||
| 633 WEST 5TH STREET SUITE 3230 | Los Angeles | CA | 90071 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| Asian Art Museum | ||||||||
| 200 LARKIN ST | San Francisco | CA | 94102 | NONE | PC | PROGRAM SUPPORT | $125,000 | |
| Asian Community Development Corporation | ||||||||
| 38 OAK STREET | Boston | MA | 02111 | NONE | PC | PROGRAM SUPPORT | $3,000 | |
| Asian Health Services | ||||||||
| 101 8TH STREET SUITE 100 | Oakland | CA | 94607 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| Asian Youth Center (AYC) | ||||||||
| 100 WEST CLARY AVE | San Gabriel | CA | 91776 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| BakerRipley | ||||||||
| PO BOX 271389 | Houston | TX | 77277 | NONE | PC | PROGRAM SUPPORT | $1,500 | |
| BeChinatown San Francisco Community | ||||||||
| Business Resources | 683 CLAY STREET | San Francisco | CA | 94111 | NONE | PC | PROGRAM SUPPORT | $500 |
| Boys & Girls Clubs of Sacramento | ||||||||
| 5212 LEMON HILL AVE | Sacramento | CA | 95824 | NONE | PC | PROGRAM SUPPORT | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,862,529 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $486,535 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $486,535 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $486,535 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 | EAST WEST BANK | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 N LOS ROBLES AVENUE 7TH FLOOR | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $610,888 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE (AUDITOR) | CategoryTxt |
| Amt | $5,931 | Amt |
| Disbursements Charitable Prps | $5,931 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (69 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 91282CAP6 U.S. TREASURY NOTE 0 | $79,965 | $79,965 |
| 91282CAE1 U.S. TREASURY NOTE 0 | $83,076 | $83,076 |
| 912828YG9 U.S. TREASURY NOTE 1 | $133,773 | $133,773 |
| 9128286B1 U.S. TREASURY NOTE 2 | $173,684 | $173,684 |
| 00287YAX7 ABBVIE INC. 2.85% 05 | $52,758 | $52,758 |
| 00846UAH4 AGILENT TECHNOLOGIES | $104,770 | $104,770 |
| 02665WBG5 AMERICAN HONDA FINAN | $50,735 | $50,735 |
| 02665WBP5 AMERICAN HONDA FINAN | $54,006 | $54,006 |
| 03027XBA7 AMERICAN TOWER CORP | $110,339 | $110,339 |
| 037833CU2 APPLE INC. 2.85% 05/ | $108,221 | $108,221 |
| 045167EE9 ASIA MTN 2.5% 11/02/ | $112,033 | $112,033 |
| 00206RHJ4 AT&T INC. 4.35% 03/0 | $181,074 | $181,074 |
| 053332AN2 AUTOZONE, INC. 2.875 | $52,754 | $52,754 |
| 05348EAX7 AVALONBAY COMMUNITIE | $83,236 | $83,236 |
| 06051GHZ5 BANK OF AMERICA CORP | $75,015 | $75,015 |
| 06051GGA1 BANK OF AMERICA CORP | $84,405 | $84,405 |
| 06368BQ68 BANK OF MONTREAL HYB | $138,087 | $138,087 |
| 172967ML2 CITIGROUP INC. HYBRI | $37,942 | $37,942 |
| 172967MP3 CITIGROUP INC. HYBRI | $61,185 | $61,185 |
| 17308CC53 CITIGROUP INC. HYBRI | $44,238 | $44,238 |
| 20030NCH2 COMCAST CORP 3.55% 0 | $173,751 | $173,751 |
| 126650CK4 CVS HEALTH CORPORATI | $52,976 | $52,976 |
| 25746UDA4 DOMINION ENERGY INC | $127,825 | $127,825 |
| 26444HAC5 DUKE ENERGY FLORIDA, | $56,553 | $56,553 |
| 28370TAG4 EL PASO PIPELINE PAR | $83,580 | $83,580 |
| 29278NAK9 ENERGY TRANSFER OPER | $66,191 | $66,191 |
| 29364WBF4 ENTERGY LOUISIANA LL | $25,099 | $25,099 |
| 29736RAH3 ESTEE LAUDER CO INC | $50,308 | $50,308 |
| 3130AEB25 FEDERAL HOME LOAN BA | $266,653 | $266,653 |
| 313379Q69 FEDERAL HOME LOAN BA | $180,267 | $180,267 |
| 3130A1XJ2 FEDERAL HOME LOAN BA | $136,616 | $136,616 |
| 3130A8QS5 FHLB 1.125% 07/14/20 | $50,529 | $50,529 |
| 3130A3GE8 FHLB 2.75% 12/13/202 | $274,156 | $274,156 |
| 3130AERV4 FHLB 3.125% 09/12/20 | $113,520 | $113,520 |
| 38141W273 GS FINANCIAL SQUARE | $107,099 | $107,099 |
| 38150B384 GS SHORT DURATION IN | $1,033,688 | $1,033,688 |
| 44932HAH6 IBM CREDIT CORP 3.0% | $107,110 | $107,110 |
| 459058FY4 IBRD 2.0% 01/26/2022 | $77,080 | $77,080 |
| 458140AU4 INTEL CORP 2.6% 05/1 | $54,716 | $54,716 |
| 46625HRL6 JPMORGAN CHASE & CO | $79,093 | $79,093 |
| 46647PBR6 JPMORGAN CHASE & CO. | $58,481 | $58,481 |
| 46647PBE5 JPMORGAN CHASE & CO. | $81,983 | $81,983 |
| 500769GX6 KFW 1.625% 03/15/202 | $251,909 | $251,909 |
| 615369AM7 MOODY'S CORPORATION | $228,061 | $228,061 |
| 655844BS6 NORFOLK SOUTHERN COR | $83,055 | $83,055 |
| 66989HAM0 NOVARTIS CAPITAL COR | $51,533 | $51,533 |
| 713448EL8 PEPSICO, INC. 2.625% | $111,500 | $111,500 |
| 760759AQ3 REPUBLIC SERVICES IN | $55,302 | $55,302 |
| 78355HKG3 RYDER SYSTEM, INC. M | $74,951 | $74,951 |
| 855244AK5 STARBUCKS CORP 2.45% | $81,062 | $81,062 |
| 863667BB6 STRYKER CORP 0.6% 12 | $75,166 | $75,166 |
| 87612EBD7 TARGET CORPORATION 3 | $67,472 | $67,472 |
| 882508AY0 TEXAS INSTRUMENTS IN | $126,337 | $126,337 |
| 437076BL5 THE HOME DEPOT, INC. | $75,570 | $75,570 |
| 912828YS3 U.S. TREASURY NOTE 1 | $243,663 | $243,663 |
| 912828W89 U.S. TREASURY NOTE 1 | $153,991 | $153,991 |
| 912828X47 U.S. TREASURY NOTE 1 | $179,622 | $179,622 |
| 912828G38 U.S. TREASURY NOTE 2 | $135,013 | $135,013 |
| 912828M56 U.S. TREASURY NOTE 2 | $191,601 | $191,601 |
| 9128283F5 U.S. TREASURY NOTE 2 | $333,968 | $333,968 |
| 912828D56 U.S. TREASURY NOTE 2 | $38,036 | $38,036 |
| 9128285X4 U.S. TREASURY NOTE 2 | $212,564 | $212,564 |
| 9128283W8 U.S. TREASURY NOTE 2 | $109,930 | $109,930 |
| 9128285M8 U.S. TREASURY NOTE 3 | $207,886 | $207,886 |
| 904764BK2 UNILEVER CAPITAL COR | $131,110 | $131,110 |
| 92857WBK5 VODAFONE GROUP PUBLI | $90,098 | $90,098 |
| 95000U2G7 WELLS FARGO & COMPAN | $164,368 | $164,368 |
| 961214EM1 WESTPAC BANKING CORP | $37,105 | $37,105 |
| 38150B657 GS HIGH YIELD FUND C | $1,478,591 | $1,478,591 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 09253F879 ISHARES MSCI EAFE IN | $1,512,850 | $1,512,850 |
| 85749T889 STATE STREET HEDGED | $1,507,061 | $1,507,061 |
| 922042858 VANGUARD FTSE EMERGI | $634,092 | $634,092 |
| 464287598 ISHARES RUSSELL 1000 | $326,238 | $326,238 |
| 09253F887 ISHARES RUSSELL 2000 | $955,723 | $955,723 |
| 66923194 ISHARES S&P 500 INDEX | $5,256,951 | $5,256,951 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 38150B244 GS TACTICAL TILT OVE | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $842,018 | BookValueAmt |
| EOYFMV | $842,018 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEE | $10 | $0 | $10 |
| ATTORNEY GENERAL FILING FEE | $150 | $0 | $150 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ADJUSTMENT | $1,515,123 |
| ACCRUED INT./CAP. GAIN DISTRIBUTION ADJ. | $14,962 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $134,638 | Amt |
| Net Investment Income | $62,172 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $72,465 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EAST WEST BANK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 N LOS ROBLES AVENUE 7TH FLOOR | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX EXPENSE | CategoryTxt |
| Amt | $6,304 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments