TAWA CHARITABLE FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
TAWA CHARITABLE FOUNDATION (EIN 71-1035371)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-07-02
IRS object ID
202131839349100313
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)
Return2021-07-02T17:29:52-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN330247880PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1R C ACCOUNTANCY CORPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18861 KATELLA AVEAddressLine1Txt
CityANAHEIMCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92804ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN711035371EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TAWA CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTAWABusinessNameControlTxt
Phone7145218899PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16338 REGIO AVENUEAddressLine1Txt
CityBUENA PARKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90620ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALICE T CHENPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2021-07-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstALICE TPersonFirstNm
Person LastCHENPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonR CHANG CPAPreparerPersonNm
PTINP00176314PTIN
Phone7149953700PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
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$1,926,543FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$24,509InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$24,509InterestOnSavNetInvstIncmAmt
Total Rev And Expnss$24,509TotalRevAndExpnssAmt
Total Net Invst Incm$24,509TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,950AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,950AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$10TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$10TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$218OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$218OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,178TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,178TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$100,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$100,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$102,178TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$102,178TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$77,669ExcessRevenueOverExpensesAmt
Net Investment Income$24,509NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$193,636CashBOYAmt
Cash EOY$226,543CashEOYAmt
Cash EOYFMV$226,543CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,810,794SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,700,000SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,700,000SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$2,004,430TotalAssetsBOYAmt
Total Assets EOY$1,926,543TotalAssetsEOYAmt
Total Assets EOYFMV$1,926,543TotalAssetsEOYFMVAmt
Accounts Payable BOY$218AccountsPayableBOYAmt
Accounts Payable EOY$341AccountsPayableEOYAmt
Total Liabilities BOY$218TotalLiabilitiesBOYAmt
Total Liabilities EOY$341TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,004,212RetainedEarningBOYAmt
Retained Earning EOY$1,926,202RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,004,212TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,926,202TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,004,430TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,926,543TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,004,212TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$77,669ExcessRevenueOverExpensesAmt
Subtotal$1,926,543SubtotalAmt
Other Decreases$341OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,926,202TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$341InvestmentIncomeExciseTaxAmt
Subtotal$341SubtotalAmt
Tax Based On Investment Income$341TaxBasedOnInvestmentIncomeAmt
Tax Due$341TaxDueAmt

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 Line1ALICE CHENBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7145218899PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16338 REGIO AVEAddressLine1Txt
CityBUENA PARKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90620ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
ALICE T CHEN
4841 E COPA DE ORO DRANAHEIMCA92807Treasurer1.00$0
NANCY CHEN RAY
255 HILLSIDE ROADSOUTH PASADENACA91030President1.00$0
JONSON I-NIEN CHEN
1019 12TH STHUNTINGTON BEACHCA92648Secretary1.00$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)
Description12020 SCA CHINESE SCHOOL - SCHOLARSHIP WINNERSDescription1Txt
Expenses1$9,000Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$850,000AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,115,487AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,965,487TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,965,487AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$29,482CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,936,005NetVlNoncharitableAssetsAmt
Minimum Investment Return$96,800MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$96,800MinimumInvestmentReturnAmt
Tax Based On Investment Income$341TaxBasedOnInvestmentIncomeAmt
Total Tax$341TotalTaxAmt
Distributable Before Adj$96,459DistributableBeforeAdjAmt
Distributable Before Ded$96,459DistributableBeforeDedAmt
Distributable As Adjusted$96,459DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$102,178ExpensesAndContributionsAmt
Qualifying Distributions$102,178QualifyingDistributionsAmt
Adjusted Qualifying Distri$102,178AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$96,459DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$97,321ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$97,321TotalExcessDistributionCyovAmt
Qualifying Distributions$102,178QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$96,459AppliedToCurrentYearAmt
Remaining Distri From Corpus$5,719RemainingDistriFromCorpusAmt
Total Corpus$103,040TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$103,040ExcessDistriCyovToNextYrAmt
Excess From Year1$97,321ExcessFromYear1Amt
Excess From Current Year$5,719ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
IRVINE POLICE ASSOCIATION
PO BOX 51448IRVINECA92619PCCHARITABLE$500
CHILDREN'S HOSPITAL LA
4650 SUNSET BLVD 29LOS ANGELESCA90027PCCHARITABLE$10,000
OCPFA
14252 CULVER DRIVE A144IRVINECA92604PCCHARITABLE$500
TZU CHI FOUNDATION
1100 S VALLEY CENTER AVESAN DIMASCA91773PCCHARITABLE$10,000
ANAHEIM HILLS ROTARY CLUB
1507 W YALE AVENUEORANGECA92867PCCHARITABLE$2,500
2020 SCA CHINESE SCHOOL-SCHOLARSHIP
6338 REGIO AVENUEBUENA PARKCA90620ICHARITABLE$9,000
ASIAN YOUTH CENTER
100 W CLARY AVESAN GABRIELCA91776PCCHARITABLE$10,000
CITY OF HOPE
1500 EAST DUARTE ROADDUARTECA91010PCCHARITABLE$10,000
CHOC CHILDREN'S FOUNDATION
1201 WEST LA VETA AVENUEORANGECA92868PCCHARITABLE$10,000
EASTVALE CHAMBER OF COMMERCE
12523 LIMONITE AVE STE 400-428EASTVALECA91752GOVCHARITABLE$3,000
THE LEUKEMIA LYMPHOMA SOCIETY
PO BOX 102492PASADENACA91189PCCHARITABLE$10,000
CHINATOWN SENIOR CITIZEN SERVICE CTR
600 N BROADWAY STE BLOS ANGELESCA90012PCCHARITABLE$5,000
OC PROFESSIONAL FIREFIGHTERS EVENT
14252 CULVER DRIVE A144IRVINECA92604PCCHARITABLE$1,000
CALIFORNIA FIRE FOUNDATION
1780 CREEKSIDE OAKS DRIVESACREMENTOCA95833PCCHARITABLE$7,500
AMERICAN RED CROSS
600 PARKCENTER DRIVESANTA ANACA92705PCCHARITABLE$8,500
BUENA PARK POLICE ASSOCIATION
PO BOX 6234BUENA PARKCA90622PCCHARITABLE$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$100,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$24,509ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$24,509ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$24,509TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryLEGAL AND PROFESSIONALCategoryTxt
Amt$1,950Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,950DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
Desc2020 EXCISE TAXDesc
Amt$341Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGESDesc
Revenue And Expenses Per Books$218RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$218DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFRANCHISE TAX BOARD - ANNUAL FEECategoryTxt
Amt$10Amt
Disbursements Charitable Prps$10DisbursementsCharitablePrpsAmt

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