SEAN AND CHRISTINE YU PRIVATE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SEAN AND CHRISTINE YU PRIVATE FOUNDATION (EIN 46-3463008)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-05
- IRS object ID
- 202013109349100531
- Schema version
- 2019v5.0
- 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 Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-05T10:16:39-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463463008 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEAN AND CHRISTINE YU PRIVATE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SEAN | BusinessNameControlTxt |
| Phone | 6262038082 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1361 RIDGE WAY | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91106 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SEAN YU | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Signature | 2020-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LINDA SUN CPA | PreparerPersonNm |
| PTIN | P00107022 | PTIN |
| Phone | 6264576118 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $652,827 | 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 | $295,507 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,105 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,105 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,099 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,099 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $91,006 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $386,513 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $91,006 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,945 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9,945 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $866 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $405,662 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $110,155 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $866 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $4,050 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $596 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $596 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $5,295 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $5,295 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,062 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $938 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21,601 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $21,601 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $32,604 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,492 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $938 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $283,575 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $283,575 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $316,179 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,492 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $284,513 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $89,483 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $82,663 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $866 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $39,181 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $30,923 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $56,047 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $500,397 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $596,780 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $596,780 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $539,578 | TotalAssetsBOYAmt |
| Total Assets EOY | $627,703 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $652,827 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,185 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $827 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,185 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $827 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $537,393 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $537,393 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $626,876 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $539,578 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $627,703 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $537,393 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $89,483 | ExcessRevenueOverExpensesAmt |
| Subtotal | $626,876 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $626,876 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 722.000 INVESCO QQQ TRUST, SERIES I | P | 2016-09-14 | 2019-03-14 | $127,783 | $83,613 | $44,170 | $44,170 |
| 267.000 INVESCO QQQ TRUST, SERIES I | P | 2016-09-14 | 2019-06-03 | $45,484 | $30,924 | $14,560 | $14,560 |
| 411.000 INVESCO QQQ TRUST, SERIES I | P | 2017-06-02 | 2019-06-03 | $70,015 | $58,945 | $11,070 | $11,070 |
| 500.000 TESLA INC | P | 2017-02-27 | 2019-01-23 | $143,231 | $122,025 | $21,206 | $21,206 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $91,006 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $246,164 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $419,508 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.58679 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $139,985 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $357,242 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.39185 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $82,006 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $170,537 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.48087 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $35,442 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $164,120 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.21595 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,126 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $116,858 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04387 | DistributionYr5Rt |
| Total Distribution | 1.719327 | TotalDistributionRt |
| Average Distribution | 0.343865 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $594,864 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $204,553 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $827 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $205,380 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $284,513 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $827 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $827 | SubtotalAmt |
| Tax Based On Investment Income | $827 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $827 | 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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.guidestar.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEAN YU | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6262038082 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1361 RIDGE WAY | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CHRISTINE YU | ||||||
| 1361 RIDGE WAY | PASADENA | CA | 91106 | CEO | 2.00 | $0 |
| CHUNG HSIEO YU | ||||||
| 1361 RIDGE WAY | PASADENA | CA | 91106 | Secretary | 2.00 | $0 |
| KEVIN YU | ||||||
| 166 CALIFORNIA ST D | ARCADIA | CA | 91006 | CFO | 1.00 | $0 |
| RILEY YU | ||||||
| 1361 RIDGE WAY | PASADENA | CA | 91106 | Director | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $524,549 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $79,374 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $603,923 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $603,923 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,059 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $594,864 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,743 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,743 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $827 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $827 | TotalTaxAmt |
| Distributable Before Adj | $28,916 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $28,916 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $28,916 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $284,513 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $284,513 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $827 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $283,686 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,916 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $229,559 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $229,559 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $284,513 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,916 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $255,597 | RemainingDistriFromCorpusAmt |
| Total Corpus | $485,156 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $485,156 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $229,559 | ExcessFromYear1Amt |
| Excess From Current Year | $255,597 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHUNG HSIEO YU | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHINESE CLUB OF SAN MARINO | |||||||
| 2425 HUNTINGTON DRIVE | SAN MARINO | CA | 91108 | N/A | PC | Charitable Purpose | $600 |
| Cal Poly Pomona Foundation Inc | |||||||
| 3801 West Temple Avenue Bldg 55 | Pomona | CA | 91768 | N/A | PC | Charitable Purpose | $20,000 |
| National Fragile X Foundation | |||||||
| 2100 M St NW Suite 170 Box 302 | Washington | DC | 20037 | N/A | PC | Charitable Purpose | $25,000 |
| Methodist Hospital Foundation | |||||||
| 300 W Huntington Drive | Arcadia | CA | 91007 | N/A | PC | Charitable Purpose | $2,000 |
| BOYS & GIRLS CLUBS OF PASADENA | |||||||
| 3230 E DEL MAR BLVD | PASADENA | CA | 91107 | N/A | PC | Charitable Purpose | $2,000 |
| The University of Chicago | |||||||
| 5235 S Harper Court Suite 450 | Chicago | IL | 60615 | N/A | PC | Charitable Purpose | $40,500 |
| Taiwan Center Foundation of Greater LA | |||||||
| 3001 Walnut Grove Ave | Rosemead | CA | 91770 | N/A | PC | Charitable Purpose | $20,000 |
| Pacific Oaks College &Childrens School | |||||||
| 55 Eureka Street | Pasadena | CA | 91103 | N/A | PC | Charitable Purpose | $3,625 |
| HUNTINGTON MEMORIAL HOSPITAL | |||||||
| 100 W CALIFORNIA BOULEVARD | PASADENA | CA | 91105 | N/A | PC | Charitable Purpose | $20,000 |
| CHILDRENS HOSPITAL LOS ANGELES | |||||||
| 4650 SUNSET BLVD 29 | LOS ANGELES | CA | 90027 | N/A | PC | Charitable Purpose | $5,000 |
| POLYTECHNIC SCHOOL | |||||||
| 1030 E CALIFORNIA BLVD | PASADENA | CA | 91106 | N/A | PC | Charitable Purpose | $12,500 |
| Asian Pacific Community Fund of Southern | |||||||
| 1145 Wilshire Blvd Suite 105 | Los Angeles | CA | 90017 | N/A | PC | Charitable Purpose | $5,000 |
| Pasadena-Foothill Valley YWCA | |||||||
| 50 N Hill Ave Suite 301 | Pasadena | CA | 91106 | N/A | PC | Charitable Purpose | $1,000 |
| Ronald Mcdonald House Charities Inc | |||||||
| One Kroc Drive | Oak Brook | IL | 60523 | N/A | PC | Charitable Purpose | $2,500 |
| Clear Blue Sea | |||||||
| 7939 Silverton Avenue 807 | San Diego | CA | 92126 | NA | PC | Charitable Purpose | $1,000 |
| Scholarship America | |||||||
| 7900 International Drive Suite 500 | Minneapolis | MN | 55425 | NA | PC | Charitable Purpose | $100,000 |
| RED NOSE DAY | |||||||
| 488 MADISON AVENUE 10TH FLOOR | NEW YORK | NY | 10022 | N/A | PC | Charitable Purpose | $500 |
| ARMORY CENTER FOR THE ARTS | |||||||
| 145 N RAYMOND AVE | PASADENA | CA | 91103 | N/A | PC | Charitable Purpose | $1,000 |
| Value Schools Foundation | |||||||
| 680 Wilshire Place Suite 315 | Los Angeles | CA | 90005 | N/A | PC | Charitable Purpose | $1,000 |
| Taiwanese American Seniors Association | |||||||
| 3711 Cogswell Rd Apt 116 | El Monte | CA | 91732 | NA | PC | Charitable Purpose | $400 |
| Asian-American Accounting Research & Dev | |||||||
| 17506 Colima Rd Ste 202 | Rowland Heights | CA | 91748 | N/A | PC | Charitable Purpose | $11,000 |
| Give Kids the World Inc | |||||||
| 210 S Bass Rd | Kissimmee | FL | 34746 | N/A | PC | Charitable Purpose | $450 |
| Marici | |||||||
| 100 Pine Street Suite 1250 | San Francisco | CA | 94111 | N/A | PC | Charitable Purpose | $1,000 |
| Henry E Huntington Library & Art Gallery | |||||||
| 1151 Oxford Road | San Marino | CA | 91108 | N/A | PC | Charitable Purpose | $2,500 |
| Taiwanese American Citizens | |||||||
| 2443 Fillmore Street 380-9501 | San Francisco | CA | 94115 | N/A | PC | Charitable Purpose | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $283,575 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,105 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,099 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $91,006 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| Investment Income | 18 | $8,092 |
| Other Income | 1 | $866 |
| Other Investment Gain | 18 | $987 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $19,149 | ExclusionAmt |
| Related Or Exempt Function Incm | $91,006 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $110,155 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| CHUNG HSIEO YU | ||||||
| 1 | 1361 RIDGE WAY | PASADENA | CA | 91106 | $173,875 | Yes (X) |
| CHUNG HSIEO YU | ||||||
| 2 | 1361 RIDGE WAY | PASADENA | CA | 91106 | $125,289 | Yes (X) |
| CHUNG HSIEO YU | ||||||
| 3 | 1361 RIDGE WAY | PASADENA | CA | 91106 | $118,365 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 500 SHARES OF TESLA INC. | $173,875 | 2019-01-16 |
| 2 | 722 SHARES INVESCO QQQ TRUST, SERIES 1 | $125,289 | 2019-02-26 |
| 3 | 678 SHARES INVESCO QQQ TRUST | $118,365 | 2019-05-31 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fee | CategoryTxt |
| Amt | $4,050 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Partnership Investment | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $596,780 | BookValueAmt |
| EOYFMV | $596,780 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Investment Expense | $20,124 | $20,124 |
| Other Investment Loss | $1,477 | $1,477 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Investment Income | $8,092 | $8,092 | |
| Other Income | $866 | $866 | $866 |
| Other Investment Gain | $987 | $987 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Excise Tax Payable | Desc |
| BOY Book Value | $2,185 | BOYBookValueAmt |
| EOY Book Value | $827 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fee | CategoryTxt |
| Amt | $596 | Amt |
| Net Investment Income | $596 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHUNG HSIEO YU | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1361 RIDGE WAY | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91106 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Attorney Generals Registry | $75 | $75 |
| Excise Tax | $827 | $827 |
| Franchise Tax Board | $10 | $10 |
| Secretary of State | $26 | $26 |
| U.S. Treasury | $124 |
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