CM CHEN FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CM CHEN FOUNDATION INC (EIN 01-0675481)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-07
- IRS object ID
- 201923119349101327
- Schema version
- 2018v3.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-07T17:04:12-08:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 822843013 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHILIP L CHAN ACCOUNTANCY CORPORATION | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 S Lake Ave Ste 301 | AddressLine1Txt |
| City | Pasadena | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010675481 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CM CHEN FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | CO PHILIP L CHAN CPA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CMCH | BusinessNameControlTxt |
| Phone | 6262299922 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 S LAKE AVE STE 301 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91106 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHIH-MING CHEN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2019-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Philip L Chan | PreparerPersonNm |
| PTIN | P00142961 | PTIN |
| Phone | 6262299922 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,788,089 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $384 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $384 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $384 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $170,195 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $170,195 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $170,195 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$8,359 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $826,983 | GrossSalesPriceAmt |
| Total Rev And Expnss | $162,220 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $170,579 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $170,579 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $7,529 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $7,529 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $7,529 | LegalFeesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $7,529 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,529 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $7,529 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $171,163 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $171,163 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $178,692 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,529 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $7,529 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $171,163 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,472 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $163,050 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $163,050 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $168,435 | CashBOYAmt |
| Cash EOY | $235,833 | CashEOYAmt |
| Cash EOYFMV | $235,833 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $324,867 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $607,396 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $607,396 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,534,899 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,159,996 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,938,483 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,782 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,377 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,377 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,029,983 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,009,602 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,788,089 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,029,983 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,009,602 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,029,983 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,009,602 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,029,983 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,009,602 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,029,983 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,472 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,013,511 | SubtotalAmt |
| Other Decreases | $3,909 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,009,602 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GUGGENHEIM FDS TR MACRO FD | P | 2018-01-01 | 2008-12-31 | $3,733 | $3,757 | -$24 | -$24 |
| LORD ABBETT SHORT DURATION INC FD | P | 2018-01-01 | 2018-12-31 | $6,042 | $6,425 | -$383 | -$383 |
| 155 VANGUARD DIV APPR ETF | P | 2015-06-16 | 2018-11-13 | $16,483 | $12,477 | $4,006 | $4,006 |
| 155 VANGUARD DIV APPR ETF | P | 2015-06-25 | 2018-11-13 | $16,483 | $12,472 | $4,011 | $4,011 |
| 300 VANGUARD DIV APPR ETF | P | 2015-07-17 | 2018-11-13 | $31,903 | $24,231 | $7,672 | $7,672 |
| METROPLOLITAN WEST FD TOTAL RETURN | P | 2018-01-01 | 2018-12-31 | $2,618 | $2,763 | -$145 | -$145 |
| GUGGENHEIM FDS TR MACRO FD | P | 2017-01-01 | 2018-12-31 | $110,775 | $111,482 | -$707 | -$707 |
| LORD ABBETT SHORT DURATION INC FD | P | 2017-01-01 | 2018-12-31 | $153,603 | $163,338 | -$9,735 | -$9,735 |
| METROPLOLITAN WEST FD TOTAL RETURN | P | 2017-01-01 | 2018-12-31 | $101,358 | $106,971 | -$5,613 | -$5,613 |
| JP MORGAN CHASE | P | 2017-01-01 | 2018-12-31 | $255,000 | $263,926 | -$8,926 | -$8,926 |
| KINDRED HEALTHCARE INC SENIOR UNSECURED | P | 2017-01-01 | 2018-12-31 | $128,985 | $127,500 | $1,485 | $1,485 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$8,359 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$552 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $151,190 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,759,832 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04021 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $433,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,684,501 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.11766 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $64,100 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,897,018 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.01645 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,193,744 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,843,286 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.45295 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $621,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,200,028 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.10016 | DistributionYr5Rt |
| Total Distribution | 0.727421 | TotalDistributionRt |
| Average Distribution | 0.145484 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,831,880 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $557,477 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,631 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $559,108 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $171,163 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,261 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,261 | SubtotalAmt |
| Tax Based On Investment Income | $3,261 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,428 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,428 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2 | EsPenaltyAmt |
| Overpayment | $165 | OverpaymentAmt |
| Applied To ES Tax | $165 | AppliedToESTaxAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | 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 | PHILIP L CHAN CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6262299922 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 S LAKE AVE STE 301 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CHIH-MING CHEN | |||||||||||
| 38 OLD COURSE DRIVE | NEWPORT BEACH | CA | 92660 | President | 1.00 | $0 | |||||
| CHONG DING | |||||||||||
| 38 OLD COURSE DRIVE | NEWPORT BEACH | CA | 92660 | Vice President | 1.00 | $0 | |||||
| ARIEL CHEN | |||||||||||
| Director | 1.00 | $0 | STE 3 6F NO 780 BEIAN RD | ZHONGSHAN DIST | TAIPEI | TW | 104 | ||||
| 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 | $3,260,701 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $629,532 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,890,233 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,890,233 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $58,353 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,831,880 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $191,594 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $191,594 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,261 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,261 | TotalTaxAmt |
| Distributable Before Adj | $188,333 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $188,333 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $188,333 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $171,163 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $171,163 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $171,163 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $188,333 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $1,810,404 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $253,285 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $2,063,689 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $171,163 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $171,163 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $17,170 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $17,170 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,046,519 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,046,519 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,793,234 | ExcessFromYear4Amt |
| Excess From Year2 | $253,285 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| GIVE2ASIA | ||||||
| 340 PINE STREET SUITE 501 | SAN FRANCISCO | CA | 94104 | PC | GENERAL SUPPORT | $125,000 |
| GIVE2ASIA | ||||||
| 340 PINE STREET SUITE 501 | SAN FRANCISCO | CA | 94104 | PC | GENERAL SUPPORT | $29,413 |
| GIVE2ASIA | ||||||
| 340 PINE STREET SUITE 501 | SAN FRANCISCO | CA | 94104 | PC | GENERAL SUPPORT | $14,750 |
| WIKIMEDIA | ||||||
| 1 MONTGOMERY STREET SUITE 1600 | SAN FRANCISCO | CA | 94104 | PC | GENERAL SUPPORT | $1,000 |
| GIVE2ASIA | ||||||
| 340 PINE STREET SUITE 501 | SAN FRANCISCO | CA | 94104 | PC | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $171,163 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $384 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $170,195 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,282 | ExclusionAmt |
| Related Or Exempt Function Incm | -$23,641 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $185,861 | ExclusionAmt |
| Related Or Exempt Function Incm | -$23,641 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $162,220 | 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 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $7,529 | LegalFeesAmt |
| Net Investment Income | $7,529 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,529 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $1,782 | BOYBookValueAmt |
| EOY Book Value | $6,377 | EOYBookValueAmt |
| EOYFMV | $6,377 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME TAX - 2018 | Desc |
| Amt | $3,909 | Amt |