SEAN AND CHRISTINE YU PRIVATE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SEAN AND CHRISTINE YU PRIVATE FOUNDATION (EIN 46-3463008)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-12
- IRS object ID
- 201933169349101488
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-12T11:20:40-08:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 |
| Phone | 6262038082 | PhoneNum |
| Signature | 2019-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Linda Sun | PreparerPersonNm |
| PTIN | P00107022 | PTIN |
| Phone | 6264576118 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $539,578 | 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 | $194,196 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,313 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,313 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3,313 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $4,830 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,830 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $4,830 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $153,333 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $397,523 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $153,333 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $57,013 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $57,013 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $57,013 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $412,685 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $218,489 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $65,156 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $659 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,150 | AccountingFeesRevAndExpnssAmt |
| Interest Rev And Expnss | $1,681 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $2,296 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $19,035 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $7 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $27,821 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $7 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $248,349 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $248,349 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $276,170 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $7 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $248,349 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $136,515 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $218,482 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $65,149 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,173 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $39,181 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $39,181 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $49,995 | CorporateStockBOYAmt |
| Other Investments BOY | $351,667 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $500,397 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $500,397 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $402,835 | TotalAssetsBOYAmt |
| Total Assets EOY | $539,578 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $539,578 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,957 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,185 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,957 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,185 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $400,878 | UnrestrictedBOYAmt |
| Unrestricted EOY | $537,393 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $400,878 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $537,393 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $402,835 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $539,578 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $400,878 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $136,515 | ExcessRevenueOverExpensesAmt |
| Subtotal | $537,393 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $537,393 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 27.000 ALTABA INC | D | 2014-07-24 | 2018-09-19 | $1,812 | $972 | $840 | $840 |
| 1199.000 ALTABA INC | D | 2017-02-27 | 2018-09-19 | $80,485 | $54,770 | $25,715 | $25,715 |
| 624.000 APPLE INC | D | 2017-01-19 | 2018-05-02 | $109,963 | $74,693 | $35,270 | $35,270 |
| 907.000 SONY CORP ADR 1974 NEW | D | 2014-12-02 | 2018-01-04 | $42,710 | $20,006 | $22,704 | $22,704 |
| 1346.000 SONY CORP ADR 1974 NEW | D | 2014-12-05 | 2018-01-04 | $63,382 | $29,989 | $33,393 | $33,393 |
| 2000.000 SONY CORP ADR 1974 NEW | D | 2017-02-09 | 2018-02-16 | $99,171 | $63,760 | $35,411 | $35,411 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $153,333 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $139,985 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $357,242 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.39185 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $82,006 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $170,537 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.48087 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $35,442 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $164,120 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.21595 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,126 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $116,858 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04387 | DistributionYr4Rt |
| Total Distribution | 1.132535 | TotalDistributionRt |
| Average Distribution | 0.283134 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $419,508 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $118,777 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,185 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $120,962 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $248,349 | 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 | $2,185 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,185 | SubtotalAmt |
| Tax Based On Investment Income | $2,185 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $2,185 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 | N/A | 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 |
| 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 (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 | $370,677 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $55,219 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $425,896 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $425,896 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,388 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $419,508 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,975 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,975 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,185 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,185 | TotalTaxAmt |
| Distributable Before Adj | $18,790 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $18,790 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $18,790 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $248,349 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $248,349 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,185 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $246,164 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,790 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $248,349 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,790 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $229,559 | RemainingDistriFromCorpusAmt |
| Total Corpus | $229,559 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $229,559 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $229,559 | 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 (27 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 | $2,500 |
| 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 | $1,200 |
| BOYS & GIRLS CLUBS OF PASADENA | |||||||
| 3230 E DEL MAR BLVD | PASADENA | CA | 91107 | N/A | PC | Charitable Purpose | $1,000 |
| Buddhist Tzu Chi Foundation | |||||||
| 1100 S Valley Center Ave | San Dimas | CA | 91773 | N/A | PC | Charitable Purpose | $1,000 |
| The University of Chicago | |||||||
| 5235 S Harper Court Suite 450 | Chicago | IL | 60615 | N/A | PC | Charitable Purpose | $40,000 |
| Taiwan Center Foundation of Greater LA | |||||||
| 3001 Walnut Grove Ave | Rosemead | CA | 91770 | N/A | PC | Charitable Purpose | $1,649 |
| Pacific Oaks College &Childrens School | |||||||
| 55 Eureka Street | Pasadena | CA | 91103 | N/A | PC | Charitable Purpose | $2,000 |
| 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 | $10,000 |
| TAIWANESE AMERICAN SCHOLARSHIP FUND | |||||||
| PO BOX 60074 | PASADENA | CA | 91116 | SECRETARY | PC | Charitable Purpose | $100,000 |
| Alliance Cultural Foundation Intl | |||||||
| 20480 Pacifica Dr Ste G | Cupertino | CA | 95014 | N/A | PC | Charitable Purpose | $1,000 |
| Music & Memory | |||||||
| 160 First Street PO Box 590 | Mineola | NY | 11501 | N/A | PC | Charitable Purpose | $1,000 |
| Asian Pacific Community Fund of Southern | |||||||
| 1145 Wilshire Blvd Suite 105 | Los Angeles | CA | 90017 | N/A | PC | Charitable Purpose | $5,000 |
| Midnight Mission | |||||||
| 601 South San Pedro Street | Los Angeles | CA | 90014 | N/A | PC | Charitable Purpose | $500 |
| Chinese American CPA Association | |||||||
| 608 E Valley Blvd Ste D 311 | San Gabriel | CA | 91776 | N/A | PC | Charitable Purpose | $2,000 |
| North American Taiwanese Medical Associa | |||||||
| 7923 Garden Grove Blvd | Garden Grove | CA | 92841 | N/A | PC | Charitable Purpose | $1,000 |
| Pasadena-Foothill Valley YWCA | |||||||
| 50 N Hill Ave Suite 301 | Pasadena | CA | 91106 | N/A | PC | Charitable Purpose | $1,000 |
| Elizabeth House | |||||||
| 760 Santa Barbara St | Pasadena | CA | 91101 | N/A | PC | Charitable Purpose | $500 |
| Childrens Tumor Foundation | |||||||
| 120 Wall Street 16th Floor | New York | NY | 10005 | N/A | PC | Charitable Purpose | $1,000 |
| Union Station Homeless Services | |||||||
| 825 E Orange Grove Blvd | Pasadena | CA | 91104 | N/A | PC | Charitable Purpose | $500 |
| Ronald Mcdonald House Charities Inc | |||||||
| One Kroc Drive | Oak Brook | IL | 60523 | N/A | PC | Charitable Purpose | $500 |
| Sino-American CPA Association | |||||||
| 17800 Castleton Street | City of Industry | CA | 91748 | N/A | PC | Charitable Purpose | $2,600 |
| PHMAS | |||||||
| 1048 S GARFIELD AVE 200 | ALHAMBRA | CA | 91801 | N/A | SUPPORT | $1,000 | |
| NORTH AMERICAN TAIWANESE MEDICAL ASSOCIA | |||||||
| 7923 GARDEN GROVE BLVD | GARDEN GROVE | CA | 92841 | N/A | PC | Charitable Purpose | $1,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $248,349 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,313 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,830 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $153,333 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| Investment Income | 18 | $11,412 |
| Other Income | 1 | $3 |
| Other Investment Gain | 18 | $45,598 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $218,489 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $218,489 | 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 | $95,760 | Yes (X) |
| CHUNG HSIEO YU | ||||||
| 2 | 1361 RIDGE WAY | PASADENA | CA | 91106 | $102,679 | Yes (X) |
| CHUNG HSIEO YU | ||||||
| 3 | 1361 RIDGE WAY | PASADENA | CA | 91106 | $80,070 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2000 SHARES OF SONY CORP ADR 1974 NEW | $95,760 | 2018-02-12 |
| 2 | 624 SHARES OF APPLE INC | $102,679 | 2018-04-30 |
| 3 | 1226 SHARES OF ALTABE INC | $80,070 | 2018-09-18 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fee | CategoryTxt |
| Amt | $4,150 | 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 | $500,397 | BookValueAmt |
| EOYFMV | $500,397 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fee | CategoryTxt |
| Legal Fees | $659 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Investment Expense | $18,835 | ||
| Other Investment Loss | $7 | $7 | $7 |
| Penalty | $193 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Investment Income | $11,412 | $11,412 | $11,412 |
| Other Income | $3 | $3 | $3 |
| Other Investment Gain | $45,598 | $45,598 | $45,598 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Excise Tax Payable | Desc |
| BOY Book Value | $1,957 | BOYBookValueAmt |
| EOY Book Value | $2,185 | EOYBookValueAmt |
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 (4 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| Attorney Generals Registry | $75 |
| Excise Tax | $2,185 |
| Franchise Tax Board | $10 |
| Secretary of State | $26 |
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