O & R FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
O & R FOUNDATION INC (EIN 20-3976090)
Tax period
2017-07-01 to 2018-06-30
Filed
2018-11-14
IRS object ID
201813189349102721
Schema version
2017v2.2
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)
Return2018-11-14T13:43:01-08:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN205281117PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Benn & Leman CPAs IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11508 Eureka Road Suite 200AddressLine1Txt
CityRosevilleCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95661ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203976090EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The O&R Chun Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlO&RCBusinessNameControlTxt
Phone9167867626PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13741 Douglas Blvd Suite 130AddressLine1Txt
CityRosevilleCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95661ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRichard BD ChunPersonNm
Person TitlePresidentPersonTitleTxt
Signature2018-11-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKatherine L Leman CPAPreparerPersonNm
PTINP00298369PTIN
Phone9167601680PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$175,471FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$3,036DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,036DividendsNetInvstIncmAmt
Dividends Adj Net Incm$3,036DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$4,383NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$13,965GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,383CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$7,419TotalRevAndExpnssAmt
Total Net Invst Incm$7,419TotalNetInvstIncmAmt
Total Adj Net Incm$3,036TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$1,312OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$115TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,427TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$12,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$12,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$13,427TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$12,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$6,008ExcessRevenueOverExpensesAmt
Net Investment Income$7,419NetInvestmentIncomeAmt
Adjusted Net Income$3,036AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,048CashBOYAmt
Cash EOY$2,609CashEOYAmt
Cash EOYFMV$2,609CashEOYFMVAmt
Other Investments BOY$147,796OtherInvestmentsBOYAmt
Other Investments EOY$141,227OtherInvestmentsEOYAmt
Other Investments EOYFMV$172,862OtherInvestmentsEOYFMVAmt
Total Assets BOY$149,844TotalAssetsBOYAmt
Total Assets EOY$143,836TotalAssetsEOYAmt
Total Assets EOYFMV$175,471TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$149,844UnrestrictedBOYAmt
Unrestricted EOY$143,836UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$149,844TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$143,836TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$149,844TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$143,836TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$149,844TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$6,008ExcessRevenueOverExpensesAmt
Subtotal$143,836SubtotalAmt
Tot Net Ast Or Fund Balances EOY$143,836TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property1040.119 SHARES DFA GLOBAL ALLOC 25/75PropertyDesc
How AcquiredPHowAcquiredCd
Acquired2009-03-06AcquiredDt
Sold2017-10-13SoldDt
Gross Sales Price$13,965GrossSalesPriceAmt
Cost Or Other Basis$9,582CostOrOtherBasisAmt
Gain Or Loss$4,383GainOrLossAmt
Gains Minus Excess Or Losses$4,383GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$4,383CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$12,645AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$181,741NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.06958DistributionYr1Rt
Adjusted Qlfy Distri Yr2$12,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$190,736NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.06291DistributionYr2Rt
Adjusted Qlfy Distri Yr3$12,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$202,701NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.05920DistributionYr3Rt
Adjusted Qlfy Distri Yr4$16,437AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$214,411NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.07666DistributionYr4Rt
Adjusted Qlfy Distri Yr5$17,940AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$221,739NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.08091DistributionYr5Rt
Total Distribution0.349258TotalDistributionRt
Average Distribution0.069852AverageDistributionRt
Net Vl Noncharitable Assets$176,154NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$12,305AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$74NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$12,379AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$12,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$148InvestmentIncomeExciseTaxAmt
Subtotal$148SubtotalAmt
Tax Based On Investment Income$148TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$148ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$148TotalPaymentsAndCreditsAmt

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
Form990 T FiledfalseForm990TFiledInd
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 Line1Benn & Leman CPAs IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9167601680PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11508 Eureka Road Suite 200AddressLine1Txt
CityRosevilleCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95661ZIPCd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

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
Richard BD Chun
3741 Douglas Blvd Suite 130RosevilleCA95661President1.00$0
Kimberly Foss CFP
3741 Douglas Blvd Suite 130RosevilleCA95661Secretary1.00$0
Charles K Benn CPA
1508 Eureka Road Suite 200RosevilleCA95661Treasurer1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$175,230AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,607AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$178,837TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$178,837AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,683CashDeemedCharitableAmt
Net Vl Noncharitable Assets$176,154NetVlNoncharitableAssetsAmt
Minimum Investment Return$8,808MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$8,808MinimumInvestmentReturnAmt
Tax Based On Investment Income$148TaxBasedOnInvestmentIncomeAmt
Total Tax$148TotalTaxAmt
Distributable Before Adj$8,660DistributableBeforeAdjAmt
Distributable Before Ded$8,660DistributableBeforeDedAmt
Distributable As Adjusted$8,660DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$12,000ExpensesAndContributionsAmt
Qualifying Distributions$12,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$12,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$8,660DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$6,973ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$5,842ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,035ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,533ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,768ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$21,151TotalExcessDistributionCyovAmt
Qualifying Distributions$12,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$8,660AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,340RemainingDistriFromCorpusAmt
Total Corpus$24,491TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$6,973ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$17,518ExcessDistriCyovToNextYrAmt
Excess From Year4$5,842ExcessFromYear4Amt
Excess From Year3$2,035ExcessFromYear3Amt
Excess From Year2$2,533ExcessFromYear2Amt
Excess From Year1$3,768ExcessFromYear1Amt
Excess From Current Year$3,340ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRichard BD ChunContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonSIERRA COLLEGE FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line15000 ROCKLIN ROADAddressLine1Txt
CityROCKLINCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95677ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNoneRecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeEDUCATIONAL ASSISTANCEGrantOrContributionPurposeTxt
Amt$12,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$12,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,036ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,383ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$7,419ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,419TotalIncomeProducingActyAmt

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

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemDFA GLOBAL ALLOC 25/75CategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$141,227BookValueAmt
EOYFMV$172,862EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$1,312Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
FEDERAL NET INVESTMENT INCOME TAX$105
STATE FILING FEE$10

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