SEAN AND CHRISTINE YU PRIVATE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SEAN AND CHRISTINE YU PRIVATE FOUNDATION (EIN 46-3463008)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-07
- IRS object ID
- 202533119349101448
- Schema version
- 2024v5.2
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-07T12:38:13-08:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 920 HILLCREST PLACE | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91106 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHUNG HSIEO YU | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Phone | 6262038082 | PhoneNum |
| Signature | 2025-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
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 | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $611,200 | 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 | $451,443 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,598 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,598 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3,598 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $5,354 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,354 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $5,354 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $37,045 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $88,488 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $37,045 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $145 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $145 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $497,585 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $46,142 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $8,952 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $4,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $4,400 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $131 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $100 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $202,225 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $77,050 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $123,206 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $206,756 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $77,050 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $127,706 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $439,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $439,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $646,256 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $77,050 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $567,206 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$148,671 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,952 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,152 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $26,398 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $26,398 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $663,588 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $498,671 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $584,802 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $673,740 | TotalAssetsBOYAmt |
| Total Assets EOY | $525,069 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $611,200 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $673,740 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $525,069 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $673,740 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $525,069 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $673,740 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $525,069 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $673,740 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$148,671 | ExcessRevenueOverExpensesAmt |
| Subtotal | $525,069 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $525,069 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 100.000 COSTCO WHOLESALE CORP NEW | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2022-01-10 | AcquiredDt |
| Sold | 2024-10-17 | SoldDt |
| Gross Sales Price | $88,488 | GrossSalesPriceAmt |
| Cost Or Other Basis | $51,443 | CostOrOtherBasisAmt |
| Gain Or Loss | $37,045 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $37,045 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $37,045 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Due | $0 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 |
| 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 | 920 HILLCREST PLACE | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CHRISTINE YU | ||||||
| 920 HILLCREST PLACE | PASADENA | CA | 91106 | CEO | 2.00 | $0 |
| CHUNG HSIEO YU | ||||||
| 920 HILLCREST PLACE | PASADENA | CA | 91106 | Secretary | 2.00 | $0 |
| SANDY YU | ||||||
| 920 HILLCREST PLACE | PASADENA | CA | 91106 | CFO | 1.00 | $0 |
| RILEY YU | ||||||
| 920 HILLCREST PLACE | PASADENA | CA | 91106 | Director | 1.00 | $0 |
| AVERY AUDREY YU | ||||||
| 920 HILLCREST PLACE | 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 | $617,620 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $63,736 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $681,356 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $681,356 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,220 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $671,136 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $33,557 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $33,557 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $33,557 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $33,557 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $33,557 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $567,206 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $567,206 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,557 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $255,597 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $283,439 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $418,889 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $491,338 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $483,147 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,932,410 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $567,206 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $33,557 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $533,649 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,466,059 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $255,597 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,210,462 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $283,439 | ExcessFromYear4Amt |
| Excess From Year3 | $418,889 | ExcessFromYear3Amt |
| Excess From Year2 | $491,338 | ExcessFromYear2Amt |
| Excess From Year1 | $483,147 | ExcessFromYear1Amt |
| Excess From Current Year | $533,649 | 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 (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Cal Poly Pomona Philanthropic Foundation | |||||||
| 3801 West Temple Avenue | Pomona | CA | 91768 | N/A | PC | Charitable Purpose | $125,000 |
| BOYS & GIRLS CLUBS OF PASADENA | |||||||
| 3230 E DEL MAR BLVD | PASADENA | CA | 91107 | N/A | PC | Charitable Purpose | $5,000 |
| 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 | $111,000 |
| Taiwan Center Foundation of Greater LA | |||||||
| 3001 Walnut Grove Ave | Rosemead | CA | 91770 | N/A | PC | Charitable Purpose | $30,000 |
| POLYTECHNIC SCHOOL | |||||||
| 1030 E CALIFORNIA BLVD | PASADENA | CA | 91106 | N/A | PC | Charitable Purpose | $35,000 |
| TAIWANESE AMERICAN SCHOLARSHIP FUND | |||||||
| PO BOX 60074 | PASADENA | CA | 91116 | N/A | PC | Charitable Purpose | $100,000 |
| The Huntington Library Art Museu and B | |||||||
| 1151 Oxford Rd | San Marino | CA | 91108 | N/A | PC | Charitable Purpose | $3,000 |
| UC DAVIS FOUNDATION | |||||||
| ONE SHIELDS AVENUE | DAVIS | CA | 95616 | N/A | PC | Charitable Purpose | $25,000 |
| USC Arcadia Hospital | |||||||
| 300 W Huntington Dr | Arcadia | CA | 91007 | N/A | PC | CHARITABLE PURPOSE | $3,000 |
| WORLD CENTRAL KITCHEN | |||||||
| PO BOX 96538 | WASHINGTON | DC | 20090 | N/A | PC | CHARITABLE PURPOSE | $500 |
| GLENDALE TEACHERS ASSOCIATION | |||||||
| 3233 N VERDUGO RD | GLENDALE | CA | 91208 | N/A | PC | CHARITABLE PURPOSE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $439,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,598 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,354 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $37,045 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment Gain per K-1 | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $145 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $9,097 | ExclusionAmt |
| Related Or Exempt Function Incm | $37,045 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $46,142 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| CHUNG HSIEO YU | |||||||
| 1 | 920 HILLCREST PLACE | PASADENA | CA | 91106 | $100,000 | Yes (X) | |
| CHUNG HSIEO YU | |||||||
| 2 | 920 HILLCREST PLACE | PASADENA | CA | 91106 | $89,797 | Yes (X) | |
| CHUNG HSIEO YU | |||||||
| 3 | 920 HILLCREST PLACE | PASADENA | CA | 91106 | $150,000 | Yes (X) | |
| CHUNG HSIEO YU | |||||||
| 4 | 920 HILLCREST PLACE | PASADENA | CA | 91106 | $150,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 100 SHARES COSTCO WHOLESALE CORP | NoncashPropertyDesc |
| Fair Market Value | $89,797 | FairMarketValueAmt |
| Received | 2024-09-18 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fee | CategoryTxt |
| Amt | $4,400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,400 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Securities Investment | AT COST | $367,938 | $454,069 |
| MUTUAL FUND | AT COST | $130,733 | $130,733 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Auto Expense | $390 | $390 | |
| Dues and Subscription | $1,434 | $1,434 | |
| Interest Expense | $308 | $308 | |
| Internet and Websit | $44 | $44 | |
| Investment Capital Loss per K-1 | $65,635 | $65,635 | |
| Investment Expense | $11,107 | $11,107 | |
| Office Expense | $1,969 | ||
| Program Service - Conference | $41,932 | $41,932 | |
| Program Service - Event | $79,406 | $79,406 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment Gain per K-1 | Desc |
| Revenue And Expenses Per Books | $145 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $145 | NetInvestmentIncomeAmt |
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 | 920 HILLCREST PLACE | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91106 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Department of Treasury | $31 | |
| Dept of Justice | $100 | $100 |
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