KCAL INS FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- KCAL INS FOUNDATION (EIN 20-8035570)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-07
- IRS object ID
- 202533119349102153
- 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
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-07T12:32:12-08:00 | 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 | 208035570 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KCAL Ins Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KCAL | BusinessNameControlTxt |
| Phone | 6262728288 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2140 S HACIENDA BLVD SUITE A | AddressLine1Txt |
| City | HACIENDA HEIGHTS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91745 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHUNG HWEI CHANG | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Phone | 6262728288 | PhoneNum |
| Signature | 2025-11-05 | 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 | $3,706,099 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $327,234 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $26,723 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $26,723 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $26,723 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $77,493 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $77,493 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $77,493 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $213,056 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,414,891 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $213,056 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $91,786 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,493 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,493 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $645,999 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $318,765 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $196,002 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $31,362 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $31,362 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $899 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $899 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,316 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,365 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,951 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,307 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,767 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $540 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $47,384 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $40,393 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,991 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $180,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $180,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $228,284 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $40,393 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $187,891 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $417,715 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $278,372 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $196,002 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $765 | CashBOYAmt |
| Cash EOY | $13,806 | CashEOYAmt |
| Cash EOYFMV | $29,806 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $571,970 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $144,746 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $144,746 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,359,330 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,191,228 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,531,547 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,932,065 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,349,780 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,706,099 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,932,065 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,349,780 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,932,065 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,349,780 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,932,065 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,349,780 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,932,065 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $417,715 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,349,780 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,349,780 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (80 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1.109 AMERICAN EUROPACIFIC GRW C | P | 2023-06-12 | 2024-02-12 | $59 | $58 | $1 | $1 |
| 49.197 AMERICAN GR FD OF AMERICA C | P | 2023-12-15 | 2024-02-12 | $2,890 | $2,667 | $223 | $223 |
| 15.402 AMERICAN MUTUAL C | P | 2023-03-15 | 2024-02-12 | $785 | $747 | $38 | $38 |
| 28.685 JPMORGAN MID CAP VALUE C | P | 2023-12-13 | 2024-02-12 | $948 | $923 | $25 | $25 |
| 4.148 LM MARTIN CURRIE EMRG MKTS C | P | 2023-12-15 | 2024-02-12 | $48 | $48 | ||
| 283.847 AMERICAN EUROPACIFIC GRW C | P | 2021-11-30 | 2024-02-12 | $15,203 | $17,879 | -$2,676 | -$2,676 |
| 620.084 AMERICAN GR FD OF AMERICA C | P | 2019-03-15 | 2024-02-12 | $36,424 | $32,335 | $4,089 | $4,089 |
| 348.441 AMERICAN MUTUAL C | P | 2021-11-30 | 2024-02-12 | $17,765 | $17,650 | $115 | $115 |
| 486.672 JPMORGAN MID CAP VALUE C | P | 2021-11-30 | 2024-02-12 | $16,084 | $17,738 | -$1,654 | -$1,654 |
| 1324.558 LM MARTIN CURRIE EMRG MKTS C | P | 2022-12-28 | 2024-02-12 | $15,478 | $15,000 | $478 | $478 |
| 50,000.000 ABBOTT LABS | P | 2023-07-19 | 2024-02-13 | $55,258 | $56,457 | -$1,199 | -$1,199 |
| 10,000.000 COMERIC AINCORPO | P | 2023-11-13 | 2024-02-13 | $9,520 | $9,256 | $264 | $264 |
| 40,000.000 CONOCOPHILLIPS | P | 2023-07-19 | 2024-03-06 | $45,634 | $46,149 | -$515 | -$515 |
| 10,000.000 EDISON INTERNATIO | P | 2023-06-16 | 2024-02-27 | $9,957 | $8,981 | $976 | $976 |
| 10,000.000 STANLEY BLACK & D 4000 | P | 2023-06-16 | 2024-02-13 | $8,754 | $7,673 | $1,081 | $1,081 |
| 50,000.000 UTD PARCEL | P | 2023-07-19 | 2024-02-13 | $56,423 | $59,310 | -$2,887 | -$2,887 |
| 46,000.000 BP CAPITAL MARKET 4875 | P | 2023-06-14 | 2024-02-14 | $43,813 | $42,824 | $989 | $989 |
| 40,000.000 AMERICAN EXPRESS 3550 | P | 2021-11-29 | 2024-02-13 | $35,779 | $38,611 | -$2,832 | -$2,832 |
| 30,000.000 COMERICA INCORPO | P | 2021-02-08 | 2024-02-13 | $28,560 | $33,779 | -$5,219 | -$5,219 |
| 100,000.000 DELL INTERNATIONA 8100 | P | 2022-12-28 | 2024-03-06 | $121,940 | $111,639 | $10,301 | $10,301 |
| 2,000.000 DTE ENERGY CO | P | 2019-05-28 | 2024-04-23 | $45,891 | $50,738 | -$4,847 | -$4,847 |
| 30,000.000 EDISON INTERNATIO | P | 2022-11-02 | 2024-02-27 | $29,870 | $25,380 | $4,490 | $4,490 |
| 30,000.000 GOLDMAN SACHS GRO 8436 | P | 2021-11-29 | 2024-02-13 | $30,067 | $29,834 | $233 | $233 |
| 100,000.000 PEPSICO INC. | P | 2022-12-28 | 2024-02-13 | $97,974 | $102,508 | -$4,534 | -$4,534 |
| 30,000.000 STANLEY BLACK & D 4000 | P | 2021-11-29 | 2024-02-13 | $26,261 | $31,043 | -$4,782 | -$4,782 |
| 30,000.000 TEXTRON FINANCIAL 7376 | P | 2021-11-29 | 2024-02-13 | $26,096 | $25,959 | $137 | $137 |
| 785.000 W R BERKLEY CO | P | 2021-08-09 | 2024-04-22 | $16,608 | $20,785 | -$4,177 | -$4,177 |
| 4,000.000 BP CAPITAL MARKET 4875 | P | 2021-09-29 | 2024-02-14 | $3,810 | $4,471 | -$661 | -$661 |
| 739.000 ALCOA CORP | P | 2023-12-19 | 2024-11-07 | $34,002 | $23,772 | $10,230 | $10,230 |
| 571.000 BILIBILI INC | P | 2023-12-19 | 2024-11-07 | $13,693 | $6,671 | $7,022 | $7,022 |
| 17.000 COCA COLA CO | P | 2023-12-19 | 2024-11-07 | $1,083 | $1,005 | $78 | $78 |
| 201.000 CVS HEALTH CORP COM | P | 2024-02-14 | 2024-11-07 | $11,611 | $15,382 | -$3,771 | -$3,771 |
| 3.000 DELL TECHNOLOGIES INC CL C | P | 2024-02-14 | 2024-11-07 | $411 | $257 | $154 | $154 |
| 42.000 FREEPORT-MCMORAN CL-B | P | 2024-02-14 | 2024-11-07 | $2,027 | $1,549 | $478 | $478 |
| 70.000 GE VERNOVA INC | P | 2024-02-14 | 2024-11-07 | $23,451 | $8,592 | $14,859 | $14,859 |
| 8.000 HONEYWELL INTL INC. | P | 2023-12-19 | 2024-11-07 | $1,743 | $1,631 | $112 | $112 |
| 116.000 HSBC HOLDINGS PLC SPON ADR NEW | P | 2024-02-14 | 2024-11-07 | $5,492 | $4,537 | $955 | $955 |
| 110.000 HUMANA INC. | P | 2023-12-19 | 2024-11-07 | $31,553 | $42,884 | -$11,331 | -$11,331 |
| 40.000 LULULEMON ATHLETICA INC | P | 2023-12-19 | 2024-11-07 | $12,610 | $19,409 | -$6,799 | -$6,799 |
| 1,978.000 SOUTHWEST AIRLINES | P | 2023-12-19 | 2024-11-07 | $61,952 | $58,471 | $3,481 | $3,481 |
| 44.000 SPOTIFY TECHNOLOGY SA | P | 2024-02-14 | 2024-11-07 | $17,591 | $10,714 | $6,877 | $6,877 |
| 167.000 T-MOBILE US INC COM | P | 2024-02-14 | 2024-11-07 | $38,590 | $26,853 | $11,737 | $11,737 |
| 33.000 TAIWAN SMCNDCTR MFG CO LTD ADR | P | 2024-02-14 | 2024-11-07 | $6,626 | $4,243 | $2,383 | $2,383 |
| 4.000 UNITED STATES STEEL CORP | P | 2024-01-02 | 2024-11-07 | $169 | $192 | -$23 | -$23 |
| 1,198.000 VALE S.A. | P | 2024-02-14 | 2024-11-07 | $13,324 | $16,033 | -$2,709 | -$2,709 |
| 544.000 XPENG INC ADR | P | 2023-12-19 | 2024-11-07 | $7,858 | $7,970 | -$112 | -$112 |
| 599.000 ALCOA CORP | P | 2020-03-03 | 2024-11-07 | $27,560 | $10,501 | $17,059 | $17,059 |
| 17.000 APPLE INC | P | 2021-01-05 | 2024-11-07 | $3,856 | $2,251 | $1,605 | $1,605 |
| 1,558.000 BARCLAYS PLC ADR | P | 2021-06-28 | 2024-11-07 | $20,664 | $13,709 | $6,955 | $6,955 |
| 1,276.000 BILIBILI INC | P | 2022-08-01 | 2024-11-07 | $30,599 | $23,578 | $7,021 | $7,021 |
| 316.000 | P | 2023-07-20 | 2024-11-07 | $20,135 | $19,690 | $445 | $445 |
| 19.000 DOORDASH INC CL A | P | 2023-07-20 | 2024-11-07 | $3,243 | $1,599 | $1,644 | $1,644 |
| 95.000 HONEYWELL INTL INC. | P | 2018-08-03 | 2024-11-07 | $20,703 | $19,784 | $919 | $919 |
| 30.000 HUMANA INC. | P | 2023-07-20 | 2024-11-07 | $8,605 | $13,490 | -$4,885 | -$4,885 |
| 125.000 ICICI BANK LTD | P | 2022-12-12 | 2024-11-07 | $3,743 | $2,836 | $907 | $907 |
| 35.000 LULULEMON ATHLETICA INC | P | 2023-07-20 | 2024-11-07 | $11,034 | $13,404 | -$2,370 | -$2,370 |
| 78.000 MARRIOTT INTL INC NEW CL A | P | 2021-01-05 | 2024-11-07 | $21,671 | $8,958 | $12,713 | $12,713 |
| 105.000 NIKE INC B | P | 2020-12-09 | 2024-11-07 | $7,997 | $13,870 | -$5,873 | -$5,873 |
| 77.000 RTX CORPORATION | P | 2018-08-02 | 2024-11-07 | $9,250 | $5,881 | $3,369 | $3,369 |
| 25.000 SANDOZ GROUP AG ADR | P | 2022-08-01 | 2024-11-07 | $1,141 | $615 | $526 | $526 |
| 532.000 SOUTHWEST AIRLINES | P | 2021-01-14 | 2024-11-07 | $16,663 | $22,477 | -$5,814 | -$5,814 |
| 26.000 UNILEVER PLC (NEW) ADS | P | 2019-08-12 | 2024-11-07 | $1,548 | $1,495 | $53 | $53 |
| 536.000 UNITED STATES STEEL CORP | P | 2021-01-14 | 2024-11-07 | $22,663 | $12,130 | $10,533 | $10,533 |
| 6.000 UNITEDHEALTH GP INC | P | 2021-01-14 | 2024-11-07 | $3,611 | $2,128 | $1,483 | $1,483 |
| 501.000 VERIZON COMMUNICATIONS | P | 2023-07-20 | 2024-11-07 | $20,411 | $16,854 | $3,557 | $3,557 |
| 142.000 WELLS FARGO & CO NEW | P | 2022-08-01 | 2024-11-07 | $9,995 | $6,173 | $3,822 | $3,822 |
| 1,312.000 XPENG INC ADR | P | 2022-12-13 | 2024-11-07 | $18,951 | $12,843 | $6,108 | $6,108 |
| 500.000 ASTRANA HEALTH INC. | P | 2024-03-11 | 2024-07-11 | $20,749 | $19,850 | $899 | $899 |
| 1,000.000 ISHARES MSCI INDIA INDEX | P | 2024-11-11 | 2024-12-06 | $55,848 | $54,500 | $1,348 | $1,348 |
| 1,000.000 KARAT PACKAGING INC | D | 2024-02-27 | 2024-03-06 | $29,967 | $28,900 | $1,067 | $1,067 |
| 1,000.000 MERCURY GEN CORP NEW | P | 2024-11-01 | 2024-11-06 | $72,608 | $65,900 | $6,708 | $6,708 |
| 500.000 PDD HOLDINGS INC | P | 2024-08-29 | 2024-10-03 | $76,438 | $47,080 | $29,358 | $29,358 |
| 500.000 PDD HOLDINGS INC | D | 2024-09-03 | 2024-10-10 | $69,744 | $47,590 | $22,154 | $22,154 |
| 500.000 PDD HOLDINGS INC | D | 2024-10-14 | 2024-11-06 | $60,498 | $67,500 | -$7,002 | -$7,002 |
| 200,000.000 US TREASURY NT 1.5% | P | 2024-05-02 | 2024-08-01 | $200,000 | $197,381 | $2,619 | $2,619 |
| 220,000.000 US TREASURY NT 1.5% | P | 2024-08-01 | 2024-10-31 | $220,000 | $217,982 | $2,018 | $2,018 |
| 1,001.000 APOLLO MEDICAL HLDGS | P | 2022-10-07 | 2024-02-26 | $39,988 | $38,038 | $1,950 | $1,950 |
| 250.000 BILL HOLDINGS INC | D | 2022-09-19 | 2024-11-08 | $19,499 | $36,241 | -$16,742 | -$16,742 |
| 5,500.000 KARAT PACKAGING INC. | D | 2021-04-15 | 2024-11-26 | $170,494 | $88,000 | $82,494 | $82,494 |
| 500.000 KARAT PACKAGING INC | D | 2021-04-15 | 2024-10-11 | $13,330 | $8,000 | $5,330 | $5,330 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $213,056 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $91,786 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,869 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,869 | SubtotalAmt |
| Tax Based On Investment Income | $3,869 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,596 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,596 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $81 | EsPenaltyAmt |
| Tax Due | $354 | 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 | CHUNG HWEI CHANG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6262728288 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2140 S HACIENDA BLVD SUITE A | AddressLine1Txt |
| City | HACIENDA HEIGHTS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91745 | 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JOAN QUANG HANG | ||||||
| 2410 S HACIENDA BLVD STE A | HACIENDA HEIGHTS | CA | 91745 | Director | 5.00 | $0 |
| CHUNG HWEI CHANG | ||||||
| 2140 S HACIENDA BLVD STE A | HACIENDA HEIGHTS | CA | 91745 | Secretary | 5.00 | $0 |
| ANGELA L CHANG | ||||||
| 2140 S HACIENDA BLVD STE A | HACIENDA HEIGHTS | CA | 91745 | Director | 5.00 | $0 |
| I-HSIN LIU | ||||||
| 2140 S HACIENDA BLVD STE A | HACIENDA HEIGHTS | CA | 91745 | Director | 5.00 | $0 |
| KENNY CHANG | ||||||
| 2140 S HACIENDA BLVD STE A | HACIENDA HEIGHTS | CA | 91745 | President & CEO | 5.00 | $0 |
| JESSICA TUNG | ||||||
| 2140 S HACIENDA BLVD STE A | HACIENDA HEIGHTS | CA | 91745 | CFO | 5.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,088,161 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $155,141 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,243,302 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,243,302 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $48,650 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,194,652 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $159,733 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $159,733 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,869 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,869 | TotalTaxAmt |
| Distributable Before Adj | $155,864 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $155,864 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $155,864 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $187,891 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $187,891 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $155,864 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $29,835 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,367 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $7,170 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $44,372 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $187,891 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $155,864 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $32,027 | RemainingDistriFromCorpusAmt |
| Total Corpus | $76,399 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $76,399 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $29,835 | ExcessFromYear4Amt |
| Excess From Year3 | $7,367 | ExcessFromYear3Amt |
| Excess From Year1 | $7,170 | ExcessFromYear1Amt |
| Excess From Current Year | $32,027 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHUNG HWEI CHANG | ContributingManagerNm |
| Contributing Manager | KENNY CHANG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SOUTHERN CALIFORNIA COUNCIL OF CHINESE S | |||||||
| 17870 CASTLETON ST STE 363 | CITY OF INDUSTRY | CA | 91748 | NONE | PC | CHARITABLE PURPOSE | $4,600 |
| BUDDHAS LIGHT INTERNATIONAL LOS ANGELES | |||||||
| 1409 N WALNUT GROVE AVE | ROSEMEAD | CA | 91770 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| ACE NEXTGEN | |||||||
| PO BOX 51471 | BOSTON | MA | 02205 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| INTERNATIONAL BUDDHIST PROGRESS SOCIETY | |||||||
| 3456 GLENMARK DR | HACIENDA HEIGHTS | CA | 91745 | NONE | PC | CHARITABLE PURPOSE | $20,000 |
| ASIAN BUSINESS CENTER | |||||||
| 767 NORTH HILL STREET SUITE 308 | LOS ANGELES | CA | 90012 | NONE | PC | CHARITABLE PURPOSE | $7,500 |
| CALIFORNIA ASIAN PEACE OFFICERS ASSOCIAT | |||||||
| PO BOX 538 | SAN GABRIEL | CA | 91778 | NONE | PC | CHARITABLE PURPOSE | $1,000 |
| NATIONAL ASIAN PEACE OFFICERS ASSC | |||||||
| PO BOX 1971 | SPRING VALLEY | CA | 91979 | NONE | PC | CHARITABLE PURPOSE | $1,000 |
| TAIWANESE AMERICAN CITIZENS LEAGUE | |||||||
| 2443 FILLMORE STREET380-9501 | SAN FRANCISCO | CA | 94115 | NONE | PC | CHARITABLE PURPOSE | $1,000 |
| ASIAN PACIFIC COMMUNITY FUND | |||||||
| 1145 WILSHIRE BOULEVARD SUITE 105 | LOS ANGELES | CA | 90017 | NONE | PC | CHARITABLE PURPOSE | $1,000 |
| CHANG SEN XUE LONGEVITY ASSOCIATION USA | |||||||
| 807 E GARVEY AVENUE | MONTEREY PARK | CA | 91755 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| THE NATIONAL ACE FOUNDATION | |||||||
| 1300 PENNSYLVANIA AVENUE NW 700 | WASHINGTON | DC | 20004 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| ASIAN AMERICAN SENIOR CITIZENS SERVICE | |||||||
| 850 NORTH BIRCH STREET | SANTA ANA | CA | 92701 | NONE | PC | CHARITABLE PURPOSE | $300 |
| HACIENDA LA PUENTE UNIFIED SCHOOL DISTRI | |||||||
| 15959 EAST AVENUE | CITY OF INDUSTRY | CA | 91745 | NONE | PC | CHARITABLE PURPOSE | $1,500 |
| ASIAN MENTAL HEALTH PROJECT | |||||||
| 16508 EL REVINO DRIVE | FONTANA | CA | 92336 | NONE | PC | CHARITABLE PURPOSE | $500 |
| FRIENDS OF INDUSTRY SHERIFF STATION | |||||||
| 211 WEST TEMPLE STREET | LOS ANGELES | CA | 90012 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| MUCKENTHALER CULTURAL CENTER | |||||||
| 1201 W MALVEN AVE | FULLERTON | CA | 92833 | NONE | PC | CHARITABLE PURPOSE | $1,500 |
| TEMPLE STATION SHERIFFS OUTREACH FOUNDA | |||||||
| 8780 VALLEY BLVD SUITE J | ROSEMEAD | CA | 91770 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| SCHWAB CHARITABLE | |||||||
| 211 MAIN STREET | SAN FRANCISCO | CA | 94105 | NONE | PC | CHARITABLE PURPOSE | $118,000 |
| CHINESE CHAMBER OF COMMERCE OF LOS ANGEL | |||||||
| 560 W TERRACE DRIVE | SAN DIMA | CA | 91773 | NONE | PC | CHARITABLE PURPOSE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $180,900 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,723 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $77,493 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,493 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $213,056 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $105,709 | ExclusionAmt |
| Related Or Exempt Function Incm | $213,056 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $318,765 | 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 | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| Chang Family Trust | ||||||
| 1 | 1839 Vallecito Dr | Hacienda Heights | CA | 91745 | $61,140 | Yes (X) |
| Chang Family Trust | ||||||
| 2 | 1839 Vallecito Dr | Hacienda Heights | CA | 91745 | $106,568 | Yes (X) |
| Chang Family Trust | ||||||
| 3 | 1839 Vallecito Dr | Hacienda Heights | CA | 91745 | $255,000 | Yes (X) |
| Chang Family Trust | ||||||
| 4 | 1839 Vallecito Dr | Hacienda Heights | CA | 91745 | $151,260 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1,000 SHARES US FOODS HOLDING CORP (USFD) | $61,140 | 2024-10-02 |
| 2 | 150 SHARES NETFLIX INC (NFLX) | $106,568 | 2024-10-02 |
| 3 | 10,000 SHARES KARAT PACKAGING INC (KRT) | $255,000 | 2024-10-02 |
| 4 | 1,000 SHARES PDD HOLDINGS INC (PDD) | $151,260 | 2024-10-02 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal and Professional - Accounting Fee | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SECURITIES INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $3,191,228 | BookValueAmt |
| EOYFMV | $3,531,547 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Loss | $5,767 | $5,767 | |
| Postage | $15 | $15 | |
| Program Service - Conference | $525 | $525 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $1,493 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,493 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Advisory Fee | CategoryTxt |
| Amt | $31,362 | Amt |
| Net Investment Income | $31,362 | 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 | KENNY CHANG AND CHUNG HWEI CHANG | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2140 S HACIENDA BLVD STE A | AddressLine1Txt |
| City | HACIENDA HEIGHTS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91745 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Department of Justice | $100 | $100 | |
| Excise Tax | $3,831 | $3,831 | |
| Foreign Tax Paid | $2,365 | $2,365 | |
| Secretary of State | $20 | $20 |