SEAN AND CHRISTINE YU PRIVATE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SEAN AND CHRISTINE YU PRIVATE FOUNDATION (EIN 46-3463008)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-08
- IRS object ID
- 201713129349100736
- Schema version
- 2016v3.0
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-08T11:52:48-08:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2016-01-01 | 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 |
| Signature | 2017-10-31 | 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 | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $239,551 | 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 | $49,670 | ContriRcvdRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | $152,346 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $314,043 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $152,346 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $17,100 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $17,100 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $219,116 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $169,446 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $281 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,600 | AccountingFeesRevAndExpnssAmt |
| Interest Rev And Expnss | $1,025 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,786 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $32,905 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $39,597 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $83,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $83,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $123,297 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $83,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $95,819 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $169,446 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $14,633 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $27,628 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $27,628 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $20,444 | CorporateStockBOYAmt |
| Other Investments BOY | $107,024 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $211,923 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $211,923 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $142,101 | TotalAssetsBOYAmt |
| Total Assets EOY | $239,551 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $239,551 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $63 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,694 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $63 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,694 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $142,038 | UnrestrictedBOYAmt |
| Unrestricted EOY | $237,857 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $142,038 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $237,857 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $142,101 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $239,551 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $142,038 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $95,819 | ExcessRevenueOverExpensesAmt |
| Subtotal | $237,857 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $237,857 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 29.252 American Fundamental Inv A | P | 2016-03-16 | 2016-05-23 | $1,497 | $1,487 | $10 | $10 |
| 49.821 Fidelity ADV New Insights A | P | 2016-02-12 | 2016-05-23 | $1,285 | $1,274 | $11 | $11 |
| 70.459 Oppenheimer Equity Income A | P | 2016-06-23 | 2016-07-08 | $1,871 | $1,908 | -$37 | -$37 |
| 559.282 American Fundamental Inv A | P | 2015-03-13 | 2016-05-23 | $28,618 | $30,869 | -$2,251 | -$2,251 |
| 49.000 Apple Inc | P | 2013-04-12 | 2016-05-16 | $4,535 | $3,446 | $1,089 | $1,089 |
| 73.000 Bank of America Corp | P | 2013-04-29 | 2016-05-16 | $1,006 | $905 | $101 | $101 |
| 37.000 Barrick Gold Corp | P | 2013-04-12 | 2016-05-16 | $695 | $866 | -$171 | -$171 |
| 144.000 Calpine Corp New | P | 2013-04-10 | 2016-05-16 | $2,117 | $2,994 | -$877 | -$877 |
| 5000.000 Delta Air Lines Inc New | P | 2012-03-02 | 2016-11-08 | $209,184 | $49,670 | $159,514 | $159,514 |
| 1193.491 Fidelity ADV New Insights A | P | 2015-02-13 | 2016-05-23 | $28,207 | $33,565 | -$5,358 | -$5,358 |
| 129.000 General Electric Co | P | 2013-03-27 | 2016-05-16 | $3,857 | $2,980 | $877 | $877 |
| 29.000 Helmerich & Payne | P | 2012-04-13 | 2016-05-16 | $1,713 | $1,565 | $148 | $148 |
| 29.000 JPMorgan Chase & CO | P | 2013-08-26 | 2016-05-16 | $1,770 | $1,539 | $231 | $231 |
| 120.000 Novo Nordisk A/S Adr | P | 2013-03-28 | 2016-05-16 | $6,515 | $3,882 | $2,633 | $2,633 |
| 713.710 Oppenheimer Equity Income A | P | 2015-06-18 | 2016-07-08 | $18,972 | $22,480 | -$3,508 | -$3,508 |
| 30.000 Schlumberger Ltd | P | 2013-03-28 | 2016-05-16 | $2,201 | $2,267 | -$66 | -$66 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $152,346 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$16 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $35,442 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $164,120 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.21595 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,126 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $116,858 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04387 | DistributionYr2Rt |
| Total Distribution | 0.259817 | TotalDistributionRt |
| Average Distribution | 0.129909 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $170,537 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $22,154 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,694 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $23,848 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $83,700 | 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 | $1,694 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,694 | SubtotalAmt |
| Tax Based On Investment Income | $1,694 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $1,694 | 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 |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CHRISTINE YU | ||||||
| 1361 RIDGE WAY | PASADENA | CA | 91106 | CEO | 10.00 | $0 |
| CHUNG HSIEO YU | ||||||
| 1361 RIDGE WAY | PASADENA | CA | 91106 | Secretary | 10.00 | $0 |
| SHENG HUANG LIN | ||||||
| 179 W LEROY AVENUE | ARCADIA | CA | 91007 | CFO | 10.00 | $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 | THE ORGANIZATION ACTIVITIES ARE USE TO PROMOTE OF EDUCATION, HEALTH, RESEARCH, AND SOCIAL SERVICES | Description1Txt |
| Expenses1 | $83,700 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $147,995 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,139 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $173,134 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $173,134 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,597 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $170,537 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,527 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $83,700 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $83,700 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,694 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $82,006 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2013-05-24 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year2 | $85 | Year2Amt |
| Total | $85 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year2 | $72 | Year2Amt |
| Total | $72 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $83,700 | CurrentYearAmt |
| Year1 | $35,505 | Year1Amt |
| Year2 | $5,126 | Year2Amt |
| Total | $124,331 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $83,700 | CurrentYearAmt |
| Year1 | $35,505 | Year1Amt |
| Year2 | $5,126 | Year2Amt |
| Total | $124,331 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $239,551 | CurrentYearAmt |
| Year1 | $142,101 | Year1Amt |
| Year2 | $161,552 | Year2Amt |
| Total | $543,204 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Asian Pacific Community Fund | ||||||
| 1145 Wilshire Blvd Suite 105 | Los Angeles | CA | 90017 | PC | Gift | $4,500 |
| Cal Poly Pomona Foundation | ||||||
| 3801 West Temple Avenue | Pomona | CA | 91768 | PC | Gift | $25,200 |
| National Fragile X Foundation | ||||||
| 2100 M St NW Suite 170 Box 302 | Washington | DC | 20037 | PC | Gift | $35,000 |
| Tzu Chi Foundation | ||||||
| 1100 S Valley Center Ave | San Dimas | CA | 91773 | PC | Gift | $1,000 |
| The University of Chicago | ||||||
| 5235 S Harper Court Suite 450 | Chicago | IL | 60615 | PC | Scholarship | $10,000 |
| Taiwan Center Foundation of Greater LA | ||||||
| 3001 Walnut Grove Ave | Rosemead | CA | 91770 | PC | Scholarship | $4,000 |
| Pacific Oaks College &Childrens School | ||||||
| 55 Eureka Street | Pasadena | CA | 91103 | PC | School Annual Fund | $3,000 |
| Standup for Kids | ||||||
| 83 Walton Street NW Suite 500 | Atlanta | GA | 30303 | PC | Gift | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $83,700 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $152,346 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| Dividend Income | $1,007 |
| Interest Income | $959 |
| Investment Capital Gain | $83 |
| Investment Income | $3,703 |
| Miscellaneous Income | $11,348 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $169,446 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $169,446 | 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 | 920 HILLCREST PL | PASADENA | CA | 911064500 | $65,505 | Yes (X) |
| CHUNG HSIEO YU | ||||||
| 2 | 920 HILLCREST PL | PASADENA | CA | 911064500 | $58,440 | Yes (X) |
| CHUNG HSIEO YU | ||||||
| 3 | 920 HILLCREST PL | PASADENA | CA | 911064500 | $89,060 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1500.000 Shares of Delta Air Lines Inc | $65,505 | 2016-05-17 |
| 2 | 1500.000 shares of Delta Air Lines Inc | $58,440 | 2016-07-25 |
| 3 | 2000.000 Delta Air Lines Inc | $89,060 | 2016-11-08 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accouting Fee | CategoryTxt |
| Amt | $3,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Mutual Fund Investment | AT COST | ||
| Partnership Investment | AT COST | $211,923 | $211,923 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fee | CategoryTxt |
| Legal Fees | $281 | 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 |
|---|---|
| Investment Expense | $32,303 |
| Meals and Entertainment | $500 |
| Other Investment Loss | $102 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Dividend Income | $1,007 | $1,007 |
| Interest Income | $959 | $959 |
| Investment Capital Gain | $83 | $83 |
| Investment Income | $3,703 | $3,703 |
| Miscellaneous Income | $11,348 | $11,348 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Excise Tax Payable | Desc |
| BOY Book Value | $63 | BOYBookValueAmt |
| EOY Book Value | $1,694 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| Attorney Generals Registry | $25 |
| Excise Tax | $1,694 |
| Foreign Tax | $31 |
| Franchise Tax Board | $10 |
| Secretary of State | $26 |
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