WLC FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WLC FAMILY FOUNDATION (EIN 47-2523341)
- Tax period
- 2016-11-01 to 2017-10-31
- Filed
- 2018-09-17
- IRS object ID
- 201802609349100000
- 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
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-17T03:10:15-04:00 | ReturnTs |
| Tax Period End | 2017-10-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472523341 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WLC FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % WEN SHEAN CHERNG | InCareOfNm |
| Business Name Control | WLCF | BusinessNameControlTxt |
| Phone | 2099528881 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5261 POPPY HILLS CIRCLE | AddressLine1Txt |
| City | STOCKTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LI FANG CHERNG | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2059528881 | PhoneNum |
| Signature | 2018-09-17 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $577,334 | 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 | $70,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $12 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $12 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,342 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,342 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,342 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $15,540 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $15,540 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $15,540 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $7,744 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $13,325 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $63,538 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $100,219 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,894 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $16,894 | TotalAdjNetIncmAmt |
| Taxes Rev And Expnss | $2,613 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,613 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $2,613 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $2,613 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $5,751 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $5,751 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $5,751 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $708 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $708 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $708 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $708 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,430 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,430 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $7,430 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,430 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,502 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,502 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $16,502 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,751 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $23,702 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,502 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $16,502 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,951 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $76,517 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $392 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $392 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $53,826 | CashBOYAmt |
| Cash EOY | $123,809 | CashEOYAmt |
| Cash EOYFMV | $123,809 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $15,321 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,973 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,973 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl Allwnc Dbtfl Acct | $0 | AcctRcvblAllwncDbtflAcctAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl Allwnc Dbtfl Acct | $0 | PledgesRcvblAllwncDbtflAcctAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Grants Receivable BOY | $0 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $0 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $0 | GrantsReceivableEOYFMVAmt |
| Inventories BOY | $0 | InventoriesBOYAmt |
| Inventories EOY | $0 | InventoriesEOYAmt |
| Inventories EOYFMV | $0 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $0 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $0 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $0 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $142,762 | CorporateStockBOYAmt |
| Corporate Stock EOY | $155,395 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $193,530 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $230,694 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $5,751 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $230,694 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $224,943 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $245,022 | LandBldgInvestmentsEOYFMVAmt |
| Mortgage Loans BOY | $0 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $0 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $0 | MortgageLoansEOYFMVAmt |
| Total Assets BOY | $442,603 | TotalAssetsBOYAmt |
| Total Assets EOY | $519,120 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $577,334 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Grants Payable BOY | $0 | GrantsPayableBOYAmt |
| Grants Payable EOY | $0 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $0 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $0 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $450,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $450,000 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | -$7,397 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $69,120 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $442,603 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $519,120 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $442,603 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $519,120 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $442,603 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $76,517 | ExcessRevenueOverExpensesAmt |
| Subtotal | $519,120 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $519,120 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $10,112 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $351,798 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.028744 | DistributionYr1Rt |
| Total Distribution | 0.028744 | TotalDistributionRt |
| Average Distribution | 0.028744 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $259,707 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,465 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,469 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $17,951 | 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 | $4 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $490 | AppliedToEsTaxAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $490 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $486 | OverpaymentAmt |
| Applied To ES Tax | $486 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Individual With Books | LI FANG CHERG | IndividualWithBooksNm |
| Phone | 2099528881 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5261 POPPY HILLS CIRCLE | AddressLine1Txt |
| City | STOCKTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95219 | ZIPCd |
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 |
| 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 |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WEN SHEAN CHERNG | ||||||||
| 5261 POPPY HILLS CIRCLE | STOCKTON | CA | 95219 | CEO | 2.00 | $0 | $0 | $0 |
| LI FANG CHERNG | ||||||||
| 5261 POPPY HILLS CIR | STOCKTONS | CA | 95219 | SECRETARY | 2.00 | $0 | $0 | $0 |
| NANCY REIM | ||||||||
| 5261 POPPY HILLS CIR | STOCKTON | CA | 95219 | CFO | 0.00 | $0 | $0 | $0 |
| JING HONG CHERNG | ||||||||
| 5261 POPPY HILLS CIR | STOCKTON | CA | 95219 | DIRECTOR | 0.00 | $0 | $0 | $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 | YOUTH PROGRAM | Description1Txt |
| Expenses1 | $3,500 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $176,822 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $86,840 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $263,662 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $263,662 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,955 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $259,707 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,985 | 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 | $17,951 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $17,951 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $17,947 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2015-07-26 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $12,546 | CurrentYearAmt |
| Year1 | $11,780 | Year1Amt |
| Total | $24,326 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $10,664 | CurrentYearAmt |
| Year1 | $10,013 | Year1Amt |
| Total | $20,677 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $11,548 | CurrentYearAmt |
| Year1 | $10,112 | Year1Amt |
| Total | $21,660 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $11,548 | CurrentYearAmt |
| Year1 | $10,112 | Year1Amt |
| Total | $21,660 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $70,000 | CurrentYearAmt |
| Year1 | $90,000 | Year1Amt |
| Total | $160,000 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $13,326 | CurrentYearAmt |
| Year1 | $6,354 | Year1Amt |
| Total | $19,680 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CEO | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| FEBC | ||||||
| 15700 IMPERIAL HIGHWAY | LA MIRADA | CA | 90638 | PF | DONATIONS | $1,000 |
| PENIEL CENTER | ||||||
| 1508 S | stockton | CA | 95219 | PF | DONATIONS FOR AFTER SCHOOL PROGRAM | $1,000 |
| STOCKTON CHINESE CHRISTIAN CHURCH | ||||||
| 703 E | stockton | CA | 95207 | PF | DONATIONS | $3,500 |
| SECOND HARVEST FOOD BANK | ||||||
| 1220 VANDERBILT CIR | MANTECA | CA | 95337 | PF | DONATIONS | $500 |
| WOMEN'S CTR YOUTH AND FAMILY | ||||||
| 620 N SAN JOAQUIN ST | STOCKTON | CA | 95202 | PF | DONATIONS | $500 |
| HABITAT HUMANITY | ||||||
| 322 W LAMAR ST | AMERICUS | GA | 31709 | PF | DONATIONS | $200 |
| CHILDREN HOME OF STOCKTON | ||||||
| 430 N PILGRIM ST | STOCKTON | CA | 95205 | PF | DONATIONS FOR YOUTH HOUSING | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $12 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,342 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $7,744 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $13,325 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $14,667 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $7,756 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,423 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INTEREST INCOME FROM CHECKING AND SAVING ACCOUNTS IN THE BANK |
| 8 | INVESTMENT INCOME FOR SALES OF SECURITIES |
| 12 | RENTAL INCOME TO SUPPORT THE OPERATION |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | WEN SHEAN CHERNG | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5261 POPPY HILLS CIR | AddressLine1Txt |
| City | STOCKTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $70,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | RENTAL PROPERTY | PropertyDesc |
| Acquired | 2015-10-28 | AcquiredDt |
| Cost Or Other Basis | $158,142 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $0 | PriorYearDepreciationAmt |
| Computation Method | MACRS | ComputationMethodTxt |
| Life | 28.00 | LifeRt |
| Current Year Expense | $5,751 | CurrentYearExpenseAmt |
| Net Investment Income | $5,751 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,751 | AdjustedNetIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|---|---|---|---|---|---|
| CATERPILLAR INC | 2016-06 | Purchase | 2017-03 | $28,333 | $22,089 | $0 | $28,333 | $0 |
| BERKSHIRE HATHAWAY INC | 2015-06 | Purchase | 2017-07 | $35,205 | $28,124 | $0 | $35,205 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | AMERITRADE INVESTMENT ACCOUNT | StockNm |
| EOY Book Value | $155,395 | EOYBookValueAmt |
| EOYFMV | $193,530 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Land | $72,552 | $0 | $72,552 | $0 |
| Buildings | $158,142 | $5,751 | $152,391 | $245,022 |
| Leasehold improvements | $0 | $0 | $0 | $0 |
| Equipment | $0 | $0 | $0 | $0 |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE EXPENSE | $2,470 | $2,470 | $2,470 | $2,470 |
| RENTAL PROPERTY MAINTENANCE EXPENSE | $4,960 | $4,960 | $4,960 | $4,960 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL AND STATE TAX, PROPERTY TAX | CategoryTxt |
| Amt | $2,613 | Amt |
| Net Investment Income | $2,613 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,613 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,613 | DisbursementsCharitablePrpsAmt |
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