SEAN AND CHRISTINE YU PRIVATE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SEAN AND CHRISTINE YU PRIVATE FOUNDATION (EIN 46-3463008)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-06
- IRS object ID
- 201803109349100225
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-06T10:21:23-08:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 |
| Phone | 6262038082 | PhoneNum |
| Signature | 2018-10-29 | 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 | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $454,112 | 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 | $136,598 | ContriRcvdRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | $182,861 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $269,464 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $182,861 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12,808 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $12,808 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $332,267 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $195,669 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $647 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,050 | AccountingFeesRevAndExpnssAmt |
| Interest Rev And Expnss | $2,044 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $2,017 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $18,546 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $27,304 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $141,942 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $141,942 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $169,246 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $141,942 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $163,021 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $195,669 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $27,628 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,173 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,173 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock EOY | $49,995 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $101,272 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $211,923 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $351,667 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $351,667 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $239,551 | TotalAssetsBOYAmt |
| Total Assets EOY | $402,835 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $454,112 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,694 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,957 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,694 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,957 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $237,857 | UnrestrictedBOYAmt |
| Unrestricted EOY | $400,878 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $237,857 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $400,878 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $239,551 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $402,835 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $237,857 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $163,021 | ExcessRevenueOverExpensesAmt |
| Subtotal | $400,878 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $400,878 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 173.000 ALTABA INC | D | 2014-07-08 | 2017-10-09 | $11,891 | $5,972 | $5,919 | $5,919 |
| 0.576 Apple Inc | D | 2014-07-08 | 2017-10-13 | $90 | $55 | $35 | $35 |
| 62.000 Apple Inc | D | 2014-07-08 | 2017-10-17 | $9,969 | $5,899 | $4,070 | $4,070 |
| 51.000 Apple Inc | D | 2014-07-24 | 2017-10-17 | $8,200 | $4,955 | $3,245 | $3,245 |
| 261.000 Apple Inc | D | 2014-12-02 | 2017-10-17 | $41,965 | $29,922 | $12,043 | $12,043 |
| 4000.000 Delta Air Lines Inc New | D | 2012-03-02 | 2017-01-24 | $197,349 | $39,800 | $157,549 | $157,549 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $182,861 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $82,006 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $170,537 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.48087 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $35,442 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $164,120 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.21595 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,126 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $116,858 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04387 | DistributionYr3Rt |
| Total Distribution | 0.740686 | TotalDistributionRt |
| Average Distribution | 0.246895 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $357,242 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $88,201 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,957 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $90,158 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $141,942 | 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 | $1,957 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,957 | SubtotalAmt |
| Tax Based On Investment Income | $1,957 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $1,957 | 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 | Yes (true) | 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 | 2.00 | $0 |
| CHUNG HSIEO YU | ||||||
| 1361 RIDGE WAY | PASADENA | CA | 91106 | Secretary | 2.00 | $0 |
| SHENG HUANG LIN | ||||||
| 179 W LEROY AVENUE | ARCADIA | CA | 91007 | CFO | 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 |
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 | $141,942 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $304,107 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $58,575 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $362,682 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $362,682 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,440 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $357,242 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,862 | 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 | $141,942 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $141,942 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,957 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $139,985 | 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 |
| Year3 | $85 | Year3Amt |
| Total | $85 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year3 | $72 | Year3Amt |
| Total | $72 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $141,942 | CurrentYearAmt |
| Year1 | $83,700 | Year1Amt |
| Year2 | $35,505 | Year2Amt |
| Year3 | $5,126 | Year3Amt |
| Total | $266,273 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $141,942 | CurrentYearAmt |
| Year1 | $83,700 | Year1Amt |
| Year2 | $35,505 | Year2Amt |
| Year3 | $5,126 | Year3Amt |
| Total | $266,273 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $402,835 | CurrentYearAmt |
| Year1 | $239,551 | Year1Amt |
| Year2 | $142,101 | Year2Amt |
| Year3 | $161,552 | Year3Amt |
| Total | $946,039 | 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) |
|---|---|---|
| Contributing Manager | CHUNG HSIEO YU | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHINESE CLUB OF SAN MARINO | |||||||
| 2425 HUNTINGTON DRIVE | SAN MARINO | CA | 91108 | NONE | PC | SUPPORT | $600 |
| Cal Poly Pomona Foundation | |||||||
| 3801 West Temple Avenue | Pomona | CA | 91768 | NONE | SO III NFI | SUPPORT | $20,000 |
| National Fragile X Foundation | |||||||
| 2100 M St NW Suite 170 Box 302 | Washington | DC | 20037 | NONE | PC | SUPPORT | $25,000 |
| Methodist Hospital Foundation | |||||||
| 300 W Huntington Drive | Arcadia | CA | 91007 | NONE | PC | SUPPORT | $1,100 |
| BOYS & GIRLS CLUBS OF PASADENA | |||||||
| 3230 E DEL MAR BLVD | PASADENA | CA | 91107 | NONE | PC | SUPPORT | $1,600 |
| Buddhist Tzu Chi Foundation | |||||||
| 1100 S Valley Center Ave | San Dimas | CA | 91773 | NONE | PC | SUPPORT | $2,000 |
| The University of Chicago | |||||||
| 5235 S Harper Court Suite 450 | Chicago | IL | 60615 | NONE | PC | Gift | $35,500 |
| Taiwan Center Foundation of Greater LA | |||||||
| 3001 Walnut Grove Ave | Rosemead | CA | 91770 | NONE | PC | SUPPORT | $6,000 |
| Pacific Oaks College &Childrens School | |||||||
| 55 Eureka Street | Pasadena | CA | 91103 | NONE | PC | School Annual Fund | $1,000 |
| HUNTINGTON HOSPITAL | |||||||
| 100 W CALIFORNIA BOULEVARD | PASADENA | CA | 91105 | NONE | PC | Gift | $20,000 |
| CHILDRENS HOSPITAL LOS ANGELES | |||||||
| 4650 SUNSET BLVD 29 | LOS ANGELES | CA | 90027 | NONE | PC | Gift | $5,000 |
| NO KID HUNGRY | |||||||
| 1030 15TH STREET NW SUITE 1100 W | WASHINGTON | DC | 20005 | NONE | PC | SUPPORT | $1,000 |
| HENRY E HUNTINGTON LIBRARY & ART GALLERY | |||||||
| 1151 OXFORD RD | SAN MARINO | CA | 91108 | NONE | PC | SUPPORT | $900 |
| POLYTECHNIC SCHOOL | |||||||
| 1030 E CALIFORNIA BLVD | PASADENA | CA | 91106 | NONE | PC | SUPPORT | $1,142 |
| TAIWANESE AMERICAN LAWYERS ASSOCIATION | |||||||
| 14795 JEFFREY ROAD SUITE 201 | IRVINE | CA | 92618 | NONE | PC | SUPPORT | $800 |
| KAOHSIUNG HIGH SCHOOL ALUMNI ASSOCIATION | |||||||
| 13192 MCKINLEY AVE | CHINO | CA | 91710 | NONE | PC | SUPPORT | $300 |
| TAIWANESE AMERICAN SCHOLARSHIP FUND | |||||||
| PO BOX 60074 | PASADENA | CA | 91116 | CEO | PC | SUPPORT | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $141,942 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $182,861 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| Interest Income | $3,362 |
| Investment Income | $9,439 |
| Miscellaneous Income | $7 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $195,669 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $195,669 | 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 |
|---|---|---|---|---|---|---|
| CHUNG HSIEO YU | ||||||
| 1 | 920 HILLCREST PL | PASADENA | CA | 911064500 | $198,400 | Yes (X) |
| CHUNG HSIEO YU | ||||||
| 2 | 920 HILLCREST PL | PASADENA | CA | 911064500 | $11,683 | Yes (X) |
| CHUNG HSIEO YU | ||||||
| 3 | 920 HILLCREST PL | PASADENA | CA | 911064500 | $58,640 | Yes (X) |
| CHUNG HSIEO YU | ||||||
| 4 | 920 HILLCREST PL | PASADENA | CA | 911064500 | $102,759 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 4000.000 SHARES OF DELTA AIR LINES INC | $198,400 | 2017-01-23 |
| 2 | 173.000 SHARES OF ALTABA INC. | $11,683 | 2017-10-05 |
| 3 | 374.576 SHARES OF APPLE INC. | $58,640 | 2017-10-12 |
| 4 | 2253.000 SHARES OF SONY CORP ADR 1974 NEW | $102,759 | 2017-12-22 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accouting Fee | CategoryTxt |
| Amt | $4,050 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Stocks Investment | StockNm |
| EOY Book Value | $49,995 | EOYBookValueAmt |
| EOYFMV | $101,272 | EOYFMVAmt |
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 | $351,667 | $351,667 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fee | CategoryTxt |
| Legal Fees | $647 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Investment Expense | $18,537 |
| Other Investment Loss | $9 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Interest Income | $3,362 | $3,362 |
| Investment Income | $9,439 | $9,439 |
| Miscellaneous Income | $7 | $7 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Excise Tax Payable | Desc |
| BOY Book Value | $1,694 | BOYBookValueAmt |
| EOY Book Value | $1,957 | EOYBookValueAmt |
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 | 1361 RIDGE WAY | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91106 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| Attorney Generals Registry | $50 |
| Excise Tax | $1,957 |
| Franchise Tax Board | $10 |
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