CM CHEN FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CM CHEN FOUNDATION INC (EIN 01-0675481)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-10-12
- IRS object ID
- 201712859349100106
- 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
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-12T10:12:33-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Philip L Chan CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 S Lake Ave Ste 301 | AddressLine1Txt |
| City | Pasadena | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91106 | 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 | 010675481 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CM CHEN FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | CO PHILIP L CHAN CPA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CMCH | BusinessNameControlTxt |
| Phone | 6262299922 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 S LAKE AVE STE 301 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91106 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHIH-MING CHEN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2017-10-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Philip L Chan | PreparerPersonNm |
| PTIN | P00142961 | PTIN |
| Phone | 6262299922 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,785,866 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $122 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $122 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $122 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $137,629 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $137,629 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $137,629 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $65,896 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,310,690 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $65,896 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $36,467 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,875 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $205,522 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $203,647 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $174,218 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $870 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $870 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $870 | LegalFeesAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,250 | AccountingFeesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $20 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $20 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,140 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,140 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $3,140 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $433,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $433,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $436,640 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,140 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $3,140 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $433,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$231,118 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $200,507 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $171,078 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,027,225 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $501,190 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $501,190 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,220,094 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,513,796 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,282,777 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,256 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,899 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,899 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,249,575 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,016,885 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,785,866 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,249,575 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,016,885 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,249,575 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,016,885 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,249,575 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,016,885 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,249,575 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$231,118 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,018,457 | SubtotalAmt |
| Other Decreases | $1,572 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,016,885 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 180 JPMORGAN CHASE & CO | P | 2015-07-21 | 2016-04-08 | $10,370 | $12,420 | -$2,050 | -$2,050 |
| 183 JPMORGAN CHASE & CO | P | 2015-06-15 | 2016-04-08 | $10,543 | $12,447 | -$1,904 | -$1,904 |
| 183 JPMORGAN CHASE & CO | P | 2015-06-25 | 2016-04-08 | $10,543 | $12,581 | -$2,038 | -$2,038 |
| 500 SELECT SECTOR SPDR TRUST THE FINANCIAL | P | 2015-06-16 | 2016-04-08 | $11,033 | $12,538 | -$1,505 | -$1,505 |
| 1000 SELECT SECTOR SPDR TRUST THE FINANCIAL | P | 2015-07-28 | 2016-04-08 | $22,066 | $25,069 | -$3,003 | -$3,003 |
| 165 SELECT SECTOR SPDR TRUST THE HEALTH CARE | P | 2015-08-10 | 2016-07-07 | $12,010 | $12,518 | -$508 | -$508 |
| 115 VANGUARD INDEX FUNDS VANGUARD MID-CAP | P | 2015-08-10 | 2016-07-07 | $11,725 | $12,401 | -$676 | -$676 |
| 190 WISDOMTREE TR EUROPE HEDGED EQUITY FUND | P | 2015-08-10 | 2016-07-07 | $9,303 | $12,397 | -$3,094 | -$3,094 |
| 380 WISDOMTREE TR EUROPE HEDGED EQUITY FUND | P | 2015-07-17 | 2016-07-07 | $18,607 | $24,852 | -$6,245 | -$6,245 |
| 500000 SHELL INTL FIN B V SENIOR NOTES | P | 2016-02-23 | 2016-06-06 | $639,995 | $582,505 | $57,490 | $57,490 |
| 5000 GENERAL ELECTRIC COMPANY COM | P | 2014-07-16 | 2016-02-18 | $145,995 | $134,493 | $11,502 | $11,502 |
| 7500 GENERAL ELECTRIC COMPANY COM | P | 2014-06-16 | 2016-02-18 | $218,992 | $201,375 | $17,617 | $17,617 |
| 170 SELECT SECTOR SPDR TRUST THE HEALTH CARE | P | 2015-06-16 | 2016-07-07 | $12,374 | $12,728 | -$354 | -$354 |
| 170 SELECT SECTOR SPDR TRUST THE HEALTH CARE | P | 2015-06-25 | 2016-07-07 | $12,374 | $12,927 | -$553 | -$553 |
| 116 VANGUARD INDEX FUNDS VANGUARD MID-CAP | P | 2015-06-16 | 2016-07-07 | $11,827 | $12,519 | -$692 | -$692 |
| 116 VANGUARD INDEX FUNDS VANGUARD MID-CAP | P | 2015-06-25 | 2016-07-07 | $11,827 | $12,579 | -$752 | -$752 |
| 195 WISDOMTREE TR EUROPE HEDGED EQUITY FUND | P | 2015-06-23 | 2016-07-07 | $9,548 | $12,660 | -$3,112 | -$3,112 |
| 125000 SPRINT CORP SR GLBL NT 23 | P | 2015-06-11 | 2016-12-27 | $131,558 | $125,785 | $5,773 | $5,773 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $65,896 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $36,467 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $64,100 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,897,018 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.01645 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,193,744 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,843,286 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.45295 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $621,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,200,028 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.10016 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $411,278 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,217,332 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05699 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $267,917 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,338,632 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.03213 | DistributionYr5Rt |
| Total Distribution | 0.658669 | TotalDistributionRt |
| Average Distribution | 0.131734 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,684,501 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $485,374 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,005 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $487,379 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $433,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,010 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,010 | SubtotalAmt |
| Tax Based On Investment Income | $4,010 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $2,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $43 | EsPenaltyAmt |
| Tax Due | $1,553 | 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | 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 | PHILIP L CHAN CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6262299922 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 S LAKE AVE STE 301 | 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 |
|---|---|---|---|---|---|---|
| CHIH-MING CHEN | ||||||
| 38 OLD COURSE DRIVE | NEWPORT BEACH | CA | 92660 | President | 1.00 | $0 |
| CHONG DING | ||||||
| 38 OLD COURSE DRIVE | NEWPORT BEACH | CA | 92660 | Vice President | 1.00 | $0 |
| PAULINE YIP | ||||||
| 37 TWIGGS | IRVINE | CA | 92620 | Director | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,905,076 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $835,534 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,740,610 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,740,610 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $56,109 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,684,501 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $184,225 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $184,225 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,010 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,010 | TotalTaxAmt |
| Distributable Before Adj | $180,215 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $180,215 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $180,215 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $433,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $433,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $433,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $180,215 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $1,843,779 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,843,779 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $433,500 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $180,215 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $253,285 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,097,064 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,097,064 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,843,779 | ExcessFromYear2Amt |
| Excess From Current Year | $253,285 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| OHIO STATE UNIVESITY | ||||||||||
| 1480 WEST LANE AVENUE | COLUMBUS | OH | 43221 | PC | GENERAL SUPPORT | $270,000 | ||||
| TAIPEI AMERICAN SCHOOL | ||||||||||
| PC | GENERAL SUPPORT | $10,000 | 800 CHUNG SHAN N ROAD SECTION 6 | TAIPEI | TW | 11152 | ||||
| GIVE2ASIA | ||||||||||
| 340 PINE STREET SUITE 501 | SAN FRANCISCO | CA | 94104 | PC | GENERAL SUPPORT | $153,500 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $433,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $122 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $137,629 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,875 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $65,896 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $139,626 | ExclusionAmt |
| Related Or Exempt Function Incm | $65,896 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $205,522 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PHILIP L CHAN CPA | CategoryTxt |
| Amt | $2,250 | Amt |
| Net Investment Income | $2,250 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,250 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEE | CategoryTxt |
| Legal Fees | $870 | LegalFeesAmt |
| Net Investment Income | $870 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $870 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INCOME TAX - 2015 | $1,489 |
| INCOME TAX - FOREIGN WITHHOLDING | $83 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $20 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $20 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $20 | AdjustedNetIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $1,875 | RevenueAndExpensesPerBooksAmt |