CHU FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CHU FAMILY FOUNDATION INC (EIN 32-0338339)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-27
- IRS object ID
- 202502709349100850
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-27T09:23:22-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENDERSON BRADY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 724495 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31139 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 320338339 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHU FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JEE CHU | InCareOfNm |
| Business Name Control | CHUF | BusinessNameControlTxt |
| Phone | 7707255382 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3116 SPROULL WAY | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30097 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEE CHU | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7707255382 | PhoneNum |
| Signature | 2025-09-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN BRADY | PreparerPersonNm |
| PTIN | P00365531 | PTIN |
| Phone | 4044197121 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,528,836 | 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 | $2,515,340 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $125,702 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $125,702 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,337,209 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,601,104 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,337,209 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $421 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $421 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,978,672 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,463,332 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,970 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,970 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $69,130 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $69,130 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $3,209 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $3,209 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,447 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,447 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $63,337 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $63,337 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $4,830 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $4,830 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,160 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $5,160 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $149,083 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $73,786 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $75,297 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $532,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $532,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $681,583 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $73,786 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $607,797 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,297,089 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,389,546 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $678,247 | CashBOYAmt |
| Cash EOY | $532,671 | CashEOYAmt |
| Cash EOYFMV | $532,671 | CashEOYFMVAmt |
| Corporate Stock BOY | $7,191,707 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,996,165 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,996,165 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,869,954 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,528,836 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,528,836 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $7,869,954 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $10,528,836 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,869,954 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,528,836 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,869,954 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,528,836 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,869,954 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,297,089 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,167,043 | SubtotalAmt |
| Other Decreases | $638,207 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,528,836 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY 092598 SEE ATTACHED | $412,584 | $45,859 | $366,725 | $366,725 | |||
| ALPHABET INC | $8,848 | $689 | $8,159 | $8,159 | |||
| MORGAN STANLEY 113287 SEE ATTACHED | $135,834 | $135,352 | $731 | $482 | |||
| MORGAN STANLEY 113287 SEE ATTACHED | $491,322 | $196,533 | $295,381 | $294,789 | |||
| MORGAN STANLEY 113287 SEE ATTACHED | $19,464 | $6,378 | $13,086 | $13,086 | |||
| MORGAN STANLEY 113659 SEE ATTACHED | $377,000 | $377,234 | -$217 | -$234 | |||
| MORGAN STANLEY 113668 SEE ATTACHED | $268,074 | $294,199 | -$25,914 | -$26,125 | |||
| MORGAN STANLEY 113668 SEE ATTACHED | $385,991 | $147,983 | $239,982 | $238,008 | |||
| MORGAN STANLEY 113668 SEE ATTACHED | $59,367 | $2,100 | $57,267 | $57,267 | |||
| MORGAN STANLEY 114110 SEE ATTACHED | $3,829,550 | $3,784,372 | $72,099 | $45,178 | |||
| MORGAN STANLEY 165917 SEE ATTACHED | $6,029 | $4,495 | $1,534 | $1,534 | |||
| MORGAN STANLEY 165917 SEE ATTACHED | $210,798 | $78,060 | $133,183 | $132,738 | |||
| MORGAN STANLEY 165917 SEE ATTACHED | $67,099 | $2,361 | $64,738 | $64,738 | |||
| CONTRA ACHILLON PHARM | $2,000 | $2,000 | $2,000 | 2020-01-29 | 2024-04-26 | ||
| MORGAN STANLEY 165910 SEE ATTACHED | $4,269 | $4,249 | $21 | $20 | |||
| MORGAN STANLEY 165910 SEE ATTACHED | $182,469 | $179,388 | $3,228 | $3,081 | |||
| MORGAN STANLEY 165950 SEE ATTACHED | $2,103,408 | $2,048,919 | $68,208 | $54,489 | |||
| CAPITAL GAIN DIVIDENDS | $284 | P | |||||
| CAPITAL GAIN DIVIDENDS | $284 | P | |||||
| CAPITAL GAIN DIVIDENDS | $284 | P | |||||
| CAPITAL GAIN DIVIDENDS | $284 | P | |||||
| CAPITAL GAIN DIVIDENDS | $284 | P | |||||
| CAPITAL GAIN DIVIDENDS | $284 | P | |||||
| CAPITAL GAIN DIVIDENDS | $284 | P | |||||
| CAPITAL GAIN DIVIDENDS | $284 | P | |||||
| CAPITAL GAIN DIVIDENDS | $284 | P | |||||
| CAPITAL GAIN DIVIDENDS | $284 | P | |||||
| CAPITAL GAIN DIVIDENDS | $284 | P | |||||
| CAPITAL GAIN DIVIDENDS | $284 | P | |||||
| CAPITAL GAIN DIVIDENDS | $284 | P | |||||
| CAPITAL GAIN DIVIDENDS | $284 | P | |||||
| CAPITAL GAIN DIVIDENDS | $284 | P | |||||
| CAPITAL GAIN DIVIDENDS | $284 | P | |||||
| CAPITAL GAIN DIVIDENDS | $284 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,337,209 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,315 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $19,315 | SubtotalAmt |
| Tax Based On Investment Income | $19,315 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $631 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $30,631 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $118 | EsPenaltyAmt |
| Overpayment | $11,198 | OverpaymentAmt |
| Applied To ES Tax | $11,198 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEE CHU | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7063541212 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3116 SPROULL WAY | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30097 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| JEE H CHU | ||||||||
| 3116 SPROULL WAY | DULUTH | GA | 30097 | PRESIDENT | 0 | $0 | $0 | $0 |
| CHUNG K CHU | ||||||||
| 3116 SPROULL WAY | DULUTH | GA | 30097 | SECRETARY | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,570,573 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $387,215 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,957,788 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,957,788 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $119,367 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,838,421 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $391,921 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $391,921 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,315 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,315 | TotalTaxAmt |
| Distributable Before Adj | $372,606 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $372,606 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $372,606 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $607,797 | 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 | $607,797 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $372,606 | DistributableAsAdjustedAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $94,643 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $58,171 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $33,503 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $149,671 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $249,588 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $585,576 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $607,797 | QualifyingDistributionsAmt |
| Applied To Current Year | $372,606 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $235,191 | RemainingDistriFromCorpusAmt |
| Total Corpus | $820,767 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $94,643 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $726,124 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $58,171 | ExcessFromYear4Amt |
| Excess From Year3 | $33,503 | ExcessFromYear3Amt |
| Excess From Year2 | $149,671 | ExcessFromYear2Amt |
| Excess From Year1 | $249,588 | ExcessFromYear1Amt |
| Excess From Current Year | $235,191 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| THE KOREAN AMERICAN SCHOOL OF ATLANTA | |||||||||||
| 3460 SUMMIT RIDGE PARKWAY | SUITE 603 | DULUTH | GA | 30096 | PC | TO PROVIDE SCHOLARSHIPS | $10,000 | ||||
| INTERNATIONAL SOCIETY FOR ANTIVIRAL RESEARCH | |||||||||||
| 7340 EXECUTIVE WAY | SUITE R | FREDERICK | MD | 21704 | PC | TO PROVIDE SCHOLARSHIPS | $10,000 | ||||
| USO | |||||||||||
| 2111 WILSON BOULEVARD | SUITE 1200 | ARLINGTON | VA | 22201 | PC | TO PROVIDE SCHOLARSHIPS | $120,000 | ||||
| KOREAN AMERICAN CULTURAL FOUNDATION INC | |||||||||||
| 1635 LAKE PKWY | SUITE M | LAWRENCEVILLE | GA | 30043 | PC | TO PROVIDE SCHOLARSHIPS | $10,000 | ||||
| THE KOREAN AMERICAN SCHOLARSHIP FDN | |||||||||||
| 5270 MASTERS CLUB DRIVE | SUWANEE | GA | 30024 | PC | TO PROVIDE SCHOLARSHIPS | $25,000 | |||||
| HEALTH ONE MEDICAL ASSOCIATION INC | |||||||||||
| 10710 MEDLOCK BRIDGE ROAD | SUITE 150 | JOHNS CREEK | GA | 30097 | PC | TO PROVIDE SCHOLARSHIPS | $5,000 | ||||
| DUKE UNIVERSITY | |||||||||||
| PO BOX 90581 | DURHAM | NC | 27708 | PC | TO PROVIDE SCHOLARSHIPS | $100,000 | |||||
| WALDEN SCHOOL | |||||||||||
| 74 SOUTH SAN GABRIEL BOULEVARD | PASADENA | CA | 91107 | PC | TO PROVIDE SCHOLARSHIPS | $7,500 | |||||
| AMERICA KOREA UNITED SOCIETY | |||||||||||
| 440 SYLVAN AVENUE | SUITE 250 | ENGLEWOOD CLIFFS | NJ | 07632 | PC | TO PROVIDE SUPPORT | $20,000 | ||||
| GEORGIA VETERANS DAY ASSOCIATION INC | |||||||||||
| 2774 N COBB PARKWAY | SUITE 109-196 | KENNESAW | GA | 30152 | PC | TO PROVIDE SUPPORT | $5,000 | ||||
| KOREAN AMERICAN ASSOCIATION OF GR ATL | |||||||||||
| 5900 BROOK HOLLOW PARKWAY | NORCROSS | GA | 30071 | PC | TO PROVIDE SUPPORT | $110,000 | |||||
| SEOUL NATIONAL UNIVERSITY | |||||||||||
| PC | TO PROVIDE SUPPORT | $100,000 | 1 GWANAK-RO | SEOUL | KS | 08826 | |||||
| AMERICAN KOREAN FRIENDSHIP SOCIETY | |||||||||||
| 3835 PRESIDENTIAL PKWY 111 | ATLANTA | GA | 30340 | PC | TO PROVIDE SUPPORT | $5,000 | |||||
| KOREAN COMMUNITY PRESBYTERIAN CHURCH | |||||||||||
| 2534 DULUTH HWY | DULUTH | GA | 30097 | PC | TO PROVIDE SUPPORT | $5,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $532,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $125,702 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,337,209 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $421 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,463,332 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,463,332 | 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 | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| CHUNG CHU | |||||||
| 1 | 3116 SPROULL WAY | DULUTH | GA | 30097 | $558,329 | Yes (X) | |
| JEE CHU | |||||||
| 2 | 3116 SPROULL WAY | DULUTH | GA | 30097 | $258,869 | Yes (X) | |
| JEE CHU | |||||||
| 3 | 3116 SPROULL WAY | DULUTH | GA | 30097 | $994,393 | Yes (X) | |
| CHUNG CHU | |||||||
| 4 | 3116 SPROULL WAY | DULUTH | GA | 30097 | $703,749 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (14 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 3 | 158 SHARES OF MASTERCARD | $83,062 | 2024-12-19 |
| 3 | 858 SHARES OF APPLE | $214,109 | 2024-12-19 |
| 3 | 164 SHARES OF VISA INC | $51,504 | 2024-12-19 |
| 3 | 160 SHARES OF GOOGLE | $30,729 | 2024-12-19 |
| 3 | 568 SHARES OF MICROSOFT CORP | $249,778 | 2024-12-19 |
| 3 | 152 SHARES OF TESLA | $66,604 | 2024-12-19 |
| 3 | 3,287 SHARES OF GILEAD SCIENCES INC | $298,607 | 2024-12-19 |
| 4 | 760 SHARES OF AMAZON.COM INC | $170,623 | 2024-12-19 |
| 4 | 28 SHARES OF APPLE INC | $6,987 | 2024-12-19 |
| 4 | 238 SHARES OF MASTERCARD INC | $125,118 | 2024-12-19 |
| 4 | 4 SHARES OF MICROSOFT CORP | $1,759 | 2024-12-19 |
| 4 | 120 SHRES OF MICROSOFT CORP | $52,770 | 2024-12-19 |
| 4 | 651 SHARES OF APPLE INC | $162,453 | 2024-12-19 |
| 4 | 420 SHARES OF TESLA | $184,039 | 2024-12-19 |
Depreciation Schedule DepreciationSchedule
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NET UNREALIZED GAINS OR LOSSES | $638,207 |
| ON INVESTMENTS | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| OFFICE EXPENSES | $4,100 | $4,100 |
| INSURANCE | $1,060 | $1,060 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $421 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $421 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT EXPENSES | CategoryTxt |
| Amt | $69,130 | Amt |
| Net Investment Income | $69,130 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,447 | Amt |
| Net Investment Income | $1,447 | NetInvestmentIncomeAmt |
Comments