BETA

SUN FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
SUN FAMILY FOUNDATION (EIN 33-0868088)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-14
IRS object ID
201713189349102591
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-11-14T16:37:48-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331197384PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDERSEN TAX LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14 PARK PLAZA STE 450AddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92614ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN330868088EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE DAVID AND DIANA SUN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDAVIBusinessNameControlTxt
Phone7144352640PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 8566AddressLine1Txt
CityFOUNTAIN VALLEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92728ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDARA SUNPersonNm
Person TitleTREASURERPersonTitleTxt
Phone7144352640PhoneNum
Signature2017-11-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANIEL J ROBERTSPreparerPersonNm
PTINP01489269PTIN
Phone9498854550PhoneNum
Preparation2017-11-08PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address209.194.90.170IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-11-08IPDt
IP Tm17:12:57IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id18C1EC7FD495737847397B687995E14B42FE0EBEAtSubmissionCreationDeviceId
At Submission Filing Device Id0FD11AED2DA7A2DCD02C1B070F5A5BB4D085C8F2AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$36,616,512FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$15,001,476ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,093InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,093InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$433,923DividendsRevAndExpnssAmt
Dividends Net Invst Incm$433,923DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,302,012NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$17,421,888GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,302,012CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$19,738,504TotalRevAndExpnssAmt
Total Net Invst Incm$4,737,028TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$23,317AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$11,658AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$11,659AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$94,073TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,952TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$100,207OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$99,552OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$655OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$217,597TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$113,162TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$12,314TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,467,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,046,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,685,097TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$113,162TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,058,314TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$17,053,407ExcessRevenueOverExpensesAmt
Net Investment Income$4,623,866NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,137,522SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$10,447,042SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$10,447,042SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$19,775,206CorporateStockBOYAmt
Corporate Stock EOY$26,138,734CorporateStockEOYAmt
Corporate Stock EOYFMV$26,138,734CorporateStockEOYFMVAmt
Other Assets BOY$19,478OtherAssetsBOYAmt
Other Assets EOY$30,736OtherAssetsEOYAmt
Other Assets EOYFMV$30,736OtherAssetsEOYFMVAmt
Total Assets BOY$20,932,206TotalAssetsBOYAmt
Total Assets EOY$36,616,512TotalAssetsEOYAmt
Total Assets EOYFMV$36,616,512TotalAssetsEOYFMVAmt
Grants Payable EOY$1,421,500GrantsPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$132,091OtherLiabilitiesEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,553,591TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$20,932,206UnrestrictedBOYAmt
Unrestricted EOY$35,062,921UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$20,932,206TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$35,062,921TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$20,932,206TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$36,616,512TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$20,932,206TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$17,053,407ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$37,985,613SubtotalAmt
Other Decreases$2,922,692OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$35,062,921TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED STOCKP$7,409,862$7,434,605-$24,743-$24,743
PUBLICLY TRADED STOCKP$10,001,626$5,685,271$4,316,355$4,316,355
CAPITAL GAINS DIVIDENDSP$10,400$10,400$10,400
FieldValueIRS element (for citing)
Capital Gain Net Income$4,302,012CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$4,291,612NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$4,610,602AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$23,170,604NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.198985DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,905,727AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,511,576NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.422408DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,818,551AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,652,736NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.705385DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,744,329AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$629,727NetVlNoncharitableAssetsYr4Amt
Distribution Yr42.769977DistributionYr4Rt
Adjusted Qlfy Distri Yr5$3,242,985AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,465,510NetVlNoncharitableAssetsYr5Amt
Distribution Yr52.212871DistributionYr5Rt
Total Distribution7.309626TotalDistributionRt
Average Distribution1.461925AverageDistributionRt
Net Vl Noncharitable Assets$21,286,788NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$31,119,688AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$46,239NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$31,165,927AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,058,314QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$92,477InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$92,477SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$92,477TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$63,224EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$55,000AppliedToEsTaxAmt
Total Payments And Credits$118,224TotalPaymentsAndCreditsAmt
Overpayment$25,747OverpaymentAmt
Applied To ES Tax$25,747AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsYes (1)ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksALBERT KONGIndividualWithBooksNm
Phone7144352600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line117600 NEWHOPE STREETAddressLine1Txt
CityFOUNTAIN VALLEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92708ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID SUN
PO BOX 8566FOUNTAIN VALLEYCA92728PRESIDENT1.00$0$0$0
DIANA SUN
PO BOX 8566FOUNTAIN VALLEYCA92728VICE PRESIDENT1.00$0$0$0
DARA SUN
PO BOX 8566FOUNTAIN VALLEYCA92728TREASURER1.00$0$0$0
DIANA KONG
PO BOX 8566FOUNTAIN VALLEYCA92728SECRETARY1.00$0$0$0
MEI WONG
PO BOX 8566FOUNTAIN VALLEYCA92728DIRECTOR1.00$0$0$0
YVONE CURRY
PO BOX 8566FOUNTAIN VALLEYCA92728DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$19,564,216AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,046,736AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$21,610,952TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$21,610,952AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$324,164CashDeemedCharitableAmt
Net Vl Noncharitable Assets$21,286,788NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,064,339MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,064,339MinimumInvestmentReturnAmt
Tax Based On Investment Income$92,477TaxBasedOnInvestmentIncomeAmt
Total Tax$92,477TotalTaxAmt
Distributable Before Adj$971,862DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$971,862DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$971,862DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,058,314ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,058,314QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,058,314AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$971,862DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$3,194,206ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,712,849ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,768,102ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,819,325ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,458,307ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$12,952,789TotalExcessDistributionCyovAmt
Qualifying Distributions$1,058,314QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$971,862AppliedToCurrentYearAmt
Remaining Distri From Corpus$86,452RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$13,039,241TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$3,194,206ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$9,845,035ExcessDistriCyovToNextYrAmt
Excess From Year4$1,712,849ExcessFromYear4Amt
Excess From Year3$2,768,102ExcessFromYear3Amt
Excess From Year2$1,819,325ExcessFromYear2Amt
Excess From Year1$3,458,307ExcessFromYear1Amt
Excess From Current Year$86,452ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ORANGE COUNTY COMMUNITY FOUNDATION
4041 MACARTHUR BLVD 510NEWPORT BEACHCA92660N/APCSUPPORT FOR COLLEGE EDUCATION SCHOLARSHIP$1,000,000
ASIAN AMERICAN SENIOR CITIZENS SERVICE CENTER INC
850 NORTH BIRCH STREETBREACA92701N/APCSUPPORT FOR EDUCATION & EMPLOYMENT SERVICE TO SENIORS IN ASIAN COMMUNITIES$7,000
IRVINE EVERGREEN CHINESE SENIOR ASSOCIATION
20 LAKE ROADIRVINECA92604N/APCSUPPORT FOR SOCIAL PROGRAMS FOR CHINESE SENIORS IN LOCAL COMMUNITIES$5,000
HEARTFULNESS INSTITUTE
6320 AYERS DRIVEAUSTINTX78746N/APCSUPPORT FOR HEALTH AND WELLNESS$10,000
UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION
120 THEORY SUITE 150IRVINECA92697N/APCSUPPORT FOR EDUCATION AND VARIOUS UNIVERSITY PROGRAMS$24,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,046,000TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1GUANG YUAN CHARITABLE FOUNDATIONBusinessNameLine1Txt

Recipient Foreign Address RecipientForeignAddress

FieldValueIRS element (for citing)
Address Line1NO 1-5 LIXING 1ST ROAD HSINCHUAddressLine1Txt
Address Line2SCIENCE PARKAddressLine2Txt
CityTAIPEICityNm
CountryTWCountryCd
FieldValueIRS element (for citing)
Recipient RelationshipN/ARecipientRelationshipTxt
Recipient Foundation StatusNCRecipientFoundationStatusTxt
Grant Or Contribution PurposeSUPPORT FOR EDUCATION, CULTURAL AND SOCIAL WELFAREGrantOrContributionPurposeTxt
Amt$1,421,500Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$1,421,500TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,093ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$433,923ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,302,012ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$4,737,028ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,737,028TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
DAVID SUN
1PO BOX 8566FOUNTAIN VALLEYCA92728$10,001,476Yes (X)
DAVID SUN
2PO BOX 8566FOUNTAIN VALLEYCA92728$5,000,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (48 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
11,235 SHARES ABIOMED, INC.$147,2002016-12-14
11,271 SHARES BARNES GROUP INC.$60,6012016-12-14
1283 SHARES AMAZON.COM, INC.$218,4312016-12-14
1131 SHARES BALCHEM CORPORATION$11,3162016-12-14
1142 SHARES BEACON ROOFING SUPPLY, INC.$6,5052016-12-14
14,584 SHARES BADGER METER, INC.$175,5672016-12-14
13,112 SHARES BANK OF HAWAII CORPORATION$275,2882016-12-14
13,594 SHARES THE CHEESECAKE FACTORY INCORPORATED$227,3212016-12-14
12,676 SHARES CABOT MICROELECTRONICS CORPORATION$165,7512016-12-14
11,387 SHARES CDW CORPORATION$73,9272016-12-14
12,127 SHARES CEB INC.$125,2382016-12-14
12,379 SHARES COGNEX CORPORATION$152,9222016-12-14
11,165 SHARES CORE LABORATORIES N.V.$140,0452016-12-14
11,769 SHARES CANTEL MEDICAL CORPORATION$147,1452016-12-14
15,397 SHARES CINEMARK HOLDINGS, INC.$212,3722016-12-14
12,836 SHARES CYRUSONE INC.$128,6982016-12-14
12,043 SHARES CARRIAGE SERVICES, INC.$58,3892016-12-14
11,299 SHARES EQUIFAX INC.$151,2432016-12-14
11,209 SHARES EMPLOYERS HOLDINGS, INC.$44,3702016-12-14
1690 SHARES EMCOR GROUP INC.$49,7012016-12-14
13,025 SHARES FIRST FINANCIAL BANCORP.$85,5472016-12-14
13,861 SHARES FIRST MERCHANTS CORPORATION$138,9572016-12-14
11,290 SHARES GENERAL ELECTRIC COMPANY$40,9062016-12-14
12,139 SHARES GRACO INC.$179,9752016-12-14
12,761 SHARES GREAT WESTERN BANCORP, INC.$114,2782016-12-14
1333 SHARES J & J SNACK FOODS CORP.$43,8592016-12-14
11,022 SHARES JACK HENRY & ASSOCIATES, INC.$92,1952016-12-14
11,755 SHARES JPMORGAN CHASE & CO.$149,0702016-12-14
11,734 SHARES LANDSTAR SYSTEM, INC.$154,9852016-12-14
11,550 SHARES MASIMO CORPORATION$101,2002016-12-14
1605 SHARES OF THE MIDDLEBY CORPORATION$82,1832016-12-14
11,076 SHARES MARKETAXESS HOLDINGS, INC.$179,3372016-12-14
11,995 SHARES MARTEN TRANSPORT, LTD.$50,4742016-12-14
12,669 SHARES MICROSEMI CORPORATION$146,5282016-12-14
13,226 SHARES MASTEC, INC.$124,2012016-12-14
11,274 SHARES PNC FINANCIAL SERVICES GROUP, INC.$145,4782016-12-14
132,624 SHARES POWERSHARES FTSE RAFI US 1000 (ETF)$3,310,3572016-12-14
12,006 SHARES PRIMERICA, INC.$141,2832016-12-14
12,350 SHARES RLI CORP.$146,2412016-12-14
12,681 SHARES RE/MAX HOLDINGS, INC.$146,1152016-12-14
11,992 SHARES RBC BEARINGS INCORPORATED$180,5352016-12-14
13,267 SHARES RUDOLPH TECHNOLOGIES, INC.$70,6652016-12-14
12,111 SHARES SUN HYDRAULICS CORPORATION$86,6352016-12-14
144 SHARES SENSIENT TECHNOLOGIES CORPORATION$3,5602016-12-14
11,274 SHARES UNITEDHEALTH GROUP INC$204,1712016-12-14
13,015 SHARES VIAD CORP$137,0322016-12-14
11,595 SHARES WD-40 COMPANY$178,7202016-12-14
19,352 SHARES RUSSELL 1000 GROWTH ETF$994,9592016-12-14

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$23,317Amt
Net Investment Income$11,658NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$11,659DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GUANG YUAN CHARITABLE FOUNDATIONBusinessNameLine1Txt

Foreign Address ForeignAddress

FieldValueIRS element (for citing)
Address Line1NO 1-5 LIXING 1ST ROAD HSINCHUAddressLine1Txt
Address Line2SCIENCE PARKAddressLine2Txt
CityTAIPEICityNm
Province Or StateTAIWANProvinceOrStateNm
CountryTWCountryCd
FieldValueIRS element (for citing)
Grant2015-12-01GrantDt
Grant$1,392,665GrantAmt
Purpose Of GrantEDUCATION, CULTURAL AND SOCIAL WELFAREPurposeOfGrantTxt
Expended By Grantee$1,318,363ExpendedByGranteeAmt
Any Diversion By GranteeNOAnyDiversionByGranteeTxt
Dates Of Reports By Grantee5/4/2017DatesOfReportsByGranteeTxt
Verification2017-05-14VerificationDt
Results Of VerificationTO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE.ResultsOfVerificationTxt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierEXPLANATIONIdentifierTxt
Form And Line ReferenceFORM 990-PF, PART VII-A, LINE 12FormAndLineReferenceDesc
Medium ExplanationTHE INFORMATION BELOW PROVIDES DETAIL OF DISTRIBUTIONS PAID BY THE FOUNDATION DURING THE REPORTING PERIOD TO A DONOR ADVISED FUND OVER WHICH THE FOUNDATION OR A DISQUALIFIED PERSON HAD ADVISORY PRIVILEGES:RECIPIENT ORGANIZATION: ORANGE COUNTY COMMUNITY FOUNDATIONAMOUNT TREATED AS QUALIFYING DISTRIBUTION: $1,000,000HOW DISTRIBUTION ACCOMPLISHES CHARITABLE PURPOSE: THE AMOUNT DONATED TO THE DONOR ADVISED FUND LISTED ABOVE WAS USED TO FUND COLLEGE EDUCATION COSTS OF UNDERPRIVILEGED STUDENTS IN THE ORANGE COUNTY AREA.MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
Stock1ST GLOBAL CAPITAL CORP.StockNm
EOY Book Value$26,138,734EOYBookValueAmt
EOYFMV$26,138,734EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FEDERAL TAX REFUNDABLE$19,478
INVESTMENT SECURITIES SOLD RECEIVABLE$30,736$30,736

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/(LOSS) ON INVESTMENTSDesc
Amt$2,922,692Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$99,003$99,003$0$0
BANK CHARGES$35$17$0$18
STATE FILING FEES$105$0$0$105
INSURANCE$1,064$532$0$532

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
EXCISE TAX PAYABLE$0$31,291
INVESTMENT SECURITIES PURCHASED PAYABLE$0$100,800

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FED EXCISE TAX$92,121$0$0$0
FOREIGN TAXES PAID$1,952$1,952$0$0

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