SEAN AND CHRISTINE YU PRIVATE FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SEAN AND CHRISTINE YU PRIVATE FOUNDATION (EIN 46-3463008)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201613199349101851
- Schema version
- 2015v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T11:31:24-08:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2015-01-01 | 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 | 920 HILLCREST PLACE | 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 |
| Signature | 2016-11-09 | 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 | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $138,480 | 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 | $21,277 | ContriRcvdRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,361 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $64,000 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $6,329 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,329 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $25,245 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,329 | TotalNetInvstIncmAmt |
| Interest Rev And Expnss | $54 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $3,004 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $85 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,281 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $9,339 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $85 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $35,420 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,420 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $44,759 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $35,505 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$19,514 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,329 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,780 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,633 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,633 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock EOY | $20,444 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,291 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $151,772 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $107,024 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $98,556 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $161,552 | TotalAssetsBOYAmt |
| Total Assets EOY | $142,101 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $138,480 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $63 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $63 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $161,552 | UnrestrictedBOYAmt |
| Unrestricted EOY | $142,038 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $161,552 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $142,038 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $161,552 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $142,101 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $161,552 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$19,514 | ExcessRevenueOverExpensesAmt |
| Subtotal | $142,038 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $142,038 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 37.344 American Fundamental Inv A | P | 2014-12-01 | 2015-07-14 | $2,000 | $2,078 | -$78 | -$78 |
| 92.576 American Fundamental Inv A | P | 2014-12-01 | 2015-07-20 | $5,000 | $5,151 | -$151 | -$151 |
| 100.411 American Fundamental Inv A | P | 2014-12-01 | 2015-09-10 | $5,000 | $5,587 | -$587 | -$587 |
| 710.458 Fidelity ADV New Insights A | P | 2014-12-10 | 2015-08-03 | $20,000 | $20,165 | -$165 | -$165 |
| 169.310 Oppenheimer Equity Income A | P | 2014-12-10 | 2015-09-10 | $5,000 | $5,329 | -$329 | -$329 |
| 334.330 Oppenheimer Equity Income A | P | 2014-12-10 | 2015-11-27 | $10,000 | $10,523 | -$523 | -$523 |
| 185.066 American Fundamental Inv A | P | 2014-12-01 | 2015-12-04 | $10,000 | $10,296 | -$296 | -$296 |
| 229.797 Oppenheimer Equity Income A | P | 2014-12-10 | 2015-11-06 | $7,000 | $7,232 | -$232 | -$232 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,361 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,065 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,126 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $116,858 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04387 | DistributionYr1Rt |
| Total Distribution | 0.043865 | TotalDistributionRt |
| Average Distribution | 0.043865 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $164,120 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,199 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $63 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,262 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $35,505 | 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 | $63 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $63 | SubtotalAmt |
| Tax Based On Investment Income | $63 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $63 | 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 | 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 | 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 | 920 HILLCREST PLACE | 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 L YU | ||||||
| 920 HILLCREST PLACE | PASADENA | CA | 91106 | CEO | 10.00 | $0 |
| CHUNG HSIEO YU | ||||||
| 920 HILLCREST PLACE | PASADENA | CA | 91106 | Secretary | 10.00 | $0 |
| SHENG HUANG LIN | ||||||
| 179 W LEROY AVENUE | ARCADIA | CA | 91007 | CFO | 10.00 | $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 | $35,505 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $161,412 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,207 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $166,619 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $166,619 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,499 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $164,120 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,206 | 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 | $35,505 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $35,505 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $63 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $35,442 | 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 |
| Year1 | $85 | Year1Amt |
| Total | $85 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $72 | Year1Amt |
| Total | $72 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $35,505 | CurrentYearAmt |
| Year1 | $5,126 | Year1Amt |
| Total | $40,631 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $35,505 | CurrentYearAmt |
| Year1 | $5,126 | Year1Amt |
| Total | $40,631 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $142,101 | CurrentYearAmt |
| Year1 | $161,552 | Year1Amt |
| Total | $303,653 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Asian Pacific Community Fund | ||||||
| 1145 Wilshire Blvd Suite 105 | Los Angeles | CA | 90017 | PC | Scholarship | $15,790 |
| Cal Poly Pomona Foundation | ||||||
| 3801 West Temple Avenue | Pomona | CA | 91768 | PC | Scholarship | $100 |
| National Fragile X Foundation | ||||||
| 2100 M St NW Suite 170 Box 302 | Washington | DC | 20037 | PC | Scholarship | $1,000 |
| Methodist Hospital Foundation | ||||||
| 300 W Huntington Drive | Arcadia | CA | 91007 | Gift | $1,030 | |
| North American Taiwanese Medical Associa | ||||||
| 7923 Garden Grove Blvd | Garden Grove | CA | 92841 | PC | Scholarship | $1,000 |
| Tzu Chi Foundation | ||||||
| 1100 S Valley Center Ave | San Dimas | CA | 91773 | PC | Gift | $1,000 |
| The University of Chicago | ||||||
| 5235 S Harper Court Suite 450 | Chicago | IL | 60615 | PC | Scholarship | $10,000 |
| Taiwan Center Foundation of Greater LA | ||||||
| 3001 Walnut Grove Ave | Rosemead | CA | 91770 | PC | Scholarship | $2,000 |
| Pacific Oaks College &Childrens School | ||||||
| 55 Eureka Street | Pasadena | CA | 91103 | PC | Gift | $3,000 |
| ReconciliAsian | ||||||
| PO Box 70466 | Pasadena | CA | 91117 | PC | Gift | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $35,420 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$2,361 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| Dividend Income | $2,494 |
| Interest Income | $47 |
| Investment Capital Gain | $3,777 |
| Miscellaneous Income | $11 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,968 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,968 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sean Yu Charitable Remainder Unitru | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 920 Hillcrest Place | AddressLine1Txt |
| City | Pasadena | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $25,828 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Securities | NoncashPropertyDesc |
| Fair Market Value | $25,828 | FairMarketValueAmt |
| Received | 2015-02-04 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Stocks Investment | StockNm |
| EOY Book Value | $20,444 | EOYBookValueAmt |
| EOYFMV | $25,291 | 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 | $91,225 | $82,757 |
| Partnership Investment | AT COST | $15,799 | $15,799 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment Expense | Desc |
| Revenue And Expenses Per Books | $6,281 | RevenueAndExpensesPerBooksAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Dividend Income | $2,494 | $2,494 |
| Interest Income | $47 | $47 |
| Investment Capital Gain | $3,777 | $3,777 |
| Miscellaneous Income | $11 | $11 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Excise Tax Payable | Desc |
| EOY Book Value | $63 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Excise Tax | $2,871 | |
| Foreign Tax | $24 | |
| License and Fees | $109 | $85 |
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