THE HUNG & KV FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE HUNG & KV FAMILY FOUNDATION (EIN 68-0484099)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-17
- IRS object ID
- 201512299349100836
- Schema version
- 2014v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Notes Loans Rcvbl Short Sch2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-17T10:27:38-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330786071 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER H VUONG ACCOUNTANCY CORP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1811 W KATELLA AVE SUITE 225 | AddressLine1Txt |
| City | ANAHEIM | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92804 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680484099 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HUNG AND KV FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUNG | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1861 PUDDINGSTONE DR | AddressLine1Txt |
| City | LA VERNE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91750 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KHANH-VAN T NGUYEN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6269666843 | PhoneNum |
| Signature | 2015-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER H VUONG CPA | PreparerPersonNm |
| PTIN | P00380204 | PTIN |
| Phone | 7147767136 | PhoneNum |
| Preparation | 2015-08-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,602,299 | 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 | $45,873 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $45,873 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $45,873 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $58,783 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $58,783 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $58,783 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,421 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $511,314 | GrossSalesPriceAmt |
| Total Rev And Expnss | $126,077 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $104,656 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $104,656 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $7,200 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,200 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,975 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,975 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,530 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $1,530 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,294 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $15,294 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,999 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,999 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $79,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $79,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $105,299 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $105,299 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $20,778 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $104,656 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $104,656 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $49,297 | CashBOYAmt |
| Cash EOY | $31,773 | CashEOYAmt |
| Cash EOYFMV | $31,773 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $70,429 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $88,953 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $88,953 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $980,351 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $1,184,830 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $980,351 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $980,351 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Bonds BOY | $306,639 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $317,870 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $299,019 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,000,778 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,213,804 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,202,203 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,611,973 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,632,751 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,602,299 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $97 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $97 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $97 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $97 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,611,876 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,632,654 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,611,876 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,632,654 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,611,973 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,632,751 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,611,876 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $20,778 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,632,654 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,632,654 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $98,377 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,523,723 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.064564 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $21,213 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,103,828 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.019218 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $227,749 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $992,940 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.229368 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $72,031 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,280,876 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056236 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $86,578 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $942,811 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.09183 | DistributionYr5Rt |
| Total Distribution | 0.461215 | TotalDistributionRt |
| Average Distribution | 0.092243 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,641,754 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $151,440 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,047 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $152,487 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $105,299 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,093 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,093 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,093 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,419 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,419 | TotalPaymentsAndCreditsAmt |
| Overpayment | $326 | OverpaymentAmt |
| Applied To ES Tax | $326 | 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 |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 |
| Individual With Books | KHANH-VAN T NGUYEN | IndividualWithBooksNm |
| Phone | 6269666843 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1861 PUDDINGSTON DR | AddressLine1Txt |
| City | La Verne | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91750 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HUNG TA NGUYEN | ||||||||
| 1861 PUDDINGSTONE DR | La Verne | CA | 91750 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| KHANH-VAN T NGUYEN | ||||||||
| 1861 PUDDINGSTON DR | La Verne | CA | 91750 | TREASURER | 0.00 | $0 | $0 | $0 |
| ANNE KIM NGUYEN | ||||||||
| 1861 PUDDINGSTON DR | La Verne | CA | 91750 | SECRETARY | 10.00 | $7,200 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,515,583 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $151,172 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,666,755 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,666,755 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,001 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,641,754 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $82,088 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $82,088 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,093 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,093 | TotalTaxAmt |
| Distributable Before Adj | $79,995 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $79,995 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $79,995 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $105,299 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $105,299 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $105,299 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $79,995 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $41,488 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,641 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $179,010 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $32,612 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $23,686 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $286,437 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $105,299 | QualifyingDistributionsAmt |
| Applied To Current Year | $79,995 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $25,304 | RemainingDistriFromCorpusAmt |
| Total Corpus | $311,741 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $41,488 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $270,253 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,641 | ExcessFromYear4Amt |
| Excess From Year3 | $179,010 | ExcessFromYear3Amt |
| Excess From Year2 | $32,612 | ExcessFromYear2Amt |
| Excess From Year1 | $23,686 | ExcessFromYear1Amt |
| Excess From Current Year | $25,304 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| 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 RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNIVERSAL HUMAN BODY ENERGY | |||||||
| 12441 MAGNOLIA ST STE B | Garden Grove | CA | 92841 | NA | PC | MEDITATION AND HEALTHPRACTICE CENTER | $9,000 |
| OPERATION WALK | |||||||
| 637 S LUCAS AVE STE 500 | Los Angeles | CA | 90017 | NA | PC | DONATION FOR HIP AND KNEE REPLACEMENT OPERATION VN | $13,000 |
| HOA THIEN TAM | |||||||
| 829 S NEWHOPE ST | Santa Ana | CA | 92704 | NA | PC | HELP DIABLE CHILDREN IN VIETNAM | $2,000 |
| AMERICAN HELPING ASIAN CHILDREN | |||||||
| 500 W HARBOR DR STE 301 | San Diego | CA | 92101 | NA | PC | HEARING AIDS PROJECT& SCHOLARSHIP FOR POOR STUDE | $11,000 |
| SOUTHERN CA IMPACT SOCCER | |||||||
| 625 MAGNOLIA AVE D | Alhambra | CA | 91804 | NA | PC | SUPPORT TEEN SOCCER TEAM OF CITY OF ANAHEIM | $500 |
| VIET ART CENTER | |||||||
| 13091 GALWAY ST | Garden Grove | CA | 92844 | NA | PC | PROMOTE&PRESERVEVIETNAMESE ARTCULTUR HISTOR | $5,000 |
| SAVICE | |||||||
| 30052 TOMAS | Rancho Santa Margarita | CA | 92688 | NA | PC | SAVE A VIETNAMESE CHILD WITH EDUCATIONBLD SCHOOL | $25,000 |
| VIETNAM HUMAN RIGHTS NETWORK | |||||||
| 14550 MAGNOLIA ST | Westminster | CA | 92683 | NA | PC | NON-VIOLENT HUMAN RIGHTS WORK IN VIETNAM | $2,000 |
| ACADEMIC SCHOLARSHIP | |||||||
| 1861 PUDDINGSTONE DR | La Verne | CA | 91750 | NA | NC | AWARDS SCHOLARSHIPSTO 12 COLLEGE OS STUDENTS | $7,900 |
| ACADEMIC SCHOLARSHIP | |||||||
| 1861 PUDDINGSTONE DR | La Verne | CA | 91750 | NA | NC | AWARDS SCHOLARSHIPS TO 6 OS HIGH SCHOOL STUDENTS | $3,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $79,300 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,873 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58,783 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $104,656 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $104,656 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,975 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,975 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (23 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|---|---|---|---|---|---|
| 5000SH BE AEROSPACE | 2013-08 | PURCHASE | 2014-09 | $5,400 | $4,962 | $0 | $438 | $0 |
| 5000SH DOMTAR CORP | 2013-09 | PURCHASE | 2014-07 | $6,196 | $6,026 | $0 | $170 | $0 |
| 5000SH IRON MOUNTAIN INC | 2013-11 | PURCHASE | 2014-01 | $5,400 | $5,360 | $0 | $40 | $0 |
| 5000SH VALERO ENERGY CORP | 2013-09 | PURCHASE | 2014-08 | $6,504 | $6,193 | $0 | $311 | $0 |
| 13081SH CALVERT SH DURATION IN | 2013-07 | PURCHASE | 2014-06 | $215,712 | $215,189 | $0 | $523 | $0 |
| 5361SH MORGAN STANLEY INTL GL | 2013-07 | PURCHASE | 2014-01 | $52,320 | $55,000 | $0 | -$2,680 | $0 |
| 5000SH CF INDS INC | 2013-08 | PURCHASE | 2014-09 | $6,052 | $5,753 | $0 | $299 | $0 |
| 5000SH GENL MOTORS FINL CO | 2013-08 | PURCHASE | 2014-03 | $5,700 | $5,540 | $0 | $160 | $0 |
| 5000SH LEAR CORP | 2013-09 | PURCHASE | 2014-02 | $5,338 | $5,406 | $0 | -$68 | $0 |
| 5000SH WEATHERFORD INTL LTD | 2013-09 | PURCHASE | 2014-08 | $6,492 | $6,091 | $0 | $401 | $0 |
| 25SH CALVERT SH DURATION IN | 2013-07 | PURCHASE | 2014-06 | $813 | $811 | $0 | $2 | $0 |
| LPL 9515 ST CAPITAL GAINS | 2014-06 | PURCHASE | 2014-12 | $3,659 | $0 | $0 | $3,659 | $0 |
| 5000SH CHRYSLER GRP LLC | 2014-05 | PURCHASE | 2014-05 | $5,625 | $5,443 | $0 | $182 | $0 |
| 5000SH GOODYEAR TIRE RUBBER | 2013-09 | PURCHASE | 2014-03 | $5,569 | $5,432 | $0 | $137 | $0 |
| 2000SH PLAINS EXPL & PRDTN CO | 2013-09 | PURCHASE | 2014-07 | $2,135 | $2,132 | $0 | $3 | $0 |
| 5000SH WINDSTREAM CORP | 2013-09 | PURCHASE | 2014-03 | $5,731 | $5,491 | $0 | $240 | $0 |
| 1590SH GOLDMAN SACHS SM MID CP | 2013-07 | PURCHASE | 2014-01 | $31,796 | $30,259 | $0 | $1,537 | $0 |
| LPL 9515 LT CAPITAL GAINS | 2013-12 | PURCHASE | 2014-12 | $9,532 | $0 | $0 | $9,532 | $0 |
| 5000SH CLOUD PEAK ENERGY RES | 2013-08 | PURCHASE | 2014-04 | $5,388 | $5,335 | $0 | $53 | $0 |
| 5000SH HERTZ CORP | 2013-08 | PURCHASE | 2014-05 | $5,488 | $5,308 | $0 | $180 | $0 |
| 5000SH SCIENTIFIC GAMES INTL | 2013-08 | PURCHASE | 2014-03 | $5,309 | $5,289 | $0 | $20 | $0 |
| 2042SH IVY ASSET STRATEGY | 2013-07 | PURCHASE | 2014-12 | $64,016 | $57,500 | $0 | $6,516 | $0 |
| 4833SH GOLDMAN SACHS STR INC | 2013-12 | PURCHASE | 2014-01 | $51,139 | $51,373 | $0 | -$234 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | LPL FINANCIAL BONDS 9431 | BondNm |
| EOY Book Value | $317,870 | EOYBookValueAmt |
| EOYFMV | $299,019 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LPL FINANCIAL MUTUAL FUND 9515 | CategoryOrItemTxt |
| Book Value | $1,213,804 | BookValueAmt |
| EOYFMV | $1,202,203 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK SERVICE FEES | $252 | $0 | $0 | $252 |
| LICENSE FEES | $25 | $0 | $0 | $25 |
| POSTAGE | $18 | $0 | $0 | $18 |
| INVESTMENT FEES | $14,999 | $0 | $0 | $14,999 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (2 entries)
| Insider RelationshipInsiderRelationshipTxt | Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Loan MaturityLoanMaturityDt | Repayment TermsRepaymentTermsTxt | InterestInterestRt | Security Provided BorrowerSecurityProvidedBorrowerTxt | Loan PurposeLoanPurposeTxt | Consideration FMVConsiderationFMVAmt |
|---|---|---|---|---|---|---|---|---|---|
| ANTONIO AND PAULINE SUAREZ | |||||||||
| NONE | $700,000 | $0 | 2008-06 | 2015-02 | PRINCIPAL N INTEREST | 7.00 | DEED OF TRUST | INVESTMENT IN NOTE SECURED BY DEED OF TRUST | $700,000 |
| CAROLINE CAI | |||||||||
| NONE | $300,000 | $0 | 2010-06 | 2040-07 | 30 YEAR FIXED MORTGA | 5.50 | DEED OF TRUST | INVESTMENT IN NOTE SECURED BY DEED OF TRUST | $280,351 |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OTHER NOTES AND LOANS RECEIVABLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $980,351 | BalanceDueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $1,530 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,530 | DisbursementsCharitablePrpsAmt |
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