THE HUNG & KV FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE HUNG & KV FAMILY FOUNDATION (EIN 68-0484099)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-16
- IRS object ID
- 201311369349100211
- Schema version
- 2012v2.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Notes Loans Rcvbl Long Sch
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-16T10:31:30-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330786071 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER H VUONG ACCOUNTANCY CORP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1811 W KATELLA AVE SUITE 225 | AddressLine1 |
| City | ANAHEIM | City |
| State | CA | State |
| ZIP Code | 92804 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680484099 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HUNG AND KV FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HUNG | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1861 PUDDINGSTONE DR | AddressLine1 |
| City | LA VERNE | City |
| State | CA | State |
| ZIP Code | 91750 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KHANH-VAN T NGUYEN | Name |
| Title | TREASURER | Title |
| Phone | 6269666843 | Phone |
| Date Signed | 2013-05-10 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PETER H VUONG CPA | Name |
| PTIN | P00380204 | PTIN |
| Phone | 7147767136 | Phone |
| Date Prepared | 2013-05-16 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2632109 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 500000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 44405 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 44405 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 44405 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 20269 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 20269 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 20269 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 3650 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 3650 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 3650 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 3269 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 568324 | TotalRevenueAndExpenses |
| Total Net Investment Income | 68324 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 67943 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 1375 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 1375 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1010 | TaxesRevAndExpnss |
| Taxes Dsbrs Chrtbl Prps | 1010 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 328 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 328 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 2713 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2713 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 18500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 18500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 21213 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 21213 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 547111 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 68324 | NetInvestmentIncome |
| Adjusted Net Income | 67943 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 52463 | CashBOY |
| Cash EOY | 32043 | CashEOY |
| Cash EOYFMV | 32043 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 93881 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 564116 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 564116 | SavingsAndTempCashInvstEOYFMV |
| Other Notes And Loans Receivable | 1189465 | OtherNotesAndLoansReceivable |
| Other Notes And Loans Rcvbl BOY | 1119485 | OtherNotesAndLoansRcvblBOY |
| Other Notes And Loans Rcvbl EOY | 1189465 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 1189465 | OtherNotesAndLoansRcvblEOYFMV |
| Investments Govt Oblig BOY | 100000 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 66493 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 66493 | InvestmentsGovtObligEOYFMV |
| Investments Corp Bonds BOY | 425000 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 300000 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 297006 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 320246 | InvestmentsOtherBOY |
| Investments Other EOY | 506069 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 482986 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 2111075 | TotalAssetsBOY |
| Total Assets EOY | 2658186 | TotalAssetsEOY |
| Total Assets EOYFMV | 2632109 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 2111075 | UnrestrictedBOY |
| Unrestricted EOY | 2658186 | UnrestrictedEOY |
| Total Net Assets BOY | 2111075 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2658186 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2111075 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2658186 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2111075 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 547111 | ExcessOfRevenueOverExpenses |
| Subtotal | 2658186 | Subtotal |
| Total Net Assets Fund Balances EOY | 2658186 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| CAPITAL GAIN PAID FROM MUTUAL FUNDS | P | 2011-11-15 | 2012-12-31 | 381 | 381 | 381 |
| CAPITAL GAIN PAID FROM MUTUAL FUNDS | P | 2012-01-15 | 2012-12-31 | 3269 | 3269 | 3269 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 3650 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 3269 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 227749 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 992940 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.229368 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 72031 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1280876 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.056236 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 86578 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 942811 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.09183 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 81554 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1817936 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.044861 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 85497 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1199030 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.071305 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.4936 | TotalDistributionRatio |
| Average Distribution Ratio | 0.09872 | AverageDistributionRatio |
| Net Noncharitable Assets | 1103828 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 108970 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 683 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 109653 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 21213 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1366 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1366 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1366 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2280 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2280 | TotalCreditsAndPayments |
| Overpayment | 914 | Overpayment |
| Amount Credited To Next Year | 914 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Books In Care Of Person Name | ANH NGUYEN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9095929385 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 236 CALLE ROSA | AddressLine1 |
| City | SAN DIMAS | City |
| State | CA | State |
| ZIP Code | 91773 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1 |
| Amount1 | 0 | Amount1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 898094 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 222544 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1120638 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1120638 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 16810 | CashDeemedCharitable |
| Net Noncharitable Assets | 1103828 | NetNoncharitableAssets |
| Minimum Investment Return | 55191 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 55191 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1366 | TaxBasedOnInvestmentIncome |
| Total Tax | 1366 | TotalTax |
| Distributable Amount Before Adj | 53825 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 53825 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 53825 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 21213 | ExpensesAndContributions |
| Qualifying Distributions | 21213 | QualifyingDistributions |
| Adj Qualifying Distributions | 21213 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 53825 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 27518 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year3 | 41488 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 9641 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 179010 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 257657 | TotalExcessDistriCarryover |
| Qualifying Distributions | 21213 | QualifyingDistributions |
| Applied To Current Year | 21213 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 32612 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 32612 | ExcessDistriCyovAppliedCY |
| Total Corpus | 225045 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 225045 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 36394 | ExcessFromYear3 |
| Excess From Year2 | 9641 | ExcessFromYear2 |
| Excess From Year1 | 179010 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| UNIVERSAL HUMAN BODY ENERGY | |||||||
| 12441 MAGNOLIA ST UNIT B | Garden Grove | CA | 92841 | NA | TAX EXEMPT | MEDITATION AND HEALTH PRACTICE CENTER | $5,000 |
| UNIVERSAL HUMAN BODY ENERGY | |||||||
| 8930 MISSION DR UNIT 105 | Rosemead | CA | 91770 | NA | TAX EXEMPT | MEDITATION AND HEALTH PRACTICE CENTER | $1,000 |
| AMERICAN RED CROSS | |||||||
| PO BOX 4002018 | Des Moines | IA | 50340 | NA | TAX EXEMPT | VIET USA FOR SANDY | $1,000 |
| AMERICAN HELPING ASIAN CHILDRE | |||||||
| 500 W HARBOR DR SUITE 301 | San Diego | CA | 92101 | NA | TAX EXEMPT | HEARING AID PROJECT | $10,000 |
| GOP NHAT TINH THUONG | |||||||
| 9353 BOLSA AVE F46 | Westminster | CA | 92683 | NA | TAX EXEMPT | SUPPORTS ORPHANS AND ELDERLY WITH DISABILITY NEEDS | $1,000 |
| AFAR FOUNDATION | |||||||
| 8900 BOLSA AVE SUITE B | Westminster | CA | 92683 | NA | TAX EXEMPT | SCHOLARSHIP FOR EDUCATION | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 18500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $44,405 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $20,269 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $64,674 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 64674 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | HUNG TA NGUYEN | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 VIA VERDE | AddressLine1 |
| City | San Dimas | City |
| State | CA | State |
| ZIP Code | 91773 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 500000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,375 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 1375 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | BOA CORPORATE BONDS | NameOfBond |
| EOY Book Value | 300000 | EOYBookValue |
| EOYFMV | 297006 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Securities EOY Book Val | 66493 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 66493 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (4 entries)
| Category Or ItemCategoryOrItem | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|
| FRANKLIN INCOME CLASS C | 260815 | 241786 |
| FRANKLIN INCOME CLASS A | 71100 | 65536 |
| DELAWARE FIXED INCOME | 87849 | 88144 |
| IVY HIGH INCOME CLASS C | 86305 | 87520 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| BANK SERVICE FEES | 271 | 0 | 0 | 271 |
| LICENSE FEES | 45 | 0 | 0 | 45 |
| POSTAGE | 12 | 0 | 0 | 12 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLong (3 entries)
| IndividualBorrowersName/Individual | Relationship To InsiderRelationshipToInsider | Original Amount Of LoanOriginalAmountOfLoan | Balance DueBalanceDue | Date Of NoteDateOfNote | Maturity DateMaturityDate | Repayment TermsRepaymentTerms | Interest RateInterestRate | Security Provided By BorrowerSecurityProvidedByBorrower | Purpose Of LoanPurposeOfLoan | Consideration FmvConsiderationFmv |
|---|---|---|---|---|---|---|---|---|---|---|
| ANTONIO AND PAULINE SUAREZ | NONE | 700000 | 700000 | 2008-06 | 2013-02 | PRINCIPAL N INTEREST | 7.00 | DEED OF TRUST | INVESTMENT IN NOTE SECURED BY DEED OF TRUST | 700000 |
| COLONY DEVELOPERS LLC | NONE | 200000 | 200000 | 2012-08 | 2014-08 | PRINCIPAL & INTEREST | 8.00 | DEED OF TRUST | INVESTMENT IN NOTE SECURED BY DEED OF TRUST | 200000 |
| CAROLINE CAI | NONE | 300000 | 289465 | 2010-06 | 2040-07 | 30 YEAR FIXED MORTGA | 5.50 | DEED OF TRUST | INVESTMENT IN NOTE SECURED BY DEED OF TRUST | 289465 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | HUNG TA AND KHANH VAN NGUYEN | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 VIA VERDE | AddressLine1 |
| City | San Dimas | City |
| State | CA | State |
| ZIP Code | 91773 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | Category |
| Amount | $1,010 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 1010 | DisbursementsCharitablePrps |
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