O & R FOUNDATION INC: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
O & R FOUNDATION INC (EIN 20-3976090)
Tax period
2010-07-01 to 2011-06-30
Filed
2011-11-15
IRS object ID
201103199349101365
Schema version
2010v3.4
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)
Timestamp2011-11-15T12:09:47-06:00Timestamp
Tax Period End Date2011-06-30TaxPeriodEndDate
Return Type990PFReturnType
Tax Period Begin Date2010-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN203976090EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE O & R CHUN FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlO&RCNameControl
Phone9167867626Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line13741 DOUGLAS BOULEVARD SUITE 130AddressLine1
CityROSEVILLECity
StateCAState
ZIP Code95661ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameRICHARD CHUNName
TitlePRESIDENTTitle
Phone9167867626Phone
Date Signed2011-11-10DateSigned
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY239544FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Dividends Rev And Expnss4759DividendsRevAndExpnss
Dividends Net Invst Incm4759DividendsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses4759TotalRevenueAndExpenses
Total Net Investment Income4759TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Taxes Rev And Expnss266TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss266TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss26628ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps26628ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss26894TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps26628TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-22135ExcessOfRevenueOverExpenses
Net Investment Income4759NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY58930SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY32041SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV32041SavingsAndTempCashInvstEOYFMV
Investments Other BOY166892InvestmentsOtherBOY
Investments Other EOY171646InvestmentsOtherEOY
Investments Other EOYFMV207503InvestmentsOtherEOYFMV
Total Assets BOY225822TotalAssetsBOY
Total Assets EOY203687TotalAssetsEOY
Total Assets EOYFMV239544TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY225822UnrestrictedBOY
Unrestricted EOY203687UnrestrictedEOY
Total Net Assets BOY225822TotalNetAssetsBOY
Total Net Assets EOY203687TotalNetAssetsEOY
Total Liabilities Net Assets BOY225822TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY203687TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY225822TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-22135ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal203687Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY203687TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year10QualifyingDistributionsYear1
Noncharitable Assets Year1242197NoncharitableAssetsYear1
Distribution Ratio Year10.0DistributionRatioYear1
Qualifying Distributions Year212000QualifyingDistributionsYear2
Noncharitable Assets Year2267562NoncharitableAssetsYear2
Distribution Ratio Year20.044849DistributionRatioYear2
Qualifying Distributions Year327873QualifyingDistributionsYear3
Noncharitable Assets Year3359947NoncharitableAssetsYear3
Distribution Ratio Year30.077436DistributionRatioYear3
Qualifying Distributions Year426919QualifyingDistributionsYear4
Noncharitable Assets Year4381827NoncharitableAssetsYear4
Distribution Ratio Year40.070501DistributionRatioYear4
Qualifying Distributions Year50QualifyingDistributionsYear5
Noncharitable Assets Year5331906NoncharitableAssetsYear5
Distribution Ratio Year50.0DistributionRatioYear5
Total Distribution Ratio0.192786TotalDistributionRatio
Average Distribution Ratio0.038557AverageDistributionRatio
Net Noncharitable Assets246870NetNoncharitableAssets
Adjusted Noncharitable Assets9519AdjustedNoncharitableAssets
One Percent Net Investment Income48OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One9567AdjNonchrtblAssetsAndOnePct
Qualifying Distributions26628QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax48InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal48Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income48TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due48TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e0RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithCAStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1BENN & LEMAN CPASBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number9167601680BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line11508 EUREKA ROAD SUITE 185AddressLine1
CityROSEVILLECity
StateCAState
ZIP Code95661ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
RICHARD BD CHUN MD
3050 ASPEN DRIVEPENRYNCA95663PRESIDENT / CHAIRMAN1.00000
KIMBERLY FOSS CFP
3741 DOUGLAS BLVD SUITE 130ROSEVILLECA95661SECRETARY1.00000
CHARLES K BENN CPA
1508 EUREKA ROAD SUITE 185ROSEVILLECA95661TREASURER / CFO1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities201498AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances49131AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets250629TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets250629AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable3759CashDeemedCharitable
Net Noncharitable Assets246870NetNoncharitableAssets
Minimum Investment Return12344MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return12344MinimumInvestmentReturn
Tax Based On Investment Income48TaxBasedOnInvestmentIncome
Total Tax48TotalTax
Distributable Amount Before Adj12296DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded12296DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted12296DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions26628ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions26628QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm48OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions26580AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted12296DistributableAmountAsAdjusted
Undistributed Income Prior Year3712UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Total Excess Distri Carryover0TotalExcessDistriCarryover
Qualifying Distributions26628QualifyingDistributions
Applied To Year13712AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year12296AppliedToCurrentYear
Remaining Distri From Corpus10620RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus10620TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year10620ExcessDistriCyovToNextYear
Excess From Current Year10620ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerRICHARD BD CHUN MDContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountRecipient Foundation StatusRecipientFoundationStatus
SUTHERLAND MEGAN
4672 OLIVE RANCH ROADGRANITE BAYCA95746NONEEDUCATIONAL ASSISTANCE$3,000
SIERRA COLLEGE FOUNDATION
5000 ROCKLIN ROADROCKLINCA95677NONEEDUCATIONAL ASSISTANCE$20,628OTHER PUBLIC CHARITY
ERICKSON MADISON
9730 GOLF CLUB DRIVEGRANITE BAYCA95746EDUCATIONAL ASSISTANCE$3,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year26628TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$4,759ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$4,759ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA4759TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

FieldValueIRS element (for citing)
Line Number8LineNumber
Relationship StatementTHE LOSS FROM THE SALE OF SECURITIES WAS DUE TO THE DECLINE IN THE STOCK MARKET AND THE DESIRE OF THE BOARD OF THE FOUNDATION TO REBALANCE ITS INVESTMENTS.RelationshipStatement

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

FieldValueIRS element (for citing)
Category Or ItemINVESTMENTSCategoryOrItem
Listed At Cost Or FMVAT COSTListedAtCostOrFMV
Book Value171646BookValue
EOYFMV207503EOYFMV

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryTAXES & FEESCategory
Amount$266Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

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