SUNBIRD FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
SUNBIRD FOUNDATION (EIN 87-3338337)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-08-29
IRS object ID
202602429349100300
Schema version
2025v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-08-29T10:16:01-00:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN474742459PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CAROL C HO CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1288 ROUTE 22 WESTAddressLine1Txt
CityGREEN BROOKCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08812ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN873338337EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SUNBIRD FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSUNBBusinessNameControlTxt
Phone7325603551PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 QUAIL RUNAddressLine1Txt
CityWARRENCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07059ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHING-I HSUPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7325603551PhoneNum
Signature2026-08-29SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCAROL C HOPreparerPersonNm
PTINP01210270PTIN
Phone7324240044PhoneNum
Preparation2026-08-29PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2025TaxYr

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,706,717FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Dividends Rev And Expnss$96,407DividendsRevAndExpnssAmt
Dividends Net Invst Incm$96,407DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$51,149NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$50,290GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,869,511OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,869,511OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$2,914,769TotalRevAndExpnssAmt
Total Net Invst Incm$2,965,918TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$5,150AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$433TaxesRevAndExpnssAmt
Taxes Net Invst Incm$433TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$905OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$6,488TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$433TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$18,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$18,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$24,488TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$433TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$18,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,890,281ExcessRevenueOverExpensesAmt
Net Investment Income$2,965,485NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$51,187CashBOYAmt
Cash EOY$4,121CashEOYAmt
Cash EOYFMV$4,121CashEOYFMVAmt
Prepaid Expenses BOY$9,928PrepaidExpensesBOYAmt
Prepaid Expenses EOY$9,928PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$9,928PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$10,329CorporateStockBOYAmt
Corporate Stock EOY$3,505,239CorporateStockEOYAmt
Corporate Stock EOYFMV$3,692,668CorporateStockEOYFMVAmt
Other Investments BOY$597,751OtherInvestmentsBOYAmt
Total Assets BOY$669,195TotalAssetsBOYAmt
Total Assets EOY$3,519,288TotalAssetsEOYAmt
Total Assets EOYFMV$3,706,717TotalAssetsEOYFMVAmt
Accounts Payable BOY$30,000AccountsPayableBOYAmt
Loans From Officers BOY$13,500LoansFromOfficersBOYAmt
Total Liabilities BOY$43,500TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$625,695NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$3,519,288NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$625,695TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,519,288TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$669,195TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,519,288TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$625,695TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,890,281ExcessRevenueOverExpensesAmt
Other Increases$3,312OtherIncreasesAmt
Subtotal$3,519,288SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,519,288TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
VANGUARD 1099D2024-12-192025-02-21$40,000$40,000
POLLACK MEMBERSHIP UNITSP2021-12-032025-12-31$61,439-$61,439-$61,439
FieldValueIRS element (for citing)
Capital Gain Net Income-$51,149CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$41,220InvestmentIncomeExciseTaxAmt
Subtotal$41,220SubtotalAmt
Tax Based On Investment Income$41,220TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$45,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$45,000TotalPaymentsAndCreditsAmt
Original Return Tax Paid$45,000OriginalReturnTaxPaidAmt
Es Penalty$2,159EsPenaltyAmt
Overpayment$1,621OverpaymentAmt
Applied To ES Tax$1,621AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Phone7325603551PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line130 QUAIL RUNAddressLine1Txt
CityWARRENCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07059ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
CHING-I HSU
30 QUAIL RUNWARRENNJ07059PRESIDENT001.00$0
ESTHER A HSU
30 QUAIL RUNWARRENNJ07059BOARD MEMBER001.00$0
MATTHEW H HSU
4130 GREENBUSH AVESHERMAN OAKSCA91423BOARD MEMBER001.00$0
HENRY W HSU
6 LANNING WAYHILLSBOROUGHNJ08844BOARD MEMBER001.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$30,777AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$30,777TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$30,777AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$462CashDeemedCharitableAmt
Net Vl Noncharitable Assets$30,315NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,516MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,516MinimumInvestmentReturnAmt
Tax Based On Investment Income$41,220TaxBasedOnInvestmentIncomeAmt
Total Tax$41,220TotalTaxAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$18,000ExpensesAndContributionsAmt
Qualifying Distributions$18,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$24,723ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$31,600ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$30,143ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$86,466TotalExcessDistributionCyovAmt
Qualifying Distributions$18,000QualifyingDistributionsAmt
Remaining Distri From Corpus$18,000RemainingDistriFromCorpusAmt
Total Corpus$104,466TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$104,466ExcessDistriCyovToNextYrAmt
Excess From Year4$24,723ExcessFromYear4Amt
Excess From Year2$31,600ExcessFromYear2Amt
Excess From Year1$30,143ExcessFromYear1Amt
Excess From Current Year$18,000ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOUND BROOK CHURCH
409 MOUNTAIN AVEBOUND BROOKNJ08805PCRELIGIOUS INSTITUTION$13,500
MOUNT BETHEL VOL FIRE DEPT
128 MT BETHEL RDWARRENNJ07059PCCOMMUNITY SERVICE NEEDS$100
WARREN TOWNSHIP PBA
44 MOUNTAIN BLVDWARRENNJ07059PCCOMMUNITY SERVICE NEEDS$100
THE TREVOR PROJECT
2261 MARKET STREET SUITE 5164SAN FRANCISCOCA94114PCCOUNSELING RESEARCH$1,000
TAFPC CHURCH
770 US 206HILLSBOROUGHNJ08844PCRELIGIOUS INSTITUTION$1,000
TAA-NJ
PO BOX 604PRINCETON JUNCTIONNJ08550PCPROMOTE CULTURE EXCHANGE$2,000
WARREN TOWNSHIP RESCUE SQUAD
6 BARDY ROAD BOX 4306WARRENNJ07059PCCOMMUNITY SERVICE NEEDS$300
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$18,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$96,407ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion-$51,149ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescK-1 income from Pollack LTH LLCDesc
Exclusion14ExclusionCd
Exclusion$2,869,511ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$2,914,769ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,914,769TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryCPACategoryTxt
Amt$5,150Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockVanguardStockNm
EOY Book Value$3,505,239EOYBookValueAmt
EOYFMV$3,692,668EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Loans From Officers Schedule LoansFromOfficersSchedule

Loans From Officer LoansFromOfficerGrp

FieldValueIRS element (for citing)
Lender PersonEsther HsuLenderPersonNm
TitleDirectorTitleTxt
Loan Original$30,000LoanOriginalAmt
Note2023-12NoteDt
Interest0000000000.060000000000InterestRt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBank fees interestDesc
Revenue And Expenses Per Books$905RevenueAndExpensesPerBooksAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescK-1 income from Pollack LTH LLCDesc
Revenue And Expenses Per Books$2,869,511RevenueAndExpensesPerBooksAmt
Net Investment Income$2,869,511NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (3 entries)

DescDescAmtAmt
Tax exempt income from K-1$316
Vanguard Tax exempt interest$1,637
Vanguard unrealized gain when stocks transfered in from Pollack$1,359

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryForeign tax paidCategoryTxt
Amt$433Amt
Net Investment Income$433NetInvestmentIncomeAmt

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