ANNA CAROLINA AND SOO KIM FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization: ANNA CAROLINA AND SOO KIM FOUNDATION (EIN 45-3934546)
Tax period: 2025-01-01 to 2025-12-31
Filed: 2026-05-13
IRS object ID: 202611339349103711
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
Form 990-PF
Accounting Fees Schedule
Depreciation Schedule
Other Assets Schedule
Other Expenses Schedule
Other Income Schedule2
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-05-13T14:21:44-05:00	ReturnTs
Tax Period End	2025-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CBIZ Advisors LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	68 SOUTH SERVICE ROAD STE 300	AddressLine1Txt
City	MELVILLE	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11747	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2025-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	453934546	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ANNA CAROLINA AND SOO KIM FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% SOOHYUNG KIM	InCareOfNm
Business Name Control	ANNA	BusinessNameControlTxt
Phone	2126109175	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	29 BOCKEE LANE	AddressLine1Txt
City	AMENIA	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	12501	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SOOHYUNG KIM	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	2126109175	PhoneNum
Signature	2026-05-11	SignatureDt

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KEITH M BLITZER	PreparerPersonNm
PTIN	P00140773	PTIN
Phone	6314144000	PhoneNum
Preparation	2026-05-11	PreparationDt

Field	Value	IRS element (for citing)
Tax	2025	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$366,654	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$0	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$10,450	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$10,450	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$88,477	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$89,266	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$88,477	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$52	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$52	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$98,979	TotalRevAndExpnssAmt
Total Net Invst Incm	$98,979	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss	$428	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$214	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$214	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$28,077	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$1,060	TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss	$9,618	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$9,448	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$170	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$38,123	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$10,722	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$384	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$77,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$77,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$115,623	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$10,722	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$77,884	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$16,644	ExcessRevenueOverExpensesAmt
Net Investment Income	$88,257	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$81,967	CashBOYAmt
Cash EOY	$51,852	CashEOYAmt
Cash EOYFMV	$51,852	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$1,408	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$1,411	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$1,411	SavAndTempCashInvstEOYFMVAmt
Other Assets BOY	$299,923	OtherAssetsBOYAmt
Other Assets EOY	$313,391	OtherAssetsEOYAmt
Other Assets EOYFMV	$313,391	OtherAssetsEOYFMVAmt
Total Assets BOY	$383,298	TotalAssetsBOYAmt
Total Assets EOY	$366,654	TotalAssetsEOYAmt
Total Assets EOYFMV	$366,654	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Tot Net Ast Or Fund Balances BOY	$383,298	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$366,654	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$383,298	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$366,654	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$383,298	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$16,644	ExcessRevenueOverExpensesAmt
Subtotal	$366,654	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$366,654	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PASS THRU K-1: ST CAPITAL G/L	2020-01-01	2025-12-31	$837	$0	$837	$837
PASS THRU K-1: LT CAPITAL G/L	2020-01-01	2025-12-31	$88,429	$0	$88,429	$88,429
PASS THRU SECTION 1256: ST	2020-01-01	2025-12-31	$0	$316	-$316	-$316
PASS THRU SECTION 1256: LT	2020-01-01	2025-12-31	$0	$473	-$473	-$473

Field	Value	IRS element (for citing)
Capital Gain Net Income	$88,477	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$1,227	InvestmentIncomeExciseTaxAmt
Subtotal	$1,227	SubtotalAmt
Tax Based On Investment Income	$1,227	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$867	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits	$867	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$10	EsPenaltyAmt
Tax Due	$370	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
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
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	NY	OrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	SOOHYUNG KIM	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2126109175	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	29 BOCKEE LANE	AddressLine1Txt
City	AMENIA	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	12501	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
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

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
SOOHYUNG KIM
29 BOCKEE LANE	AMENIA	NY	12501	president	4.0	$0	$0	$0
ANNA CAROLINA GUNNARSSON
29 BOCKEE LANE	AMENIA	NY	12501	SEC & TREASURER	2.0	$0	$0	$0
YUNCHUNG MONICA KIM FELDERHOF
29 BOCKEE LANE	AMENIA	NY	12501	VICE-PRESIDENT	4.0	$0	$0	$0

Field	Value	IRS element (for citing)
Summary Of Direct Chrtbl Acty		SummaryOfDirectChrtblActyGrp
Sum Of Program Related Invst		SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$28,433	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$301,264	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$329,697	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$329,697	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$4,945	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$324,752	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$16,238	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$16,238	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,227	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,227	TotalTaxAmt
Distributable Before Adj	$15,011	DistributableBeforeAdjAmt
Distributable Before Ded	$15,011	DistributableBeforeDedAmt
Distributable As Adjusted	$15,011	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$77,884	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$0	CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test	$0	SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$77,884	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$15,011	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Prior Year1	2023	PriorYear1Yr
Prior Year2	2022	PriorYear2Yr
Prior Year3	2021	PriorYear3Yr
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$150,433	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$321,915	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$89,038	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$59,996	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$229,941	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$851,323	TotalExcessDistributionCyovAmt
Qualifying Distributions	$77,884	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Current Year	$15,011	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$62,873	RemainingDistriFromCorpusAmt
Total Corpus	$914,196	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$150,433	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$763,763	ExcessDistriCyovToNextYrAmt
Excess From Year4	$321,915	ExcessFromYear4Amt
Excess From Year3	$89,038	ExcessFromYear3Amt
Excess From Year2	$59,996	ExcessFromYear2Amt
Excess From Year1	$229,941	ExcessFromYear1Amt
Excess From Current Year	$62,873	ExcessFromCurrentYearAmt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ARMENIA WASSAIC COMMUNITY ORGANIZATION
4974 ROUTE 22	AMENIA	NY	12501	NONE	PC	GENERAL OPERATING SUPPORT	$2,500
FRIENDS OF WETHERSFIELD INC
257 PUGSLEY HILL ROAD	AMENIA	NY	12501	NONE	PC	GENERAL OPERATING SUPPORT	$25,000
Indian Mountain School Inc
211 Indian Mountain Road	Lakeville	CT	06039	NONE	PC	GENERAL OPERATING SUPPORT	$15,000
Millbrook Horse Trials Inc
PO Box 893	Millbrook	NY	12545	NONE	PC	GENERAL OPERATING SUPPORT	$5,000
Stuyvesant HS Alumni Association Inc
345 CHAMBERS STREET	NEW YORK	NY	10282	NONE	PC	GENERAL OPERATING SUPPORT	$15,000
ASSOCIATION OF ASIAN AMERICANS
120 WALL STREET	NEW YORK	NY	10005	NONE	PC	GENERAL OPERATING SUPPORT	$15,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$77,500	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Field	Value	IRS element (for citing)
Fees Contracts From Govt Ag		FeesContractsFromGovtAgGrp
Membership Dues And Assmnt		MembershipDuesAndAssmntGrp
Int On Sav And Temp Cash Invst		IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$10,450	ExclusionAmt

Field	Value	IRS element (for citing)
Net Rntl Incm Re Debt Fincd Prop		NetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Income Personal Prop		NetRentalIncomePersonalPropGrp
Other Investment Income		OtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$88,477	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	SECTION 988- PASS THRU K-1	Desc
Exclusion	14	ExclusionCd
Exclusion	$52	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$98,979	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$98,979	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	$428	Amt
Net Investment Income	$214	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$214	DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	INVESTMENT IN HOLBROOK ADVANTG	Desc
BOY Book Value	$299,923	BOYBookValueAmt
EOY Book Value	$313,391	EOYBookValueAmt
EOYFMV	$313,391	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PORTFOLIO DED: PASS THRU K-1	$9,448	$9,448
PUBLICATION FEES	$170		$170

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	SECTION 988: PASS THRU K-1	Desc
Revenue And Expenses Per Books	$52	RevenueAndExpensesPerBooksAmt
Net Investment Income	$52	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt
FEDERAL EXCISE TAXES	$27,017
FOREIGN TAX WITHHELD	$1,060	$1,060

ANNA CAROLINA AND SOO KIM FOUNDATION: Form 990PF, tax year 2025

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Depreciation Schedule DepreciationSchedule

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

Comments