CHANG FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
CHANG FAMILY FOUNDATION (EIN 35-2736371)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-14
IRS object ID
202611349349102921
Schema version
2025v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-14T08:29:04-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN352736371EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Chang Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHANBusinessNameControlTxt
Foreign Phone3104829248ForeignPhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line122 Balboa CvsAddressLine1Txt
CityNewport BeachCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92663ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCharlie ChangPersonNm
Person TitlePresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2026-05-14SignatureDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$554,338FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$150,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$7,534InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7,534InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$5,304DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,304DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$0NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$0GrossSalesPriceAmt
Total Rev And Expnss$162,838TotalRevAndExpnssAmt
Total Net Invst Incm$12,838TotalNetInvstIncmAmt
Taxes Rev And Expnss$178TaxesRevAndExpnssAmt
Taxes Net Invst Incm$178TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$16,600OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$16,778TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$178TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$15,300ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$15,300ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$32,078TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$178TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$15,300TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$130,760ExcessRevenueOverExpensesAmt
Net Investment Income$12,660NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$423,858CashBOYAmt
Cash EOY$102,824CashEOYAmt
Cash EOYFMV$102,824CashEOYFMVAmt
Sav And Temp Cash Invst BOY$3,823SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$16,365SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$16,365SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$0AcctRcvblAmt
Acct Rcvbl Allwnc Dbtfl Acct$0AcctRcvblAllwncDbtflAcctAmt
Acct Rcvbl BOY$0AcctRcvblBOYAmt
Acct Rcvbl EOY$0AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$0AcctRcvblEOYFMVAmt
Pledges Rcvbl$0PledgesRcvblAmt
Pledges Rcvbl Allwnc Dbtfl Acct$0PledgesRcvblAllwncDbtflAcctAmt
Pledges Rcvbl BOY$0PledgesRcvblBOYAmt
Pledges Rcvbl EOY$0PledgesRcvblEOYAmt
Pledges Rcvbl EOYFMV$0PledgesRcvblEOYFMVAmt
Grants Receivable BOY$0GrantsReceivableBOYAmt
Grants Receivable EOY$0GrantsReceivableEOYAmt
Grants Receivable EOYFMV$0GrantsReceivableEOYFMVAmt
Inventories BOY$0InventoriesBOYAmt
Inventories EOY$0InventoriesEOYAmt
Inventories EOYFMV$0InventoriesEOYFMVAmt
Prepaid Expenses BOY$0PrepaidExpensesBOYAmt
Prepaid Expenses EOY$0PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$0PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
US Government Obligations EOY$301,501USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$301,501USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,764CorporateStockBOYAmt
Corporate Stock EOY$133,648CorporateStockEOYAmt
Corporate Stock EOYFMV$133,648CorporateStockEOYFMVAmt
Mortgage Loans BOY$0MortgageLoansBOYAmt
Mortgage Loans EOY$0MortgageLoansEOYAmt
Mortgage Loans EOYFMV$0MortgageLoansEOYFMVAmt
Total Assets BOY$429,445TotalAssetsBOYAmt
Total Assets EOY$554,338TotalAssetsEOYAmt
Total Assets EOYFMV$554,338TotalAssetsEOYFMVAmt
Accounts Payable BOY$0AccountsPayableBOYAmt
Accounts Payable EOY$0AccountsPayableEOYAmt
Grants Payable BOY$0GrantsPayableBOYAmt
Grants Payable EOY$0GrantsPayableEOYAmt
Deferred Revenue BOY$0DeferredRevenueBOYAmt
Deferred Revenue EOY$0DeferredRevenueEOYAmt
Loans From Officers BOY$0LoansFromOfficersBOYAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$429,445RetainedEarningBOYAmt
Retained Earning EOY$554,338RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$429,445TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$554,338TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$429,445TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$554,338TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$429,445TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$130,760ExcessRevenueOverExpensesAmt
Subtotal$560,205SubtotalAmt
Other Decreases$5,867OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$554,338TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$176InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$176SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$176TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$176TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN AWebsiteAddressTxt
Individual With BooksCHARLIE CHANGIndividualWithBooksNm
Phone3104829248PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line122 Balboa CvsAddressLine1Txt
CityNewport BeachCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92663ZIPCd
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 PYYes (true)UndistributedIncomePYInd
Undistributed Income PY12024UndistributedIncomePY1Yr
Undistributed Income PY22023UndistributedIncomePY2Yr
Undistributed Income PY32022UndistributedIncomePY3Yr
Undistributed Income PY42021UndistributedIncomePY4Yr
Undistr Incm Sect4942a2 Not AppYes (true)UndistrIncmSect4942a2NotAppInd
Undistr Incm Sect4942a2 App Yr12024UndistrIncmSect4942a2AppYr1Yr
Undistr Incm Sect4942a2 App Yr22023UndistrIncmSect4942a2AppYr2Yr
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Charlie Chang
22 Balboa CvsNewport BeachCA92663President2.00$0$0$0
JENNIFER CHANG
22 Balboa CvsNewport BeachCA92663VICE PRESIDENT1.00$0$0$0
YUNBAO LIU
22 Balboa CvsNewport BeachCA92663SECRETARY1.00$0$0$0
CHUN CHANG
22 Balboa CvsNewport BeachCA92663TREASURER1.00$0$0$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)
Description1Start Out - CharitableDescription1Txt
Expenses1$2,000Expenses1Amt
Description2SCORE - CharitableDescription2Txt
Expenses2$2,000Expenses2Amt
Description3WBDC - CharitableDescription3Txt
Expenses3$2,000Expenses3Amt
Description4NFTE - EducationalDescription4Txt
Expenses4$2,000Expenses4Amt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$437,850AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$437,850TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$437,850AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,568CashDeemedCharitableAmt
Net Vl Noncharitable Assets$431,282NetVlNoncharitableAssetsAmt
Minimum Investment Return$21,564MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$21,564MinimumInvestmentReturnAmt
Tax Based On Investment Income$176TaxBasedOnInvestmentIncomeAmt
Income Tax$0IncomeTaxAmt
Total Tax$176TotalTaxAmt
Distributable Before Adj$21,388DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$21,388DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$21,388DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$15,300ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$15,300QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$21,388DistributableAsAdjustedAmt
Undistributed Income PY$13,728UndistributedIncomePYAmt
Prior Year12023PriorYear1Yr
Prior Year22022PriorYear2Yr
Prior Year32021PriorYear3Yr
Total For Prior Years$5,858TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$15,300QualifyingDistributionsAmt
Applied To Year1$13,728AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Applied To Current Year$1,572AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$5,858PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$5,858Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$19,816UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
University of Southern California
University Park Campus ALM 2FMC 0461Los AngelesCA90089PCEducational EIN 95-1642394$500
UCLA
P O Box 7145PasadenaCA91109PCCollege of Letters & Science EIN 95-6006143$500
Harvard University
P O Box 419209BostonMA022419209PCEducational EIN 04-2103580$300
SOAR Foundation
39812 Mission BlvdSuite 203FremontCA94539PCEducational EIN 94-3255490$500
Start Out
1 Embarcadero CenterSuite 1200San FranciscoCA94111PCCharitable EIN 26-4634162$2,000
SCORE
712 H Street NEPMB 98848WashingtonDC200023627PCCharitable EIN 52-1962712$2,000
WBDC
8 South Michigan Avenue4th FloorChicagoIL60603PCCharitable EIN 36-3488628$2,000
NFTE
120 Wall Street18th FloorNew YorkNY10005PCEducational EIN 13-3408731$2,000
New Hope Cancer
39812 Mission BlvdFremontCA94539PCCharitable EIN 46-2490094$300
Kiva
182 Howard StreetSuite 414San FranciscoCA94105PCCharitable EIN 71-0992446$2,000
Allyson Whitney Foundation
PO Box 586Rock HillNY12775PCCharitable EIN 45-4231236$1,200
Ralph W Leatherby Center
One University DriveOrangeCA92866PCEducational EIN 95-1643992$1,000
JASOCAL
6250 Forest Lawn DriveLos AngelesCA90068PCEducational EIN 95-1799192$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$15,300TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$7,534ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$5,304ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$12,838ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$12,838TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1CCC Enterprises IncBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line122 Balboa CvsAddressLine1Txt
CityNewport BeachCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92663ZIPCd
FieldValueIRS element (for citing)
Total Contributions$150,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockVFIAX + VTSAX at fair market valueStockNm
EOY Book Value$133,648EOYBookValueAmt
EOYFMV$133,648EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$301,501USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$301,501USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFund movementDesc
Amt$5,867Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescCredit card paymentsDesc
Revenue And Expenses Per Books$16,600RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFederal excise tax on net investment incomeCategoryTxt
Amt$178Amt
Net Investment Income$178NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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