TAH FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- TAH FOUNDATION (EIN 75-3112928)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202631359349103138
- 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
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T14:50:30-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 474521427 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEBER CHRISTENSEN & HEINRICHS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 511 E 1ST ST STE C | AddressLine1Txt |
| City | TUSTIN | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92780 | 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 | 753112928 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TAHF | BusinessNameControlTxt |
| Phone | 9492946041 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 CORPORATE PARK | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLIFFORD CHENG | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9492946041 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PHILIP CHRISTENSEN | PreparerPersonNm |
| PTIN | P01642530 | PTIN |
| Phone | 9494384070 | PhoneNum |
| Preparation | 2026-05-14 | 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 | $34,074,328 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $13 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $13 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $28,934 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,934 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $28,934 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $761,687 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,202,912 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $761,687 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $790,634 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $790,634 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $28,947 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $86,291 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $86,291 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,379 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,379 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $24,116 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $24,116 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,683 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,259 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $7,424 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $128,920 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $128,920 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $59,101 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $59,101 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $49,047 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $49,047 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $179,327 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $179,327 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $543,864 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,259 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $128,920 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $410,685 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $65,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $65,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $608,864 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,259 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $128,920 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $475,685 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $181,770 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $786,375 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,535 | CashBOYAmt |
| Cash EOY | $770 | CashEOYAmt |
| Cash EOYFMV | $770 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $143,807 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,895 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,895 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,400,048 | CorporateStockBOYAmt |
| Corporate Stock EOY | $29,936,393 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $29,936,393 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,403,241 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $281,971 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,382,830 | LandBOYAmt |
| Land EOY | $4,121,270 | LandEOYAmt |
| Land EOYFMV | $4,121,270 | LandEOYFMVAmt |
| Total Assets BOY | $7,928,220 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,074,328 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,074,328 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $7,928,220 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $34,074,328 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,928,220 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $34,074,328 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,928,220 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $34,074,328 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,928,220 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $181,770 | ExcessRevenueOverExpensesAmt |
| Other Increases | $25,977,570 | OtherIncreasesAmt |
| Subtotal | $34,087,560 | SubtotalAmt |
| Other Decreases | $13,232 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $34,074,328 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CHARLES SCHWAB BROKERAGE 3038 | PropertyDesc |
| Acquired | 2020-07-10 | AcquiredDt |
| Sold | 2025-10-07 | SoldDt |
| Gross Sales Price | $1,202,912 | GrossSalesPriceAmt |
| Cost Or Other Basis | $441,225 | CostOrOtherBasisAmt |
| Gain Or Loss | $761,687 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $761,687 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $761,687 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,931 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,931 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,931 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $116 | EsPenaltyAmt |
| Overpayment | $953 | OverpaymentAmt |
| Applied To ES Tax | $953 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9492946041 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 CORPORATE PARK | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| GEORGE CHENG | ||||||||
| 22 CORPORATE PARK | IRVINE | CA | 92606 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| CLIFFORD CHENG | ||||||||
| 22 CORPORATE PARK | IRVINE | CA | 92606 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| JEAN CHENG | ||||||||
| 22 CORPORATE PARK | IRVINE | CA | 92606 | TREASURER | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CHRIS NELSON | |||||
| 2545 WESTMINSTER UNIT B | COSTA MESA | CA | 92627 | CONSTRUCTION - GENERAL CONTRACTING | $428,278 |
| CT CONSTRUCTION SERVICES INC | |||||
| 27836 RURAL LN | LAGUNA NIGEL | CA | 92677 | CONSTRUCTION - GENERAL CONTRACTING | $246,427 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | RESEARCH & OUTREACH TO FURTHER PROMOTE THE UNDERSTANDING AND APPRECIATION OF TAIWANESE CULTURES, CUSTOMS, ARTS, MUSIC, LITERATURE, HISTORY, AND LANGUAGE. | Description1Txt |
| Expenses1 | $475,685 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $24,962,411 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,091 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,989,502 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,989,502 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $374,843 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,614,659 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,230,733 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $475,685 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $867,360 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $1,343,045 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2003-08-16 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,343,045 | CurrentYearAmt |
| Year1 | $1,461,700 | Year1Amt |
| Year2 | $678,260 | Year2Amt |
| Year3 | $1,643,884 | Year3Amt |
| Total | $5,126,889 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,343,045 | CurrentYearAmt |
| Year1 | $1,461,700 | Year1Amt |
| Year2 | $678,260 | Year2Amt |
| Year3 | $1,643,884 | Year3Amt |
| Total | $5,126,889 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $820,489 | CurrentYearAmt |
| Year1 | $612,264 | Year1Amt |
| Year2 | $345,901 | Year2Amt |
| Year3 | $331,975 | Year3Amt |
| Total | $2,110,629 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GEORGE CHENG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 CORPORATE PARK | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9492946041 | RecipientPhoneNum |
| Form And Info And Materials | ANY FORM OF LETTER OR WRITTEN REQUESTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES AS LONG AS FUNDING IS AVAILABLE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS AS LONG AS FUNDING IS AVAILABLE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| IRVINE TAIWANESE PRESBYTARIAN CHURCH | ||||||
| 24301 EL TORO ROAD | LAGUNA HILLS | CA | 92637 | PC | FOR THE ADVANCEMENT OF TAIWANESE HISTORY AND CULTURE | $2,000 |
| NORTH AMERICAN TAIWANESE WOMEN'S ASSOCIATION | ||||||
| 376 ASCENTE CMNS | SAN JOSE | CA | 95125 | PC | FOR THE ADVANCEMENT OF TAIWANESE HISTORY AND CULTURE | $3,000 |
| PRINCETON UNIVERSITY TAIWANESE AMERICAN STUDENT ASSOCIATION | ||||||
| PRINCETON UNIVERSITY | PRINCETON | NJ | 08544 | PC | FOR THE ADVANCEMENT OF TAIWANESE HISTORY AND CULTURE | $5,000 |
| TAIWANESE AMERICAN CONFERENCE - WEST COAST | ||||||
| 462 SANTA DOMINGA | SOLANA BEACH | CA | 92075 | PC | FOR THE ADVANCEMENT OF TAIWANESE HISTORY AND CULTURE | $10,000 |
| TAIWANESE AMERICAN NEXT GENERATION (TANG) | ||||||
| 38 RED FOX DRIVE | NEW HOPE | PA | 18938 | PC | FOR THE ADVANCEMENT OF TAIWANESE HISTORY AND CULTURE | $40,000 |
| TAIWANESE AMERICAN CITIZENS LEAGUE | ||||||
| 2443 FILLMORE STREET 380-9501 | SAN FRANCISCO | CA | 94115 | PC | FOR THE ADVANCEMENT OF TAIWANESE HISTORY AND CULTURE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $65,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,934 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $761,687 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $790,634 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $790,634 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,379 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,379 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (16 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| TENANT IMPROVEMENTS | 2022-11-15 | $1,686,120 | $93,674 | SL | 39.000000000000 | $43,234 | $0 | $43,234 |
| FISH TANK | 2022-11-15 | $62,803 | $3,488 | SL | 39.000000000000 | $1,610 | $0 | $1,610 |
| ELEVATOR | 2022-11-15 | $56,320 | $3,129 | SL | 39.000000000000 | $1,444 | $0 | $1,444 |
| SECURITY SYSTEM | 2022-11-15 | $17,202 | $956 | SL | 39.000000000000 | $441 | $0 | $441 |
| TENANT IMPROVEMENTS | 2023-12-28 | $386,992 | $9,923 | SL | 39.000000000000 | $9,923 | $0 | $9,923 |
| STEINWAY PIANO | 2023-08-01 | $130,608 | $26,432 | SL | 7.000000000000 | $18,658 | $0 | $18,658 |
| LANDSCAPING IMPROVEMENTS | 2024-10-31 | $219,592 | $2,440 | SL | 15.000000000000 | $14,639 | $0 | $14,639 |
| FISH TANK | 2024-10-30 | $28,270 | $121 | SL | 39.000000000000 | $725 | $0 | $725 |
| BOOK SHELF | 2024-01-08 | $14,800 | $2,114 | SL | 7.000000000000 | $2,114 | $0 | $2,114 |
| WINDOW COVERINGS | 2024-03-26 | $7,828 | $839 | SL | 7.000000000000 | $1,118 | $0 | $1,118 |
| TENANT IMPROVEMENTS | 2024-07-31 | $885,725 | $9,463 | SL | 39.000000000000 | $22,711 | $0 | $22,711 |
| LED VIDEO WALL | 2024-12-04 | $39,621 | $472 | SL | 7.000000000000 | $5,660 | $0 | $5,660 |
| COMMERCIAL KITCHEN BUILDOUT | 2025-10-01 | $810,440 | SL | 39.000000000000 | $5,195 | $0 | $5,195 | |
| AUDIO EQUIPMENT | 2025-10-01 | $21,614 | SL | 7.000000000000 | $772 | $0 | $772 | |
| OUTDOOR FURNITURE | 2025-10-01 | $15,337 | SL | 7.000000000000 | $548 | $0 | $548 | |
| STONE SURFACES FOR KITCHEN | 2025-10-01 | $19,969 | SL | 39.000000000000 | $128 | $0 | $128 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB EQUITIES | StockNm |
| EOY Book Value | $29,936,393 | EOYBookValueAmt |
| EOYFMV | $29,936,393 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (16 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| TENANT IMPROVEMENTS | $1,686,120 | $136,908 | $1,549,212 |
| FISH TANK | $62,803 | $5,098 | $57,705 |
| ELEVATOR | $56,320 | $4,573 | $51,747 |
| SECURITY SYSTEM | $17,202 | $1,397 | $15,805 |
| TENANT IMPROVEMENTS | $386,992 | $19,846 | $367,146 |
| STEINWAY PIANO | $130,608 | $45,090 | $85,518 |
| LANDSCAPING IMPROVEMENTS | $219,592 | $17,079 | $202,513 |
| FISH TANK | $28,270 | $846 | $27,424 |
| BOOK SHELF | $14,800 | $4,228 | $10,572 |
| WINDOW COVERINGS | $7,828 | $1,957 | $5,871 |
| TENANT IMPROVEMENTS | $885,725 | $32,174 | $853,551 |
| LED VIDEO WALL | $39,621 | $6,132 | $33,489 |
| COMMERCIAL KITCHEN BUILDOUT | $810,440 | $5,195 | $805,245 |
| AUDIO EQUIPMENT | $21,614 | $772 | $20,842 |
| OUTDOOR FURNITURE | $15,337 | $548 | $14,789 |
| STONE SURFACES FOR KITCHEN | $19,969 | $128 | $19,841 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX ON INVESTMENT INCOME | Desc |
| Amt | $13,232 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVERTISING & MARKETING | $4,000 | $0 | $0 | $4,000 |
| SUPPLIES | $156,155 | $0 | $0 | $156,155 |
| INSURANCE | $5,913 | $0 | $0 | $5,913 |
| COOKING SHOW | $13,259 | $0 | $0 | $13,259 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $25,977,570 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL SERVICES | CategoryTxt |
| Amt | $24,116 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $24,116 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX PAID | $4,259 | $4,259 | $0 | $0 |
| PAYROLL TAXES | $7,393 | $0 | $0 | $7,393 |
| OTHER TAXES AND LICENSES | $31 | $0 | $0 | $31 |
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