PLUM SPRING FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PLUM SPRING FOUNDATION (EIN 46-4170079)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-07
- IRS object ID
- 202411289349101476
- Schema version
- 2023v5.0
- 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
- Form 990-PF
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-07T06:16:53-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 262060565 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIBER ACCOUNTING & TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 PRICE STREET SUITE 312 | AddressLine1Txt |
| City | PISMO BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93449 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464170079 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PLUM SPRING FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PLUM | BusinessNameControlTxt |
| Phone | 4125945569 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2074 ROSE PINE CT | AddressLine1Txt |
| City | HENDERSON | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89052 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAISY HUTTON | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 4125945569 | PhoneNum |
| Signature | 2024-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAISY | PersonFirstNm |
| Person Last | HUTTON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JODY MARSH | PreparerPersonNm |
| PTIN | P00366752 | PTIN |
| Phone | 8058880200 | PhoneNum |
| Preparation | 2024-05-06 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,396,191 | 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 | $3,899 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,899 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $145,367 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $131,045 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $119,917 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,029,746 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $119,917 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $269,183 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $254,861 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $22,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $22,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $2,613 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,613 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,983 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,803 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,180 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,369 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,369 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $47,965 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,172 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,793 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $275,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $275,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $322,965 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,172 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $301,793 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$53,782 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $233,689 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $46,040 | CashBOYAmt |
| Cash EOY | $7,923 | CashEOYAmt |
| Cash EOYFMV | $7,923 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $244,545 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $254,093 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $254,093 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,936,589 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,811,438 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,663,789 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,477,502 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,577,440 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,470,386 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,704,676 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,650,894 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,396,191 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,704,676 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,650,894 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,704,676 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,650,894 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,704,676 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,650,894 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,704,676 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$53,782 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,650,894 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,650,894 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $287,369 | $283,332 | $4,037 | $4,037 |
| PUBLICLY TRADED SECURITIES | $742,377 | $626,497 | $115,880 | $115,880 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $119,917 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,248 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,248 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,248 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,446 | 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 | $3,446 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $198 | OverpaymentAmt |
| Applied To ES Tax | $198 | 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 | Yes (1) | 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 | 0 | 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 |
| Individual With Books | SHIHRUEY T CHEN | IndividualWithBooksNm |
| Phone | 4123034537 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2074 ROSE PINE CT | AddressLine1Txt |
| City | HENDERSON | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89052 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| DAISY HUTTON | ||||||||
| 6301 ARROWHEAD PLACE | LOS ANGELES | CA | 90068 | PRESIDENT | 20.00 | $22,000 | $0 | $0 |
| EVELYN KOW | ||||||||
| 4507 ATOLL AVE | SHERMAN OAKS | CA | 91423 | SECRETARY | 2.00 | $0 | $0 | $0 |
| JEFF HUTTON | ||||||||
| 6301 ARROWHEAD PLACE | LOS ANGELES | CA | 90068 | TREASURER | 2.00 | $0 | $0 | $0 |
| DONNY YALE CHEN | ||||||||
| 4507 ATOLL AVE | SHERMAN OAKS | CA | 91423 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| SHIHRUEY THOMAS CHEN | ||||||||
| 2074 ROSE PINE CT | HENDERSON | NV | 89052 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| LIHWA WANG CHEN | ||||||||
| 2074 ROSE PINE CT | HENDERSON | NV | 89052 | DIRECTOR | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $5,762,422 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $310,963 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,073,385 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,073,385 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $91,101 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,982,284 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $299,114 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $299,114 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,248 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,248 | TotalTaxAmt |
| Distributable Before Adj | $295,866 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $295,866 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $295,866 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $301,793 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $301,793 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $295,866 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $264,754 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $301,793 | QualifyingDistributionsAmt |
| Applied To Year1 | $264,754 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $37,039 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $258,827 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SHIHRUEY THOMAS CHEN | ContributingManagerNm |
| Contributing Manager | LIHWA WANG CHEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| STEP UP WOMENS NETWORK | ||||||
| 510 SOUTH HEWITT STREET 111 | LOS ANGELES | CA | 90013 | PC | COMMUNITY RESOURCES FOR WOMEN AND GIRLS | $75,000 |
| THE CENTER IN HOLLYWOOD | ||||||
| 6636 SELMA AVENUE | HOLLYWOOD | CA | 90028 | PC | COMMUNITY RESOURCES FOR UNHOUSED INDIVIDUALS | $50,000 |
| APEX FOR YOUTH | ||||||
| 2 RECTOR ST SUITE 2104 | NEW YORK | NY | 10006 | PC | COMMUNITY RESOURCES FOR UNDERSERVED ASIAN YOUTH IN NYC | $25,000 |
| ASIAN AMERICANS ADVANCING JUSTICE | ||||||
| 1145 WILSHIRE BLVD | LOS ANGELES | CA | 90017 | PC | FIGHTING FOR CIVIL RIGHTS AND EMPOWERING ASIAN AMERICANS. | $40,000 |
| FOOD ON FOOT | ||||||
| 7119 W SUNSET BLVD 290 | LOS ANGELES | CA | 90046 | PC | ASSISTING UNHOUSED AND LOW-INCOME INDIVIDUALS WITH MEALS AND CLOTHING. | $10,000 |
| FORMIDABLE JOY | ||||||
| 7819 TORREYSON DRIVE | LOS ANGELES | CA | 90046 | PC | HEALTH - DRILLING WATER WELLS IN MALAWI | $25,000 |
| UNICEF | ||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | PC | INTERNATIONAL CHILDREN'S HEALTH AND EDUCATION. | $10,000 |
| UNICEF | ||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | PC | INTERNATIONAL CHILDREN'S HEALTH AND EDUCATION | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $275,000 | 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 | $3,899 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $145,367 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $119,917 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $269,183 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $269,183 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (9 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD TOT BD MKT IDX-ADM | $147,321 | $138,745 |
| VANGUARD TOTAL BOND MARKET | $47,091 | $45,895 |
| VANGUARD MORTGAGE-BACKED SEC | $63,914 | $54,798 |
| VANGUARD TOTAL INTL BOND ETF | $224,016 | $219,329 |
| VANGUARD TTL INTL BND-ADM | $236,481 | $213,666 |
| SIX CIRCLES GLOBAL BOND | $552,600 | $488,676 |
| SIX CIRCLES CREDIT OPPORT | $116,301 | $113,628 |
| BOND ACCRUAL | $10,493 | $10,493 |
| VANGUARD INT-TERM CORPORATE | $179,223 | $185,156 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SIX CIRCLES US UNCONSTR EQ | $615,431 | $859,277 |
| SPDR S&P 500 ETF TRUST | $987,283 | $2,416,001 |
| ISHARES MSCI EAFE ETF | $152,554 | $214,220 |
| JPMORGAN BETABUILDERS CANADA | $117,204 | $156,389 |
| SIX CIRCLES INTL UNCON EQ | $507,707 | $559,893 |
| JPMORGAN BETABUILDERS JAPAN ETF | $189,344 | $208,767 |
| JPM BTABLDRS DEV ASIA X-JPN | $126,245 | $124,518 |
| JPMORGAN BETABUILDERS EUROPE ETF | $115,670 | $124,724 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JP MORGAN ACCOUNT MANAGEMENT FEE | Desc |
| Revenue And Expenses Per Books | $17,369 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $17,369 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND OTHER FEES | CategoryTxt |
| Amt | $2,613 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,613 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $2,180 | $0 | $2,180 |
| FOREIGN TAXES | $3,803 | $3,803 | $0 |