PLUM SPRING FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PLUM SPRING FOUNDATION (EIN 46-4170079)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-15
- IRS object ID
- 202541359349104584
- Schema version
- 2024v5.1
- 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
- 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 | 2025-05-15T18:11:18-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | 2025-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $7,037,765 | 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 | $4,790 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,790 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $197,087 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $197,087 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $125,914 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,372,711 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $125,914 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $327,791 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $327,791 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,360 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,360 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,284 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $14,284 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,790 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,358 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,350 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,359 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19,359 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $56,793 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,717 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $30,994 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $255,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $255,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $311,793 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,717 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $285,994 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $15,998 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $305,074 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,923 | CashBOYAmt |
| Cash EOY | $38,132 | CashEOYAmt |
| Cash EOYFMV | $38,132 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $254,093 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $265,453 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $265,453 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,811,438 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,758,622 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,188,104 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,577,440 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,604,685 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,546,076 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,650,894 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,666,892 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,037,765 | 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 | $4,650,894 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,666,892 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,650,894 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,666,892 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,650,894 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,666,892 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,650,894 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $15,998 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,666,892 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,666,892 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $472,403 | $450,309 | $22,094 | $22,094 |
| PUBLICLY TRADED SECURITIES | $886,674 | $796,488 | $90,186 | $90,186 |
| CAPITAL GAINS DIVIDENDS | $13,634 | $13,634 | $13,634 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $125,914 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,241 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,241 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,241 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,280 | 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 | $3,280 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $961 | TaxDueAmt |
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 | $10,000 | $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 | $6,563,962 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $329,918 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,893,880 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,893,880 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $103,408 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,790,472 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $339,524 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $339,524 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,241 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,241 | TotalTaxAmt |
| Distributable Before Adj | $335,283 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $335,283 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $335,283 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $285,994 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $285,994 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $335,283 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $258,827 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $285,994 | QualifyingDistributionsAmt |
| Applied To Year1 | $258,827 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,167 | 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 | $308,116 | 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 (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 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 |
| FRIENDS OF THE PARADISE THEATRE | ||||||
| 215 GRAND AVENUE PO BOX 886 | PAONIA | CO | 81428 | PC | ARTS | $5,000 |
| 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 |
| UNICEF | ||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | PC | INTERNATIONAL CHILDREN'S HEALTH AND EDUCATION | $50,000 |
| HUMAN RIGHTS FOUNDATION | ||||||
| 350 5TH AVE 6500 | NEW YORK | NY | 10118 | PC | PROTECTS HUMAN RIGHTS GLOBALLY | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $255,000 | 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 | $4,790 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $197,087 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $125,914 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $327,791 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $327,791 | 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 | $5,360 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,360 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD MORTGAGE-BACKED SEC | $208,853 | $205,209 |
| VANGUARD TOTAL INTL BOND ETF | $226,059 | $225,238 |
| VANGUARD TTL INTL BND-ADM | $177,022 | $159,435 |
| SIX CIRCLES GLOBAL BOND | $586,079 | $542,654 |
| SIX CIRCLES CREDIT OPPORT | $267,770 | $272,006 |
| BOND ACCRUAL | $9,891 | $9,891 |
| VANGUARD INT-TERM CORPORATE | $129,011 | $131,643 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SIX CIRCLES US UNCONSTR EQ | $583,061 | $946,581 |
| SPDR S&P 500 ETF TRUST | $928,033 | $2,814,942 |
| ISHARES MSCI EAFE ETF | $152,554 | $214,959 |
| JPMORGAN BETABUILDERS CANADA | $97,685 | $143,933 |
| SIX CIRCLES INTL UNCON EQ | $566,630 | $611,628 |
| JPMORGAN BETABUILDERS JAPAN ETF | $174,508 | $202,928 |
| FIDELITY 500 INDEX FUND | $144,942 | $142,082 |
| JPMORGAN BETABUILDERS DEVELO | $100,065 | $100,279 |
| FIDELITY INTL INDX-INST PRM | $11,144 | $10,772 |
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 | $19,359 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $19,359 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER EXPENSES | CategoryTxt |
| Amt | $14,284 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,284 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER TAXES | $3,082 | $0 | $0 |
| PAYROLL TAXES | $1,175 | $0 | $1,175 |
| FOREIGN TAXES | $3,358 | $3,358 | $0 |
| FTB | $175 | $0 | $175 |