GINGO & YAEKO TANAKA FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GINGO & YAEKO TANAKA FAMILY FOUNDATION (EIN 81-4740532)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202543169349102804
- Schema version
- 2024v5.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T13:55:48-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19200 VON KARMAN AVE STE 850 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926128522 | 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 | 814740532 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GINGO & YAEKO TANAKA FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GING | BusinessNameControlTxt |
| Phone | 3105405990 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18731 PORTOFINO DRIVE | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GLEN TANAKA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3105405990 | PhoneNum |
| Signature | 2025-11-05 | 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 | ERIN FUKUTO CPA | PreparerPersonNm |
| PTIN | P00292761 | PTIN |
| Phone | 9494530256 | PhoneNum |
| Preparation | 2025-10-30 | 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 | $293,685 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,100 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $9,830 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,830 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $52,256 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $189,886 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $52,256 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $67,186 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $62,086 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,075 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,538 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,538 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $296 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $96 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,075 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,778 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $277 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,446 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,412 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,815 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,446 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,412 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,815 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $46,740 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $55,674 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,982 | CashBOYAmt |
| Cash EOY | $13,384 | CashEOYAmt |
| Cash EOYFMV | $13,384 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,844 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,926 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,926 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $104,150 | CorporateStockBOYAmt |
| Corporate Stock EOY | $129,899 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $141,514 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $120,113 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $139,223 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $132,861 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,603 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $241,692 | TotalAssetsBOYAmt |
| Total Assets EOY | $288,432 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $293,685 | 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 | $241,692 | RetainedEarningBOYAmt |
| Retained Earning EOY | $288,432 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $241,692 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $288,432 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $241,692 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $288,432 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $241,692 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $46,740 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $288,432 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $288,432 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| CAPITAL GAINS DIVIDENDS | 2023-12-31 | 2024-12-31 | $620 | $620 | $620 | |
| PUBLICLY TRADED SECURITIES | 2023-12-31 | 2024-12-31 | $148,398 | $49,018 | $49,018 | $99,380 |
| PUBLICLY TRADED SECURITIES | 2023-12-31 | 2024-12-31 | $40,868 | $2,618 | $2,618 | $38,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $52,256 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $774 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $774 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $774 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $142 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,642 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $868 | OverpaymentAmt |
| Applied To ES Tax | $868 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLEN TANAKA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3105405990 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18731 PORTOFINO DRIVE | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92603 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| GLEN TANAKA | ||||||||
| 18731 PORTOFINO DRIVE | IRVINE | CA | 92603 | PRESIDENT, TREASURER, DIRE | 2.00 | $0 | $0 | $0 |
| GERALD TANAKA | ||||||||
| 2019 WEST 232ND STREET | TORRANCE | CA | 90501 | SECRETARY, DIRECTOR | 2.00 | $0 | $0 | $0 |
| KAREN TANAKA | ||||||||
| 2019 WEST 232ND STREET | TORRANCE | CA | 90501 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| PAUL MATOBA | ||||||||
| 2375 W 229TH PLACE | TORRANCE | CA | 90501 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| KRISTEN TANAKA | ||||||||
| 18731 PORTOFINO DRIVE | IRVINE | CA | 92603 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MELISSA TANAKA | ||||||||
| 18731 PORTOFINO DRIVE | IRVINE | CA | 92603 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JOYCE TONOOKA | ||||||||
| 18731 PORTOFINO DRIVE | IRVINE | CA | 92603 | 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 | $280,967 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,150 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $295,117 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $295,117 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,427 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $290,690 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,535 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,535 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $774 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $774 | TotalTaxAmt |
| Distributable Before Adj | $13,761 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $13,761 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $13,761 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,815 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $13,815 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,761 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $4,451 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,148 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,365 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,390 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $25,354 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,815 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,761 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $54 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $25,408 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $25,408 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,451 | ExcessFromYear4Amt |
| Excess From Year3 | $7,148 | ExcessFromYear3Amt |
| Excess From Year2 | $6,365 | ExcessFromYear2Amt |
| Excess From Year1 | $7,390 | ExcessFromYear1Amt |
| Excess From Current Year | $54 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GLEN TANAKA | ContributingManagerNm |
| Contributing Manager | GERALD TANAKA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GARDENA VALLEY JAPANESE CULTURAL INSTITUTE | |||||||
| 1964 W 162ND ST | GARDENA | CA | 90247 | NONE | PC | FOR SENIOR FOOD BOX DISTRIBUTION AND CULTURUAL ACTIVITIES | $8,000 |
| JAPANESE AMERICAN NATIONAL MUSEUM | |||||||
| 100 NORTH CENTRAL AVE | LOS ANGELES | CA | 90012 | NONE | PC | TO DEVELOP THE MUSEUM'S VIRTUAL VISIT PROGRAM | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,830 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $52,256 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $62,086 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $62,086 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | GLEN TANAKA | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18731 PORTOFINO DR | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926033404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,075 | Amt |
| Net Investment Income | $2,538 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,538 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,490.925 SHS BLACKROCK STRATEGIC INCOME | $13,556 | $13,556 |
| 1,662,085 SHS DODGE & COX INCOME FUND #147 | $19,741 | $20,577 |
| 580 SHS ISHARES TR CORE US AGGBD ET | $63,359 | $56,202 |
| 343.133 SHS DOUBLELINE CORE FIXED INCOME FUND CLASS I SHS #2042 | $3,168 | $3,133 |
| 1,247.728 SHS PGIM TOTAL RETURN BOND CI R6 - PTRQX | $14,684 | $14,773 |
| 917.431 SHS ANGEL OAK MULTI STRATEGY INCOME - ANGIX INSTL | $8,000 | $7,881 |
| 912.567 SHS ARTISAN HIGH INCOME FUND - APHFX | $8,162 | $8,304 |
| 1,673.685 WESTERN ASSET INCOME IS - WAGIX #5154 | $8,553 | $8,435 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 97.151 SHS DODGE & COX INTERNATIONAL STOCK FUND #1048 | $4,552 | $4,848 |
| 111.307 SHS MFS INTERNATIONAL GROWTH R6 #4805 | $3,760 | $4,607 |
| 161 SHS ISHARES CURRENCY HEDGED MSCI EAFE | $4,924 | $5,595 |
| 208 SHS VANGUARD TAX MANAGED INTL FD FTSE DEV MKT | $9,563 | $9,947 |
| 38 SHS VANGUARD INDEX FDS SMALL CP ETF | $5,678 | $9,131 |
| 172.390 SHS FIDELITY MID CAP INDEX FUND - FSMDX | $4,424 | $5,822 |
| 411.000 SCHWAB US REIT - SCHH | $7,631 | $8,656 |
| 222.000 SHS ISHARES CORE MSCI EMERGING MKTS - IEMG ETF | $11,163 | $11,593 |
| 30.000 SHS VANGUARD TOTAL WORLD STOCK INDEX - VT | $3,698 | $3,524 |
| 34.000 SHS ISHARES RUSSELL MID CAP - IWR | $2,747 | $3,006 |
| 231.318 SHS STEPHENS MID CAP GROWTH R5 - SFMIX | $8,462 | $8,866 |
| 21.000 SHS VANGUARD MID CAP ETF - VO | $3,297 | $5,547 |
| 60,000.000 SHS BMO 13M SPX 2X LBR 202510 - 06376BRZ3 | $60,000 | $60,372 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $3,526 | $3,526 | $0 |
| CA ATTORNEY GENERAL REGISTRATION | $25 | $0 | $25 |
| MAIL BOX RENTAL | $200 | $100 | $100 |
| CA SECRETARY OF STATE | $20 | $0 | $0 |
| OFFICE SUPPLIES | $304 | $152 | $152 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $96 | $96 | $0 |
| EXCISE TAX | $200 | $0 | $0 |