STRATEGY STUDIO / PUBLIC DATA EXPLORER

GRACE OF LORD FUND TRUST: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
GRACE OF LORD FUND TRUST (EIN 33-0705385)
Tax period
2013-04-01 to 2014-03-31
Filed
2014-07-17
IRS object ID
201411989349100511
Schema version
2013v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-07-17T18:37:32-05:00ReturnTs
Tax Period End2014-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN330444533PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOU J YEN CPA A PROFESSIONAL CORPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11460 STARBUCK STAddressLine1
CityFULLERTONCity
StateCAState
ZIP Code928335670ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN330705385EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GRACE OF LORD FUND TRUSTBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlGRACBusinessNameControlTxt
Phone7148791898PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line113341 SILVERBERRY CIRCLEAddressLine1
CityCERRITOSCity
StateCAState
ZIP Code90703ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPERSIS LAUPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7148791898PhoneNum
Signature2014-07-07SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHOU J YENPreparerPersonNm
PTINP00133138PTIN
Phone7148791898PhoneNum
Preparation2014-07-17PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$261,442FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$9,300ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$6,130InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6,130InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$6,130InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$15,430TotalRevAndExpnssAmt
Total Net Invst Incm$6,130TotalNetInvstIncmAmt
Total Adj Net Incm$6,130TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$850AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$114TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$964TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$22,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$22,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$23,064TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$22,100TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$7,634ExcessRevenueOverExpensesAmt
Net Investment Income$6,130NetInvestmentIncomeAmt
Adjusted Net Income$6,130AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$269,076SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$261,442SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$261,442SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$269,076TotalAssetsBOYAmt
Total Assets EOY$261,442TotalAssetsEOYAmt
Total Assets EOYFMV$261,442TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$269,076RetainedEarningBOYAmt
Retained Earning EOY$261,442RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$269,076TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$261,442TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$269,076TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$261,442TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$269,076TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$7,634ExcessRevenueOverExpensesAmt
Subtotal$261,442SubtotalAmt
Tot Net Ast Or Fund Balances EOY$261,442TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$16,396AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$256,100NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.064022DistributionYr1Rt
Adjusted Qlfy Distri Yr2$11,958AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$256,100NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.046693DistributionYr2Rt
Adjusted Qlfy Distri Yr3$11,410AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$246,250NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.046335DistributionYr3Rt
Adjusted Qlfy Distri Yr4$12,925AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$246,250NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.052487DistributionYr4Rt
Adjusted Qlfy Distri Yr5$10,800AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$241,325NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.044753DistributionYr5Rt
Total Distribution0.254290TotalDistributionRt
Average Distribution0.050858AverageDistributionRt
Net Vl Noncharitable Assets$251,175NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$12,774AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$61NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$12,835AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$22,100QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$61InvestmentIncomeExciseTaxAmt
Subtotal$61SubtotalAmt
Tax Based On Investment Income$61TaxBasedOnInvestmentIncomeAmt
Tax Due$61TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksHOU J YEN CPAIndividualWithBooksNm
Phone7148791898PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2006AddressLine1
CityFULLERTONCity
StateCAState
ZIP Code928370006ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DANNY LAU
13341 SILVERBERRY CIRCLECERRITOSCA90703TRUSTEE2.00$0$0$0
PERSIS LAU
13341 SILVERBERRY CIRCLECERRITOSCA90703TRUSTEE2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1SPONSOR SEMINARY STUDENTS;PLACE NOTICE ON A CHURCH BULLETIN TO SOLICIT DONATION AND MAKE KNOWN THE PURPOSE OF THIS TRUST; VISIT THE STUDENTS AT THE SEMINARY TO INFORM THE TRUST'S PURPOSE.Description1Txt
Expenses1$22,100Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$255,000AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$255,000TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$255,000AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,825CashDeemedCharitableAmt
Net Vl Noncharitable Assets$251,175NetVlNoncharitableAssetsAmt
Minimum Investment Return$12,559MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$12,559MinimumInvestmentReturnAmt
Tax Based On Investment Income$61TaxBasedOnInvestmentIncomeAmt
Total Tax$61TotalTaxAmt
Distributable Before Adj$12,498DistributableBeforeAdjAmt
Distributable Before Ded$12,498DistributableBeforeDedAmt
Distributable As Adjusted$12,498DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$22,100ExpensesAndContributionsAmt
Qualifying Distributions$22,100QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$61PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$22,039AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$12,498DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$353ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1$3,799ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,152TotalExcessDistributionCyovAmt
Qualifying Distributions$22,100QualifyingDistributionsAmt
Applied To Current Year$12,498AppliedToCurrentYearAmt
Remaining Distri From Corpus$9,602RemainingDistriFromCorpusAmt
Total Corpus$13,754TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$13,754ExcessDistriCyovToNextYrAmt
Excess From Year4$353ExcessFromYear4Amt
Excess From Year1$3,799ExcessFromYear1Amt
Excess From Current Year$9,602ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonHOU J YENRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2006AddressLine1
CityFULLERTONCity
StateCAState
ZIP Code928370006ZIPCode
FieldValueIRS element (for citing)
Recipient Phone7148791898RecipientPhoneNum
Form And Info And MaterialsRESUME & BUDGET FOR NEEDFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2
OMF INTERNATIONAL
10 WEST DRY GREEK CIRCLELITTLETONCO801204413NONEGENERAL SUPPORT$2,400
CAMPUS CRUSADE FOR CHRIST
PO BOX 628222ORLANDOFL328628222NONEGENERAL SUPPORT$1,200
HOWARD YING
17908 PIRES AVECERRITOSCA90703NONESUPPORT FOR SEMINARY STUDY$2,400
JOHN LIU
5251 BRIDGE WOOD DRIVELA PALMACA90623NONESUPPORT FOR CHINA MISSION$3,800
PAUL WEI
5504 RYLAND AVETEMPLE CITYCA91780NONESUPPORT FOR CHINA MINISTRY$2,400
PETER W NING
4707 JUDGE PL NWCONCORDNC28027NONESUPPORT FOR CHINA MISSION$5,000
TAEKO HIRAGA
1240 KNOLLWOOD ROADSEAL BEACHCA90740NONESUPPORT FOR ASIAN MINISTRY$1,20038D
WEI SZU
286 BEAVER CTPOMONACA91766NONESUPPORT FOR CHINA MISSION$2,500UNIT 309
YUN WAH TSE
PO BOX 2006FULLERTONCA92833NONESUPPORT FOR SEMINARY STUDY$1,200C/O YEN
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$22,100TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,130ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$6,130ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,130TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonDANNY LAUContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line113341 SILVERBERRY CIRCLEAddressLine1
CityCERRITOSCity
StateCAState
ZIP Code90703ZIPCode
FieldValueIRS element (for citing)
Total Contributions$6,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$850Amt

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (2 entries)

DANNY LAU
PERSIS LAU

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
FEDERAL EXCISE TAX$104
FRANCHISE TAX BOARD$10