DAVID CHOW HUMANITARIAN AWARD FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- DAVID CHOW HUMANITARIAN AWARD FOUNDATION (EIN 33-6181586)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-15
- IRS object ID
- 201233209349101413
- Schema version
- 2011v1.2
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Notes Loans Rcvbl Long Sch
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-15T13:30:52-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330532641 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAIMONDO PETTIT GROUP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21515 HAWTHORNE BLVD 1250 | AddressLine1 |
| City | TORRANCE | City |
| State | CA | State |
| ZIP Code | 905036583 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 336181586 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DAVID CHOW HUMANITARIAN AWARD FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DAVI | NameControl |
| Phone | 9498528181 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O DAN HALES 2372 MORSE AVENUE | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 92614 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DANIEL C HALES | Name |
| Title | TRUSTEE | Title |
| Phone | 9498528181 | Phone |
| Date Signed | 2012-11-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ERIN S FUKUTO CPA | Name |
| PTIN | P00292761 | PTIN |
| Phone | 3105405990 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 5368031 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 63000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 25000 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 25000 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 83137 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 83137 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 147136 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 313830 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 147136 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 318273 | TotalRevenueAndExpenses |
| Total Net Investment Income | 255273 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 250000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 125000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 46855 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 30992 | InterestRevAndExpnss |
| Interest Net Invst Incm | 30992 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 50190 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 3715 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 14279 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 392316 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 34707 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 125000 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 29000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 29000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 421316 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 34707 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 154000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -103043 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 220566 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 8741 | CashBOY |
| Savings And Temp Cash Invst BOY | 140733 | SavingsAndTempCashInvstBOY |
| Other Notes And Loans Receivable | 883000 | OtherNotesAndLoansReceivable |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Other Notes And Loans Rcvbl BOY | 0 | OtherNotesAndLoansRcvblBOY |
| Other Notes And Loans Rcvbl EOY | 883000 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 883000 | OtherNotesAndLoansRcvblEOYFMV |
| Investments Land Etc Basis | 5880401 | InvestmentsLandEtcBasis |
| Investments Land Etc BOY | 4965665 | InvestmentsLandEtcBOY |
| Investments Land Etc EOY | 5880401 | InvestmentsLandEtcEOY |
| Investments Land Etc EOYFMV | 2850000 | InvestmentsLandEtcEOYFMV |
| Investments Other BOY | 3501331 | InvestmentsOtherBOY |
| Investments Other EOY | 1634618 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1634618 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 355 | OtherAssetsBOY |
| Other Assets EOY | 413 | OtherAssetsEOY |
| Other Assets EOYFMV | 413 | OtherAssetsEOYFMV |
| Total Assets BOY | 8616825 | TotalAssetsBOY |
| Total Assets EOY | 8398432 | TotalAssetsEOY |
| Total Assets EOYFMV | 5368031 | TotalAssetsEOYFMV |
| Accounts Payable EOY | 1560 | AccountsPayableEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1560 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 8616825 | CapitalStockBOY |
| Capital Stock EOY | 8396872 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 8616825 | TotalNetAssetsBOY |
| Total Net Assets EOY | 8396872 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 8616825 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 8398432 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 8616825 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -103043 | ExcessOfRevenueOverExpenses |
| Other Increases | 49567 | OtherIncreases |
| Subtotal | 8563349 | Subtotal |
| Other Decreases | 166477 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 8396872 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Cost Or Other BasisCostOrOtherBasis | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED STOCK | 2011-11-21 | 2011-12-05 | 11 | 11 | 11 | ||
| SALE OF PUBLICLY TRADED STOCK | 2010-06-30 | 2011-12-31 | 309578 | 142884 | 142884 | 166694 | |
| CAPITAL GAINS DIVIDENDS | 4241 | 4241 | 4241 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 147136 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 115750 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3795898 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.030493 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 180000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3727337 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.048292 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 152802 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 411984 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.370893 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 30050 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 137133 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.219130 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 21605 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 169649 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.127351 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.796159 | TotalDistributionRatio |
| Average Distribution Ratio | 0.159232 | AverageDistributionRatio |
| Net Noncharitable Assets | 2880246 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 458627 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2206 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 460833 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 154000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 4411 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 4411 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 4411 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 4136 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 10000 | TaxPaidWithExtension |
| Total Credits And Payments | 14136 | TotalCreditsAndPayments |
| Penalty For Underpayment | 3 | PenaltyForUnderpayment |
| Overpayment | 9722 | Overpayment |
| Amount Credited To Next Year | 9722 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | WWW.DAVIDCHOWFOUNDATION.ORG | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL C HALES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 9498528181 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2372 MORSE AVE | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 92614 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| DANIEL C HALES ESQ | ||||||||
| 2372 MORSE AVENUE | IRVINE | CA | 92614 | TRUSTEE | 5.00 | 50000 | 0 | 0 |
| HARRY WONG | ||||||||
| 1144 HILLCREST AVENUE | PASADENA | CA | 91106 | TRUSTEE | 5.00 | 50000 | 0 | 0 |
| CURTIS F WONG | ||||||||
| 4201 W VANOVEN PLACE | BURBANK | CA | 91505 | TRUSTEE | 5.00 | 50000 | 0 | 0 |
| DAVID FREEMAN | ||||||||
| 25837 OAK STREET 220 | LOMITA | CA | 90717 | TRUSTEE | 5.00 | 50000 | 0 | 0 |
| RUDY HILL | ||||||||
| 311 N ROBERTSON BLVD 904 | BEVERLY HILLS | CA | 90211 | TRUSTEE | 5.00 | 50000 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | RECOGNIZES & REWARDS DEDICATED AND CARING HUMANITARIANS FOUND AMONG CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, AND EDUCATIONAL ORGANIZATIONS THAT PROMOTE MAN'S HUMANITY. | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2901607 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 22501 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2924108 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2924108 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 43862 | CashDeemedCharitable |
| Net Noncharitable Assets | 2880246 | NetNoncharitableAssets |
| Minimum Investment Return | 144012 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 144012 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 4411 | TaxBasedOnInvestmentIncome |
| Total Tax | 4411 | TotalTax |
| Distributable Amount Before Adj | 139601 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 139601 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 139601 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 154000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 154000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 154000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 139601 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 64118 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 23338 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 132599 | ExcessDistriCarryoverYear3 |
| Total Excess Distri Carryover | 220055 | TotalExcessDistriCarryover |
| Qualifying Distributions | 154000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 139601 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 14399 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 234454 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 64118 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 170336 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 23338 | ExcessFromYear4 |
| Excess From Year3 | 132599 | ExcessFromYear3 |
| Excess From Current Year | 14399 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | DANIEL C HALES | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2372 MORSE AVENUE | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 92614 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 9498528181 | RecipientPhoneNumber |
| Form And Info And Materials | A NOMINATION FORM AND THREE ENDORSEMENT FORMS ARE REQUIRED. THE NOMINATION FORM SHOULD INCLUDE DETAILS ON THE NOMINEE'S HUMANTIARIAN SERVICE. | FormAndInfoAndMaterials |
| Submission Deadlines | SEPTEMBER 15 | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (7 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| JON D FONDY | |||||||
| 7231 S EASTERN B275 | LAS VEGAS | NV | 89119 | NONE | INDIVIDUAL | HUMANITARIAN AWARD | $2,500 |
| SAM HAN | |||||||
| 588 S EUCLID AVE | PASADENA | CA | 91106 | NONE | INDIVIDUAL | HUMANITARIAN AWARD | $10,000 |
| BENJAMIN LAU | |||||||
| 28600 GUNTER ROAD | RANCHO PALOS VERDES | CA | 90275 | NONE | INDIVIDUAL | HUMANITARIAN AWARD | $7,000 |
| MICHAEL NYEHOLT | |||||||
| 885 SOUTH ORANGE GROVE AVE 16 | PASADENA | CA | 91105 | NONE | INDIVIDUAL | HUMANITARIAN AWARD | $5,000 |
| LORRAINE ROSENTHAL | |||||||
| 2043 N BERENDO ST | LOS ANGELES | CA | 90027 | NONE | INDIVIDUAL | HUMANITARIAN AWARD | $2,500 |
| MICHAEL SIGNORELLI | |||||||
| 308 W SAHARA AVE | LAS VEGAS | NV | 89102 | NONE | INDIVIDUAL | HUMANITARIAN AWARD | $1,000 |
| JIM AND ANN STEINMETZ | |||||||
| 6842 LOYOLA DRIVE | HUNTINGTON BEACH | CA | 92647 | NONE | INDIVIDUAL | HUMANITARIAN AWARD | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 29000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $25,000 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $83,137 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $147,136 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $255,273 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 255273 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID CHOW TRUST | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2372 MORSE AVE | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 92614 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 63000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CHARLES SCHWAB INVESTMETNS | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 1634618 | BookValue |
| EOYFMV | 1634618 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL AND PROFESSIONAL | Category |
| Amount | $46,855 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INCOME RECEIVABLE | Description |
| BOY Book Value | 355 | BOYBookValue |
| EOY Book Value | 413 | EOYBookValue |
| EOYFMV | 413 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED LOSSES | Description |
| Amount | $166,477 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (7 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| COMPUTER EXPENSE | 350 | 0 | 0 |
| BANK CHARGES | 443 | 0 | 0 |
| OFFICE EXPENSE | 1173 | 0 | 0 |
| UTILITIES | 9962 | 0 | 0 |
| AUTOMOBILE EXPENSES | 841 | 0 | 0 |
| DUES | 360 | 0 | 0 |
| POOL SERVICE | 1150 | 0 | 0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BOOK VS TAX DIFFERENCE ON SALE OF SECURITIES | Description |
| Amount | $49,567 | Amount |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLong (4 entries)
| Relationship To InsiderRelationshipToInsider | Original Amount Of LoanOriginalAmountOfLoan | Balance DueBalanceDue | Date Of NoteDateOfNote | Interest RateInterestRate | Consideration FmvConsiderationFmv |
|---|---|---|---|---|---|
| GERALD DRAKE | |||||
| NONE | 0 | 4000 | 2011-09 | 10.000000000000 | 0 |
| SAMUEL DRAKE | |||||
| NONE | 0 | 4000 | 2011-08 | 10.000000000000 | 0 |
| JAMES MYRON | |||||
| NONE | 0 | 575000 | 2011-11 | 10.000000000000 | 0 |
| JAMES MYRON | |||||
| NONE | 0 | 300000 | 2011-12 | 10.000000000000 | 0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID CHOW TRUST | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2372 MORSE AVE | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 92614 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES | $3,715 | 3715 | 0 |
| PROPERTY TAXES | $34,039 | 0 | 0 |
| DEPARTMENT OF TREASURY | $12,293 | 0 | 0 |
| FRANCHISE TAX BOARD | $143 | 0 | 0 |