Kwock Family Foundation Dated May 26 2011

Newport Beach, CA
Tax-exempt since Aug. 2012
EIN: 36-4701404

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$74.8k (2024)

Expenses

$132k (2024)

Total Assets

$1.27M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$74,764

Expenses

$132,176

Net Income

-$57,412

Net Assets

$1,267,317

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$467	0.6%
Dividends	$41,831	56.0%
Sales of Assets	$32,318	43.2%
Other Income	$148	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$118,000	89.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,267,317
Total Liabilities	$0
Net Assets	$1,267,317

Compensation

Key Employees and Officers	Compensation	Other
Daniel Kwock (Trustee)	$0	$0

990-PF

Filed on Aug. 14, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2023

Revenue

$124,214

Expenses

$75,429

Net Income

$48,785

Net Assets

$1,324,729

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$9,538	7.7%
Interest Revenue	$147	0.1%
Dividends	$39,674	31.9%
Sales of Assets	$74,855	60.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,000	87.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,324,729
Total Liabilities	$0
Net Assets	$1,324,729

Compensation

Key Employees and Officers	Compensation	Other
Daniel Kwock (Trustee)	$0	$0

990-PF

Filed on Sept. 16, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$26,191

Expenses

$95,725

Net Income

-$69,534

Net Assets

$1,275,506

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$30	0.1%
Dividends	$33,865	> 100%
Sales of Assets	-$7,761
Other Income	$57	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$84,500	88.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,275,506
Total Liabilities	$0
Net Assets	$1,275,506

Compensation

Key Employees and Officers	Compensation	Other
Daniel Kwock (Trustee)	$0	$0

990-PF

Filed on Aug. 4, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$90,346

Expenses

$110,319

Net Income

-$19,973

Net Assets

$1,343,134

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$45,864	50.8%
Sales of Assets	$44,477	49.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,650	91.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,343,134
Total Liabilities	$0
Net Assets	$1,343,134

Compensation

Key Employees and Officers	Compensation	Other
Daniel Kwock (Trustee)	$0	$0

990-PF

Filed on Nov. 16, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$55,858

Expenses

$112,799

Net Income

-$56,941

Net Assets

$1,363,106

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$35,521	63.6%
Sales of Assets	$20,335	36.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,433	89.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,363,107
Total Liabilities	$1
Net Assets	$1,363,106

Compensation

Key Employees and Officers	Compensation	Other
Daniel Kwock (Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$104,098

Expenses

$72,304

Net Income

$31,794

Net Assets

$1,420,170

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$98	0.1%
Dividends	$44,471	42.7%
Sales of Assets	$59,463	57.1%
Other Income	$66	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$61,061	84.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,420,171
Total Liabilities	$1
Net Assets	$1,420,170

Compensation

Key Employees and Officers	Compensation	Other
Daniel Kwock (Trustee)	$0	$0

990-PF

Filed on Sept. 25, 2020

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2018

Revenue

$74,423

Expenses

$75,841

Net Income

-$1,418

Net Assets

$1,388,288

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,283	1.7%
Dividends	$41,758	56.1%
Sales of Assets	$30,054	40.4%
Other Income	$1,328	1.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$67,400	88.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,388,288
Total Liabilities	$0
Net Assets	$1,388,288

Compensation

Key Employees and Officers	Compensation	Other
Daniel Kwock (Trustee)	$0	$0

990-PF

Filed on Nov. 4, 2019

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$213,173

Expenses

$87,345

Net Income

$125,828

Net Assets

$1,389,706

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,941	0.9%
Dividends	$45,975	21.6%
Sales of Assets	$161,841	75.9%
Other Income	$3,416	1.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$77,200	88.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,389,706
Total Liabilities	$0
Net Assets	$1,389,706

Compensation

Key Employees and Officers	Compensation	Other
Daniel Kwock (Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$67,166

Expenses

$80,746

Net Income

-$13,580

Net Assets

$1,263,878

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,893	7.3%
Dividends	$39,868	59.4%
Sales of Assets	$26,242	39.1%
Other Income	-$3,837

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$74,000	91.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,263,878
Total Liabilities	$0
Net Assets	$1,263,878

Compensation

Key Employees and Officers	Compensation	Other
Daniel Kwock (Trustee)	$0	$0

990-PF

Filed on Nov. 13, 2017

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$53,202

Expenses

$94,375

Net Income

-$41,173

Net Assets

$1,277,458

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,816	12.8%
Dividends	$47,510	89.3%
Sales of Assets	-$1,124
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$82,805	87.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,277,458
Total Liabilities	$0
Net Assets	$1,277,458

Compensation

Key Employees and Officers	Compensation	Other
Daniel Kwock (Trustee)	$0	$0

990-PF

Filed on Nov. 16, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2014

Revenue

$79,391

Expenses

$69,909

Net Income

$9,482

Net Assets

$1,322,718

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11,121	14.0%
Dividends	$56,189	70.8%
Sales of Assets	$11,549	14.5%
Other Income	$532	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$59,600	85.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,322,718
Total Liabilities	$0
Net Assets	$1,322,718

Compensation

Key Employees and Officers	Compensation	Other
Daniel C Kwock (Trustee)	$0	$0

990-PF

Filed on Nov. 13, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$76,097

Expenses

$89,112

Net Income

-$13,015

Net Assets

$1,316,745

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12,610	16.6%
Dividends	$35,823	47.1%
Sales of Assets	$24,801	32.6%
Other Income	$2,863	3.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$79,950	89.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,316,745
Total Liabilities	$0
Net Assets	$1,316,745

Compensation

Key Employees and Officers	Compensation	Other
Daniel C Kwock (Trustee)	$0	$0

990-PF

Filed on Nov. 11, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$70,075

Expenses

$217,424

Net Income

-$147,349

Net Assets

$1,336,492

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$19,443	27.7%
Dividends	$55,057	78.6%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$113,970	52.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,336,493
Total Liabilities	$1
Net Assets	$1,336,492

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$4,048,370

Expenses

$136,328

Net Income

$3,912,042

Net Assets

$3,912,042

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$16,237	0.4%
Interest Revenue	$9,255	0.2%
Dividends	$53,107	1.3%
Sales of Assets	$3,981,926	98.4%
Other Income	-$12,155

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$128,457	94.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,912,042
Total Liabilities	$0
Net Assets	$3,912,042

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

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Updated March 23, 2026

Kwock Family Foundation Dated May 26 2011

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $74.8k (2024)

Expenses $132k (2024)

Total Assets $1.27M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$74.8k (2024)

Expenses

$132k (2024)

Total Assets

$1.27M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011