CHUN & JANE CHIU FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CHUN & JANE CHIU FAMILY FOUNDATION (EIN 27-4189405)
- Tax period
- 2024-11-01 to 2025-10-31
- Filed
- 2026-06-05
- IRS object ID
- 202601569349100960
- 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
- Accounting Fees Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-05T18:18:12-07:00 | ReturnTs |
| Tax Period End | 2025-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 800142649 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michael A Yu CPA Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1762 Technology Drive Suite 223 | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274189405 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHUN & JANE CHIU FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHUN | BusinessNameControlTxt |
| Phone | 4087724881 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2975 SCOTT BLVD STE 110 | AddressLine1Txt |
| City | SANTA CLARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95054 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JINGSHIANG CHENG | PersonNm |
| Person Title | COO | PersonTitleTxt |
| Signature | 2026-06-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael Yu | PreparerPersonNm |
| PTIN | P01227284 | PTIN |
| Phone | 4084376166 | PhoneNum |
| 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 | $3,846,477 | 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 |
| Dividends Rev And Expnss | $127,434 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $127,434 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $127,434 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $410,289 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,564,103 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $410,289 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $190,250 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $537,723 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $537,723 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $317,684 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $12,000 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $10,850 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $10,850 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $8,424 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $8,424 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $8,424 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $105,914 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,764 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $100,150 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100,150 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $137,188 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,764 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $131,424 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $131,424 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $365,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $365,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $502,188 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,764 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $131,424 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $496,424 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $35,535 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $531,959 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $186,260 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $144,739 | CashBOYAmt |
| Cash EOY | $69,460 | CashEOYAmt |
| Cash EOYFMV | $69,460 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $672,786 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,555,465 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,555,465 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $3,359 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,215 | PrepaidExpensesEOYAmt |
| Corporate Stock BOY | $2,642,601 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,839,187 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,221,552 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $936 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $936 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $3,463,485 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,465,327 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,846,477 | TotalAssetsEOYFMVAmt |
| Deferred Revenue BOY | $140,834 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $107,142 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $140,834 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $107,142 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,121,552 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,121,552 | CapitalStockEOYAmt |
| Retained Earning BOY | $2,201,099 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,236,633 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,322,651 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,358,185 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,463,485 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,465,327 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,322,651 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $35,535 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,358,186 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,358,186 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (202 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1000 KOHLS CORP | P | 2025-01-27 | 2025-07-07 | $9,190 | $9,190 | ||
| 1000 KOHLS CORP | P | 2025-01-17 | 2025-06-10 | $8,234 | $8,234 | ||
| 5 PUT YLDMX MTR OPT IN ST $20 EXP 08/29/25 | P | 2025-08-21 | 2025-08-21 | $452 | $452 | ||
| 5 PUT ADVANCED MICRO DEVICE INC $85 EXP 11/21/25 | P | 2025-10-24 | 2025-10-24 | $1,697 | $24 | $1,673 | $1,673 |
| 5 PUT ARM HLDGS PLC $85 EXP 11/21/25 | P | 2025-10-24 | 2025-10-24 | $3,522 | $62 | $3,460 | $3,460 |
| 5 PUT ARM HLDGS PLC $85 EXP 11/21/25 | P | 2025-10-24 | 2025-10-24 | $3,197 | $62 | $3,135 | $3,135 |
| 10 PUT ACM RESH INC $22 EXP 10/17/25 | P | 2025-08-20 | 2025-10-17 | $875 | $875 | $875 | |
| 10 PUT ACM RESH INC $22 EXP 10/17/25 | P | 2025-08-18 | 2025-10-17 | $795 | $795 | $795 | |
| 100 ADVANCED MICRO DEVIC | P | 2024-11-13 | 2025-10-17 | $20,522 | $14,900 | $5,622 | $5,622 |
| 100 ADVANCED MICRO DEVIC | P | 2024-10-17 | 2025-10-17 | $20,522 | $14,750 | $5,772 | $5,772 |
| 3 PUT ADVANCED MICRO DEVICE INC $135 EXP 10/17/25 | P | 2024-12-16 | 2025-10-17 | $6,904 | $6,904 | $6,904 | |
| 2 PUT ADVANCED MICRO DEVICE INC $135 EXP 10/17/25 | P | 2024-12-06 | 2025-10-17 | $3,219 | $3,219 | $3,219 | |
| 10 PUT ADVANCED MICRO DEVICE INC $140 EXP 10/17/25 | P | 2025-09-25 | 2025-10-17 | $1,015 | $1,015 | $1,015 | |
| 3 PUT ADVANCED MICRO DEVICE INC $65 EXP 10/17/25 | P | 2025-04-21 | 2025-10-17 | $1,303 | $1,303 | $1,303 | |
| 2 PUT ADVANCED MICRO DEVICE INC $85 EXP 10/17/25 | P | 2025-02-13 | 2025-10-17 | $723 | $723 | $723 | |
| 5 PUT ADVANCED MICRO DEVICE INC $85 EXP 10/17/25 | P | 2024-12-26 | 2025-10-17 | $1,752 | $1,752 | $1,752 | |
| 3 PUT ADVANCED MICRO DEVICE INC $85 EXP 10/17/25 | P | 2024-12-19 | 2025-10-17 | $1,396 | $1,396 | $1,396 | |
| 5 PUT ARM HLDGS PLC $115 EXP 10/17/25 | P | 2025-09-04 | 2025-10-17 | $1,187 | $1,187 | $1,187 | |
| 5 PUT ARM HLDGS PLC $120 EXP 10/17/25 | P | 2025-09-25 | 2025-10-17 | $520 | $520 | $520 | |
| 10 CALL GDS HLDGS LTD $40 EXP 10/17/25 | P | 2025-08-18 | 2025-10-17 | $1,495 | $1,495 | $1,495 | |
| 5 CALL GDS HLDGS LTD $40 EXP 10/17/25 | P | 2025-08-08 | 2025-10-17 | $1,647 | $1,647 | $1,647 | |
| 10 PUT QUANTUM COMPUTING INC $10 EXP 10/17/25 | P | 2025-07-01 | 2025-10-17 | $844 | $844 | $844 | |
| 10 PUT ACM RESH INC $27 EXP 09/19/25 | P | 2025-08-28 | 2025-09-19 | $915 | $915 | $915 | |
| 10 PUT ADVANCED MICRO DEVICE INC $150 EXP 09/19/25 | P | 2025-08-15 | 2025-09-19 | $1,535 | $1,535 | $1,535 | |
| 6 CALL ADVANCED MICRO DEVICE INC $185 EXP 09/19/25 | P | 2025-08-28 | 2025-09-19 | $897 | $897 | $897 | |
| 10 PUT GDS HLDGS LTD $15 EXP 09/19/25 | P | 2025-01-21 | 2025-09-19 | $1,294 | $1,294 | $1,294 | |
| 5 PUT GDS HLDGS LTD $16 EXP 09/19/25 | P | 2025-01-21 | 2025-09-19 | $947 | $947 | $947 | |
| 10 PUT GDS HLDGS LTD $21 EXP 09/19/25 | P | 2025-02-18 | 2025-09-19 | $1,294 | $1,294 | $1,294 | |
| 5 PUT GDS HLDGS LTD $24 EXP 09/19/25 | P | 2025-02-20 | 2025-09-19 | $892 | $892 | $892 | |
| 10 CALL GDS HLDGS LTD $39 EXP 09/19/25 | P | 2025-08-28 | 2025-09-19 | $1,095 | $1,095 | $1,095 | |
| 5 PUT NVIDIA CORP $100 EXP 09/19/25 | P | 2025-01-08 | 2025-09-19 | $2,872 | $2,872 | $2,872 | |
| 5 PUT NVIDIA CORP $100 EXP 09/19/25 | P | 2024-12-17 | 2025-09-19 | $3,662 | $3,662 | $3,662 | |
| 3 PUT NVIDIA CORP $100 EXP 09/19/25 | P | 2024-12-09 | 2025-09-19 | $1,729 | $1,729 | $1,729 | |
| 2 PUT NVIDIA CORP $100 EXP 09/19/25 | P | 2024-12-06 | 2025-09-19 | $1,039 | $1,039 | $1,039 | |
| 5 CALL GDS HLDGS LTD $33 EXP 09/19/25 | P | 2025-09-16 | 2025-09-16 | $1,472 | $2,002 | -$530 | -$530 |
| 5 CALL GDS HLDGS LTD $33 EXP 09/19/25 | P | 2025-09-16 | 2025-09-16 | $1,007 | $2,002 | -$995 | -$995 |
| 3 PUT NVIDIA CORP $80 EXP 12/19/25 | P | 2025-09-11 | 2025-09-11 | $2,293 | $43 | $2,250 | $2,250 |
| 5 PUT NVIDIA CORP $80 EXP 12/19/25 | P | 2025-09-11 | 2025-09-11 | $2,047 | $72 | $1,975 | $1,975 |
| 7 PUT NVIDIA CORP $80 EXP 12/19/25 | P | 2025-09-11 | 2025-09-11 | $3,566 | $101 | $3,465 | $3,465 |
| 3 PUT NVIDIA CORP $80 EXP 12/19/25 | P | 2025-09-11 | 2025-09-11 | $1,648 | $43 | $1,605 | $1,605 |
| 10 CALL LUCID GROUP INC $3.5 EXP 08/21/26 | P | 2025-09-09 | 2025-09-09 | $344 | $255 | $89 | $89 |
| 10 PUT ACM RESH INC $12 EXP 11/21/25 | P | 2025-09-03 | 2025-09-03 | $1,044 | $125 | $919 | $919 |
| 10 PUT ACM RESH INC $12 EXP 11/21/25 | P | 2025-09-03 | 2025-09-03 | $1,264 | $125 | $1,139 | $1,139 |
| 5 PUT ADVANCED MICRO DEVICE INC $125 EXP 08/15/25 | P | 2024-12-06 | 2025-08-15 | $5,332 | $5,332 | $5,332 | |
| 2 PUT ADVANCED MICRO DEVICE INC $135 EXP 08/15/25 | P | 2024-10-30 | 2025-08-15 | $2,901 | $2,901 | $2,901 | |
| 3 PUT ADVANCED MICRO DEVICE INC $90 EXP 08/15/25 | P | 2025-02-27 | 2025-08-15 | $1,783 | $1,783 | $1,783 | |
| 5 PUT ARM HLDGS PLC $85 EXP 08/15/25 | P | 2024-12-02 | 2025-08-15 | $2,002 | $2,002 | $2,002 | |
| 5 PUT QORVO INC $60 EXP 08/15/25 | P | 2025-03-03 | 2025-08-15 | $1,647 | $1,647 | $1,647 | |
| 3 PUT QORVO INC $60 EXP 08/15/25 | P | 2024-12-11 | 2025-08-15 | $1,453 | $1,453 | $1,453 | |
| 5 PUT ARM HLDGS PLC $60 EXP 01/16/26 | P | 2025-08-12 | 2025-08-12 | $2,422 | $137 | $2,285 | $2,285 |
| 5 PUT ARM HLDGS PLC $60 EXP 01/16/26 | P | 2025-08-12 | 2025-08-12 | $3,252 | $137 | $3,115 | $3,115 |
| 1000 CAPSOVISION INC | P | 2025-07-24 | 2025-07-29 | $4,500 | $4,199 | $301 | $301 |
| 1000 CAPSOVISION INC | P | 2025-07-07 | 2025-07-29 | $4,500 | $4,089 | $411 | $411 |
| 5 PUT DELL TECHNOLOGIES INC $70 EXP 01/16/26 | P | 2025-07-22 | 2025-07-22 | $2,022 | $327 | $1,695 | $1,695 |
| 5 PUT DELL TECHNOLOGIES INC $70 EXP 01/16/26 | P | 2025-07-22 | 2025-07-22 | $3,547 | $327 | $3,220 | $3,220 |
| 10 CALL JUNIPER NETWORKS INC $37 EXP 11/21/25 | P | 2025-07-21 | 2025-07-21 | $2,004 | $2,999 | -$995 | -$995 |
| 10 CALL JUNIPER NETWORKS INC $37 EXP 11/21/25 | P | 2025-07-21 | 2025-07-21 | $1,744 | $2,999 | -$1,255 | -$1,255 |
| 5 PUT ARM HLDGS PLC $70 EXP 07/18/25 | P | 2024-09-18 | 2025-07-18 | $2,147 | $2,147 | $2,147 | |
| 10 CALL KOHLS CORP $10 EXP 11/21/25 | P | 2025-07-18 | 2025-07-18 | $1,144 | $1,295 | -$151 | -$151 |
| 10 CALL LUCID GROUP INC $5 EXP 08/21/26 | P | 2025-07-18 | 2025-07-18 | $1,204 | $605 | $599 | $599 |
| 10 PUT QUANTUM COMPUTING INC $5 EXP 07/18/25 | P | 2025-01-29 | 2025-07-18 | $1,164 | $1,164 | $1,164 | |
| 1000 KOHLS CORP | P | 2025-01-27 | 2025-07-17 | $9,595 | $21,417 | -$11,822 | -$11,822 |
| 10 CALL LYFT INC $20 EXP 10/17/25 | P | 2025-07-15 | 2025-07-15 | $754 | $436 | $318 | $318 |
| 20 CALL LYFT INC $20 EXP 10/17/25 | P | 2025-07-15 | 2025-07-15 | $1,629 | $871 | $758 | $758 |
| 1500 KOHLS CORP | P | 2025-06-20 | 2025-07-07 | $13,785 | $20,100 | -$6,315 | -$6,315 |
| 3 PUT ADVANCED MICRO DEVICE INC $120 EXP 10/17/25 | P | 2025-06-30 | 2025-06-30 | $5,398 | $1,181 | $4,217 | $4,217 |
| 2 PUT ADVANCED MICRO DEVICE INC $120 EXP 10/17/25 | P | 2025-06-30 | 2025-06-30 | $3,301 | $787 | $2,514 | $2,514 |
| 10 CALL ACM RESH INC $25 EXP 06/20/25 | P | 2025-05-12 | 2025-06-20 | $1,524 | $1,524 | $1,524 | |
| 5 PUT ARM HLDGS PLC $75 EXP 06/20/25 | P | 2024-10-21 | 2025-06-20 | $1,337 | $1,337 | $1,337 | |
| 5 PUT GDS HLDGS LTD $14 EXP 06/20/25 | P | 2024-12-16 | 2025-06-20 | $532 | $532 | $532 | |
| 5 PUT GDS HLDGS LTD $15 EXP 06/20/25 | P | 2024-11-04 | 2025-06-20 | $902 | $902 | $902 | |
| 10 PUT GDS HLDGS LTD $15 EXP 06/20/25 | P | 2024-10-29 | 2025-06-20 | $1,734 | $1,734 | $1,734 | |
| 5 CALL GDS HLDGS LTD $35 EXP 06/20/25 | P | 2025-02-06 | 2025-06-20 | $1,432 | $1,432 | $1,432 | |
| 20 PUT ACM RESH INC $10 EXP 05/16/25 | P | 2024-12-05 | 2025-05-16 | $1,269 | $1,269 | $1,269 | |
| 10 PUT ACM RESH INC $15 EXP 05/16/25 | P | 2024-11-12 | 2025-05-16 | $1,424 | $1,424 | $1,424 | |
| 10 PUT ACM RESH INC $15 EXP 05/16/25 | P | 2024-10-28 | 2025-05-16 | $1,504 | $1,504 | $1,504 | |
| 10 CALL ACM RESH INC $30 EXP 05/16/25 | P | 2024-11-07 | 2025-05-16 | $1,894 | $1,894 | $1,894 | |
| 5 CALL ACM RESH INC $30 EXP 05/16/25 | P | 2024-10-14 | 2025-05-16 | $1,257 | $1,257 | $1,257 | |
| 5 CALL ACM RESH INC $30 EXP 05/16/25 | P | 2024-10-07 | 2025-05-16 | $1,897 | $1,897 | $1,897 | |
| 5 PUT DELL TECHNOLOGIES INC $80 EXP 05/16/25 | P | 2025-01-27 | 2025-05-16 | $997 | $997 | $997 | |
| 20 CALL LYFT INC $20 EXP 05/16/25 | P | 2024-07-23 | 2025-05-16 | $2,229 | $2,229 | $2,229 | |
| 10 PUT SARATOGA INVT CORP $22.15 EXP 05/16/25 | P | 2024-10-21 | 2025-05-16 | $994 | $994 | $994 | |
| 3 CALL ADVANCED MICRO DEVICE INC $230 EXP 06/20/25 | P | 2025-05-02 | 2025-05-02 | $5,143 | $9 | $5,134 | $5,134 |
| 3 CALL ADVANCED MICRO DEVICE INC $230 EXP 06/20/25 | P | 2025-05-02 | 2025-05-02 | $1,894 | $9 | $1,885 | $1,885 |
| 1 CALL ADVANCED MICRO DEVICE INC $260 EXP 06/20/25 | P | 2025-05-02 | 2025-05-02 | $1,719 | $2 | $1,717 | $1,717 |
| 1 CALL ADVANCED MICRO DEVICE INC $260 EXP 06/20/25 | P | 2025-05-02 | 2025-05-02 | $1,614 | $2 | $1,612 | $1,612 |
| 2 CALL ADVANCED MICRO DEVICE INC $280 EXP 08/15/25 | P | 2025-05-02 | 2025-05-02 | $1,199 | $17 | $1,182 | $1,182 |
| 5 PUT CVS HEALTH CORP $45 EXP 03/21/25 | P | 2024-05-02 | 2025-03-21 | $1,007 | $1,007 | $1,007 | |
| 5 PUT DELL TECHNOLOGIES INC $85 EXP 03/21/25 | P | 2024-07-17 | 2025-03-21 | $1,647 | $1,647 | $1,647 | |
| 10 PUT GDS HLDGS LTD $15 EXP 03/21/25 | P | 2024-09-30 | 2025-03-21 | $1,494 | $1,494 | $1,494 | |
| 10 PUT NVIDIA CORP $85 EXP 03/21/25 | P | 2024-09-30 | 2025-03-21 | $3,344 | $3,344 | $3,344 | |
| 5 PUT NVIDIA CORP $85 EXP 03/21/25 | P | 2024-09-18 | 2025-03-21 | $2,147 | $2,147 | $2,147 | |
| 5 PUT NVIDIA CORP $85 EXP 03/21/25 | P | 2024-09-04 | 2025-03-21 | $2,997 | $2,997 | $2,997 | |
| 8 CALL XPERI INC $10 EXP 03/21/25 | P | 2024-09-13 | 2025-03-21 | $595 | $595 | $595 | |
| 50000 US TREASURY 2.75% 02/28/2025 | P | 2024-11-13 | 2025-02-28 | $50,000 | $50,000 | ||
| 10 PUT SARATOGA INVT CORP $22.15 EXP 02/21/25 | P | 2024-06-28 | 2025-02-21 | $1,494 | $1,494 | $1,494 | |
| 5 PUT YLDMX MTR OPT IN ST $27 EXP 02/21/25 | P | 2025-02-19 | 2025-02-19 | $872 | $788 | $84 | $84 |
| 5 PUT YLDMX MTR OPT IN ST $27 EXP 02/21/25 | P | 2025-02-19 | 2025-02-19 | $697 | $788 | -$91 | -$91 |
| 5 PUT YLDMX MTR OPT IN ST $28 EXP 02/21/25 | P | 2025-02-19 | 2025-02-19 | $971 | $1,258 | -$287 | -$287 |
| 10 PUT ACM RESH INC $17.5 EXP 01/17/25 | P | 2024-08-22 | 2025-01-17 | $1,994 | $1,994 | $1,994 | |
| 10 PUT ACM RESH INC $17.5 EXP 01/17/25 | P | 2024-05-17 | 2025-01-17 | $1,744 | $1,744 | $1,744 | |
| 5 CALL ACM RESH INC $35 EXP 01/17/25 | P | 2024-06-12 | 2025-01-17 | $1,172 | $1,172 | $1,172 | |
| 2 CALL ADVANCED MICRO DEVICE INC $160 EXP 01/17/25 | P | 2024-10-31 | 2025-01-17 | $1,345 | $1,345 | $1,345 | |
| 3 CALL ADVANCED MICRO DEVICE INC $200 EXP 01/17/25 | P | 2024-05-30 | 2025-01-17 | $4,603 | $4,603 | $4,603 | |
| 5 PUT DELL TECHNOLOGIES INC $87.5 EXP 01/17/25 | P | 2024-06-06 | 2025-01-17 | $1,247 | $1,247 | $1,247 | |
| 5 PUT DELL TECHNOLOGIES INC $95 EXP 01/17/25 | P | 2024-06-14 | 2025-01-17 | $1,672 | $1,672 | $1,672 | |
| 5 PUT DELL TECHNOLOGIES INC $95 EXP 01/17/25 | P | 2024-06-03 | 2025-01-17 | $1,847 | $1,847 | $1,847 | |
| 10 PUT HEWLETT PACKARD ENTERPRISE CO $15 EXP 01/17/25 | P | 2024-03-20 | 2025-01-17 | $1,094 | $1,094 | $1,094 | |
| 5 PUT YLDMX MTR OPT IN ST $28 EXP 01/17/25 | P | 2025-01-08 | 2025-01-17 | $847 | $847 | $847 | |
| 5 PUT YLDMX MTR OPT IN ST $28 EXP 01/17/25 | P | 2025-01-08 | 2025-01-17 | $802 | $802 | $802 | |
| 10 CALL ADVANCED MICRO DEVICE INC $150 EXP 12/20/24 | P | 2024-10-31 | 2024-12-20 | $7,884 | $7,884 | $7,884 | |
| 10 PUT NVIDIA CORP $90 EXP 12/20/24 | P | 2024-08-22 | 2024-12-20 | $3,294 | $3,294 | $3,294 | |
| 5 PUT NVIDIA CORP $90 EXP 12/20/24 | P | 2024-07-24 | 2024-12-20 | $2,257 | $2,257 | $2,257 | |
| 5 PUT ARM HLDGS PLC $60 EXP 01/17/25 | P | 2024-12-17 | 2024-12-17 | $1,497 | $15 | $1,482 | $1,482 |
| 5 CALL ACM RESH INC $30 EXP 11/15/24 | P | 2024-05-02 | 2024-11-15 | $2,422 | $2,422 | $2,422 | |
| 5 PUT ARM HLDGS PLC $75 EXP 11/15/24 | P | 2024-05-08 | 2024-11-15 | $2,147 | $2,147 | $2,147 | |
| 5 PUT ARM HLDGS PLC $75 EXP 11/15/24 | P | 2024-05-01 | 2024-11-15 | $2,637 | $2,637 | $2,637 | |
| 5 PUT ARM HLDGS PLC $80 EXP 11/15/24 | P | 2024-05-20 | 2024-11-15 | $2,007 | $2,007 | $2,007 | |
| 2 PUT ARM HLDGS PLC $80 EXP 11/15/24 | P | 2024-04-23 | 2024-11-15 | $1,599 | $1,599 | $1,599 | |
| 3 PUT ARM HLDGS PLC $80 EXP 11/15/24 | P | 2024-04-17 | 2024-11-15 | $1,543 | $1,543 | $1,543 | |
| 5 PUT ARM HLDGS PLC $80 EXP 11/15/24 | P | 2024-04-03 | 2024-11-15 | $2,247 | $2,247 | $2,247 | |
| 5 PUT ARM HLDGS PLC $80 EXP 11/15/24 | P | 2024-03-05 | 2024-11-15 | $3,997 | $3,997 | $3,997 | |
| 30 CALL LUCID GROUP INC $4 EXP 11/15/24 | P | 2024-04-03 | 2024-11-15 | $1,033 | $1,033 | $1,033 | |
| 10 PUT SARATOGA INVT CORP $20 EXP 11/15/24 | P | 2024-04-16 | 2024-11-15 | $604 | $604 | $604 | |
| 10 PUT SARATOGA INVT CORP $22.5 EXP 11/15/24 | P | 2024-06-14 | 2024-11-15 | $1,094 | $1,094 | $1,094 | |
| 200 ACM RESH INC A | P | 2021-08-05 | 2024-12-05 | $2,970 | $2,970 | ||
| 200 ACM RESH INC A | P | 2021-08-05 | 2025-08-15 | $5,673 | $5,673 | ||
| 500 ADVANCED MICRO DEVIC | P | 2023-01-20 | 2025-10-17 | $73,442 | $37,866 | $35,576 | $35,576 |
| 500 ADVANCED MICRO DEVIC | P | 2023-10-20 | 2025-10-17 | $102,612 | $50,494 | $52,118 | $52,118 |
| 300 ADVANCED MICRO DEVIC | P | 2023-01-20 | 2025-10-17 | $61,567 | $22,720 | $38,847 | $38,847 |
| 1000 ACM RESH INC A | P | 2022-11-02 | 2025-09-19 | $31,905 | $14,044 | $17,861 | $17,861 |
| 800 ACM RESH INC A | P | 2022-11-02 | 2025-09-19 | $21,556 | $11,235 | $10,321 | $10,321 |
| 200 ACM RESH INC A | P | 2021-08-05 | 2025-09-19 | $5,389 | $6,154 | -$765 | -$765 |
| 100 LUCID GROUP INC | P | 2022-06-17 | 2025-09-10 | $1,930 | $20,696 | -$18,766 | -$18,766 |
| 800 ACM RESH INC A | P | 2022-11-02 | 2025-08-15 | $22,691 | $11,235 | $11,456 | $11,456 |
| 200 ADVANCED MICRO DEVIC | P | 2023-01-20 | 2025-08-15 | $25,999 | $15,146 | $10,853 | $10,853 |
| 300 ADVANCED MICRO DEVIC | P | 2023-01-20 | 2025-08-15 | $38,998 | $20,680 | $18,318 | $18,318 |
| 200 LYFT INC A | P | 2022-06-17 | 2025-07-21 | $2,990 | $6,297 | -$3,307 | -$3,307 |
| 1000 LYFT INC A | P | 2022-06-17 | 2025-07-21 | $14,950 | $27,806 | -$12,856 | -$12,856 |
| 200 LYFT INC A | P | 2022-06-17 | 2025-07-21 | $2,990 | $6,991 | -$4,001 | -$4,001 |
| 300 LYFT INC A | P | 2022-05-11 | 2025-07-21 | $4,485 | $9,634 | -$5,149 | -$5,149 |
| 1300 LYFT INC A | P | 2022-05-11 | 2025-07-21 | $19,435 | $45,892 | -$26,457 | -$26,457 |
| 500 LUCID GROUP INC | P | 2022-06-17 | 2025-07-17 | $1,635 | $10,348 | -$8,713 | -$8,713 |
| 500 LUCID GROUP INC | P | 2022-05-20 | 2025-07-17 | $1,635 | $9,856 | -$8,221 | -$8,221 |
| 1000 LUCID GROUP INC | P | 2022-05-20 | 2025-07-14 | $2,300 | $19,712 | -$17,412 | -$17,412 |
| 240 ORCHID IS CAP INC | P | 2022-07-15 | 2025-07-11 | $1,720 | $4,581 | -$2,861 | -$2,861 |
| 660 ORCHID IS CAP INC | P | 2022-07-06 | 2025-07-11 | $4,729 | $12,597 | -$7,868 | -$7,868 |
| 100 ORCHID IS CAP INC | P | 2022-06-29 | 2025-07-11 | $716 | $1,909 | -$1,193 | -$1,193 |
| 1000 PIMCO HIGH INCOME CF | P | 2021-11-23 | 2025-07-11 | $4,810 | $5,959 | -$1,149 | -$1,149 |
| 1000 PIMCO HIGH INCOME CF | P | 2021-10-01 | 2025-07-11 | $4,810 | $6,109 | -$1,299 | -$1,299 |
| 1500 PIMCO HIGH INCOME CF | P | 2021-09-14 | 2025-07-11 | $7,215 | $9,418 | -$2,203 | -$2,203 |
| 500 PIMCO HIGH INCOME CF | P | 2020-03-18 | 2025-07-11 | $2,405 | $2,111 | $294 | $294 |
| 1000 PIMCO HIGH INCOME CF | P | 2020-03-09 | 2025-07-11 | $4,810 | $6,167 | -$1,357 | -$1,357 |
| 1000 PIMCO HIGH INCOME CF | P | 2020-02-28 | 2025-07-11 | $4,810 | $6,117 | -$1,307 | -$1,307 |
| 1000 PIMCO HIGH INCOME CF | P | 2020-02-27 | 2025-07-11 | $4,810 | $6,682 | -$1,872 | -$1,872 |
| 1000 PIMCO HIGH INCOME CF | P | 2020-02-26 | 2025-07-11 | $4,810 | $6,967 | -$2,157 | -$2,157 |
| 1987 PIMCO HIGH INCOME CF | P | 2020-02-25 | 2025-07-11 | $9,557 | $14,002 | -$4,445 | -$4,445 |
| 1000 AGNC INVT CORP REIT | P | 2019-05-09 | 2025-07-07 | $9,420 | $14,962 | -$5,542 | -$5,542 |
| 1000 AGNC INVT CORP REIT | P | 2019-02-19 | 2025-07-07 | $9,420 | $14,929 | -$5,509 | -$5,509 |
| 800 ARMOUR RESIDENTIAL R | P | 2023-01-20 | 2025-07-07 | $13,480 | $24,947 | -$11,467 | -$11,467 |
| 600 ARMOUR RESIDENTIAL R | P | 2022-04-14 | 2025-07-07 | $10,110 | $23,668 | -$13,558 | -$13,558 |
| 200 ARMOUR RESIDENTIAL R | P | 2021-12-02 | 2025-07-07 | $3,370 | $7,683 | -$4,313 | -$4,313 |
| 200 ARMOUR RESIDENTIAL R | P | 2021-11-30 | 2025-07-07 | $3,370 | $8,034 | -$4,664 | -$4,664 |
| 200 ARMOUR RESIDENTIAL R | P | 2021-11-30 | 2025-07-07 | $3,370 | $8,034 | -$4,664 | -$4,664 |
| 1000 LYFT INC A | P | 2022-05-11 | 2025-07-07 | $16,170 | $32,112 | -$15,942 | -$15,942 |
| 900 LYFT INC A | P | 2020-04-17 | 2025-07-07 | $14,553 | $35,651 | -$21,098 | -$21,098 |
| 100 LYFT INC A | P | 2020-04-01 | 2025-07-07 | $1,617 | $3,961 | -$2,344 | -$2,344 |
| 400 ORCHID IS CAP INC | P | 2021-11-30 | 2025-07-07 | $2,870 | $7,984 | -$5,114 | -$5,114 |
| 40 ORCHID IS CAP INC | P | 2021-11-10 | 2025-07-07 | $287 | $837 | -$550 | -$550 |
| 560 ORCHID IS CAP INC | P | 2021-11-10 | 2025-07-07 | $4,018 | $11,721 | -$7,703 | -$7,703 |
| 200 ORCHID IS CAP INC | P | 2022-01-18 | 2025-07-07 | $1,439 | $3,541 | -$2,102 | -$2,102 |
| 200 ORCHID IS CAP INC | P | 2021-12-31 | 2025-07-07 | $1,439 | $3,841 | -$2,402 | -$2,402 |
| 200 ORCHID IS CAP INC | P | 2021-12-13 | 2025-07-07 | $1,439 | $3,742 | -$2,303 | -$2,303 |
| 400 ORCHID IS CAP INC | P | 2021-11-30 | 2025-07-07 | $2,878 | $7,984 | -$5,106 | -$5,106 |
| 1000 PIMCO DYNAMIC INCOME CF | P | 2022-01-19 | 2025-07-07 | $19,110 | $23,326 | -$4,216 | -$4,216 |
| 1000 PIMCO DYNAMIC INCOME CF | P | 2021-12-09 | 2025-07-07 | $19,110 | $23,426 | -$4,316 | -$4,316 |
| 1000 PIMCO DYNAMIC INCOME CF | P | 2021-10-13 | 2025-07-07 | $19,110 | $24,836 | -$5,726 | -$5,726 |
| 1000 PIMCO DYNAMIC INCOME CF | P | 2021-09-28 | 2025-07-07 | $19,110 | $24,411 | -$5,301 | -$5,301 |
| 1000 PIMCO DYNAMIC INCOME CF | P | 2021-09-27 | 2025-07-07 | $19,110 | $24,876 | -$5,766 | -$5,766 |
| 13 PIMCO HIGH INCOME CF | P | 2020-02-25 | 2025-07-07 | $63 | $92 | -$29 | -$29 |
| 400 XPERI INC | P | 2020-09-10 | 2025-07-07 | $3,240 | $5,244 | -$2,004 | -$2,004 |
| 200 XPERI INC | P | 2020-08-21 | 2025-07-07 | $1,620 | $2,941 | -$1,321 | -$1,321 |
| 200 XPERI INC | P | 2020-08-19 | 2025-07-07 | $1,620 | $3,124 | -$1,504 | -$1,504 |
| 1000 ADVANCED MICRO DEVIC | P | 2023-01-20 | 2025-06-20 | $122,634 | $68,932 | $53,702 | $53,702 |
| 374 AMC ENTMT HLDGS INC A | P | 2024-01-19 | 2025-05-16 | $1,085 | $4,684 | -$3,599 | -$3,599 |
| 550 AMC ENTMT HLDGS INC A | P | 2024-01-19 | 2025-05-16 | $1,595 | $3,841 | -$2,246 | -$2,246 |
| 176 AMC ENTMT HLDGS INC A | P | 2023-12-20 | 2025-05-16 | $510 | $2,205 | -$1,695 | -$1,695 |
| 200 FIBROGEN INC | P | 2023-09-15 | 2025-05-02 | $67 | $1,191 | -$1,124 | -$1,124 |
| 900 FIBROGEN INC | P | 2023-09-05 | 2025-05-02 | $301 | $3,380 | -$3,079 | -$3,079 |
| 100 FIBROGEN INC | P | 2023-08-16 | 2025-05-02 | $33 | $376 | -$343 | -$343 |
| 500 FIBROGEN INC | P | 2023-08-08 | 2025-05-02 | $167 | $1,878 | -$1,711 | -$1,711 |
| 200 FIBROGEN INC | P | 2023-08-02 | 2025-05-02 | $67 | $1,191 | -$1,124 | -$1,124 |
| 1000 FIBROGEN INC | P | 2023-07-27 | 2025-05-02 | $334 | $1,859 | -$1,525 | -$1,525 |
| 1800 FIBROGEN INC | P | 2023-07-20 | 2025-05-02 | $601 | $10,820 | -$10,219 | -$10,219 |
| 800 FIBROGEN INC | P | 2023-06-28 | 2025-05-02 | $267 | $4,765 | -$4,498 | -$4,498 |
| 200 FIBROGEN INC | P | 2023-06-28 | 2025-05-02 | $67 | $1,501 | -$1,434 | -$1,434 |
| 2300 FIBROGEN INC | P | 2023-06-26 | 2025-05-02 | $768 | $22,788 | -$22,020 | -$22,020 |
| 800 FIBROGEN INC | P | 2023-06-26 | 2025-05-02 | $267 | $7,005 | -$6,738 | -$6,738 |
| 1200 FIBROGEN INC | P | 2021-12-17 | 2025-05-02 | $401 | $15,907 | -$15,506 | -$15,506 |
| 500 CITIGROUP INC | P | 2022-06-17 | 2024-12-20 | $31,997 | $26,369 | $5,628 | $5,628 |
| 1600 ACM RESH INC A | P | 2022-11-02 | 2024-12-05 | $23,759 | $22,471 | $1,288 | $1,288 |
| 8000 JUNIPER NETWORKS INC | P | 1998-01-15 | 2025-07-03 | $320,000 | $1,440 | $318,560 | $318,560 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $410,289 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $190,250 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,394 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,394 | SubtotalAmt |
| Tax Based On Investment Income | $7,394 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,609 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $5,250 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $13,859 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,465 | OverpaymentAmt |
| Applied To ES Tax | $6,465 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL M CHIU | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4085659888 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2975 SCOTT BLVD STE 110 | AddressLine1Txt |
| City | SANTA CLARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95054 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CHUN-PANG CHIU | ||||||
| 2975 SCOTT BLVD STE 110 | SANTA CLARA | CA | 95054 | President | 2.00 | $0 |
| MICHAEL M CHIU | ||||||
| 2975 SCOTT BLVD STE 110 | SANTA CLARA | CA | 95054 | Secretary | 2.00 | $0 |
| JINGSHIANG CHENG | ||||||
| 2975 SCOTT BLVD STE 110 | SANTA CLARA | CA | 95054 | COO | 5.00 | $12,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE CHUN CHIU TAIWAN STUDIES PROGRAM, BASED IN THE SCHOOL OF HISTORY, PHILOSOPHY AND RELIGION AT OREGON STATE UNIVERSITY WAS LAUNCHED IN 2007. IT SEEKS TO PROMOTE HISTORICAL KNOWLEDGE AND RESEARCH ABOUT TAIWAN, GREATER CHINA AND ASIA. | Description1Txt |
| Expenses1 | $40,000 | Expenses1Amt |
| Description2 | THE CHIU SCHOLARY EXCHANGE PROGRAM THROUGH OREGAN STATE UNIVERSITY GRANT AWARDS TO SCHOLARS WHO ARE TAIWAN STUDY OR HISTORY SPECIALIST OR NON-SPECILIST TO FURTHER STUDY OR RESEARCH INCLUDES TAIWAN PAST AND CURRENT SIGNIFICANT ISSUES. | Description2Txt |
| Expenses2 | $40,000 | Expenses2Amt |
| Description3 | THE FOUNDATION HAD CREATED THE TAIWANESS-AMERICAN COMMUNITY SCHOLARSHIP IN 2011, WHICH PROVIDE MERIT SCHOLARSHIPS TO COLLEGE-BOUND HIGH SCHOOL SENIORS OR INCUMBENT UNDERGRADUATE COLLEGE STUDENTS WHO ARE ASPIRNG TO MAKE POSITIVE CONTRIBUTION TO SOCIETY, BUT COME FROM FINANCIALLY DISADVANGED BACKGROUNDS ARE ENCOURAGED TO APPLY. | Description3Txt |
| Expenses3 | $20,000 | Expenses3Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,348,287 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,065,727 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,414,014 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,414,014 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $51,210 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,362,804 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $168,140 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $496,424 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $496,424 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2011-08-09 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $168,140 | CurrentYearAmt |
| Year1 | $66,793 | Year1Amt |
| Year2 | $112,347 | Year2Amt |
| Total | $347,280 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $142,919 | CurrentYearAmt |
| Year1 | $56,774 | Year1Amt |
| Year2 | $95,495 | Year2Amt |
| Total | $295,188 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $496,424 | CurrentYearAmt |
| Year1 | $353,423 | Year1Amt |
| Year2 | $286,162 | Year2Amt |
| Year3 | $303,664 | Year3Amt |
| Total | $1,439,673 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $496,424 | CurrentYearAmt |
| Year1 | $353,423 | Year1Amt |
| Year2 | $286,162 | Year2Amt |
| Year3 | $303,664 | Year3Amt |
| Total | $1,439,673 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $112,093 | CurrentYearAmt |
| Year1 | $119,016 | Year1Amt |
| Year2 | $107,471 | Year2Amt |
| Year3 | $123,177 | Year3Amt |
| Total | $461,757 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHUN-PANG CHIU | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SILICON VALLEY CANAAN EVERGREEN ACADEMY | |||||||
| 4032 CLIPPER COURT | FREMONT | CA | 94538 | N/A | PC | SUPPORTING THE STUDENTS IN ACADEMY PROGRAMS ABOUT THE GREAT NATION AND TO IMPROVE QUALITY OF LIFE | $9,000 |
| THE ALLIANCE CULTURAL FOUNDATION INTL | |||||||
| 20480 PACIFICA DR SUITE G | CUPERTINO | CA | 95014 | N/A | PC | TO COMBINE THE STRENGHT OF THE GLOBAL COMMUNITY TO EMPOWER EDUCATION AND CHARITABLE ORGANIZATIONS IN ASIA. | $10,000 |
| SENIOR TAIWANESE ASSOC OF N AMERICA | |||||||
| 4413 FORTRAN CT | SAN JOSE | CA | 95134 | N/A | PC | To strengthen the coordinating function for the Taiwanese communities in Northern California; actively provide help to their members | $3,000 |
| TAIWANESE AMERICAN CENTER OF N AMERICA | |||||||
| 4413 FORTRAN CT | SAN JOSE | CA | 95134 | N/A | PC | To help facilitate the adaptation into American culture by the Taiwanese diaspora, to carry on the legacy of the Taiwanese mother (heritage) language, connect young and old generations and promote intergenerational ties, and provide educational and service programs which combine Taiwanese culture with touches of American culture. | $100,000 |
| FUREVER NEVADA FOUNDATION | |||||||
| 7380 S EASTERN AVE 124-255 | LAS VEGAS | NV | 89123 | N/A | PC | To give neglected, senior dogs in southern Nevada a comfortable, safe, and loving environment | $10,000 |
| HEART OF HOPE | |||||||
| 1879 LUNDY AVE STE 223 | SAN JOSE | CA | 95131 | N/A | PC | to enable the terminally ill patients to live with dignity and comfort in an atmosphere in which life can be completed with maximum independence, comfort, compassion, and dignity in the final phase | $6,000 |
| STANFORD UNIVERSITY | |||||||
| 300 PASTEUR DRIVE | STANFNORD | CA | 94305 | N/A | PC | CONTRIBUTE AND PROMOTE EDUCATION and support research activities | $200,000 |
| ARTCH INC | |||||||
| 20758 MAUREEN WAY | SARATOGA | CA | 95070 | N/A | PC | TO CONNECT ART AND THE HUMANITIES BY BRINGING MUSIC CLOSER TO EVERYONE. | $1,000 |
| BOYS TOWN | |||||||
| 14100 CRAWFORD STREET | BOYS TOWN | NE | 68010 | N/A | PC | tO CHAGE THE WAY AMERICA CARES FOR CHILDREN AND FAMILIES. | $500 |
| JAMES TOWN FOUNDATION | |||||||
| 1310 L ST NW 810 | WASHINGTON | DC | 20005 | N/A | PC | TO CONDUCT RESEARCH AND ANALYSIS CONCERNING CONFLICT AND INSTABILITY IN EURASIA FOR PUBLIC EDUCATION. | $18,000 |
| MAYO CLINIC | |||||||
| PO BOX 4007 | ROCHESTER | MN | 55903 | N/A | PC | TO PROVIDE PATIENT CARE, RESEARCH AND EDUCATION | $500 |
| TAIWANESE AMERICAN CONFERENCE-WEST | |||||||
| 462 SANTA DOMINGA | SOLANA BEACH | CA | 92075 | N/A | PC | Foster fellowship and connection among Taiwanese Americans of all ages and genders, particularly on the West Coast. | $5,000 |
| T LEAGUE RGT | |||||||
| PO BOX 3387 | FREMONT | CA | 94539 | N/A | PC | TO SERVICE THE COMMUNITY THROUGH INTERNATIONAL YOUTH SPORTS AND CULTURE. | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $365,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $127,434 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $410,289 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $537,723 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $537,723 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting fees | CategoryTxt |
| Amt | $10,850 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,850 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $10,850 | DisbursementsCharitablePrpsAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Machinery and Equipment | CategoryOrItemTxt |
| Cost Or Other Basis | $936 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $936 | AccumulatedDepreciationAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|
| Bank Charge | $75 | $75 | $75 | |
| Investment Expense | $5,764 | $5,764 | ||
| Licenses Expenses | $75 | $75 | $75 | |
| Program Expense | $100,000 | $100,000 | $100,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Federal Income tax | $7,394 | $7,394 | $7,394 |
| Payroll Tax | $1,030 | $1,030 | $1,030 |