CHUN & JANE CHIU FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CHUN & JANE CHIU FAMILY FOUNDATION (EIN 27-4189405)
- Tax period
- 2022-11-01 to 2023-10-31
- Filed
- 2024-06-25
- IRS object ID
- 202411779349100776
- Schema version
- 2022v5.0
- 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
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-25T16:01:33-07:00 | ReturnTs |
| Tax Period End | 2023-10-31 | 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 | 2022-11-01 | 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 | 4085659888 | 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 | 2024-06-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JINGSHIANG | PersonFirstNm |
| Person Last | CHENG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,129,692 | 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 | $110,546 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $110,546 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $110,546 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $139,435 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $647,653 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $139,435 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $159,237 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | -$1,675 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,675 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | -$1,675 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $248,306 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $248,306 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $268,108 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $9,270 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $9,270 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $9,270 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $15,077 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $15,077 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $15,077 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $145,815 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,401 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $131,414 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $145,815 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $182,162 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,401 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $155,761 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $170,162 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $116,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $116,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $298,162 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,401 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $155,761 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $286,162 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$49,856 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $233,905 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $112,347 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $134,950 | CashBOYAmt |
| Cash EOY | $115,868 | CashEOYAmt |
| Cash EOYFMV | $115,868 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,053,850 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $419,842 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $419,842 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $5,321 | PrepaidExpensesEOYAmt |
| Corporate Stock BOY | $2,531,957 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,076,145 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,593,982 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $936 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $936 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $3,720,757 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,617,176 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,129,692 | TotalAssetsEOYFMVAmt |
| Deferred Revenue BOY | $130,509 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $76,784 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $130,509 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $76,784 | 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 | $2,468,696 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,418,840 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,590,248 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,540,392 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,720,757 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,617,176 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,590,248 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$49,856 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,540,392 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,540,392 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (64 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| 10 BNGO_Nov_18_2022_4.0_Call | P | 2022-11-18 | 2022-11-18 | $789 | $789 | $789 | |
| 15 LCID_Nov_18_2022_23.0_Call | P | 2022-11-18 | 2022-11-18 | $4,191 | $4,191 | $4,191 | |
| 20 SMCI_Nov_18_2022_30.0_Put | P | 2022-11-18 | 2022-11-18 | $3,589 | $3,589 | $3,589 | |
| 20 ACMR_Nov_18_2022_20.0_Call | P | 2022-11-18 | 2022-11-18 | $3,364 | $3,364 | $3,364 | |
| 5 ACMR_Nov_18_2022_30.0_Call | P | 2022-11-18 | 2022-11-18 | $1,347 | $1,347 | $1,347 | |
| 20 GDS_Dec_16_2022_40.0_Call | P | 2022-12-16 | 2022-12-16 | $7,714 | $7,714 | $7,714 | |
| 1000 VERTIV HOLDINGS LLC | P | 2022-02-23 | 2023-01-03 | $14,000 | $3,093 | $3,093 | $10,907 |
| 1500 ARRAY TECHNOLOGIES INC | P | 2022-01-21 | 2023-01-20 | $32,691 | $16,632 | $16,632 | $16,059 |
| 10 FL Jan 20 2023 22.5 Put | P | 2023-01-20 | 2023-01-20 | $3,044 | $3,044 | $3,044 | |
| 7 GDS Jan 20 2023 55.0 Call | P | 2023-01-20 | 2023-01-20 | $4,421 | $4,421 | $4,421 | |
| 1 GDS Jan 20 2023 110.0 Call | P | 2023-01-20 | 2023-01-20 | $799 | $799 | $799 | |
| 10 JNPR Jan 20 2023 32.0 Call | P | 2023-01-20 | 2023-01-20 | $1,994 | $1,994 | $1,994 | |
| 10 FGEN Jan 20 2023 10.0 Put | P | 2023-01-20 | 2023-01-20 | $1,854 | $1,854 | $1,854 | |
| 50 WISH Jan 20 2023 3.0 Call | P | 2023-01-20 | 2023-01-20 | $1,222 | $1,222 | $1,222 | |
| 20 GDS Jan 20 2023 15.0 Put | P | 2023-01-20 | 2023-01-20 | $4,189 | $4,189 | $4,189 | |
| 15 ACMR Jan 20 2023 16.67 Call | P | 2023-01-20 | 2023-01-20 | $4,491 | $4,491 | $4,491 | |
| 20 ACMR Jan 20 2023 18.33 Call | P | 2023-01-20 | 2023-01-20 | $5,329 | $5,329 | $5,329 | |
| 20 SNAP Jan 20 2023 7.0 Put | P | 2023-01-20 | 2023-01-20 | $1,509 | $1,509 | $1,509 | |
| 10 ADEA1 Jan 20 2023 20.0 Call | P | 2023-01-20 | 2023-01-20 | $1,844 | $1,844 | $1,844 | |
| 5 ACMR Feb 17 2023 20.0 Call | P | 2023-02-17 | 2023-02-17 | $1,267 | $1,267 | $1,267 | |
| 20 BNGO Feb 17 2023 4.0 Call | P | 2023-02-17 | 2023-02-17 | $989 | $989 | $989 | |
| 20 BNGO Feb 17 2023 3.0 Call | P | 2023-02-17 | 2023-02-17 | $689 | $689 | $689 | |
| 5 SMCI Feb 17 2023 45.0 Put | P | 2023-02-17 | 2023-02-17 | $1,122 | $1,122 | $1,122 | |
| 2 AMD Apr 21 2023 85.0 Put | P | 2023-03-03 | 2023-03-06 | $578 | $578 | $578 | |
| 5 AMD Mar 17 2023 90.0 Put | P | 2023-03-03 | 2023-03-06 | $244 | $244 | $244 | |
| 3 AMZN Mar 17 2023 90.0 Put | P | 2023-03-17 | 2023-03-17 | $1,498 | $1,498 | $1,498 | |
| 10 JNPR Apr 21 2023 32.0 Call | P | 2023-04-21 | 2023-04-21 | $1,494 | $1,494 | $1,494 | |
| 10 JNPR Apr 21 2023 33.0 Call | P | 2023-04-21 | 2023-04-21 | $1,494 | $1,494 | $1,494 | |
| 15 LCID Jun 16 2023 25.0 Call | P | 2023-04-21 | 2023-04-24 | $5,481 | $5,481 | $5,481 | |
| 15 C Jun 16 2023 57.5 Call | P | 2023-04-21 | 2023-04-24 | $5,173 | $5,173 | $5,173 | |
| 15 T Jun 16 2023 15.0 Put | P | 2023-04-25 | 2023-04-26 | $1,116 | $1,116 | $1,116 | |
| 10 JNPR Jul 21 2023 33.0 Call | P | 2023-05-08 | 2023-05-09 | $2,139 | $2,139 | $2,139 | |
| 8 JNPR Jul 21 2023 38.0 Call | P | 2023-05-08 | 2023-05-09 | $1,195 | $1,195 | $1,195 | |
| 2 JNPR Jul 21 2023 38.0 Call | P | 2023-05-08 | 2023-05-09 | $301 | $301 | $301 | |
| 10 CHGG Oct 20 2023 30.0 Call | P | 2023-05-26 | 2023-05-30 | $1,294 | $1,294 | $1,294 | |
| 2000 OPENDOOR TECHNOLOGIES INC | P | 2023-01-20 | 2023-05-31 | $5,000 | -$251 | -$251 | $5,251 |
| 20 GDS Jun 16 2023 12.5 Put | P | 2023-06-06 | 2023-06-07 | $1,027 | $1,027 | $1,027 | |
| 10 FGEN Jun 16 2023 27.5 Call | P | 2023-06-16 | 2023-06-16 | $3,594 | $3,594 | $3,594 | |
| 15 ARR Jul 21 2023 5.0 Put | P | 2023-07-21 | 2023-07-21 | $442 | $442 | $442 | |
| 15 FREQ Jul 21 2023 10.0 Call | P | 2023-07-21 | 2023-07-21 | $2,242 | $2,242 | $2,242 | |
| 8 ACMR Aug 18 2023 20.0 Call | P | 2023-08-18 | 2023-08-18 | $595 | $595 | $595 | |
| 28 ACMR Aug 18 2023 17.5 Call | P | 2023-08-18 | 2023-08-18 | $3,634 | $3,634 | $3,634 | |
| 27 ACMR Aug 18 2023 15.0 Call | P | 2023-08-18 | 2023-08-18 | $3,095 | $3,095 | $3,095 | |
| 100 NVIDIA CORPORATION | P | 2022-09-27 | 2023-09-15 | $30,999 | $14,548 | $14,548 | $16,451 |
| 400 ADVANCED MICRO DEVICES INC | P | 2022-09-16 | 2023-09-15 | $34,757 | -$3,245 | -$3,245 | $38,002 |
| 500 ADVANCED MICRO DEVICES INC | P | 2023-01-01 | 2023-09-15 | $46,022 | $3,559 | $3,559 | $42,463 |
| 200 ROKU INC | P | 2022-10-10 | 2023-09-15 | $14,419 | $818 | $818 | $13,601 |
| 5 AMD Sep 15 2023 110.0 Call | P | 2023-09-15 | 2023-09-15 | $4,497 | $4,497 | $4,497 | |
| 20 ADEA Sep 15 2023 10.0 Call | P | 2023-09-15 | 2023-09-15 | $1,089 | $1,089 | $1,089 | |
| 40 FGEN Sep 15 2023 30.0 Call | P | 2023-09-15 | 2023-09-15 | $15,677 | $15,677 | $15,677 | |
| 8 XPER Sep 15 2023 15.0 Call | P | 2023-09-15 | 2023-09-15 | $475 | $475 | $475 | |
| 5 AMD Oct 20 2023 70.0 Put | P | 2023-10-20 | 2023-10-20 | $2,397 | $2,397 | $2,397 | |
| 5 AMD Oct 20 2023 105.0 Call | P | 2023-10-20 | 2023-10-20 | $2,397 | $2,397 | $2,397 | |
| 20 JNPR Oct 20 2023 34.0 Call | P | 2023-10-20 | 2023-10-20 | $3,539 | $3,539 | $3,539 | |
| 30000 VALLEY NATIONAL BANK 5.2% 8/21/2023 | P | 2023-05-17 | 2023-08-21 | $30,000 | $30,000 | ||
| 30000 CAPITAL ONE NA 5.2% 9/7/2023 | P | 2023-06-01 | 2023-09-07 | $30,000 | $30,000 | ||
| 450 CONTEXTLOGIC INC CL A | P | 2022-01-01 | 2023-06-13 | $3,600 | -$60,715 | -$60,715 | $64,315 |
| 100000 JPMORGAN CHASE BANK NA 3% 8/31/2023 | P | 2022-07-13 | 2023-08-31 | $100,000 | $100,000 | ||
| 50000 JPMORGAN CHASE BANK 2.3% 9/14/2023 | P | 2022-06-06 | 2023-09-14 | $50,000 | $50,000 | ||
| 50000 VALLEY NATIONAL BANK 3.9% 10/3/2023 | P | 2022-09-16 | 2023-10-03 | $50,000 | $50,000 | ||
| 200 ALPHABET INC-CL C | P | 2022-06-13 | 2023-10-20 | $25,019 | $3,530 | $3,530 | $21,489 |
| 1000 JUNIPER NETWORKS INC | P | 1998-01-15 | 2023-01-20 | $31,294 | $31,114 | $31,114 | $180 |
| 1000 ENTERPRISE PRODUCTS PARTNER | P | 2021-01-04 | 2023-01-20 | $25,769 | $6,269 | $6,269 | $19,500 |
| 1256 Contract | P | 2023-01-01 | 2023-10-31 | $1,619 | $1,619 | $1,619 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $139,435 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $159,237 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,251 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,251 | SubtotalAmt |
| Tax Based On Investment Income | $3,251 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,412 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,412 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $60 | EsPenaltyAmt |
| Overpayment | $5,101 | OverpaymentAmt |
| Applied To ES Tax | $5,101 | 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 | false | 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 | $7,000 | 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 | $73,000 | 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 | $2,648,457 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $624,756 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,273,213 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,273,213 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,098 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,224,115 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $161,206 | 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 | $286,162 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $286,162 | 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 | $112,347 | CurrentYearAmt |
| Total | $112,347 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $95,495 | CurrentYearAmt |
| Total | $95,495 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $286,162 | CurrentYearAmt |
| Year1 | $303,664 | Year1Amt |
| Year2 | $377,138 | Year2Amt |
| Year3 | $273,053 | Year3Amt |
| Total | $1,240,017 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $286,162 | CurrentYearAmt |
| Year1 | $303,664 | Year1Amt |
| Year2 | $377,138 | Year2Amt |
| Year3 | $273,053 | Year3Amt |
| Total | $1,240,017 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $107,471 | CurrentYearAmt |
| Year1 | $123,177 | Year1Amt |
| Year2 | $134,830 | Year2Amt |
| Year3 | $109,861 | Year3Amt |
| Total | $475,339 | 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 (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WOODROW WILSON INTL CENTER FOR SCHOLARS | |||||||
| 1300 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20004 | N/A | PC | SUPPORTING THE RESEARCH OF HISTORY AND PUBLIC POLICY PROGRAM ABOUT TAIWAN | $75,000 |
| TAITA-SV | |||||||
| P O BOX 2174 | SUNNYVALE | CA | 94087 | N/A | PC | CONTRIBUTION TO PROMOTE THE COLLABORATING OF SILICON VALLEY AND TAIWAN IN TECHNOLOGY | $20,000 |
| 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 | $3,000 |
| 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. | $12,000 |
| CANAAN TAIWANESE CHRISTIAN CHURCH | |||||||
| 4405 FORTRAN COURT | SAN JOSE | CA | 95134 | N/A | PC | To share the message of God's love with the Taiwanese community in Silicon Valley and beyond. | $1,000 |
| TAIWANESE AMERICAN ORG | |||||||
| 1771 Highland Place 208 | Berkeley | CA | 94709 | N/A | PC | To connect and promote those who identify with the Taiwanese identity, heritage, or culture; Establishing niche within the broader Asian Pacific American and mainstream communities, to collectively contribute to the wonderful and diverse mosaic that America represents. | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $116,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $110,546 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $1,675 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $139,435 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $248,306 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $248,306 | 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 | $9,270 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,270 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9,270 | 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 (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|
| Bank Charge | $114 | $114 | $114 | |
| Investment Expense | $14,401 | $14,401 | $14,401 | |
| Licenses Expenses | $100 | $100 | $100 | |
| Penalty | $60 | $60 | $60 | |
| Program Expense | $100,000 | $100,000 | $100,000 | |
| Rental Expenses | $31,140 | $31,140 | $31,140 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | -$1,675 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$1,675 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$1,675 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Federal Income tax | $14,047 | $14,047 | $14,047 |
| Payroll Tax | $1,030 | $1,030 | $1,030 |