STRATEGY STUDIO / PUBLIC DATA EXPLORER

LAM & CHUI FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
LAM & CHUI FAMILY FOUNDATION (EIN 46-0640929)
Tax period
2021-07-01 to 2022-06-30
Filed
2022-10-21
IRS object ID
202232949349100413
Schema version
2021v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-10-21T11:36:17-07:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN263000418PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ABEST TAX SERVICES INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11621A S MAIN STAddressLine1Txt
CityMILPITASCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95035ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN460640929EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LAM & CHUI FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLAM&BusinessNameControlTxt
Phone4083482283PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1810 SUMMIT CREEK LANEAddressLine1Txt
CityPLEASANTONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94566ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHI-HO LOUIS CHUIPersonNm
Person TitleSecretaryPersonTitleTxt
Signature2022-10-21SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHI-HO LOUISPersonFirstNm
Person LastCHUIPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHUANG MAOPreparerPersonNm
PTINP00660082PTIN
Phone4083929977PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$59,804FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$60,000ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$60,000TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,077AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,077AccountingFeesChrtblPrpsAmt
Deprec And Dpltn Rev And Expnss$3,194DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$30,956OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$30,956OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$35,227TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$32,033TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,390ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,390ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$38,617TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$35,423TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$21,383ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$34,515CashBOYAmt
Cash EOY$59,004CashEOYAmt
Cash EOYFMV$59,004CashEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$23,754LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$22,032LandBldgEquipAccumDeprecAmt
Land BOY$4,916LandBOYAmt
Land EOY$1,722LandEOYAmt
Land EOYFMV$800LandEOYFMVAmt
Total Assets BOY$39,431TotalAssetsBOYAmt
Total Assets EOY$60,726TotalAssetsEOYAmt
Total Assets EOYFMV$59,804TotalAssetsEOYFMVAmt
Other Liabilities BOY$622OtherLiabilitiesBOYAmt
Other Liabilities EOY$534OtherLiabilitiesEOYAmt
Total Liabilities BOY$622TotalLiabilitiesBOYAmt
Total Liabilities EOY$534TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$38,809RetainedEarningBOYAmt
Retained Earning EOY$60,192RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$38,809TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$60,192TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$39,431TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$60,726TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$38,809TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$21,383ExcessRevenueOverExpensesAmt
Subtotal$60,192SubtotalAmt
Tot Net Ast Or Fund Balances EOY$60,192TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1NGOC ANH LAMBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4083482283PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1810 SUMMIT CREEK LANEAddressLine1Txt
CityPLEASANTONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94566ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
NGOC ANH LAM
810 SUMMIT CREEK LANEPLEASANTONCA94566President & CEO4.00$0
CHI-HO LOUIS CHUI
810 SUMMIT CREEK LANEPLEASANTONCA94566Secretary1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$48,705AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$48,705TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$48,705AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$731CashDeemedCharitableAmt
Net Vl Noncharitable Assets$47,974NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,399MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,399MinimumInvestmentReturnAmt
Distributable Before Adj$2,399DistributableBeforeAdjAmt
Distributable Before Ded$2,399DistributableBeforeDedAmt
Distributable As Adjusted$2,399DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$35,423ExpensesAndContributionsAmt
Qualifying Distributions$35,423QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,399DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$29,843ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$30,863ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$38,871ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$32,551ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$43,337ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$175,465TotalExcessDistributionCyovAmt
Qualifying Distributions$35,423QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,399AppliedToCurrentYearAmt
Remaining Distri From Corpus$33,024RemainingDistriFromCorpusAmt
Total Corpus$208,489TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$29,843ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$178,646ExcessDistriCyovToNextYrAmt
Excess From Year4$30,863ExcessFromYear4Amt
Excess From Year3$38,871ExcessFromYear3Amt
Excess From Year2$32,551ExcessFromYear2Amt
Excess From Year1$43,337ExcessFromYear1Amt
Excess From Current Year$33,024ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNGOC ANH LAMContributingManagerNm
Contributing ManagerCHI-HO LOUIS CHUIContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Chua An Lac
1647 E San Fernando StSan JoseCA95116DonationPCTo aspire for human excellence through the practice.$2,800
Foothill Athletic Booster
230 Pala AveSan JoseCA95127DonationPCTo supporting all sports and competitive cheer at Foothill High school.$85
Foothill High School
333 Division StreetPleasantonCA94566DonationPCTo provide a safe and caring environment where students achieve the academic, personal and social development required to continue learning, pursue post-secondary education, compete in a dynamic job market, and participate in a diverse, democratic society.$285
Foothill PTSA
4375 Foothill RdPleasantonCA94588DonationPCTo make up of parents, students and Foothill educators works on behalf of the entire Foothill community to advocate for academic excellence and enrichment of the educational experience of our students.$120
PPIE
245 Abbie StPleasantonCA94566DonationPCTo exist to enhance learning experiences for students of the Pleasanton Unified School District through a partnership of business, education and the community.$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,390TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonCHI-HO LOUIS CHUI NGOC ANH LAMContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1810 SUMMIT CREEK LANEAddressLine1Txt
CityPLEASANTONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94566ZIPCd
FieldValueIRS element (for citing)
Total Contributions$60,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeesCategoryTxt
Amt$1,077Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,077DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (17 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtRtRtCurrent Year ExpenseCurrentYearExpenseAmt
EQUIPMENT2017-11-30$499$413200DB0.1152$57
EQUIPMENT2018-03-26$1,988$1,645200DB0.1152$229
EQUIPMENT2018-04-02$442$365200DB0.1152$51
EQUIPMENT2018-08-11$373$286200DB0.1101$41
EQUIPMENT2018-11-22$1,699$1,241200DB0.1137$193
IPAD2019-04-12$1,415$1,271200DB0.1019$144
MACBOOK2019-07-04$2,318$1,803200DB0.1481$343
IPHONE2019-09-21$649$504200DB0.1481$96
IPHONE2019-09-21$1,255$976200DB0.1481$186
IPHONE2020-02-28$748$581200DB0.1481$111
IPAD2020-04-11$374$291200DB0.1481$55
HEADPHONE2020-04-17$232$180200DB0.1481$34
KEYBOARD2020-04-17$234$182200DB0.1481$35
IPHONE2020-11-07$751$250200DB0.4445$334
IPHONE2020-11-09$751$250200DB0.4445$334
IPHONE2020-11-09$558$186200DB0.4445$248
MACBOOK2020-12-11$1,581$527200DB0.4445$703

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemMachinery and EquipmentCategoryOrItemTxt
Cost Or Other Basis$23,754CostOrOtherBasisAmt
Accumulated Depreciation$22,032AccumulatedDepreciationAmt
Book Value$1,722BookValueAmt
EOYFMV$800EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Auto Expense$2,394$2,394
Auto Lease Expense$24,266$24,266
Filing Fees$25$25
Office Expense$136$136
Telephone Expense$4,135$4,135

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCredit CardsDesc
BOY Book Value$622BOYBookValueAmt
EOY Book Value$534EOYBookValueAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonCHI-HO LOUIS CHUI NGOC ANH LAMPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1810 SUMMIT CREEK LANEAddressLine1Txt
CityPLEASANTONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94566ZIPCd