CHUN & JANE CHIU FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CHUN & JANE CHIU FAMILY FOUNDATION (EIN 27-4189405)
- Tax period
- 2019-11-01 to 2020-10-31
- Filed
- 2021-03-06
- IRS object ID
- 202110659349100606
- Schema version
- 2019v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-06T12:45:56-08:00 | ReturnTs |
| Tax Period End | 2020-10-31 | 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 | 1641 N 1st St Ste 250 | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-11-01 | 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 | 2021-03-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL A YU | PreparerPersonNm |
| PTIN | P01227284 | PTIN |
| Phone | 4084376166 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,514,953 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $59,212 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $113,133 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $113,133 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $113,133 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $206,514 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,243,567 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $208,232 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $99,032 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $378,859 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $321,365 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $212,165 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $7,860 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $7,860 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $7,860 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $26,757 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $26,757 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $26,757 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $171,236 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,429 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $158,807 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $171,236 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $215,853 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,429 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $193,424 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $205,853 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $67,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $67,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $283,053 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,429 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $193,424 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $273,053 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $95,806 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $308,936 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $18,741 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $186,417 | CashBOYAmt |
| Cash EOY | $165,792 | CashEOYAmt |
| Cash EOYFMV | $165,792 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $633,527 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $890,103 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $890,103 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,389,561 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,800,529 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,258,052 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $601,682 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $200,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $201,006 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $936 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $936 | InvstLandAccumDepreciationAmt |
| Land Bldg Equip Cost Or Other Bss | $936 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $936 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $2,811,187 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,056,424 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,514,953 | TotalAssetsEOYFMVAmt |
| Deferred Revenue BOY | $81,936 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $231,367 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $81,936 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $231,367 | 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 | $1,607,699 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,703,505 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,729,251 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,825,057 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,811,187 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,056,424 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,729,251 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $95,806 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,825,057 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,825,057 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (66 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1000 Cadence | P | 2019-08-01 | 2019-11-05 | $16,302 | $16,357 | -$55 | -$55 |
| 800 Lyft | P | 2019-11-01 | 2019-11-12 | $34,399 | $46,828 | -$12,429 | -$12,429 |
| 800 Uber | P | 2019-11-07 | 2019-11-26 | $22,060 | $27,715 | -$5,655 | -$5,655 |
| 20 AMD | P | 2019-11-15 | 2019-11-15 | $5,225 | $5,225 | $5,225 | |
| 10 Dicks | P | 2019-12-20 | 2019-12-20 | $1,487 | $1,487 | $1,487 | |
| 5 Gilead | P | 2019-12-19 | 2019-12-20 | $902 | $902 | $902 | |
| 20 Annaly Capital | P | 2019-12-27 | 2019-12-30 | $550 | $550 | $550 | |
| 30 Ring | P | 2019-11-15 | 2019-12-04 | $457 | $457 | $457 | |
| 5 Uber | P | 2019-11-26 | 2019-11-27 | $237 | $237 | $237 | |
| 5 Uber | P | 2019-11-26 | 2019-11-27 | $1,463 | -$1,463 | -$1,463 | |
| 2 Uber | P | 2019-11-26 | 2019-11-27 | $1,085 | -$1,085 | -$1,085 | |
| 5 Yelp | P | 2019-11-26 | 2019-11-27 | $792 | $792 | $792 | |
| 2000 GDS Holdings | D | 2018-01-01 | 2019-12-20 | $95,373 | $16,017 | $79,356 | $79,356 |
| 500 Gilead Science | P | 2014-11-21 | 2019-12-19 | $32,849 | $50,343 | -$17,494 | -$17,494 |
| 2000 Proshares Trust | P | 2016-08-29 | 2019-12-17 | $38,699 | $41,947 | -$3,248 | -$3,248 |
| 3000 Ring Energy | P | 2018-01-01 | 2019-12-17 | $7,199 | $26,062 | -$18,863 | -$18,863 |
| 500 Yelp | P | 2015-08-04 | 2019-12-19 | $17,144 | $26,017 | -$8,873 | -$8,873 |
| 1000 GDS HOLDINGS LIMITED - SP A (GDS) | D | 2017-03-03 | 2020-03-20 | $51,486 | $7,714 | $43,772 | $43,772 |
| 250 GDS HOLDINGS LIMITED - SP A (GDS) | D | 2017-03-07 | 2020-03-26 | $14,450 | $1,979 | $12,471 | $12,471 |
| 98.764 INVESCO MORTGAGE CAPITAL (IVR) | P | 2018-09-17 | 2020-06-03 | $3,000 | $14,655 | -$11,655 | -$11,655 |
| 500 GDS HOLDINGS LIMITED - SP A (GDS) | D | 2017-03-07 | 2020-09-18 | $36,546 | $3,951 | $32,595 | $32,595 |
| 0.516 FIVE STAR SENIOR LIVING INC (FVE) | P | 2020-01-02 | 2020-01-06 | $2 | $2 | ||
| 2000 AMD Jan 17 2020 12.0 Put | P | 2019-10-25 | 2020-01-17 | $2,622 | $2,622 | $2,622 | |
| 2000 AMD Jan 17 2020 22.0 Put | P | 2019-04-26 | 2020-01-17 | $5,425 | $5,425 | $5,425 | |
| 1000 DXC Jan 17 2020 29.0 Put | P | 2019-09-16 | 2020-01-17 | $1,837 | $1,837 | $1,837 | |
| 1000 GDS Jan 17 2020 30.0 Put | P | 2019-03-19 | 2020-01-17 | $3,687 | $3,687 | $3,687 | |
| 1000 HPQ Jan 17 2020 18.0 Put | P | 2019-08-07 | 2020-01-17 | $1,137 | $1,137 | $1,137 | |
| 1000 JNPR Jan 17 2020 32.0 Call | P | 2019-02-15 | 2020-01-17 | $1,037 | $1,037 | $1,037 | |
| 1000 MRK Jan 17 2020 75.0 Put | P | 2019-08-05 | 2020-01-17 | $2,287 | $2,287 | $2,287 | |
| 500 NVDA Jan 17 2020 110.0 Put | P | 2019-11-27 | 2020-01-17 | $4,940 | $4,940 | $4,940 | |
| 2000 SFM Jan 17 2020 17.5 Put | P | 2019-06-24 | 2020-01-17 | $2,482 | $2,482 | $2,482 | |
| 500 VEEV Jan 17 2020 100.0 Put | P | 2019-05-01 | 2020-01-17 | $1,890 | $1,890 | $1,890 | |
| 500 VEEV Jan 17 2020 110.0 Put | P | 2019-04-17 | 2020-01-17 | $3,540 | $3,540 | $3,540 | |
| 2000 YELP Jan 17 2020 28.0 Put | P | 2019-04-01 | 2020-01-17 | $4,025 | $4,025 | $4,025 | |
| 500 ACM RESEARCH INC (ACMR) | P | 2019-08-27 | 2020-01-21 | $18,100 | $6,939 | $11,161 | $11,161 |
| 250 SUPER MICRO COMPUTER INC (SMCI) | P | 2019-11-14 | 2020-02-04 | $7,255 | $5,291 | $1,964 | $1,964 |
| 1000 BAC Feb 21 2020 25.0 Put | P | 2019-08-15 | 2020-02-21 | $1,587 | $1,587 | $1,587 | |
| 1000 TDC Apr 17 2020 22.5 Put | P | 2019-12-03 | 2020-04-17 | $1,194 | $1,194 | $1,194 | |
| 1000 C Jun 19 2020 75.0 Call | P | 2019-09-23 | 2020-04-24 | $3,587 | $30 | $3,557 | $3,557 |
| 250 SUPER MICRO COMPUTER INC (SMCI) | P | 2019-11-14 | 2020-05-08 | $6,000 | $5,291 | $709 | $709 |
| 1000 BAC Sep 18 2020 35.0 Call | P | 2019-09-19 | 2020-05-11 | $1,137 | $76 | $1,061 | $1,061 |
| 250 SUPER MICRO COMPUTER INC (SMCI) | P | 2019-11-21 | 2020-06-08 | $7,425 | $5,164 | $2,261 | $2,261 |
| 2000 AMC Jun 19 2020 10.0 Call | P | 2019-12-16 | 2020-06-19 | $1,589 | $1,589 | $1,589 | |
| 1500 AMD Oct 16 2020 45.0 Put | P | 2020-06-25 | 2020-06-25 | $4,566 | $4,594 | -$28 | -$28 |
| 1900 BAC Aug 21 2020 38.0 Call | P | 2020-01-02 | 2020-07-01 | $2,554 | $38 | $2,516 | $2,516 |
| 1900 XOM Sep 18 2020 75.0 Call | P | 2019-11-21 | 2020-07-02 | $1,744 | $66 | $1,678 | $1,678 |
| 100 ACM RESEARCH INC (ACMR) | P | 2019-08-27 | 2020-07-06 | $8,210 | $1,388 | $6,822 | $6,822 |
| 1000 AMD Jul 17 2020 33.0 Put | P | 2020-02-27 | 2020-07-17 | $2,044 | $2,044 | $2,044 | |
| 1500 AMD Jan 15 2021 40.0 Put | P | 2020-01-06 | 2020-07-22 | $8,291 | $2,259 | $6,032 | $6,032 |
| 500 ACM RESEARCH INC (ACMR) | P | 2019-08-27 | 2020-08-21 | $28,246 | $6,932 | $21,314 | $21,314 |
| 255 FIVE STAR SENIOR LIVING INC (FVE) | P | 2020-01-02 | 2020-09-09 | $1,397 | $1,174 | $223 | $223 |
| 2000 IVR Jan 15 2021 2.0 Put | P | 2020-07-01 | 2020-09-14 | $689 | $100 | $589 | $589 |
| 2000 WFC Jun 18 2021 17.5 Put | P | 2020-05-13 | 2020-09-14 | $4,089 | $1,671 | $2,418 | $2,418 |
| 200 ACMR Sep 18 2020 105.0 Call | P | 2020-08-10 | 2020-09-18 | $2,579 | $2,579 | $2,579 | |
| 1000 INVESCO LTD (IVZ) | P | 2019-12-09 | 2020-10-07 | $12,526 | $16,263 | -$3,737 | -$3,737 |
| 1000 AGNC Dec 18 2020 10.0 Put | P | 2020-07-10 | 2020-10-09 | $534 | $40 | $494 | $494 |
| 3000 CIM Dec 18 2020 5.0 Put | P | 2020-04-24 | 2020-10-09 | $2,683 | $150 | $2,533 | $2,533 |
| 3000 ARR Oct 16 2020 2.5 Put | P | 2020-04-01 | 2020-10-16 | $883 | $883 | $883 | |
| 1000 ARR Oct 16 2020 5.0 Put | P | 2020-03-31 | 2020-10-16 | $844 | $844 | $844 | |
| 1000 STNE OCT 16 2020 25.0 PUT | P | 2020-05-12 | 2020-10-16 | $2,294 | $2,294 | $2,294 | |
| 100000 WELLS FARGO BANK | P | 2019-04-08 | 2020-05-12 | $100,000 | $100,000 | ||
| 100000 BANK OF AMERICA | P | 2019-05-09 | 2020-05-14 | $100,000 | $100,000 | ||
| 100000 BANKUNITED | P | 2019-05-21 | 2020-05-29 | $100,000 | $100,000 | ||
| 300000 UNITED STATES TREA 3.625% | P | 2020-09-27 | 2020-02-15 | $300,000 | $300,000 | ||
| 100000 JPMORGAN CHASE BK NA 1.7% | P | 2019-12-27 | 2020-07-07 | $100,000 | $100,000 | ||
| Wash Sale | $1,718 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $208,232 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $99,032 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,179 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,179 | SubtotalAmt |
| Tax Based On Investment Income | $6,179 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,892 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $13,892 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,713 | OverpaymentAmt |
| Applied To ES Tax | $7,713 | 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 | $10,000 |
| 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 Foundation contribute to support the Wilson Center's Taiwan related Historical research, publications, and outreach and support the creation of the Chun and Jane Chiu Family Foundation Fellowship program. | Description1Txt |
| Expenses1 | $50,000 | 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 | $76,000 | 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 | $2,540,977 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $805,024 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,346,001 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,346,001 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,190 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,295,811 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $164,791 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $273,053 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $273,053 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $273,053 | AdjustedQualifyingDistriAmt |
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 | $18,741 | CurrentYearAmt |
| Total | $18,741 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $15,930 | CurrentYearAmt |
| Total | $15,930 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $273,053 | CurrentYearAmt |
| Year1 | $233,851 | Year1Amt |
| Year2 | $173,720 | Year2Amt |
| Year3 | $202,463 | Year3Amt |
| Total | $883,087 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $273,053 | CurrentYearAmt |
| Year1 | $233,851 | Year1Amt |
| Year2 | $173,720 | Year2Amt |
| Year3 | $202,463 | Year3Amt |
| Total | $883,087 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $109,861 | CurrentYearAmt |
| Year1 | $98,677 | Year1Amt |
| Year2 | $92,325 | Year2Amt |
| Year3 | $84,753 | Year3Amt |
| Total | $385,616 | 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 (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| TAITA-SV | |||||||
| P O BOX 2174 | SUNNYVALE | CA | 94087 | N/A | PC | CONTRIBUTION TO PROMOTE THE COLLABORATING OF SILICON VALLEY AND TAIWAN IN TECHNOLOGY | $10,000 |
| FORMOSAN ASSOCIATION FOR PUBLIC AFFAIRS | |||||||
| 552 7TH STREET SE | WASHINGTON | DC | 20003 | N/A | PC | TO SUPPORT ACTIVITIES TO PROMOTE AWARENESS, PEACE AND RIGHTS OF TAIWANESS COMMUNITIES | $10,000 |
| GLOBAL TAIWAN INSTITUTE | |||||||
| 1836 JEFFERSON PLACE NW | WASHINGOTN | DC | 20036 | N/A | PC | To enhance the relationship between Taiwan and other countries, especially the United States, through policy research and programs that promote better public understanding about Taiwan and its people. | $10,000 |
| 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. | $20,000 |
| 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. | $13,200 |
| St Jude Children's Research Hospita | |||||||
| 501 St Jude Place | Memphis | TN | 38105 | N/A | PC | To advance cures, and means of prevention, for pediatric catastrophic diseases through research and treatment. | $500 |
| Taiwanese Gospel Hymn Foundation | |||||||
| PO Box 742 | Dublin | OH | 43017 | N/A | PC | To reach people for Christ, root people in Christ, and release peole to serve Christ. | $1,000 |
| TCSA | |||||||
| 13208 Peacock St | Cupertino | CA | 95014 | N/A | PC | To promote cultural and sports event in our local community. | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $67,200 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $113,133 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $206,514 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $319,647 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $319,647 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CHUN-PANG CHIU | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2905 STENDER WAY SUITE 20 | AddressLine1Txt |
| City | SANTA CLARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95054 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $153,490 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SECURITIES - PUBLICLY TRADED | NoncashPropertyDesc |
| Fair Market Value | $153,490 | FairMarketValueAmt |
| Received | 2019-12-18 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting fees | CategoryTxt |
| Amt | $7,860 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,860 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,860 | DisbursementsCharitablePrpsAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Machinery and Equipment | CategoryOrItemTxt |
| Cost Or Other Basis | $936 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $936 | AccumulatedDepreciationAmt |
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 | $29 | $29 | $29 | |
| Investment Expense | $12,429 | $12,429 | $12,429 | |
| Licenses Expenses | $85 | $85 | $85 | |
| Penalties | $8 | $8 | $8 | |
| Program Expense | $146,000 | $146,000 | $146,000 | |
| Rental Expenses | $12,685 | $12,685 | $12,685 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Income Tax | $25,740 | $25,740 | $25,740 |
| Payroll Tax | $1,017 | $1,017 | $1,017 |