STRATEGY STUDIO / PUBLIC DATA EXPLORER

LAM & CHUI FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
LAM & CHUI FAMILY FOUNDATION (EIN 46-0640929)
Tax period
2020-07-01 to 2021-06-30
Filed
2021-09-29
IRS object ID
202122729349100807
Schema version
2020v4.0
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)
Return2021-09-29T10:11:54-07:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

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 Begin2020-07-01TaxPeriodBeginDt

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
Signature2021-09-29SignatureDt
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)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$36,515FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$30,000ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$30,000TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$837AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$837AccountingFeesChrtblPrpsAmt
Deprec And Dpltn Rev And Expnss$4,861DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$37,019OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$37,019OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$42,717TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$37,856TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,840ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,840ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$44,557TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$39,696TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$14,557ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$47,755CashBOYAmt
Cash EOY$34,515CashEOYAmt
Cash EOYFMV$34,515CashEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$23,754LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$18,838LandBldgEquipAccumDeprecAmt
Land BOY$6,136LandBOYAmt
Land EOY$4,916LandEOYAmt
Land EOYFMV$2,000LandEOYFMVAmt
Total Assets BOY$53,891TotalAssetsBOYAmt
Total Assets EOY$39,431TotalAssetsEOYAmt
Total Assets EOYFMV$36,515TotalAssetsEOYFMVAmt
Other Liabilities BOY$525OtherLiabilitiesBOYAmt
Other Liabilities EOY$622OtherLiabilitiesEOYAmt
Total Liabilities BOY$525TotalLiabilitiesBOYAmt
Total Liabilities EOY$622TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$53,366RetainedEarningBOYAmt
Retained Earning EOY$38,809RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$53,366TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$38,809TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$53,891TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$39,431TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$53,366TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$14,557ExcessRevenueOverExpensesAmt
Subtotal$38,809SubtotalAmt
Tot Net Ast Or Fund Balances EOY$38,809TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
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$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$39,696ExpensesAndContributionsAmt
Charitable Assets Acquis Paid$3,641CharitableAssetsAcquisPaidAmt
Qualifying Distributions$43,337QualifyingDistributionsAmt
Adjusted Qualifying Distri$43,337AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$28,437ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$29,843ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$30,863ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$38,871ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$32,551ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$160,565TotalExcessDistributionCyovAmt
Qualifying Distributions$43,337QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$43,337RemainingDistriFromCorpusAmt
Total Corpus$203,902TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$28,437ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$175,465ExcessDistriCyovToNextYrAmt
Excess From Year4$29,843ExcessFromYear4Amt
Excess From Year3$30,863ExcessFromYear3Amt
Excess From Year2$38,871ExcessFromYear2Amt
Excess From Year1$32,551ExcessFromYear1Amt
Excess From Current Year$43,337ExcessFromCurrentYearAmt

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 (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Pleasanton Middle School
5001 Case AvePleasantonCA94566DonationPCTo promote the welfare of students in home, school and community.$300
PPIE
333 Division StreetPleasantonCA94566DonationPCTo enhance learning experiences for students of the Pleasanton Unified School District through a partnership of business, education and the community.$180
Alameda Community Food Bank
7900 Edgewater DrOaklandCA94621DonationPCTo pursue a hunger-free community$1,000
PMS Music Booster
5001 Case AvePleasantonCA94566DonationPCFor working together to bring music, learning and fun to PMS band and choir students$100
PUSD Pleasanton Middle School ASB
5001 Case AvePleasantonCA94566DonationPCTo promote the welfare of students in home, school and community.$60
Open Heart Kitchen
5200 Case AvePleasantonCA94566DonationPCTo serve prepared, nutritious meals free of charge to the hungry people of the Tri-Valley area.$100
Spectrum Community Services
2621 Barrington CtHaywardCA94545DonationPCTo improve the health and safety of seniors and low-income residents in Alameda County by enhancing their quality of life and helping them age at home with dignity.$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,840TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescReward Cash BackDesc
Business454110BusinessCd

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$30,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeesCategoryTxt
Amt$837Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$837DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (18 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtRtRtCurrent Year ExpenseCurrentYearExpenseAmt
B&H PHOTO2015-12-13$1,349$1,271200DB0.0576$78
EQUIPMENT2017-11-30$499$356200DB0.1152$57
EQUIPMENT2018-03-26$1,988$1,416200DB0.1152$229
EQUIPMENT2018-04-02$442$314200DB0.1152$51
EQUIPMENT2018-08-11$373$228200DB0.1560$58
EQUIPMENT2018-11-22$1,699$935200DB0.1800$306
IPAD2019-04-12$1,415$983200DB0.2037$288
MACBOOK2019-07-04$2,318$773200DB0.4445$1,030
IPHONE2019-09-21$649$216200DB0.4445$288
IPHONE2019-09-21$1,255$418200DB0.4445$558
IPHONE2020-02-28$748$249200DB0.4445$332
IPAD2020-04-11$374$125200DB0.4445$166
HEADPHONE2020-04-17$232$77200DB0.4445$103
KEYBOARD2020-04-17$234$78200DB0.4445$104
IPHONE2020-11-07$751200DB0.3333$250
IPHONE2020-11-09$751200DB0.3333$250
IPHONE2020-11-09$558200DB0.3333$186
MACBOOK2020-12-11$1,581200DB0.3333$527

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemMachinery and EquipmentCategoryOrItemTxt
Cost Or Other Basis$23,754CostOrOtherBasisAmt
Accumulated Depreciation$18,838AccumulatedDepreciationAmt
Book Value$4,916BookValueAmt
EOYFMV$2,000EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Auto Expense$2,872$2,872
Auto Lease Expense$31,034$31,034
Filing Fees$35$35
Insurance Expenses$219$219
Telephone Expense$2,859$2,859

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCredit CardsDesc
BOY Book Value$525BOYBookValueAmt
EOY Book Value$622EOYBookValueAmt