STRATEGY STUDIO / PUBLIC DATA EXPLORER

LAM & CHUI FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
LAM & CHUI FAMILY FOUNDATION (EIN 46-0640929)
Tax period
2019-07-01 to 2020-06-30
Filed
2020-10-12
IRS object ID
202042869349100114
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-10-12T10:04:29-07:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

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 Begin2019-07-01TaxPeriodBeginDt

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
Signature2020-10-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHUANG MAOPreparerPersonNm
PTINP00660082PTIN
Phone4083929977PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$51,755FMVAssetsEOYAmt
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$900AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$900AccountingFeesChrtblPrpsAmt
Deprec And Dpltn Rev And Expnss$4,280DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$24,527OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$24,527OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$29,707TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$25,427TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,120ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,120ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$32,827TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$28,547TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$27,173ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$22,094CashBOYAmt
Cash EOY$47,755CashEOYAmt
Cash EOYFMV$47,755CashEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$20,113LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$13,977LandBldgEquipAccumDeprecAmt
Land BOY$4,606LandBOYAmt
Land EOY$6,136LandEOYAmt
Land EOYFMV$4,000LandEOYFMVAmt
Total Assets BOY$26,700TotalAssetsBOYAmt
Total Assets EOY$53,891TotalAssetsEOYAmt
Total Assets EOYFMV$51,755TotalAssetsEOYFMVAmt
Other Liabilities BOY$507OtherLiabilitiesBOYAmt
Other Liabilities EOY$525OtherLiabilitiesEOYAmt
Total Liabilities BOY$507TotalLiabilitiesBOYAmt
Total Liabilities EOY$525TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$26,193RetainedEarningBOYAmt
Retained Earning EOY$53,366RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$26,193TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$53,366TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$26,700TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$53,891TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$26,193TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$27,173ExcessRevenueOverExpensesAmt
Subtotal$53,366SubtotalAmt
Tot Net Ast Or Fund Balances EOY$53,366TotNetAstOrFundBalancesEOYAmt

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 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$36,676AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$36,676TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$36,676AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$550CashDeemedCharitableAmt
Net Vl Noncharitable Assets$36,126NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,806MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,806MinimumInvestmentReturnAmt
Distributable Before Adj$1,806DistributableBeforeAdjAmt
Distributable Before Ded$1,806DistributableBeforeDedAmt
Distributable As Adjusted$1,806DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$28,547ExpensesAndContributionsAmt
Charitable Assets Acquis Paid$5,810CharitableAssetsAcquisPaidAmt
Qualifying Distributions$34,357QualifyingDistributionsAmt
Adjusted Qualifying Distri$34,357AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,806DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$27,400ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$28,437ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$29,843ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$30,863ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$38,871ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$155,414TotalExcessDistributionCyovAmt
Qualifying Distributions$34,357QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,806AppliedToCurrentYearAmt
Remaining Distri From Corpus$32,551RemainingDistriFromCorpusAmt
Total Corpus$187,965TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$27,400ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$160,565ExcessDistriCyovToNextYrAmt
Excess From Year4$28,437ExcessFromYear4Amt
Excess From Year3$29,843ExcessFromYear3Amt
Excess From Year2$30,863ExcessFromYear2Amt
Excess From Year1$38,871ExcessFromYear1Amt
Excess From Current Year$32,551ExcessFromCurrentYearAmt

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
Pleasanton Middle School
5001 Case AvePleasantonCA94566DonationPCDedicated to the development of the whole child, providing a solid foundation that stimulates thought, wonder, and a life-long passion for learning.$500
PPIE
333 Division StreetPleasantonCA94566DonationPCTo enhance learning experiences for students of the Pleasanton Unified School District through a partnership of business, education and the community.$350
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$1,200
PUSD Pleasanton Middle School ASB
5001 Case AvePleasantonCA94566DonationPCTo promote the welfare of students in home, school and community.$70
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,120TotalGrantOrContriPdDurYrAmt

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$60,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeesCategoryTxt
Amt$900Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$900DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (16 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtRtRtCurrent Year ExpenseCurrentYearExpenseAmt
B&H PHOTO2015-12-13$1,349$1,116200DB0.1152$155
IPAD2016-09-17$952$937200DB0.0154$15
APPLE MACBOOK2017-06-23$1,357$1,218200DB0.1019$139
EQUIPMENT2017-11-30$499$260200DB0.1920$96
EQUIPMENT2018-03-26$1,988$1,034200DB0.1920$382
EQUIPMENT2018-04-02$442$229200DB0.1920$85
EQUIPMENT2018-08-11$373$131200DB0.2600$97
EQUIPMENT2018-11-22$1,699$425200DB0.3000$510
IPAD2019-04-12$1,415$118200DB0.6111$865
MACBOOK2019-07-04$2,318200DB0.3333$773
IPHONE2019-09-21$649200DB0.3333$216
IPHONE2019-09-21$1,255200DB0.3333$418
IPHONE2020-02-28$748200DB0.3333$249
IPAD2020-04-11$374200DB0.3333$125
HEADPHONE2020-04-17$232200DB0.3333$77
KEYBOARD2020-04-17$234200DB0.3333$78

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemMachinery and EquipmentCategoryOrItemTxt
Cost Or Other Basis$20,113CostOrOtherBasisAmt
Accumulated Depreciation$13,977AccumulatedDepreciationAmt
Book Value$6,136BookValueAmt
EOYFMV$4,000EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Auto Expense$2,700$2,700
Auto Lease Expense$18,034$18,034
Bank Service Charge$95$95
Business Registration Fees$35$35
Filing Fees$25$25
Telephone Expense$3,638$3,638

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCredit CardsDesc
BOY Book Value$507BOYBookValueAmt
EOY Book Value$525EOYBookValueAmt

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