STRATEGY STUDIO / PUBLIC DATA EXPLORER

LAM & CHUI FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
LAM & CHUI FAMILY FOUNDATION (EIN 46-0640929)
Tax period
2017-07-01 to 2018-06-30
Filed
2018-10-16
IRS object ID
201842899349100214
Schema version
2017v2.2
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)
Return2018-10-16T11:21:41-07:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

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 Begin2017-07-01TaxPeriodBeginDt

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
Signature2018-10-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHUANG MAOPreparerPersonNm
PTINP00660082PTIN
Phone4083929977PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$19,606FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$45,000ContriRcvdRevAndExpnssAmt
Other Income Rev And Expnss$89OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$45,089TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$780AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$780AccountingFeesChrtblPrpsAmt
Deprec And Dpltn Rev And Expnss$2,067DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$25,461OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$25,461OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$28,308TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$26,241TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,498ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,498ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$30,806TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$28,739TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$14,283ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,124CashBOYAmt
Cash EOY$17,106CashEOYAmt
Cash EOYFMV$17,106CashEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$10,816LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$7,486LandBldgEquipAccumDeprecAmt
Land BOY$2,468LandBOYAmt
Land EOY$3,330LandEOYAmt
Land EOYFMV$2,500LandEOYFMVAmt
Total Assets BOY$7,592TotalAssetsBOYAmt
Total Assets EOY$20,436TotalAssetsEOYAmt
Total Assets EOYFMV$19,606TotalAssetsEOYFMVAmt
Other Liabilities BOY$2,498OtherLiabilitiesBOYAmt
Other Liabilities EOY$1,059OtherLiabilitiesEOYAmt
Total Liabilities BOY$2,498TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,059TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$5,094RetainedEarningBOYAmt
Retained Earning EOY$19,377RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,094TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$19,377TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,592TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$20,436TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,094TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$14,283ExcessRevenueOverExpensesAmt
Subtotal$19,377SubtotalAmt
Tot Net Ast Or Fund Balances EOY$19,377TotNetAstOrFundBalancesEOYAmt

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
Form990 T FiledfalseForm990TFiledInd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

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$16,338AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$16,338TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$16,338AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$245CashDeemedCharitableAmt
Net Vl Noncharitable Assets$16,093NetVlNoncharitableAssetsAmt
Minimum Investment Return$805MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$805MinimumInvestmentReturnAmt
Distributable Before Adj$805DistributableBeforeAdjAmt
Distributable Before Ded$805DistributableBeforeDedAmt
Distributable As Adjusted$805DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$28,739ExpensesAndContributionsAmt
Charitable Assets Acquis Paid$2,929CharitableAssetsAcquisPaidAmt
Qualifying Distributions$31,668QualifyingDistributionsAmt
Adjusted Qualifying Distri$31,668AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$805DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$22,142ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$25,653ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$27,400ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$28,437ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$29,843ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$133,475TotalExcessDistributionCyovAmt
Qualifying Distributions$31,668QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$805AppliedToCurrentYearAmt
Remaining Distri From Corpus$30,863RemainingDistriFromCorpusAmt
Total Corpus$164,338TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$22,142ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$142,196ExcessDistriCyovToNextYrAmt
Excess From Year4$25,653ExcessFromYear4Amt
Excess From Year3$27,400ExcessFromYear3Amt
Excess From Year2$28,437ExcessFromYear2Amt
Excess From Year1$29,843ExcessFromYear1Amt
Excess From Current Year$30,863ExcessFromCurrentYearAmt

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 (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Foothill High School
4375 Foothill RoadPleasantonCA94588DonationPCTo nurture and stimulate the intellectual, emotional and physical growth of each student. Expected school wide learning results emphasize four growth areas for all students: Become independent, life-long learners; Utilize essentials skills in current and future situations; Strengthen personal character; and Practice active citizenship and concern for others.$535
Hearst Elementary
5301 Case AvePleasantonCA94566DonationPCDedicated to the development of the whole child, providing a solid foundation that stimulates thought, wonder, and a life-long passion for learning.$663
PPIE
333 Division StreetPleasantonCA94566DonationPCTo enhance learning experiences for students of the Pleasanton Unified School District through a partnership of business, education and the community.$800
Redwood Credit Union Community Fund
3033 Cleveland Avenue No 100Santa RosaCA95403DonationPCProviding and supporting financial education and literacy programs and initiatives for people of all ages to teach essential money management skills and empower them to successfully manage their financial lives.$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,498TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescReward Cash BackDesc
Business454110BusinessCd
Unrelated Business Taxbl Incm$89UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$89UnrelatedBusinessTaxblIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$89TotalIncomeProducingActyAmt

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$45,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeesCategoryTxt
Amt$780Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$780DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (8 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtRtRt
EQUIPMENT2012-11-07$473$446200DB5.0000$27
APPLE2015-10-04$692$539200DB$1020.1481
B&H PHOTO2015-12-13$1,349$702200DB$2590.1920
IPAD2016-09-17$952$555200DB$2640.2778
APPLE MACBOOK2017-06-23$1,357$113200DB$8290.6111
EQUIPMENT2017-11-30$499200DB$1000.2000
EQUIPMENT2018-03-26$1,988200DB$3980.2000
EQUIPMENT2018-04-02$442200DB$880.2000

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemMachinery and EquipmentCategoryOrItemTxt
Cost Or Other Basis$10,816CostOrOtherBasisAmt
Accumulated Depreciation$7,486AccumulatedDepreciationAmt
Book Value$3,330BookValueAmt
EOYFMV$2,500EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Auto Expense$2,192$2,192
Auto Lease Expense$20,452$20,452
Filing Expense$55$55
Supplies Expense$135$135
Telephone, Telecommunications$2,627$2,627

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescReward Cash BackDesc
Revenue And Expenses Per Books$89RevenueAndExpensesPerBooksAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCredit CardsDesc
BOY Book Value$2,498BOYBookValueAmt
EOY Book Value$1,059EOYBookValueAmt

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