CHUN & JANE CHIU FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CHUN & JANE CHIU FAMILY FOUNDATION (EIN 27-4189405)
- Tax period
- 2012-11-01 to 2013-10-31
- Filed
- 2014-03-15
- IRS object ID
- 201410749349100106
- Schema version
- 2012v2.0
- 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
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-03-15T14:01:39-07:00 | Timestamp |
| Tax Period End Date | 2013-10-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jimmy J Chen & Associates Inc | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1582 Centre Pointe Drive | AddressLine1 |
| City | Milpitas | City |
| State | CA | State |
| ZIP Code | 95035 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-11-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274189405 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHUN & JANE CHIU FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHUN | NameControl |
| Phone | 4085659888 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2905 STENDER WAY | AddressLine1 |
| City | SANTA CLARA | City |
| State | CA | State |
| ZIP Code | 95054 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHUN- PANG CHIU | Name |
| Title | President & CEO | Title |
| Date Signed | 2014-03-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JIMMY J CHEN | Name |
| PTIN | P01715847 | PTIN |
| Phone | 4084358828 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2013687 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 49304 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 29 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 29 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 29 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 27851 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 27851 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 27851 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 584944 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1736596 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 584944 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 584944 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 662128 | TotalRevenueAndExpenses |
| Total Net Investment Income | 612824 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 612824 | TotalAdjustedNetIncome |
| Oth Empl Slrs Wgs Rev And Expnss | 17478 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 8739 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 17478 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 8739 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2480 | AccountingFeesRevAndExpnss |
| Accounting Fees Adj Net Incm | 2480 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2480 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 304 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 304 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 304 | OtherProfFeesAdjNetIncm |
| Taxes Rev And Expnss | 2136 | TaxesRevAndExpnss |
| Taxes Adj Net Incm | 2136 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 2136 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 56955 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 500 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 56955 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 56455 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 79353 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 9543 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 79353 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 69810 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 19000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 19000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 98353 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 9543 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 79353 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 88810 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 563775 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 603281 | NetInvestmentIncome |
| Adjusted Net Income | 533471 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 37353 | CashBOY |
| Cash EOY | 59803 | CashEOY |
| Cash EOYFMV | 59803 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 78562 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 649597 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 649597 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1134186 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1104476 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1304287 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1250101 | TotalAssetsBOY |
| Total Assets EOY | 1813876 | TotalAssetsEOY |
| Total Assets EOYFMV | 2013687 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1072248 | CapitalStockBOY |
| Capital Stock EOY | 1121552 | CapitalStockEOY |
| Retained Earnings BOY | 177853 | RetainedEarningsBOY |
| Retained Earnings EOY | 692324 | RetainedEarningsEOY |
| Total Net Assets BOY | 1250101 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1813876 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1250101 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1813876 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1250101 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 563775 | ExcessOfRevenueOverExpenses |
| Subtotal | 1813876 | Subtotal |
| Total Net Assets Fund Balances EOY | 1813876 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | PER AMERITRADE STATEMENTS | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 2012-01-01 | DateAcquired |
| Date Sold | 2012-01-01 | DateSold |
| Gross Sales Price | 1736596 | GrossSalesPrice |
| Cost Or Other Basis | 1151652 | CostOrOtherBasis |
| Gain Or Loss | 584944 | GainOrLoss |
| Gains Minus Excess Or Losses | 584944 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 584944 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 584944 | NetShortTermCapitalGainOrLoss |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 12066 | InvestmentIncomeExciseTax |
| Subtotal | 12066 | Subtotal |
| Tax Based On Investment Income | 12066 | TaxBasedOnInvestmentIncome |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 58 | PenaltyForUnderpayment |
| Tax Due | 12124 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | true | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL MC CHIU | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 4085659888 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2905 STENDER WAY SUITE 20 | AddressLine1 |
| City | SANTA CLARA | City |
| State | CA | State |
| ZIP Code | 95054 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | CHUN- PANG CHIU | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2905 STENDER WAY SUITE 20 | AddressLine1 |
| City | SANTA CLARA | City |
| State | CA | State |
| ZIP Code | 95054 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | President & CEO | Title |
| Avg Hours Per Wk Devoted To Position | 2.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE CHUN CHIU TAIWAN STUDIES PROGRAM, BASED IN THE SCHOOL OF HISTORY, PHILOSOPHY, AND RELIGION AT OREGON STATE UNIVERSITY, WAS LAUNCHED IN 2007. IT SEEKS TO PROMOTE HISTORICAL KNOWLEDGE AND RESEARCH ABOUT TAIWAN , GREATER CHINA AND ASIA. | Description1 |
| Expenses1 | 30000 | Expenses1 |
| Description2 | SCHOLARLY EXCHANGE PROGRAM, THIS PROGRAM GIVE FUNDED SCHOLARS TO EITHER TAIWAN SPECIALISTS OR NON-SPECIALISTS WHOSE RESEARCH INCLUDES TAIWAN AS A SIGNIFICANT ISSUE, THE SCHOOL OF HISTORY,PHILOSOPHY, AND RELIGION. | Description2 |
| Expenses2 | 15000 | Expenses2 |
| Description3 | THE FOUNDATION HAS CREATED THE TAIWANESE-AMERICAN COMMUNITY SCHOLARSHIP IN 2011, WHICH PROVIDE MERIT SCHOLARSHIPS TO COLLEGE-BOUND HIGH SCHOOL SENIORS OR INCUMBENT UNDERGRADUATE COLLEGE STUDENTS WHO ARE ASPIRING TO MAKE POSITIVE CONTRIBUTIONS TO SOCIETY,BUT COME FROM FINANCIALLY DISADVANTAGED BACKGROUNDS ARE ENCOURAGED TO APPLY. | Description3 |
| Expenses3 | 7500 | Expenses3 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1338912 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 303625 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1642537 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 1642537 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 24638 | CashDeemedCharitable |
| Net Noncharitable Assets | 1617899 | NetNoncharitableAssets |
| Minimum Investment Return | 80895 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | X | Sect4942j3j5FndtnAndFrgnOrg |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 88810 | ExpensesAndContributions |
| Qualifying Distributions | 88810 | QualifyingDistributions |
| Adj Qualifying Distributions | 88810 | AdjQualifyingDistributions |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Date Of Ruling | 2010-11-22 | DateOfRuling |
| Section4942j3 | X | Section4942j3 |
Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 80895 | CurrentYear |
| Year1 | 67326 | Year1 |
| Year2 | 63781 | Year2 |
| Total | 212002 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 68761 | CurrentYear |
| Year1 | 57227 | Year1 |
| Year2 | 54214 | Year2 |
| Total | 180202 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 88810 | CurrentYear |
| Year1 | 130595 | Year1 |
| Year2 | 76194 | Year2 |
| Total | 295599 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 88810 | CurrentYear |
| Year1 | 130595 | Year1 |
| Year2 | 76194 | Year2 |
| Total | 295599 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 53930 | CurrentYear |
| Year1 | 47756 | Year1 |
| Year2 | 42520 | Year2 |
| Total | 144206 | Total |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHUN- PANG CHIU | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (7 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| OAKLAND SCHOOLS FOUNDATION | |||||||
| 2626 E 16TH ST | OAKLAND | CA | 94601 | N/A | 501C | CHARITY | $2,000 |
| TAIWANESE EVERGREEN ACADEMY OF NORT | |||||||
| 4405 FORTRAN CT | SAN JOSE | CA | 95134 | N/A | 501C | CHARITY | $1,000 |
| AGAPE ASIAN MISSION | |||||||
| 4988 PASEO PADRE PARKWAY 203 | FREMONT | CA | 94555 | N/A | 501C | DONATION | $1,000 |
| CANAAN TAIWANESE CHRISTIAN CHURCH | |||||||
| 4405 FORTRAN COURT | SAN JOSE | CA | 95134 | NONE | 501(c) | CHARITY | $3,000 |
| TAITA -SV | |||||||
| P O BOX 2174 | SUNNYVALE | CA | 94087 | NONE | 501(c) | CHARITY | $1,500 |
| TAIWANESE AMERICAN FEDERATION OF NO | |||||||
| P O BOX 20204 | SAN JOSE | CA | 95160 | NONE | 501(c) | CHARITY | $500 |
| OREGON STATE UNIVERSITY FOUNDATION | |||||||
| 850 SW 35TH STREET | CORVALLIS | OR | 97333 | NONE | 501(c) | CHARITY | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 19000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 29 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 27851 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 584944 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 612824 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 612824 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|
| 2 | Chun- Pang Chiu | 2905 Stender Way Suite 20 | Santa Clara | CA | 95054 | 25000 | X |
| 1 | Chun- Pang Chiu | 2905 Stender Way Suite 20 | Santa Clara | CA | 95054 | 22731 | X |
Noncash Property NoncashProperty (2 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 2 | CORP SECURITIES | 25000 | 2013-09-10 |
| 1 | CORP SECURITIES | 22731 | 2012-12-18 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| PAYROLL SERVICE | $1,095 | 0 | 1095 | 1095 |
| JIMMY CHEN | $1,385 | 0 | 1385 | 1385 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (8 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|---|
| SUPPLIES | 239 | 239 | 239 | |
| Rental Expenses | 3600 | 3600 | 3600 | |
| PROGRAM EXPENSE | 52500 | 52500 | 52500 | |
| POSTAGE FEE | 25 | 25 | 25 | |
| OFFICE EXPENSE | 15 | 15 | 15 | |
| MEALS EXPENSE | 42 | 42 | 42 | |
| GIFT EXPENSE | 34 | 34 | 34 | |
| FOREIGN TAX FOR INVESTMENT | 500 | 500 | 500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEE | Category |
| Amount | $304 | Amount |
| Net Investment Income | 304 | NetInvestmentIncome |
| Adjusted Net Income | 304 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (5 entries)
| CategoryCategory | AmountAmount | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| SECRETARY OF STATE | $20 | 20 | 20 |
| PAYROLL TAX | $4,495 | 4495 | 4495 |
| IRS INCOME TAX REFUND | $2,439 | -2439 | -2439 |
| GENERNAL ATTORNEY REGISTRATION | $50 | 50 | 50 |
| FTB | $10 | 10 | 10 |