CUI FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
CUI FAMILY FOUNDATION (EIN 45-4070830)
Tax period
2024-11-01 to 2025-10-31
Filed
2026-07-22
IRS object ID
202632039349100123
Schema version
2024v5.2
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)
Return2026-07-22T17:30:10-04:00ReturnTs
Tax Period End2025-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Nianrong LiangCPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12354 Brandini DrAddressLine1Txt
CityDublinCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94568ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN454070830EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Cui Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Rongguo CuiInCareOfNm
Business Name ControlCUIFBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line16657 Mt Forest DriveAddressLine1Txt
CitySan JoseCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95120ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRONGGUO CUIPersonNm
Person TitleCEOPersonTitleTxt
Phone4084555298PhoneNum
Signature2026-03-01SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNIANRONG LIANGPreparerPersonNm
PTINP01966811PTIN
Phone2096769229PhoneNum
Preparation2026-07-22PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$350,926FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$9,946InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$9,946InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$5,335DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,335DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$76,829NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$773,743GrossSalesPriceAmt
Net ST Capital Gain Adj Net Incm$9,557NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss-$61,548TotalRevAndExpnssAmt
Total Net Invst Incm$15,281TotalNetInvstIncmAmt
Total Adj Net Incm$9,557TotalAdjNetIncmAmt
Trav Conf Meeting Rev And Expnss$8,390TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$8,390TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,135OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$3,135OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,525TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$11,525TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,400ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$13,925TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$13,925TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$75,473ExcessRevenueOverExpensesAmt
Net Investment Income$15,281NetInvestmentIncomeAmt
Adjusted Net Income$9,557AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,296CashBOYAmt
Sav And Temp Cash Invst BOY$230,141SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$227,096SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$227,096SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$107,820AcctRcvblBOYAmt
Corporate Stock BOY$425,886CorporateStockBOYAmt
Corporate Stock EOY$460,598CorporateStockEOYAmt
Corporate Stock EOYFMV$123,830CorporateStockEOYFMVAmt
Total Assets BOY$765,143TotalAssetsBOYAmt
Total Assets EOY$687,694TotalAssetsEOYAmt
Total Assets EOYFMV$350,926TotalAssetsEOYFMVAmt
Accounts Payable BOY$2,807AccountsPayableBOYAmt
Accounts Payable EOY$831AccountsPayableEOYAmt
Total Liabilities BOY$2,807TotalLiabilitiesBOYAmt
Total Liabilities EOY$831TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$762,336CapitalStockBOYAmt
Capital Stock EOY$686,863CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$762,336TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$686,863TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$765,143TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$687,694TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$762,336TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$75,473ExcessRevenueOverExpensesAmt
Subtotal$686,863SubtotalAmt
Tot Net Ast Or Fund Balances EOY$686,863TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PROSHARES TR ULTRAPRO SHT QQQP2024-10-042025-05-29$342,596$340,401$2,195$2,195
PROSHARES TR ULTRAPRO SHT QQQP2025-03-102025-05-13$164,450$157,088$7,362$7,362
ERNEXA THERAPEUTICS INC COM2021-07-092025-06-12$2$3,272-$3,270-$3,270
ONECONNECT FINL TECHNOLOGY CO2021-02-082025-12-08$793$19,510-$18,717-$18,717
OPENDOOR TECHNOLOGIES INCP2021-10-292025-11-26$1$3-$2-$2
PROSHARES TR ULTRAPRO SHT QQQ2023-12-272025-03-26$265,901$330,298-$64,397-$64,397
FieldValueIRS element (for citing)
Capital Gain Net Income-$76,829CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$9,557NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$212InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$212SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$212TaxBasedOnInvestmentIncomeAmt
Tax Due$212TaxDueAmt

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 SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
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
Individual With BooksRONGGUO CUIIndividualWithBooksNm
Phone4084555298PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16657 Mt Forest DriveAddressLine1Txt
CitySan JoseCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95120ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Rongguo Cui
6657 Mt Forest DriveSan JoseCA95120CEO2.00$0$0$0
Ping Han
6657 Mt Forest DrSan JoseCA95120CFO2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1Philip Hayden Foundation40335 Winchester Rd E-115Temecula CA 92591Description1Txt
Expenses1$2,400Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$123,558AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$240,031AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$363,589TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$363,589AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,454CashDeemedCharitableAmt
Net Vl Noncharitable Assets$358,135NetVlNoncharitableAssetsAmt
Minimum Investment Return$17,907MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$17,907MinimumInvestmentReturnAmt
Tax Based On Investment Income$212TaxBasedOnInvestmentIncomeAmt
Total Tax$212TotalTaxAmt
Distributable Before Adj$17,695DistributableBeforeAdjAmt
Distributable Before Ded$17,695DistributableBeforeDedAmt
Distributable As Adjusted$17,695DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$13,925ExpensesAndContributionsAmt
Qualifying Distributions$13,925QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$17,695DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$12,018ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$12,018TotalExcessDistributionCyovAmt
Qualifying Distributions$13,925QualifyingDistributionsAmt
Applied To Current Year$13,925AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$3,770ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$3,770ExcessDistributionCyovAppCYAmt
Total Corpus$8,248TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$8,248ExcessDistriCyovToNextYrAmt
Excess From Year1$8,248ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonPhilip Hayden FoundationRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line140335 Winchester RD E-115AddressLine1Txt
CityTemeculaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92591ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeCharitableGrantOrContributionPurposeTxt
Amt$2,400Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,400TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$1UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$1UnrelatedBusinessTaxblIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1TotalIncomeProducingActyAmt

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCorporation StockStockNm
EOY Book Value$460,598EOYBookValueAmt
EOYFMV$123,830EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Office expense$458$0$0$458
Meals$884$0$0$884
Exchange fee$105$0$0$105
Software$100$0$0$100
IRS$288$0$0$288
Tax preparation$1,300$0$0$1,300

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