BETA

CHAI FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
CHAI FAMILY FOUNDATION (EIN 20-8034700)
Tax period
2022-12-01 to 2023-11-30
Filed
2024-02-22
IRS object ID
202410539349100206
Schema version
2022v5.0
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)
Return2024-02-22T10:32:58-06:00ReturnTs
Tax Period End2023-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN475284605PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERIC ZHANG & ASSOCIATES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1920 HILLVIEW CT 180AddressLine1Txt
CityMILPITASCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95035ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208034700EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHAI FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHAIBusinessNameControlTxt
Phone4089816181PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17120 BLUE HILL DRAddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95129ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLI CHAIPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone4089816181PhoneNum
Signature2024-02-22SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLIPersonFirstNm
Person LastCHAIPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonERIC ZHANG CPAPreparerPersonNm
PTINP00548506PTIN
Phone6265812266PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$957,021FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2,286InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,286InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$2,286InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$5,234DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,234DividendsNetInvstIncmAmt
Dividends Adj Net Incm$5,234DividendsAdjNetIncmAmt
Gross Rents Rev And Expnss$43,566GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$43,566GrossRentsNetInvstIncmAmt
Gross Rents Adj Net Incm$43,566GrossRentsAdjNetIncmAmt
Net Rental Income Or Loss$18,915NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss-$10,270NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$336,303GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$12,522OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$12,219OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$53,338TotalRevAndExpnssAmt
Total Net Invst Incm$51,086TotalNetInvstIncmAmt
Total Adj Net Incm$63,305TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$8,750CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$8,750CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,780AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,780AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$270TaxesRevAndExpnssAmt
Taxes Net Invst Incm$270TaxesNetInvstIncmAmt
Taxes Adj Net Incm$270TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$7,677DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$5,388DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$5,388DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$940OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$940OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$35,844OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$19,879OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$29,943OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$5,285OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$55,261TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$25,537TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$35,601TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$16,755TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$55,261TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$25,537TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$35,601TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$16,755TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,923ExcessRevenueOverExpensesAmt
Net Investment Income$25,549NetInvestmentIncomeAmt
Adjusted Net Income$27,704AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$209,091CashBOYAmt
Cash EOY$86,912CashEOYAmt
Cash EOYFMV$86,912CashEOYFMVAmt
Sav And Temp Cash Invst BOY$3,407SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$123,181SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$123,181SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$192,418CorporateStockBOYAmt
Corporate Stock EOY$189,277CorporateStockEOYAmt
Corporate Stock EOYFMV$193,546CorporateStockEOYFMVAmt
Invst Land Cost Or Other Basis$545,145InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$45,612InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$504,921LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$499,533LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$544,787LandBldgInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$35,840LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$27,245LandBldgEquipAccumDeprecAmt
Land BOY$5,941LandBOYAmt
Land EOY$8,595LandEOYAmt
Land EOYFMV$8,595LandEOYFMVAmt
Total Assets BOY$915,778TotalAssetsBOYAmt
Total Assets EOY$907,498TotalAssetsEOYAmt
Total Assets EOYFMV$957,021TotalAssetsEOYFMVAmt
Accounts Payable BOY$4,013AccountsPayableBOYAmt
Accounts Payable EOY$706AccountsPayableEOYAmt
Other Liabilities BOY$3,050OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$7,063TotalLiabilitiesBOYAmt
Total Liabilities EOY$706TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$795,472CapitalStockBOYAmt
Capital Stock EOY$795,472CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$113,243RetainedEarningBOYAmt
Retained Earning EOY$111,320RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$908,715TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$906,792TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$915,778TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$907,498TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$908,715TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,923ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$906,792SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$906,792TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (87 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
64 SHARES HEWJP2022-10-242022-12-21$1,751$2,241-$490-$490
2 SHARES MBBP2022-03-042022-12-21$189$209-$20-$20
1 SHARES IGOVP2022-03-212022-12-21$40$47-$7-$7
326 SHARES GOVTP2022-03-042022-12-21$7,524$8,414-$890-$890
1 SHARES CEMBP2022-09-202022-12-21$43$43$0$0
2 SHARES EBNDP2022-04-202022-12-21$41$43-$2-$2
4 SHARES VCITP2022-03-042022-12-21$316$355-$39-$39
6 SHARES VOOP2022-03-042022-12-21$2,117$2,386-$269-$269
3 SHARES VWOBP2022-03-042022-12-21$186$206-$20-$20
57 SHARES DBEUP2022-03-042023-01-26$2,049$1,859$190$190
2 SHARES IGOVP2022-03-212023-01-26$82$94-$12-$12
17 SHARES IGOVP2022-03-042023-01-26$396$439-$43-$43
18 SHARES EWJP2022-03-042023-01-26$1,047$1,102-$55-$55
68 SHARES VCITP2022-03-042023-01-26$5,477$6,032-$555-$555
1 SHARE VOOP2022-03-042023-01-26$368$398-$30-$30
1 SHARE VWOBP2022-03-042023-01-26$64$69-$5-$5
11.391 SHARES MELIXP2022-03-042023-01-26$159$179-$20-$20
7 SHARES IYHP2022-12-192023-02-23$1,929$1,962-$33-$33
1 SHARE CEMBP2022-09-202023-02-23$43$43$0$0
2 SHARES SPHYP2022-03-042023-02-23$45$51-$6-$6
115 SHARES VCITP2022-03-042023-02-23$8,984$10,201-$1,217-$1,217
3 SHARES VGSHP2022-03-042023-02-23$173$180-$7-$7
1.996 SHARES MPFIXP2022-03-042023-02-23$19$22-$3-$3
74 SHARES DBEUP2022-10-242023-03-24$2,642$2,538$104$104
25 SHARES TIPP2022-03-212023-03-24$2,723$3,126-$403-$403
156 SHARES MBBP2022-12-212023-03-24$14,678$15,982-$1,304-$1,304
3 SHARES IGOVP2022-03-212023-03-24$120$140-$20-$20
972 SHARES GOVTP2022-03-042023-03-24$22,531$25,087-$2,556-$2,556
48 SHARES EWJP2022-08-222023-03-24$2,727$2,725$2$2
175 SHARES EBNDP2022-07-192023-03-24$3,649$3,738-$89-$89
365 SHARES SPHYP2022-11-072023-03-24$8,183$8,816-$633-$633
270 SHARES VGSHP2022-12-192023-03-24$15,736$15,700$36$36
17 SHARES VOOP2022-03-042023-03-24$6,254$6,660-$406-$406
60 SHARES VWOBP2022-03-042023-03-24$3,674$4,113-$439-$439
382.38 SHARES MPFIXP2022-03-042023-03-24$3,701$4,183-$482-$482
21 SAHRES IGOVP2022-03-212023-04-28$847$983-$136-$136
247 SHARES EUFNP2022-09-222023-04-28$4,831$4,260$571$571
397 SHARES GOVTP2022-04-072023-04-28$9,333$9,895-$562-$562
128 SHARES VCITP2022-04-062023-04-28$10,316$11,250-$934-$934
9 SHARES VDEP2022-06-212023-04-28$1,036$961$75$75
114.526 SHARES CBDIXP2023-03-222023-04-28$1,664$1,664$0$0
277.959 SHARES EIRRXP2023-03-222023-04-28$2,750$2,749$1$1
2.2214 SHARES MPFIXP2022-03-042023-04-28$22$24-$2-$2
67.631 SHARES MELIXP2022-03-042023-04-28$876$1,062-$186-$186
399.057 SHARES CWVIXP2023-03-222023-07-28$9,609$8,942$667$667
1272.908 SHARES CBDIXP2023-03-222023-07-28$18,152$18,495-$343-$343
1616.785 SHARES EILDXP2023-04-262023-07-28$11,948$12,140-$192-$192
2285.13 SHARES EIHIXP2023-03-222023-07-28$9,300$9,163$137$137
883.126 SHARES EIDOXP2023-03-222023-07-28$6,685$6,406$279$279
2078.168 SHARES MTGDXP2023-04-262023-07-28$15,378$15,671-$293-$293
1814.557 SHARES MPFIXP2022-03-042023-07-28$17,220$19,707-$2,487-$2,487
1934.301 SHARES MSYIXP2023-03-232023-07-28$15,997$15,711$286$286
145.47 SHARES MELIXP2023-05-232023-07-28$2,066$1,994$72$72
427.703 SHARES MUOIXP2023-03-232023-07-28$9,273$8,176$1,097$1,097
29 SHARES AAXJP2023-04-262023-08-01$2,039$1,916$123$123
162 SHARES IGOVP2022-08-222023-08-01$6,434$6,467-$33-$33
60 SHARES MCHIP2023-01-242023-08-01$2,956$3,109-$153-$153
238 SHARES GOVTP2022-12-212023-08-01$5,409$5,518-$109-$109
65 SHARES CEMBP2023-03-072023-08-01$2,825$2,770$55$55
31 SHARES EWJP2023-02-212023-08-01$1,975$1,856$119$119
151 SHARES VCITP2022-12-292023-08-01$11,902$12,021-$119-$119
95 SHARES VGSHP2023-03-062023-08-01$5,482$5,570-$88-$88
32 SHARES VDEP2022-12-202023-08-01$3,815$3,804$11$11
34 SHARES VOOP2022-10-032023-08-01$14,220$12,635$1,585$1,585
182 SHARES VWOBP2022-12-292023-08-01$11,419$11,310$109$109
0.2747 SHARES DBEUP2023-02-212023-08-01$10$10$0$0
0.5192 SHARES TIPP2023-05-052023-08-01$56$4$52$52
0.6775 SHARES HEWJP2022-12-302023-08-01$23$19$4$4
0.5693 SHARES MBBP2023-05-052023-08-01$53$53$0$0
0.1688 SHARES AAXJP2023-06-132023-08-01$12$12$0$0
0.1971 SHARES IGOVP2023-02-212023-08-01$8$8$0$0
0.6906 SHARES EUFNP2023-03-222023-08-02$14$13$1$1
0.5585 SHARES MCHIP2023-06-132023-08-02$28$26$2$2
0.7603 SHARES GOVTP2023-06-072023-08-02$17$17$0$0
0.0902 SHARES CEMBP2023-07-102023-08-02$4$4$0$0
0.6665 SHARES EWJP2023-06-132023-08-02$42$40$2$2
0.1177 SHARES EWUP2022-12-192023-08-02$4$4$0$0
0.1546 SHARES SPHDP2022-12-232023-08-02$7$7$0$0
0.9359 SHARES EBNDP2023-03-072023-08-02$20$19$1$1
0.0238 SHARES SPHYP2023-03-072023-08-02$1$1$0$0
0.1602 SHARES VTVP2022-05-232023-08-02$24$22$2$2
0.8047 SHARES VCITP2023-06-062023-08-02$64$63$1$1
0.771 SHARES VGSHP2023-07-072023-08-02$45$45$0$0
0.6351 SHARES VDEP2023-03-292023-08-02$78$72$6$6
0.7188 SHARES VOOP2023-07-052023-08-02$302$273$29$29
0.823 SHARES VWOBP2023-07-072023-08-02$52$50$2$2
COST BASIS CATCH UPP2023-08-312023-08-31$199-$199-$199
FieldValueIRS element (for citing)
Capital Gain Net Income-$10,270CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$1,659NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$355InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$355SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$355TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$355TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (1)PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBEI QINIndividualWithBooksNm
Phone4089816181PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17120 BLUE HILL DRAddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95129ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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
BEI QIN
7120 BLUE HILL DRSAN JOSECA95129CEO3.00$8,750$0$0
JING CHAI
942 COLUSA AVESUNNYVALECA94085SECRETARY AND CFO8.00$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
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1PLANT DREAMS AND GROW A HAPPY LIFESINCE 2006, WE, THE FOUNDERS OF CHAI FAMILY FOUNDATION HAVE GROWN, SAVED AND SHARED OUR ORGANIC SEEDS AND PLANTS. OUR GOAL IS TO EDUCATE OUR COMMUNITY. WE HOSTED COUPLE GARDENING CLASSES AND FIELD TRIPS. WE TAUGHT PEOPLE HOW TO PLANT DREAMS AND GROW HAPPY LIFE.Description1Txt
Expenses1$10,680Expenses1Amt

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$174,751AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$213,159AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$544,787FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$932,697TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$932,697AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,990CashDeemedCharitableAmt
Net Vl Noncharitable Assets$918,707NetVlNoncharitableAssetsAmt
Minimum Investment Return$45,935MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$16,755ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$4,942CharitableAssetsAcquisPaidAmt
Qualifying Distributions$21,697QualifyingDistributionsAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling2020-04-06PrivateOperatingFndtnRulingDt
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$27,704CurrentYearAmt
Year1$5,502Year1Amt
Year2$29,075Year2Amt
Year3$12,521Year3Amt
Total$74,802TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$23,548CurrentYearAmt
Year1$4,677Year1Amt
Year2$24,714Year2Amt
Year3$10,643Year3Amt
Total$63,582TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$21,697CurrentYearAmt
Year1$28,259Year1Amt
Year2$19,023Year2Amt
Year3$31,133Year3Amt
Total$100,112TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$0TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$21,697CurrentYearAmt
Year1$28,259Year1Amt
Year2$19,023Year2Amt
Year3$31,133Year3Amt
Total$100,112TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$30,623CurrentYearAmt
Year1$31,778Year1Amt
Year2$31,768Year2Amt
Year3$29,104Year3Amt
Total$123,273TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBEI QINContributingManagerNm
Contributing ManagerJING CHAIContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd
Total Grant Or Contri Pd Dur Yr$0TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Revenue Dtl ProgramServiceRevenueDtl

FieldValueIRS element (for citing)
DescGARDENT PRODUCT SALESDesc
Exclusion06ExclusionCd
Exclusion$12,219ExclusionAmt

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,286ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,234ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$18,915ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$10,270ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescCASH REWARDSDesc
Exclusion01ExclusionCd
Exclusion$303ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$28,687ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$28,687TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEECategoryTxt
Amt$1,780Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,780DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (16 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
HAYWARD BUILDING 44% OWN2014-05-19$133,022$32,404SL39.000000000000$3,411$3,411$3,411
HAYWARD LAND 44% OWN2014-05-19$88,682L$0$0$0
NISSAN2012-05-31$22,445$22,445SL5.000000000000$0$0$0
963 COLLEGE DR BUILDING 23%2018-08-21$70,121$7,641SL39.000000000000$1,798$1,798$1,798
963 COLLEGE DR BUILDING 23%2018-08-21$252,423L$0$0$0
COMPUTER2020-11-25$3,172$1,268SL5.000000000000$634$0$0
IPHONE 122021-02-16$851$298SL5.000000000000$170$0$0
CAMERA2021-11-03$455$99SL5.000000000000$91$0$0
COMPUTER2021-10-12$1,534$358SL5.000000000000$307$0$0
NEW EQUIPMENT2020-12-01$897$179SL5.000000000000$179$179$179
GREEN HOUSE2021-11-18$2,440$488SL5.000000000000$488$0$0
COLOR PRINT2023-06-03$487SL5.000000000000$49$0$0
IPHONE2023-03-06$947SL5.000000000000$142$0$0
IPAD2023-01-23$649SL5.000000000000$108$0$0
LAPTOP2023-03-05$1,895SL5.000000000000$284$0$0
UPLIFT DESK2023-11-08$965SL5.000000000000$16$0$0

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockE-TRADE INVSETMENT ACCOUNTStockNm
EOY Book Value$189,277EOYBookValueAmt
EOYFMV$193,546EOYFMVAmt

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp (5 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
HAYWARD BUILDING 44% OWN$133,022$35,815$97,207$133,022
HAYWARD LAND 44% OWN$88,682$0$88,682$88,682
963 COLLEGE DR BUILDING 23%$70,121$9,439$60,682$70,121
963 COLLEGE DR BUILDING 23%$252,423$0$252,423$252,423
NEW EQUIPMENT$897$358$539$539

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (11 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
NISSAN$22,445$22,445$0$0
COMPUTER$3,172$1,902$1,270$1,270
IPHONE 12$851$468$383$383
CAMERA$455$190$265$265
COMPUTER$1,534$665$869$869
GREEN HOUSE$2,440$976$1,464$1,464
COLOR PRINT$487$49$438$438
IPHONE$947$142$805$805
IPAD$649$108$541$541
LAPTOP$1,895$284$1,611$1,611
UPLIFT DESK$965$16$949$949

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILIGN FEE$45$0$0$45
AUTO EXPENSE$1,246$0$0$1,246
PROGRAM FEE$10,680$0$10,680$0
OFFICE SUPPLIES$2,184$0$0$2,184
UTILITIES$789$0$0$789
INVESTMENT EXPENSE$616$616$0$0
TELEPHONE EXPENSE$841$0$0$841
OUTSIDE SERVICE$180$0$0$180
MANAGEMENT FEE$4,348$4,348$4,348$0
PROPERTY TAX$8,507$8,507$8,507$0
INSURANCE$947$947$947$0
REPAIRS$3,134$3,134$3,134$0
GARDENING$436$436$436$0
UTILITIES$1,794$1,794$1,794$0
ASSESSMENT FEE$97$97$97$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
GARDENT PRODUCT SALES$12,219$12,219
CASH REWARDS$303$303

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescADVANCE FROM FOUNDERDesc
BOY Book Value$3,050BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryIRS EXCISE TAXCategoryTxt
Amt$270Amt
Net Investment Income$270NetInvestmentIncomeAmt
Adjusted Net Income$270AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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