ANN AND PI FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ANN AND PI FAMILY FOUNDATION (EIN 81-0855434)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-13
IRS object ID
202341339349100754
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)
Return2023-05-13T15:27:14-07:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN058705676PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Jacque Chau Lin CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1650B Fremont Ave 379AddressLine1Txt
CityLos AltosCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94024ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810855434EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Ann and PI FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlANNABusinessNameControlTxt
Phone9252024924PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12744 Corte Vera CruzAddressLine1Txt
CityPleasantonCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94566ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBau-Hsing AnnPersonNm
Person TitleCEOPersonTitleTxt
Phone9252024924PhoneNum
Signature2023-05-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBau-HsingPersonFirstNm
Person LastAnnPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJacque Chau LinPreparerPersonNm
PTINP01455724PTIN
Phone4089305918PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
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$190,971FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$3,207DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,207DividendsNetInvstIncmAmt
Dividends Adj Net Incm$3,207DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$22,389NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$35,205GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$22,389CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$22,389NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$25,596TotalRevAndExpnssAmt
Total Net Invst Incm$25,596TotalNetInvstIncmAmt
Total Adj Net Incm$25,596TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,275AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,275AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$96TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$96TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$141DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$47OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$47OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,559TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,418TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$9,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$9,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$10,559TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$10,418TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$15,037ExcessRevenueOverExpensesAmt
Net Investment Income$25,596NetInvestmentIncomeAmt
Adjusted Net Income$25,596AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,107CashBOYAmt
Cash EOY$5,760CashEOYAmt
Cash EOYFMV$5,760CashEOYFMVAmt
Other Investments BOY$121,006OtherInvestmentsBOYAmt
Other Investments EOY$132,424OtherInvestmentsEOYAmt
Other Investments EOYFMV$185,211OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,261LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,191LandBldgEquipAccumDeprecAmt
Land BOY$211LandBOYAmt
Land EOY$70LandEOYAmt
Total Assets BOY$123,324TotalAssetsBOYAmt
Total Assets EOY$138,254TotalAssetsEOYAmt
Total Assets EOYFMV$190,971TotalAssetsEOYFMVAmt
Other Liabilities BOY$107OtherLiabilitiesBOYAmt
Total Liabilities BOY$107TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$149,116CapitalStockBOYAmt
Capital Stock EOY$149,116CapitalStockEOYAmt
Retained Earning BOY-$25,899RetainedEarningBOYAmt
Retained Earning EOY-$10,862RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$123,217TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$138,254TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$123,324TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$138,254TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$123,217TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$15,037ExcessRevenueOverExpensesAmt
Subtotal$138,254SubtotalAmt
Tot Net Ast Or Fund Balances EOY$138,254TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
1.3457 Shares Johnson & JohnsonP2011-11-112022-09-16$224$227-$3-$3
51.2891 Shares Johnson & JohnsonP2011-11-112022-09-16$8,542$7,254$1,288$1,288
60 Shares KLA CorpP2017-08-012022-01-14$26,400$5,313$21,087$21,087
0.785 Shares Schwab Large Cap ETFP2017-02-282022-03-11$39$22$17$17
FieldValueIRS element (for citing)
Capital Gain Net Income$22,389CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$22,389NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$356InvestmentIncomeExciseTaxAmt
Subtotal$356SubtotalAmt
Tax Based On Investment Income$356TaxBasedOnInvestmentIncomeAmt
Tax Due$356TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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
Org Report Or Register StateCAOrgReportOrRegisterStateCd
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
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Bau-Hsing AnnBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9252024924PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12744 Corte Vera CruzAddressLine1Txt
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
Bau-Hsing Ann
2744 Corte Vera CruzPleasantonCA94566CEO2.00$0
Mon-Mei Ann
2744 Corte Vera CruzPleasantonCA94566CFO2.00$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$200,000AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$200,000TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$200,000AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,000CashDeemedCharitableAmt
Net Vl Noncharitable Assets$197,000NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,850MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,850MinimumInvestmentReturnAmt
Tax Based On Investment Income$356TaxBasedOnInvestmentIncomeAmt
Total Tax$356TotalTaxAmt
Distributable Before Adj$9,494DistributableBeforeAdjAmt
Distributable Before Ded$9,494DistributableBeforeDedAmt
Distributable As Adjusted$9,494DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,418ExpensesAndContributionsAmt
Qualifying Distributions$10,418QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$9,494DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$9,660ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,000ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,109ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$820ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$14,589TotalExcessDistributionCyovAmt
Qualifying Distributions$10,418QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$9,494AppliedToCurrentYearAmt
Remaining Distri From Corpus$924RemainingDistriFromCorpusAmt
Total Corpus$15,513TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$15,513ExcessDistriCyovToNextYrAmt
Excess From Year4$9,660ExcessFromYear4Amt
Excess From Year3$2,000ExcessFromYear3Amt
Excess From Year2$2,109ExcessFromYear2Amt
Excess From Year1$820ExcessFromYear1Amt
Excess From Current Year$924ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
UNICEF USA
125 Maiden LaneNew YorkNY10038501(C)3Donation$3,000
Friends of Childrn wth Special Needs
2300 Peralta BlvdFremontCA94536PCRegular Donation$3,000
Doctors Without BordersMSF
40 Rector Street 16th FloorNew YorkNY10006PCRegular Donation$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$9,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3,207RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$22,389RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$25,596RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$25,596TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTax preparation FeeCategoryTxt
Amt$1,275Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,275DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
PropertyDell Computer & PrinterPropertyDesc
Acquired2018-07-01AcquiredDt
Cost Or Other Basis$1,261CostOrOtherBasisAmt
Prior Year Depreciation$1,050PriorYearDepreciationAmt
Computation Method200DBComputationMethodTxt
Rt0.6667Rt
Current Year Expense$141CurrentYearExpenseAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (9 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
412.3765 Shares Wells Fargo Bank N AAT COST$19,065$17,027
50.1868 Shares KLA Tencor CorpAT COST$5,309$18,922
356.0805 Shares Qualcomm IncAT COST$20,496$39,147
342.0766 Shares Schwab US Large Cap ETFAT COST$10,085$15,445
195.5202 Shares Invesco QQQ TrustAT COST$34,192$52,063
145 Shares JP Mogan ChaseAT COST$17,100$19,444
76.4993 Shares Fidelity MSCI Info TechAT COST$6,848$7,230
76.0347 Shares AppleAT COST$8,249$9,879
85 Shares PaypalAT COST$11,080$6,054

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemMachinery and EquipmentCategoryOrItemTxt
Cost Or Other Basis$1,261CostOrOtherBasisAmt
Accumulated Depreciation$1,191AccumulatedDepreciationAmt
Book Value$70BookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Office Supplies$19$19
Postage$28$28

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CA Secretary of State Filing Fee$25$25
IRS Fee$71$71

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