ANN AND PI FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
ANN AND PI FAMILY FOUNDATION (EIN 81-0855434)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-09
IRS object ID
202211299349103656
Schema version
2021v4.0
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)
Return2022-05-09T14:09:05-07:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-04-11SignatureDt
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)
SSN999009999SSN

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)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$273,090FMVAssetsEOYAmt
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$2,815DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,815DividendsNetInvstIncmAmt
Dividends Adj Net Incm$2,815DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$2,297NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$8,741GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,297CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$2,297NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$5,112TotalRevAndExpnssAmt
Total Net Invst Incm$5,112TotalNetInvstIncmAmt
Total Adj Net Incm$5,112TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,200AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,200AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$71TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$71TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$140DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$283OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$283OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,694TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,554TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$12,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$12,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$13,694TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$13,554TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$8,582ExcessRevenueOverExpensesAmt
Net Investment Income$5,112NetInvestmentIncomeAmt
Adjusted Net Income$5,112AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$6,593CashBOYAmt
Cash EOY$2,107CashEOYAmt
Cash EOYFMV$2,107CashEOYFMVAmt
Other Investments BOY$124,901OtherInvestmentsBOYAmt
Other Investments EOY$121,006OtherInvestmentsEOYAmt
Other Investments EOYFMV$270,983OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,261LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,050LandBldgEquipAccumDeprecAmt
Land BOY$351LandBOYAmt
Land EOY$211LandEOYAmt
Total Assets BOY$131,845TotalAssetsBOYAmt
Total Assets EOY$123,324TotalAssetsEOYAmt
Total Assets EOYFMV$273,090TotalAssetsEOYFMVAmt
Other Liabilities BOY$46OtherLiabilitiesBOYAmt
Other Liabilities EOY$107OtherLiabilitiesEOYAmt
Total Liabilities BOY$46TotalLiabilitiesBOYAmt
Total Liabilities EOY$107TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$149,116CapitalStockBOYAmt
Capital Stock EOY$149,116CapitalStockEOYAmt
Retained Earning BOY-$17,317RetainedEarningBOYAmt
Retained Earning EOY-$25,899RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$131,799TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$123,217TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$131,845TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$123,324TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$131,799TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$8,582ExcessRevenueOverExpensesAmt
Subtotal$123,217SubtotalAmt
Tot Net Ast Or Fund Balances EOY$123,217TotNetAstOrFundBalancesEOYAmt

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
100 Share ISHARES GOLD TRUST IAUP2020-10-282021-10-12$3,365$3,588-$223-$223
0.0709 Share Charles Schwb US MCP2020-03-312021-09-23$6$3$3$3
0.5019 Share Charles Schwb US MCP2020-06-302021-09-23$39$26$13$13
50 Share Schwab Large Cap ETFP2017-02-282021-10-14$5,331$2,827$2,504$2,504
FieldValueIRS element (for citing)
Capital Gain Net Income$2,297CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$2,297NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$71InvestmentIncomeExciseTaxAmt
Subtotal$71SubtotalAmt
Tax Based On Investment Income$71TaxBasedOnInvestmentIncomeAmt
Tax Due$71TaxDueAmt
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$260,000AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$260,000TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$260,000AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,900CashDeemedCharitableAmt
Net Vl Noncharitable Assets$256,100NetVlNoncharitableAssetsAmt
Minimum Investment Return$12,805MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$12,805MinimumInvestmentReturnAmt
Tax Based On Investment Income$71TaxBasedOnInvestmentIncomeAmt
Total Tax$71TotalTaxAmt
Distributable Before Adj$12,734DistributableBeforeAdjAmt
Distributable Before Ded$12,734DistributableBeforeDedAmt
Distributable As Adjusted$12,734DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$13,554ExpensesAndContributionsAmt
Qualifying Distributions$13,554QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$12,734DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$836ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$9,660ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,000ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,109ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$14,605TotalExcessDistributionCyovAmt
Qualifying Distributions$13,554QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$12,734AppliedToCurrentYearAmt
Remaining Distri From Corpus$820RemainingDistriFromCorpusAmt
Total Corpus$15,425TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$836ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$14,589ExcessDistriCyovToNextYrAmt
Excess From Year3$9,660ExcessFromYear3Amt
Excess From Year2$2,000ExcessFromYear2Amt
Excess From Year1$2,109ExcessFromYear1Amt
Excess From Current Year$820ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 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
Habitat for Humanity
322 W Lamar StreetAmericusGA31709PCRegular Donation$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$12,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion$2,815ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,297RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$2,815ExclusionAmt
Related Or Exempt Function Incm$2,297RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,112TotalIncomeProducingActyAmt

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$1,200Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,200DisbursementsCharitablePrpsAmt

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$910PriorYearDepreciationAmt
Computation Method200DBComputationMethodTxt
Rt0.4000Rt
Current Year Expense$140CurrentYearExpenseAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (9 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
402.7037 Shares Wells Fargo Bank N AAT COST$18,618$19,322
109.5279 Shares KLA Tencor CorpAT COST$10,388$47,109
347.9668 Shares Qualcomm IncAT COST$19,469$63,633
168.7549 Shares Schwab US Large Cap ETFAT COST$9,853$19,208
194.3224 Shares Invesco QQQ TrustAT COST$33,808$77,311
75 Shares JP Mogan ChaseAT COST$6,600$11,876
51.6214 Shares Johnson & JohnsonAT COST$7,308$8,831
75.8425 Shares Fidelity MSCI Info TechAT COST$6,781$10,269
75.5985 Shares AppleAT COST$8,181$13,424

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemMachinery and EquipmentCategoryOrItemTxt
Cost Or Other Basis$1,261CostOrOtherBasisAmt
Accumulated Depreciation$1,050AccumulatedDepreciationAmt
Book Value$211BookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Office Supplies$188$188
Postage$95$95

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
Taxes Payable$46$107
Accrued Expense

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CA Secretary of State Filing Fee$20$20
IRS Fee$51$51

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.