CUI FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
CUI FAMILY FOUNDATION (EIN 45-4070830)
Tax period
2020-11-01 to 2021-10-31
Filed
2022-08-10
IRS object ID
202222229349100427
Schema version
2020v4.0
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)
Return2022-08-10T19:43:16-05:00ReturnTs
Tax Period End2021-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN204851730PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Entholpy EMC IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line146520 Fremont BlvdAddressLine1Txt
Address Line2Ste606AddressLine2Txt
CityFremontCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94538ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-11-01TaxPeriodBeginDt

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
Phone4084555298PhoneNum

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
Signature2022-08-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRONGGUOPersonFirstNm
Person LastCUIPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANMING XUPreparerPersonNm
PTINP00728294PTIN
Phone4089962002PhoneNum
Preparation2022-08-10PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$591,469FMVAssetsEOYAmt
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$2InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,540DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,540DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$115,296NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,833,350GrossSalesPriceAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss-$113,754TotalRevAndExpnssAmt
Total Net Invst Incm$1,542TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$0AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$1,885OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$1,885OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,317TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$14,739TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$14,739TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$160OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$35OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$125OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$20,101TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$35TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$16,749TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$15,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$15,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$35,801TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$35TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$32,449TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$149,555ExcessRevenueOverExpensesAmt
Net Investment Income$1,507NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$644,538CashBOYAmt
Cash EOY$157,380CashEOYAmt
Cash EOYFMV$157,380CashEOYFMVAmt
Sav And Temp Cash Invst BOY$102,370SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$102,370SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$102,370SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$2,633AcctRcvblBOYAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
Corporate Stock EOY$342,364CorporateStockEOYAmt
Corporate Stock EOYFMV$331,719CorporateStockEOYFMVAmt
Corporate Bonds EOY$0CorporateBondsEOYAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$749,541TotalAssetsBOYAmt
Total Assets EOY$602,114TotalAssetsEOYAmt
Total Assets EOYFMV$591,469TotalAssetsEOYFMVAmt
Accounts Payable BOY$764AccountsPayableBOYAmt
Accounts Payable EOY$2,892AccountsPayableEOYAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Total Liabilities BOY$764TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,892TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$748,777CapitalStockBOYAmt
Capital Stock EOY$599,222CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$748,777TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$599,222TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$749,541TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$602,114TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$748,777TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$149,555ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$599,222SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$599,222TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income-$115,296CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$115,296NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$21InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$21SubtotalAmt
Tax Based On Investment Income$21TaxBasedOnInvestmentIncomeAmt
Tax Due$21TaxDueAmt

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
Form990 T FiledfalseForm990TFiledInd
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 ContributorsYes (true)NewSubstantialContributorsInd
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 Line1Rongguo CuiBusinessNameLine1Txt
FieldValueIRS element (for citing)
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)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
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
RONGGUO CUI
6657 Mt Forest DrSan JoseCA95120CEO2.000$0
PING HAN
6657 Mt Forest DrSan JoseCA95120CFO2.000$0

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$360,019AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$204,306AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$102,370FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$666,695TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$666,695AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,000CashDeemedCharitableAmt
Net Vl Noncharitable Assets$656,695NetVlNoncharitableAssetsAmt
Minimum Investment Return$32,835MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$32,835MinimumInvestmentReturnAmt
Tax Based On Investment Income$21TaxBasedOnInvestmentIncomeAmt
Total Tax$21TotalTaxAmt
Distributable Before Adj$32,814DistributableBeforeAdjAmt
Distributable Before Ded$32,814DistributableBeforeDedAmt
Distributable As Adjusted$32,814DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$32,449ExpensesAndContributionsAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$32,449QualifyingDistributionsAmt
Adjusted Qualifying Distri$32,449AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$32,814DistributableAsAdjustedAmt
Undistributed Income PY$24,358UndistributedIncomePYAmt
Qualifying Distributions$32,449QualifyingDistributionsAmt
Applied To Year1$24,358AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$8,091AppliedToCurrentYearAmt
Undistributed Income CY$24,723UndistributedIncomeCYAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

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)
Total$0TotalAmt

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 ManagerRONGGUO CUIContributingManagerNm
Contributing ManagerPING HANContributingManagerNm
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
Shepherd's Field
40335 Winchester Rd Ste E-115TemeculaCA92591PCCharitable$2,600
Philip Hayden Foundation
40335 Winchester Rd Ste E-115TemeculaCA92591PCCharitable$13,000
Boy Scout
1325 W Walnut Hill LaneIrvingTX75038PCCharitable$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$15,700TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,540ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$115,296ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$113,754ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$113,754TotalIncomeProducingActyAmt

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

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetFidelity AcctZ72661317AssetDesc
Acquired2020-11AcquiredDt
Sold2021-10SoldDt

Purchaser Name PurchaserNameGrp

FieldValueIRS element (for citing)
Person10312021PersonNm
FieldValueIRS element (for citing)
Gross Sales Price$1,833,350GrossSalesPriceAmt
Basis$1,948,646BasisAmt
Total Net-$115,296TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockStocksStockNm
EOY Book Value$342,364EOYBookValueAmt
EOYFMV$331,719EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Investment Cost$35$35
Office Expenses$125$125

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Bank Fee$35$35
Tax Preparation Fee$1,800$1,800
State Filing Fee$50$50

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
RONGGUO CUI
6657 Mt Forest DrSan JoseCA95120
PING HAN
6657 Mt Forest DrSan JoseCA95120

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTaxCategoryTxt
Amt$3,317Amt

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