PING AND AMY CHAO FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- PING AND AMY CHAO FAMILY FOUNDATION (EIN 20-6750125)
- Tax period
- 2019-12-01 to 2020-11-30
- Filed
- 2021-10-14
- IRS object ID
- 202112879349101651
- Schema version
- 2019v5.2
- 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
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-14T08:36:36-05:00 | ReturnTs |
| Tax Period End | 2020-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 206750125 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ping and Amy Chao Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | PING | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PING CHAO | PersonNm |
| Person Title | co-trustee | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-10-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,717,509 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,209,816 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,282 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,282 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $161,359 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $161,359 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$347,151 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,731,148 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,419,529 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,447 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $5,031,753 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,582,170 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $80,631 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,553 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $73,078 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,234 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $34 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $10,546 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $10,546 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,628 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,628 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25,772 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25,760 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $121,811 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,599 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $111,012 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,312,598 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,312,598 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,434,409 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,599 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,423,610 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,597,344 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,574,571 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $250,919 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,946,385 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,946,385 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,123,314 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,025,192 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,769,124 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,376,233 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,973,577 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,717,509 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $5,376,233 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,973,577 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,376,233 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,973,577 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,376,233 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,973,577 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,376,233 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,597,344 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,973,577 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,973,577 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | SoldSoldDt |
|---|---|---|---|---|---|---|
| Publicly-traded Securities | $2,831,148 | $1,882,943 | $948,205 | $948,205 | ||
| 14257 STANFORD CT, LOS ALTOS HILLS, CA | $3,900,000 | $1,428,676 | $2,471,324 | $2,471,324 | D | 2020-10-08 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,419,529 | CapitalGainNetIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qlfy Und Sect4940e Reduced Tax | QlfyUndSect4940eReducedTaxGrp |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $71,491 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $71,491 | SubtotalAmt |
| Tax Based On Investment Income | $71,491 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,300 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $62,800 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $69,100 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $2,391 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Amy H Chao | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co-Trustee | 5.0 | $0 | $0 | $0 |
| Shiu-Kai Chao | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co-Trustee | 1.0 | $0 | $0 | $0 |
| Shiu-Ping Chao | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co-Trustee | 10.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Susanna Choe | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 137 Frederick Court | AddressLine1Txt |
| City | Mountain View | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94043 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ADMIN-philanthropic | ServiceTypeTxt |
| Compensation | $50,400 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NGO / VOLUNTEER PROJECT - PROVIDE WEBSITE & DATABASE LINKING NGO'S TO VOLUNTEERS TO RAISE AWARENESS AND ACTION AMONG YOUTH TO BRING SOCIAL CHANGE TO THE GLOBAL CHINESE DIASPORA | Description1Txt |
| Expenses1 | $19,728 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,226,375 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $679,452 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $460,197 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,366,024 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,366,024 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $95,490 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,270,534 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $313,527 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $313,527 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $71,491 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $71,491 | TotalTaxAmt |
| Distributable Before Adj | $242,036 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $242,036 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $242,036 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,423,610 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,423,610 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,423,610 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $242,036 | DistributableAsAdjustedAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $66,901 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $629,988 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $735,470 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $871,462 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,169,802 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,473,623 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,423,610 | QualifyingDistributionsAmt |
| Applied To Current Year | $242,036 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,181,574 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,655,197 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $66,901 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,588,296 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $629,988 | ExcessFromYear4Amt |
| Excess From Year3 | $735,470 | ExcessFromYear3Amt |
| Excess From Year2 | $871,462 | ExcessFromYear2Amt |
| Excess From Year1 | $1,169,802 | ExcessFromYear1Amt |
| Excess From Current Year | $1,181,574 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GRANT APPLICATION TO SUSANNA CHOE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 S SAN ANTONIO RD STE 204 | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Email Address | SUE.CHAOFOUNDATION@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | GRANT APPLICATION TO SUSANNA CHOE HTTP://WWW.CHAOFOUNDATION.ORG/GRANT-APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANT APPLICATION TO SUSANNA CHOE APPLICATION DEADLINE IS MARCH 15TH | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANT APPLICATION TO SUSANNA CHOE WWW.CHAOFOUNDATION.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Province Or StateRecipientForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1001 FONTAINES POUR DEMAIN | ||||||||||||
| 33 RUE PIERRE BRUNIER | CALUIRE CUIRE | FR | 69300 | N/A | PC | General & Unrestricted | $70,000 | |||||
| ANGKOR HOSPITAL FOR CHILDREN INC | ||||||||||||
| N/A | PC | AHC's Pediatric Healthcare Training Academy - training 15 middle grade Doctors in medical specialties | $75,000 | 139 PLOWDEN RD | PUTNEY | VT | 05346 | |||||
| ASIAN AMERICAN LEGAL DEFENSE AND EDUCATION FUND | ||||||||||||
| N/A | PC | General & Unrestricted | $40,000 | 99 HUDSON ST 12TH FL | NEW YORK | NY | 10013 | |||||
| BAYSHORE CHRISTIAN MINISTRIES | ||||||||||||
| N/A | PC | Middle School StreetWorkz and/or aid for victims of COVID-19 | $30,000 | 1001 BEECH ST | E PALO ALTO | CA | 94303 | |||||
| BURMA HUMANITARIAN MISSION | ||||||||||||
| N/A | PC | the training program for backpack medics | $39,935 | 2985 S 800 E | SALT LAKE CITY | UT | 84106 | |||||
| CHILDREN ON THE EDGE | ||||||||||||
| 5 THE VICTORIA 25 ST PANCRAS | CHICHESTER | UK | PO19 7LT | N/A | PC | General & Unrestricted | $52,991 | WEST SUSSEX | ||||
| CHILDRENS HEARTLINK | ||||||||||||
| N/A | PC | Pediatric Cardiac Program in National Children's Hospital in Hanoi | $28,600 | 5075 ARCADIA AVE | EDINA | MN | 55436 | |||||
| COMMUNITY PARTNERS INTERNATIONAL | ||||||||||||
| N/A | PC | Rohingya Refugee COVID-19 Response program | $50,000 | 580 CALIFORNIA ST FL 16 | SAN FRANCISCO | CA | 94104 | |||||
| D-REV DESIGN FOR THE OTHER NINETY PERCENT | ||||||||||||
| N/A | PC | General & Unrestricted | $60,000 | 695 MINNESOTA ST | SAN FRANCISCO | CA | 94107 | |||||
| FRIENDS WITHOUT A BORDER | ||||||||||||
| N/A | PC | 2020 funding of Pharmacy Department in Lao Friends Hospital for Children | $100,000 | 1123 BROADWAY STE 1210 | NEW YORK | NY | 10010 | |||||
| GANSU PROVINCIAL MATERNITY AND CHILD-CARE HOSPITAL | ||||||||||||
| 143 QILIHE N ST QILIHE QU | LANZHOU SHI | CH | 730046 | N/A | PC | General & Unrestricted | $87,000 | GANSU SHENG | ||||
| HIMALAYAN HEALTHCARE INC | ||||||||||||
| N/A | PC | Women's Health and Child Nutrition Program | $60,000 | PO BOX 737 | NEW YORK | NY | 10024 | |||||
| INNOVATION WORKS INC | ||||||||||||
| N/A | PC | Reclaimed Urban Wood Products and Natural Dye Textile Fabrication program | $85,000 | 1400 GREENMOUNT AVE SUITE B01 | BALTIMORE | MD | 21202 | |||||
| JENNY LIN FOUNDATION | ||||||||||||
| N/A | PC | General & Unrestricted | $3,000 | PO BOX 21150 | CASTRO VALLEY | CA | 94546 | |||||
| KIDSPIRE | ||||||||||||
| N/A | PC | General & Unrestricted | $38,000 | 3300 NW 185TH AVE 127 | PORTLAND | OR | 97229 | |||||
| LANZHOU UNIVERSITY 1ST HOSPITAL | ||||||||||||
| 1 DONG GANG XI RD | LANZHOU | CH | 730000 | N/A | GOV | General & Unrestricted | $13,000 | GANSU | ||||
| LOVE JUSTICE INTERNATIONAL | ||||||||||||
| N/A | PC | Nepal Stations & SFE Program 2020 | $70,650 | PO BOX 67195 | LINCOLN | NE | 68506 | |||||
| MENLO PARK PRESBYTERIAN CHURCH | ||||||||||||
| N/A | PC | General & Unrestricted | $10,000 | 950 SANTA CRUZ AVE | MENLO PARK | CA | 94025 | |||||
| ONE HEART WORLD-WIDE | ||||||||||||
| N/A | PC | Final phase of Scaling the Network of Safety model program in Okhaldhunga | $85,000 | 1818 PACHECO ST | SAN FRANCISCO | CA | 94116 | |||||
| SAHAYA INTERNATIONAL INC | ||||||||||||
| N/A | PC | scholarship fund | $50,000 | 1504 PORTOLA ST | DAVIS | CA | 95616 | |||||
| SAN FRANCISCO CITY IMPACT | ||||||||||||
| N/A | PC | Hunger Relief and Education program in Tenderloin district of San Francisco | $56,000 | 230 JONES ST | SAN FRANCISCO | CA | 94102 | |||||
| STEPPING STONES CHINA LIMITED | ||||||||||||
| 12TH FL ASIONICS TECH CTR NO 6LN | ZHONG SHAN RD W | CH | 200051 | N/A | PC | General & Unrestricted | $58,422 | SHANGHAI | ||||
| TRANSPARENT FISH FUND INC | ||||||||||||
| N/A | PC | General & Unrestricted | $150,000 | 445 S SAN ANTONIO RD STE 204 | LOS ALTOS | CA | 94022 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,312,598 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,282 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $161,359 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$347,151 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $6,447 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$178,063 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$178,063 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Chao Family Trust ua dtd 1205200 | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26438 Ascension Dr | AddressLine1Txt |
| City | Los Altos Hills | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,209,816 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | TESLA MOTORS INC TSLA, 800 sh. | $1,306,440 | 2020-07-13 |
| 1 | UMC ELECTRONICS CO COM UMC, 1195 sh. | $3,376 | 2020-07-13 |
| 1 | 14257 STANFORD CT, LOS ALTOS HILLS, CA 1 sh. | $3,900,000 | 2020-08-27 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB INTRNTNL EQ | $65,004 | $75,320 |
| GUGGENHEIM TOTAL RETURN BOND F | $1,286,417 | $1,393,283 |
| ISHARES RUSSELL 1000 INDEX FD | $59,986 | $103,595 |
| LORD ABBETT INVESTMENT TRUST S | $803,743 | $806,509 |
| PIMCO FUNDS FOREIGN BOND FUND | $330,883 | $332,036 |
| PIMCO INCOME FUND | $826,789 | $822,995 |
| SCHWAB S P 500 INDEX FUND SELE | $475,416 | $700,617 |
| SCHWAB STRATEGIC TREMERGING MK | $159,638 | $191,386 |
| SCHWAB U.S. SMALL-CA | $120,911 | $143,198 |
| SCHWAB US MID CAP | $45,442 | $69,324 |
| VANGUARD FTSE DEVELOPED MARKET | $631,834 | $713,640 |
| VANGUARD FTSE EMERGING MARKETS | $186,834 | $200,668 |
| VANGUARD GNMA FUND ADMIRAL SHS | $508,957 | $507,666 |
| VANGUARD MID-CAP ETF | $228,714 | $329,446 |
| VANGUARD S&P 500 ETF | $1,102,286 | $1,182,262 |
| VANGUARD SF REIT ETF | $160,330 | $162,072 |
| VANGUARD SM-CAP ETF | $32,008 | $35,107 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SECURITY DEPOSIT | CategoryOrItemTxt |
| Book Value | $2,000 | BookValueAmt |
| EOYFMV | $2,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $25,506 | $25,506 | |
| Bank Charges | $12 | $12 | |
| OFFICE SUPPLIES | $169 | $169 | |
| State or Local Filing Fees | $85 | $85 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Revenue And Expenses Per Books | $6,447 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administration of Foundation | $50,400 | $50,400 | |
| Investment Management Services | $7,553 | $7,553 | |
| Philanthropic Consulting Srvcs | $22,678 | $22,678 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2020 | $3,200 | |
| Foreign Tax Paid | $34 | $34 |