ROBERT I & LIEN Q CHEN FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT I & LIEN Q CHEN FAMILY FOUNDATION (EIN 20-1885060)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202133199349109333
- 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
- Form 990-PF
- Schedule B
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T16:03:17-08:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pankaj Shah | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29831 Cantera Dr | AddressLine1Txt |
| City | Hayward | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94544 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201885060 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT & LIEN CHEN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 4085853510 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14265 BERRY HILL COURT | AddressLine1Txt |
| City | LOS ALTOS HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LIEN CHEN | PersonNm |
| Person Title | VP, SECY, CFO | PersonTitleTxt |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LIEN | PersonFirstNm |
| Person Last | CHEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Pankaj Shah | PreparerPersonNm |
| PTIN | P00439574 | PTIN |
| Phone | 2405057200 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $5,651,078 | 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 | $564,705 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $732 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $732 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $732 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $74,635 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $74,635 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $74,635 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$46,949 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,493,354 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $457 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $593,580 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $75,367 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $75,367 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $10,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $10,000 | OthEmplSlrsWgsAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $1,725 | LegalFeesRevAndExpnssAmt |
| Legal Fees Adj Net Incm | $1,725 | LegalFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $30,526 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $30,526 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $34,294 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $34,294 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $34,294 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $76,545 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,294 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $76,545 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $200,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $200,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $276,545 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,294 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $76,545 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $200,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $317,035 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,073 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Corporate Stock BOY | $3,828,154 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,145,189 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,651,078 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,828,154 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,145,189 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,651,078 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,828,154 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,145,189 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,828,154 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,145,189 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,828,154 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,145,189 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,828,154 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $317,035 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,145,189 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,145,189 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH 4011 | P | 2017-01-01 | 2020-02-02 | $468,899 | $453,109 | $15,790 | $15,790 |
| MERRILL LYNCH 4012 | P | 2018-12-20 | 2020-12-31 | $239,905 | $210,797 | $29,108 | $29,108 |
| MERRILL 4011 CAPITAL GAIN DISTRIBUTION | P | $13,103 | $13,103 | $13,103 | |||
| MERRILL 4013 CAPITAL GAIN DISTRIBUTION | P | 2011-01-01 | 2020-02-02 | $8,462 | $8,462 | $8,462 | |
| MERRILL 4013 | P | 2019-12-19 | 2020-03-13 | $424,176 | $433,406 | -$9,230 | -$9,230 |
| MERRILL 4013 | P | 2019-08-29 | 2020-12-28 | $283,331 | $244,091 | $39,240 | $39,240 |
| MERRILL 4013 | P | 2020-09-21 | 2020-11-30 | $32,939 | $30,745 | $2,194 | $2,194 |
| RENAISSANCE ACCESS SHORT TERM | P | 2020-01-01 | 2020-02-02 | $168,155 | -$168,155 | -$168,155 | |
| RENAISSANCE ACCESS LONG TERM | P | 2011-02-02 | 2020-02-02 | $22,539 | $22,539 | $22,539 | |
| Wash Sale | $2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$46,947 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$162,086 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $571 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $571 | SubtotalAmt |
| Tax Based On Investment Income | $571 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $12 | EsPenaltyAmt |
| Tax Due | $583 | 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 |
| 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIEN CHEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4085853510 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14265 BERRY HILL COURT | AddressLine1Txt |
| City | LOS ALTOS HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94022 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ROBERT I CHEN | ||||||
| 14265 BERRY HILL COURT | LOS ALTOS HILLS | CA | 94022 | Trustee | 0.00 | $0 |
| LIEN Q CHEN | ||||||
| 14265 BERRY HILL COURT | LOS ALTOS HILLS | CA | 94022 | VP, SECY, CFO | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Earthjustice | Description1Txt |
| Expenses1 | $50,000 | Expenses1Amt |
| Description2 | Feeding America | Description2Txt |
| Expenses2 | $20,000 | Expenses2Amt |
| Description3 | Meals on Wheels America | Description3Txt |
| Expenses3 | $20,000 | Expenses3Amt |
| Description4 | Regents of the University of California | Description4Txt |
| Expenses4 | $50,000 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $571 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $571 | TotalTaxAmt |
| Distributable Before Adj | $571 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $571 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $200,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $200,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $200,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $159,500 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $180,000 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $200,000 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $539,500 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $200,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $200,000 | RemainingDistriFromCorpusAmt |
| Total Corpus | $739,500 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $739,500 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $159,500 | ExcessFromYear3Amt |
| Excess From Year2 | $180,000 | ExcessFromYear2Amt |
| Excess From Year1 | $200,000 | ExcessFromYear1Amt |
| Excess From Current Year | $200,000 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| UC Davis | ||||||
| 3000 Bollate Lane | DAVIS | CA | 95616 | EOF | EDUCATIONAL | $50,000 |
| Earthjustice | ||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | PC | UNRESTRICTED | $50,000 |
| SF Marin Food Bank | ||||||
| 900 Pennsylvania Ave | SAN FRANCISCO | CA | 94107 | PC | UNRESTRICTED | $20,000 |
| Seconds Harvest Food Bank | ||||||
| 4001 North First Street | SAN JOSE | CA | 95134 | PC | UNRESTICTED | $20,000 |
| South Dakota School of Mines Techno | ||||||
| 330 E Kansas City St STE 200 | RAPID CITY | SD | 57701 | EOF | UNRESTRICTED | $10,000 |
| Feeding America | ||||||
| 161 N Clark St STE 700 | CHICAGO | IL | 60601 | PC | UNRESTRICTED | $20,000 |
| Girls Leading Girls | ||||||
| 3145 Geary Blvd 402 | SAN FRANCISCO | CA | 94118 | PC | UNRESTRICTED | $10,000 |
| Meals on Wheels America | ||||||
| 1550 Crystal Dr STE 1004 | ARLINGTON | VA | 22202 | PC | UNRESTRICTED | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $200,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $732 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $74,635 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $457 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$46,949 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $28,875 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,875 | 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 | CHEN TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14265 BERRY HILL COURT | AddressLine1Txt |
| City | LOS ALTOS HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $564,705 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 24,030 shares of AOSL | NoncashPropertyDesc |
| Fair Market Value | $564,705 | FairMarketValueAmt |
| Received | 2020-12-23 | ReceivedDt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,725 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,725 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| DEDUCTIONS | $14,147 | $14,147 | $14,147 |
| INVESTMENT ADVISORY FEE | $4,144 | $4,144 | $4,144 |
| INVESTMENT EXPENSES | $10,930 | $10,930 | $10,930 |
| INVESTMENT EXPENSES FROM PROCEEDS | $73 | $73 | $73 |
| PRIVATE EQUITY PLACEMENT FEE | $5,000 | $5,000 | $5,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $457 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| Federal Tax | $30,516 | $30,516 |
| State Tax | $10 | $10 |
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