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CHUN & JANE CHIU FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CHUN & JANE CHIU FAMILY FOUNDATION (EIN 27-4189405)
- Tax period
- 2018-11-01 to 2019-10-31
- Filed
- 2020-02-19
- IRS object ID
- 202010509349100211
- Schema version
- 2018v3.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-02-19T15:43:31-08:00 | ReturnTs |
| Tax Period End | 2019-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 800142649 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michael A Yu CPA Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1641 N 1st St Ste 250 | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 951124519 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274189405 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHUN & JANE CHIU FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHUN | BusinessNameControlTxt |
| Phone | 4085659888 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2975 SCOTT BLVD SUITE 110 | AddressLine1Txt |
| City | SANTA CLARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95054 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JINGSHIANG CHENG | PersonNm |
| Person Title | COO | PersonTitleTxt |
| Signature | 2020-02-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL A YU | PreparerPersonNm |
| PTIN | P01227284 | PTIN |
| Phone | 4084376166 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $3,246,162 | 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 | $24,720 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $66,350 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $66,350 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $66,350 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $631,143 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $797,551 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $631,143 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $25,478 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $722,213 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $697,493 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $91,828 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $8,965 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $8,965 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $8,965 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,497 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $5,497 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $5,497 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $137 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $111,889 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,959 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $108,930 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $111,889 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $136,488 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,959 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $123,392 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $126,351 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $107,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $107,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $243,988 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,959 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $123,392 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $233,851 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $478,225 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $694,534 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $27,309 | CashBOYAmt |
| Cash EOY | $186,417 | CashEOYAmt |
| Cash EOYFMV | $186,417 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,507,149 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $633,527 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $633,527 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $799,178 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,389,561 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,823,285 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $601,682 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $602,933 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $936 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $936 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $137 | LandBOYAmt |
| Total Assets BOY | $2,333,773 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,811,187 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,246,162 | TotalAssetsEOYFMVAmt |
| Deferred Revenue BOY | $82,747 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $81,936 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $82,747 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $81,936 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,121,552 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,121,552 | CapitalStockEOYAmt |
| Retained Earning BOY | $1,129,474 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,607,699 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,251,026 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,729,251 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,333,773 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,811,187 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,251,026 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $478,225 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,729,251 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,729,251 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (46 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| 10 LUMBER LIQUIDATORS HOLDINGS | P | 2018-11-01 | 2018-11-02 | $2,925 | -$2,925 | -$2,925 | |
| 20 ATRIA GROUP INC | P | 2018-11-19 | 2018-11-20 | $9,776 | -$9,776 | -$9,776 | |
| 20 RING ENERGY | P | 2018-11-19 | 2018-11-20 | $1,981 | $1,981 | $1,981 | |
| 5 YELP INC | P | 2018-11-27 | 2018-11-28 | $2,350 | $2,350 | $2,350 | |
| 1000 PIER 1 IMPORT INC | P | 2015-02-11 | 2018-12-10 | $1,253 | -$11,930 | -$11,930 | $13,183 |
| 1000 RING ENERGY | P | 2014-12-01 | 2018-11-26 | $7,593 | -$1,071 | -$1,071 | $8,664 |
| 4000 INTEGRATED DEVICE TECH | D | 1986-01-01 | 2019-01-18 | $167,187 | $155,187 | $155,187 | $12,000 |
| 2000 JUNIPER NETWORKS | D | 1998-01-15 | 2019-01-18 | $57,764 | $57,404 | $57,404 | $360 |
| 500 LUMBER LIQUIDATORS HOLDINGS | P | 2015-03-24 | 2019-01-18 | $5,748 | -$8,698 | -$8,698 | $14,446 |
| 8500 INTEGRATED DEVICE TECH | D | 1986-01-01 | 2019-04-01 | $416,500 | $391,000 | $391,000 | $25,500 |
| 1000 GDS HOLDINGS LIMITED | P | 2017-02-21 | 2019-06-21 | $32,027 | $23,773 | $23,773 | $8,254 |
| 10 BP PLC | P | 2018-08-13 | 2019-01-07 | $1,337 | $1,317 | $1,317 | $20 |
| 1000 PCG | P | 2018-11-19 | 2019-01-15 | $3,387 | -$7,925 | -$7,925 | $11,312 |
| 1000 AMD JAN 18 2019 12.0 | P | 2018-05-29 | 2019-01-18 | $1,037 | $1,037 | $1,037 | |
| 1000 AMD JAN 18 2019 13.0 | P | 2018-05-29 | 2019-01-18 | $1,487 | $1,487 | $1,487 | |
| 2000 AMD JAN 18 2019 14.0 | P | 2018-06-20 | 2019-01-18 | $2,375 | $2,375 | $2,375 | |
| 1000 AMD JAN 18 2019 17.0 | P | 2018-10-25 | 2019-01-18 | $1,637 | $1,637 | $1,637 | |
| 500 EXPE | P | 2018-02-13 | 2019-01-18 | $3,790 | $3,790 | $3,790 | |
| 1000 JNPR | P | 2018-07-02 | 2019-01-18 | $1,337 | $1,337 | $1,337 | |
| 1000 LUMBER LIQUIDATORS HOLDINGS | P | 2018-08-15 | 2019-01-18 | $11,495 | -$6,477 | -$6,477 | $17,972 |
| 2000 S JAN 18 2019 4.0 | P | 2018-02-01 | 2019-01-18 | $682 | $682 | $682 | |
| 2000 S J AN 18 2019 5.0 | P | 2018-05-29 | 2019-01-18 | $882 | $882 | $882 | |
| 1000 UBNT | P | 2018-03-12 | 2019-01-18 | $3,487 | $3,487 | $3,487 | |
| 1000 WFC | P | 2018-07-23 | 2019-01-31 | $2,187 | $2,137 | $2,137 | $50 |
| 1500 BAC | P | 2018-07-09 | 2019-02-15 | $1,063 | $1,063 | $1,063 | |
| 1000 S FEB 15 2019 6.0 | P | 2018-09-07 | 2019-02-15 | $487 | $487 | $487 | |
| 500 GILD | P | 2018-09-18 | 2019-02-20 | $790 | $765 | $765 | $25 |
| 1000 GDS MAR 15 2019 22.5 | P | 2018-08-13 | 2019-03-15 | $2,837 | $2,837 | $2,837 | |
| 1000 GDS MAR 15 2019 25.0 | P | 2018-08-14 | 2019-03-15 | $4,087 | $4,087 | $4,087 | |
| 1000 BUCKEYE PARTNERS LP | P | 2018-11-12 | 2019-03-19 | $34,592 | $2,540 | $2,540 | $32,052 |
| 1000 XLF | P | 2018-08-27 | 2019-03-19 | $1,037 | $987 | $987 | $50 |
| 500 YELP | P | 2018-12-07 | 2019-03-19 | $3,115 | $1,356 | $1,356 | $1,759 |
| 2000 REI | P | 2018-11-19 | 2019-04-09 | $1,282 | $1,104 | $1,104 | $178 |
| 2000 IVR | P | 2018-10-18 | 2019-04-18 | $1,022 | $1,022 | $1,022 | |
| 1000 XOM | P | 2018-08-27 | 2019-05-09 | $2,537 | $2,487 | $2,487 | $50 |
| 200 LYFT | P | 2019-05-10 | 2019-05-17 | $352 | $352 | $352 | |
| 1000 AMD JUL 19 2019 22.0 | P | 2019-03-07 | 2019-05-21 | $2,637 | $2,225 | $2,225 | $412 |
| 500 LYFT | P | 2019-04-30 | 2019-05-24 | $1,565 | $1,565 | $1,565 | |
| 1000 GDS | P | 2019-03-22 | 2019-06-21 | $1,487 | $1,487 | $1,487 | |
| 3000 REI | P | 2019-05-09 | 2019-06-21 | $1,280 | $1,190 | $1,190 | $90 |
| 1000 JNPR | P | 2019-01-18 | 2019-07-19 | $1,237 | $1,237 | $1,237 | |
| 1000 BAC | P | 2019-02-26 | 2019-08-16 | $1,037 | $1,037 | $1,037 | |
| 5000 ANWORTH MORTGAGE ASSET CORP | P | 2019-02-20 | 2019-09-09 | $15,992 | -$4,039 | -$4,039 | $20,031 |
| 1000 C SEP 20 2019 70.0 | P | 2019-02-15 | 2019-09-20 | $1,887 | $1,887 | $1,887 | |
| 1000 GDS | P | 2019-05-07 | 2019-09-20 | $2,287 | $2,287 | $2,287 | |
| 1256 Contract | P | 2019-01-01 | 2019-10-31 | $119 | $119 | $119 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $631,143 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $25,478 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,891 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $13,891 | SubtotalAmt |
| Tax Based On Investment Income | $13,891 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,199 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,199 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $178 | EsPenaltyAmt |
| Tax Due | $12,870 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | 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 | Yes (true) | 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 | MICHAEL M CHIU | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4085659888 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2905 STENDER WAY SUITE 20 | AddressLine1Txt |
| City | SANTA CLARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95054 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| 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 |
|---|---|---|---|---|---|---|
| CHUN-PANG CHIU | ||||||
| 2905 STENDER WAY SUITE 20 | SANTA CLARA | CA | 95054 | President | 2.00 | $0 |
| MICHAEL M CHIU | ||||||
| 2905 STENDER WAY SUITE 20 | SANTA CLARA | CA | 95054 | Secretary | 2.00 | $0 |
| JINGSHIANG CHENG | ||||||
| 2905 STENDER WAY SUITE 20 | SANTA CLARA | CA | 95054 | COO | 5.00 | $10,000 |
| 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 | THE CHUN CHIU TAIWAN STUDIES PROGRAM, BASED IN THE SCHOOL OF HISTORY, PHILOSOPHY AND RELIGION AT OREGON STATE UNIVERSITY WAS LAUNCHED IN 2007. IT SEEKS TO PROMOTE HISTORICAL KNOWLEDGE AND RESEARCH ABOUT TAIWAN, GREATER CHINA AND ASIA. | Description1Txt |
| Expenses1 | $20,000 | Expenses1Amt |
| Description2 | THE CHIU SCHOLARY EXCHANGE PROGRAM THROUGH OREGAN STATE UNIVERSITY GRANT AWARDS TO SCHOLARS WHO ARE TAIWAN STUDY OR HISTORY SPECIALIST OR NON-SPECILIST TO FURTHER STUDY OR RESEARCH INCLUDES TAIWAN PAST AND CURRENT SIGNIFICANT ISSUES. | Description2Txt |
| Expenses2 | $54,000 | Expenses2Amt |
| Description3 | THE FOUNDATION HAD CREATED THE TAIWANESS-AMERICAN COMMUNITY SCHOLARSHIP IN 2011, WHICH PROVIDE MERIT SCHOLARSHIPS TO COLLEGE-BOUND HIGH SCHOOL SENIORS OR INCUMBENT UNDERGRADUATE COLLEGE ENGINEERING STUDENTS WHO ARE ASPIRNG TO MAKE POSITIVE CONTRIBUTION TO SOCIETY, BUT COME FROM FINANCIALLY DISADVANGED BACKGROUNDS ARE ENCOURAGED TO APPLY. | Description3Txt |
| Expenses3 | $10,000 | Expenses3Amt |
| Description4 | THE FOUNDATION CONTRIBUTE TO VENTURE ACCELERATOR PROGRAM THROUGH OGREGON STATE UNIVERSTIY TO SUPPOR INNOVATION AND ENTRIEPRENEURSHIP. THE GOAL IS TO LUNCH INNOVATIVE VENTURES TO ENSURE SUCCECESSFUL GROWTH AND STARATEGIES WITH STAFF, MENTORS AND STUDENTS. | Description4Txt |
| Expenses4 | $20,000 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,030,460 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $974,941 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,005,401 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,005,401 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,081 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,960,320 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $148,016 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $233,851 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $233,851 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $233,851 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2011-08-09 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $233,851 | CurrentYearAmt |
| Year1 | $173,720 | Year1Amt |
| Year2 | $202,463 | Year2Amt |
| Year3 | $225,409 | Year3Amt |
| Total | $835,443 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $233,851 | CurrentYearAmt |
| Year1 | $173,720 | Year1Amt |
| Year2 | $202,463 | Year2Amt |
| Year3 | $225,409 | Year3Amt |
| Total | $835,443 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $98,677 | CurrentYearAmt |
| Year1 | $92,325 | Year1Amt |
| Year2 | $84,753 | Year2Amt |
| Year3 | $69,393 | Year3Amt |
| Total | $345,148 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHUN-PANG CHIU | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WOODROW WILSON INTL CENTER FOR SCHOLARS | |||||||
| 1300 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20004 | N/A | PC | SUPPORTING THE RESEARCH OF HISTORY AND PUBLIC POLICY PROGRAM ABOUT TAIWAN | $20,000 |
| TAITA-SV | |||||||
| P O BOX 2174 | SUNNYVALE | CA | 94087 | N/A | PC | CONTRIBUTION TO PROMOTE THE COLLABORATING OF SILICON VALLEY AND TAIWAN IN TECHNOLOGY | $22,500 |
| SILICON VALLEY CANAAN EVERGREEN ACADEMY | |||||||
| 4032 CLIPPER COURT | FREMONT | CA | 94538 | N/A | PC | SUPPORTING THE STUDENTS IN ACADEMY PROGRAMS ABOUT THE GREAT NATION AND TO IMPROVE QUALITY OF LIFE | $4,000 |
| THE ALLIANCE CULTURAL FOUNDATION INTL | |||||||
| 20480 PACIFICA DR SUITE G | CUPERTINO | CA | 95014 | N/A | PC | TO COMBINE THE STRENGHT OF THE GLOBAL COMMUNITY TO EMPOWER EDUCATION AND CHARITABLE ORGANIZATIONS IN ASIA. | $15,000 |
| SENIOR TAIWANESE ASSOC OF N AMERICA | |||||||
| 4413 FORTRAN CT | SAN JOSE | CA | 95134 | N/A | PC | To strengthen the coordinating function for the Taiwanese communities in Northern California; actively provide help to their members | $6,000 |
| CANAAN TAIWANESE CHRISTIAN CHURCH | |||||||
| 4405 FORTRAN COURT | SAN JOSE | CA | 95134 | N/A | PC | To share the message of God's love with the Taiwanese community in Silicon Valley and beyond. | $14,000 |
| TAIWANESE AMERICAN CITIZENS LEAGUE- | |||||||
| 2443 Fillmore Street 380-9501 | San Francisco | CA | 94155 | N/A | PC | To enhance the quality of life for Taiwanese Americans. Our work is largely devoted to Leadership, Identity, Networking, and Citizenship. | $1,000 |
| MONGOL AMERICAN CUKTURAL ASSOCIATIO | |||||||
| 50 Louis Street | New Brunswick | NJ | 08901 | N/A | PC | Providing charitable and humanitarian support to Mongolia, where Mongolia is understood in its broadest sense, as those areas of the world inhabited by Mongol peoples; promoting and preserving Mongol culture in the United States. | $10,000 |
| MICROFACTURING INSTITUTES INC | |||||||
| 1801 Page Mill Road | Palo Alto | CA | 94304 | N/A | PC | TO APPROACH EDUCATION AND JOB TRAINING DIFFERENTLY BY PROVIDING COURSES THAT DESIGNED BY WORLD-RECOGNIZED PROFESSIONALS AND EDUCATORS WHO ARE ACTIVE LEADERS IN THEIR RESPECTIVE FIELDS. | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $107,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $66,350 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $631,143 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $697,493 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $697,493 | 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 | CHUN-PANG CHIU | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2905 STENDER WAY SUITE 20 | AddressLine1Txt |
| City | SANTA CLARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95054 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $502,540 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SECURITIES - PUBLICLY TRADED | NoncashPropertyDesc |
| Fair Market Value | $502,540 | FairMarketValueAmt |
| Received | 2018-12-14 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting fees | CategoryTxt |
| Amt | $8,965 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,965 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,965 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PRINTER | PropertyDesc |
| Acquired | 2014-09-02 | AcquiredDt |
| Cost Or Other Basis | $570 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $433 | PriorYearDepreciationAmt |
| Computation Method | 200DB | ComputationMethodTxt |
| Life | 3.0000 | LifeRt |
| Current Year Expense | $137 | CurrentYearExpenseAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Machinery and Equipment | CategoryOrItemTxt |
| Cost Or Other Basis | $936 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $936 | AccumulatedDepreciationAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| Investment Expense | $2,959 | $2,959 | $2,959 | |
| Licenses Expenses | $75 | $75 | $75 | |
| Program Expense | $104,000 | $104,000 | $104,000 | |
| Rental Expenses | $4,855 | $4,855 | $4,855 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Income Tax | $4,529 | $4,529 | $4,529 |
| Payroll Tax | $968 | $968 | $968 |