CUI FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CUI FAMILY FOUNDATION (EIN 45-4070830)
- Tax period
- 2023-11-01 to 2024-10-31
- Filed
- 2025-09-06
- IRS object ID
- 202542519349100614
- Schema version
- 2023v6.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-06T01:57:39-04:00 | ReturnTs |
| Tax Period End | 2024-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Nianrong Liang CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2354 Brandini Dr | AddressLine1Txt |
| City | Dublin | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94568 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454070830 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cui Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CUIF | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6657 Mt Forest Drive | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95120 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Rongguo Cui | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 4084555298 | PhoneNum |
| Signature | 2025-09-02 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Nianrong Liang | PreparerPersonNm |
| PTIN | P01966811 | PTIN |
| Phone | 2096769229 | PhoneNum |
| Preparation | 2025-09-05 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $473,212 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,105 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,105 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,376 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,376 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,939 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,243,975 | GrossSalesPriceAmt |
| Total Rev And Expnss | $5,542 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,481 | TotalNetInvstIncmAmt |
| Interest Rev And Expnss | $75 | InterestRevAndExpnssAmt |
| Interest Dsbrs Chrtbl | $75 | InterestDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $18,975 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $18,975 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,377 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,355 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,427 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,405 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $37,627 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $37,605 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$32,085 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,459 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $283,355 | CashBOYAmt |
| Cash EOY | $1,296 | CashEOYAmt |
| Cash EOYFMV | $1,296 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $102,370 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $230,141 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $230,141 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $107,820 | AcctRcvblAmt |
| Acct Rcvbl BOY | $16,169 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $107,820 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $107,820 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $394,275 | CorporateStockBOYAmt |
| Corporate Stock EOY | $425,886 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $133,955 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $796,169 | TotalAssetsBOYAmt |
| Total Assets EOY | $765,143 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $473,212 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,748 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,807 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $1,748 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,807 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $794,421 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $762,336 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $794,421 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $762,336 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $796,169 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $765,143 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $794,421 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$32,085 | ExcessRevenueOverExpensesAmt |
| Subtotal | $762,336 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $762,336 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $131 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $131 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $131 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $131 | 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 |
| Individual With Books | Rongguo Cui | IndividualWithBooksNm |
| Phone | 4084555298 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6657 Mt Forest Drive | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95120 | 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 | Yes (true) | 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 |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Rongguo Cui | ||||||||
| 6657 Mt Forest Drive | San Jose | CA | 95120 | CEO | 2.00 | $0 | $0 | $0 |
| Ping Han | ||||||||
| 6657 Mt Forest Dr | San Jose | CA | 95120 | CFO | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Donation to Shepherds Field 40335 Winchester Rd #E-115 Temecula CA 92591 | Description1Txt |
| Expenses1 | $14,200 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $124,145 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,554 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $139,699 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $139,699 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,095 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $137,604 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,880 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,880 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $131 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $131 | TotalTaxAmt |
| Distributable Before Adj | $6,749 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,749 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,749 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $37,605 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $37,605 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,749 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $18,838 | UndistributedIncomePYAmt |
| Qualifying Distributions | $37,605 | QualifyingDistributionsAmt |
| Applied To Year1 | $18,838 | AppliedToYear1Amt |
| Applied To Current Year | $6,749 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,018 | RemainingDistriFromCorpusAmt |
| Total Corpus | $12,018 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $12,018 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $12,018 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | None | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Shepherds Field | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40335 Winchester Rd E-115 | AddressLine1Txt |
| City | Temecula | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92591 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Charitable | GrantOrContributionPurposeTxt |
| Amt | $14,200 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (6 entries)
| AssetAssetDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|---|---|---|---|---|
| PROSHARES TR ULTRAPRO SHT QQQ | 2024-10 | 2024-10 | $497,207 | $493,383 | $0 | $3,824 | $0 |
| PROSHARES TR ULTRAPRO SHT QQQ | 2023-12 | 2023-12 | $188,766 | $187,994 | $0 | $772 | $0 |
| PROSHARES ULTRAPRO QQQ TQQQ | 2024-09 | 2024-09 | $344,478 | $338,251 | $0 | $6,227 | $0 |
| REWALK ROBOTICS LTD SHS WHEN D | 2021-02 | 2024-03 | $1 | $4 | $0 | -$3 | $0 |
| JFROG LTD ILS0 01 FROG | 2020-12 | 2023-12 | $14,805 | $32,036 | $0 | -$17,231 | $0 |
| CARNIVAL CORP COM USD0 01 CCL | 2023-09 | 2023-11 | $198,718 | $196,246 | $0 | $2,472 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Corporation Stock | StockNm |
| EOY Book Value | $425,886 | EOYBookValueAmt |
| EOYFMV | $133,955 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Account fee | $22 | $22 | $0 | $0 |
| Meals | $710 | $0 | $0 | $710 |
| Credit card fee | $35 | $0 | $0 | $35 |
| Software | $100 | $0 | $0 | $100 |
| Auto | $331 | $0 | $0 | $331 |
| Misc | $10 | $0 | $0 | $10 |
| Filling fee | $25 | $0 | $0 | $25 |
| IRS | $94 | $0 | $0 | $94 |
| Tax preparation | $3,050 | $0 | $0 | $3,050 |
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