ANN AND PI FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
ANN AND PI FAMILY FOUNDATION (EIN 81-0855434)
Tax period
2016-12-01 to 2017-11-30
Filed
2018-05-30
IRS object ID
201811509349100901
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-30T13:52:21-07:00ReturnTs
Tax Period End2017-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Eric Zhang & Associates LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1920 Hillview Court 180AddressLine1Txt
CityMilpitasCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95035ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810855434EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ANN AND PI FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlANNABusinessNameControlTxt
Phone9252024924PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12744 CORTE VERA CRUZAddressLine1Txt
CityPLEASANTONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94566ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBAU-HSING ANNPersonNm
Person TitleCEOPersonTitleTxt
Signature2018-05-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEric Zhang CPAPreparerPersonNm
PTINP00548506PTIN
Phone4084358828PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$178,354FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$2,110DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,110DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,714NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$18,461GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,714CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$6,824TotalRevAndExpnssAmt
Total Net Invst Incm$6,824TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,215AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,215AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,038TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,038TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$183OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$183OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,436TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,038TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,398TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$8,210ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$8,210ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$10,646TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,038TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$9,608TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,822ExcessRevenueOverExpensesAmt
Net Investment Income$5,786NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$125,389CashBOYAmt
Cash EOY$31,888CashEOYAmt
Cash EOYFMV$31,888CashEOYFMVAmt
Corporate Stock BOY$47,002CorporateStockBOYAmt
Corporate Stock EOY$130,564CorporateStockEOYAmt
Corporate Stock EOYFMV$146,466CorporateStockEOYFMVAmt
Total Assets BOY$172,391TotalAssetsBOYAmt
Total Assets EOY$162,452TotalAssetsEOYAmt
Total Assets EOYFMV$178,354TotalAssetsEOYFMVAmt
Other Liabilities BOY$6,117OtherLiabilitiesBOYAmt
Total Liabilities BOY$6,117TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$149,116CapitalStockBOYAmt
Capital Stock EOY$149,116CapitalStockEOYAmt
Retained Earning BOY$17,158RetainedEarningBOYAmt
Retained Earning EOY$13,336RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$166,274TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$162,452TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$172,391TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$162,452TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$166,274TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,822ExcessRevenueOverExpensesAmt
Subtotal$162,452SubtotalAmt
Tot Net Ast Or Fund Balances EOY$162,452TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property1576.9015 CYPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2016-10-21AcquiredDt
Sold2017-01-13SoldDt
Gross Sales Price$18,461GrossSalesPriceAmt
Cost Or Other Basis$13,747CostOrOtherBasisAmt
Gain Or Loss$4,714GainOrLossAmt
Gains Minus Excess Or Losses$4,714GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$4,714CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$8,917AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$164,562NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.05419DistributionYr1Rt
Total Distribution0.054186TotalDistributionRt
Average Distribution0.054186AverageDistributionRt
Net Vl Noncharitable Assets$177,762NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$9,632AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$58NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$9,690AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$9,608QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$116InvestmentIncomeExciseTaxAmt
Subtotal$116SubtotalAmt
Tax Based On Investment Income$116TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$500EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$500TotalPaymentsAndCreditsAmt
Overpayment$384OverpaymentAmt
Refund$384RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1BAU-HSING ANNBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9252024924PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12744 CORTE VERA CRUZAddressLine1Txt
CityPLEASANTONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94566ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
BAU-HSING ANN
2744 CORTE VERA CRUZPLEASANTONCA94566CEO2.00$0
MON-MEI ANN
2744 CORTE VERA CRUZPLEASANTONCA94566CFO2.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$88,045AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$92,424AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$180,469TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$180,469AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,707CashDeemedCharitableAmt
Net Vl Noncharitable Assets$177,762NetVlNoncharitableAssetsAmt
Minimum Investment Return$8,888MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$8,888MinimumInvestmentReturnAmt
Tax Based On Investment Income$116TaxBasedOnInvestmentIncomeAmt
Total Tax$116TotalTaxAmt
Distributable Before Adj$8,772DistributableBeforeAdjAmt
Distributable Before Ded$8,772DistributableBeforeDedAmt
Distributable As Adjusted$8,772DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$9,608ExpensesAndContributionsAmt
Qualifying Distributions$9,608QualifyingDistributionsAmt
Adjusted Qualifying Distri$9,608AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$8,772DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$1,211ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,211TotalExcessDistributionCyovAmt
Qualifying Distributions$9,608QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$8,772AppliedToCurrentYearAmt
Remaining Distri From Corpus$836RemainingDistriFromCorpusAmt
Total Corpus$2,047TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$2,047ExcessDistriCyovToNextYrAmt
Excess From Year1$1,211ExcessFromYear1Amt
Excess From Current Year$836ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBAU-HSING ANNContributingManagerNm
Contributing ManagerMON-MEI ANNContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCd
BUDDHIST TZU CHI FOUNDATION
1100 S VALLEY CENTER AVESAN DIMASCA91773N/APCDONATION$1,000
KIDS ALIVE INTERNATIONAL
2507 CUMBERLAND DRVALPARAISOIN46383N/APCDONATION$1,000
DIRECT RELIEF
27 SOUTH LA PATERA LANESANTA BARBARACA93117N/APCDONATION$1,000
DOCTORS WITHOUT BORDERS USA
333 SEVENTH AVE 2ND FLOORNEW YORKNY10001N/APCDONATION$1,900
HABITAT FOR HUMANITY INTERNATIONAL
121 HABITAT STAMERICUSGA31709N/A501(C)(3)DONATION$1,000
BOYO SOCIAL WELFARE FOUNDATION
N/A501(C)(3)DONATION$310131 JENAN 4TH STREETPULI TOWNNANTAO COUNTYTW
AMERICAN NATIONAL RED CROSS
431 18TH STREET NWWASHINGTONDC20006N/APCDONATION$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$8,210TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,110ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,714ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$6,824ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,824TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEECategoryTxt
Amt$1,215Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,215DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
51.3412 SHARES APPLE INC$4,816$8,823
400 SHARES APPLIED OPTOELECTRON$21,160$17,464
623.5387 SHARES WELLS FARGO BK N A$29,501$35,211
600 SHARES CARA THERAPEUTICS$7,655$7,470
100.6278 SHARES K L A TENCOR CORP$8,914$10,288
306.1395 SHARES QUALCOMM INC$16,270$20,309
150.3873 SHARES CHARLES SCHWAB US$7,287$7,983
250 SHARES FIDELITY MSCI$8,380$9,548
278.6587 SHARES FIDELITY MSCI FINANCIALS$10,115$11,241
202.727 SHARES SCHWAB US LARGE CAP ETF$11,466$12,827
359.971 SHARES SCHWAB FUNDAMENTAL INTL$5,000$5,302

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEE$60$60
IRS PENALTY$13$13
POSTAGE EXPENSE$10$10
SUPPLIES EXPENSE$100$100

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryIRS TAXCategoryTxt
Amt$1,038Amt
Net Investment Income$1,038NetInvestmentIncomeAmt

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