BETA

CQ FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
CQ FOUNDATION (EIN 26-3878697)
Tax period
2016-12-01 to 2017-11-30
Filed
2018-08-01
IRS object ID
201812139349100806
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)
Return2018-08-01T15:57:59-07:00ReturnTs
Tax Period End2017-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CHOU & CCH ACCOUNTANCY CORPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12900 CORVIN DRIVEAddressLine1Txt
CitySANTA CLARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP95051ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN263878697EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CQ FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCQFOBusinessNameControlTxt
Phone4089216679PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11578 RIORDEN TERAddressLine1Txt
CitySUNNYVALECityNm
State AbbreviationCAStateAbbreviationCd
ZIP94087ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonZHENFANG CHENPersonNm
Person TitleCEOPersonTitleTxt
Signature2018-08-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJennifer ChouPreparerPersonNm
PTINP00948658PTIN
Phone4085309988PhoneNum
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$876,669FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$5,045InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,045InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$5,045InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$15DividendsRevAndExpnssAmt
Dividends Net Invst Incm$15DividendsNetInvstIncmAmt
Dividends Adj Net Incm$15DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$16,497NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$470,942GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$16,497CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$16,497NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$39OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$21,596TotalRevAndExpnssAmt
Total Net Invst Incm$21,557TotalNetInvstIncmAmt
Total Adj Net Incm$21,557TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,450AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,450AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$724OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$724OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,174TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,174TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$42,050ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$42,050ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$44,224TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$44,224TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$22,628ExcessRevenueOverExpensesAmt
Net Investment Income$21,557NetInvestmentIncomeAmt
Adjusted Net Income$21,557AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$56,768CashBOYAmt
Cash EOY$52,644CashEOYAmt
Cash EOYFMV$52,644CashEOYFMVAmt
Sav And Temp Cash Invst BOY$20,527SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$20,534SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$20,534SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$557,951CorporateStockBOYAmt
Corporate Stock EOY$640,021CorporateStockEOYAmt
Corporate Stock EOYFMV$640,021CorporateStockEOYFMVAmt
Invst Land Cost Or Other Basis$41,185InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$41,185InvstLandAccumDepreciationAmt
Land EOYFMV$163,470LandEOYFMVAmt
Other Assets BOY$1OtherAssetsBOYAmt
Total Assets BOY$635,247TotalAssetsBOYAmt
Total Assets EOY$713,199TotalAssetsEOYAmt
Total Assets EOYFMV$876,669TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$484,000CapitalStockBOYAmt
Capital Stock EOY$484,000CapitalStockEOYAmt
Retained Earning BOY$151,247RetainedEarningBOYAmt
Retained Earning EOY$229,199RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$635,247TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$713,199TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$635,247TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$713,199TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$635,247TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$22,628ExcessRevenueOverExpensesAmt
Other Increases$100,580OtherIncreasesAmt
Subtotal$713,199SubtotalAmt
Tot Net Ast Or Fund Balances EOY$713,199TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
VARIOUS APEX CLEARINGS#0746P2016-11-102016-12-08$122,012$115,146$6,866$6,866
VARIOUS FIRSTRADE#0746P2017-11-302017-11-30$348,930$339,299$9,631$9,631
FieldValueIRS element (for citing)
Capital Gain Net Income$16,497CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$16,497NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$431InvestmentIncomeExciseTaxAmt
Subtotal$431SubtotalAmt
Tax Based On Investment Income$431TaxBasedOnInvestmentIncomeAmt
Tax Due$431TaxDueAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
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 Line1ZHENFANG CHENBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4089216679PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11578 RIORDEN TERAddressLine1Txt
CitySUNNYVALECityNm
State AbbreviationCAStateAbbreviationCd
ZIP94087ZIPCd
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
ZHENFANG CHEN
1578 RIORDEN TERRACESUNNYVALECA94087CEO10.00$0
MENG QIN
1578 RIORDEN TERRACESUNNYVALECA94087CFO, SECRETARY6.00$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$462,502AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$191,535AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$156,429FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$810,466TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$810,466AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,157CashDeemedCharitableAmt
Net Vl Noncharitable Assets$798,309NetVlNoncharitableAssetsAmt
Minimum Investment Return$39,915MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$39,915MinimumInvestmentReturnAmt
Tax Based On Investment Income$431TaxBasedOnInvestmentIncomeAmt
Total Tax$431TotalTaxAmt
Distributable Before Adj$39,484DistributableBeforeAdjAmt
Distributable Before Ded$39,484DistributableBeforeDedAmt
Distributable As Adjusted$39,484DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$44,224ExpensesAndContributionsAmt
Qualifying Distributions$44,224QualifyingDistributionsAmt
Adjusted Qualifying Distri$44,224AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$39,484DistributableAsAdjustedAmt
Undistributed Income PY$21,711UndistributedIncomePYAmt
Qualifying Distributions$44,224QualifyingDistributionsAmt
Applied To Year1$21,711AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$22,513AppliedToCurrentYearAmt
Undistributed Income CY$16,971UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerZHENFANG CHENContributingManagerNm
Contributing ManagerMENG QINContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtRecipient Foundation StatusRecipientFoundationStatusTxt
Valley Church
10885 N Stelling RdCupertinoCA95014UNRELATEDDONATION$100
BUDDHIST SOCIETY OF AMERICA
2946 MCKEE RDSAN JOSECA95127UNRELATEDDONATION$450
BUDDHIST TZU CHI FOUNDATION
2355 OAKLAND ROADAN JOSECA95131UNRELATEDDONATION$200
FUHS FOUNDATION
589 W FREMONT AVESUNNYVALECA94087UNRELATEDDONATION$400
UNIVERSITY OF FLORIDA
300 WEIL HALL PO BOX 116550GAINESVILLEFL32611UNRELATEDDONATION$40,000
AMERICAN RED CROSS
2731 N 1ST STSAN JOSECA95134NOT RELATEDDONATION$300PC
DHARMA REALM BUDDIST ASSOCIATION
4951 BODHI WAYUKIAHCA95482NOT RELATEDDONATION$600
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$42,050TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$5,045RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$15RelatedOrExemptFunctionIncmAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$39RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$16,497RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$21,596RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$21,596TotalIncomeProducingActyAmt

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)
Amt$1,450Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,450DisbursementsCharitablePrpsAmt

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp

FieldValueIRS element (for citing)
Category Or ItemMachinery and EquipmentCategoryOrItemTxt
Cost Or Other Basis$41,185CostOrOtherBasisAmt
Accumulated Depreciation$41,185AccumulatedDepreciationAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Bank charge$60$60
FILING FEE$20$20
LICENSE AND PERMIT$25$25
TAX-FTB$10$10
TAX-IRS$609$609

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$39RevenueAndExpensesPerBooksAmt

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