CHUA FAMILY CHARITABLE FOUND-IN MEMORY CHUA KOAN & CHANG SU CHENG: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
CHUA FAMILY CHARITABLE FOUND-IN MEMORY CHUA KOAN & CHANG SU CHENG (EIN 20-1961263)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-09-29
IRS object ID
201822729349100602
Schema version
2017v2.3
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)
Return2018-09-29T22:05:44-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN274279115PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BARLOW DOUGLAS & HALL CPAS PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11671 W HORIZON RIDGE PKWY STE 220AddressLine1Txt
CityHENDERSONCityNm
State AbbreviationNVStateAbbreviationCd
ZIP890123523ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201961263EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHUA FAMILY CHARITABLE FOUNDATION-BusinessNameLine1Txt
Business Name Line2IN MEMORY CHUA KOAN & CHANG SU CHENBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCHUABusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12900 OAK BROOK HILLS RDAddressLine1Txt
CityOAK BROOKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60523ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWENDY YEHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Signature2018-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBENJAMIN SMITH CPAPreparerPersonNm
PTINP01352419PTIN
Phone7022022255PhoneNum
Preparation2018-09-29PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,271,747FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$128InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$128InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$15,168DividendsRevAndExpnssAmt
Dividends Net Invst Incm$15,168DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$115,153NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,955,261GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$61CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$230,449TotalRevAndExpnssAmt
Total Net Invst Incm$15,357TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$13,221OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$13,221OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$197TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$197TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$344TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$344TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$5,421OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$5,421OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$19,183TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$13,221TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,962TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$19,183TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$13,221TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$5,962TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$211,266ExcessRevenueOverExpensesAmt
Net Investment Income$2,136NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$143,103CashBOYAmt
Cash EOY$137,139CashEOYAmt
Cash EOYFMV$137,139CashEOYFMVAmt
Corporate Stock BOY$754,794CorporateStockBOYAmt
Corporate Stock EOY$972,024CorporateStockEOYAmt
Corporate Stock EOYFMV$1,060,148CorporateStockEOYFMVAmt
Invst Land Cost Or Other Basis$275,000InvstLandCostOrOtherBasisAmt
Land Bldg Investments BOY$275,000LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$275,000LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$74,460LandBldgInvestmentsEOYFMVAmt
Total Assets BOY$1,172,897TotalAssetsBOYAmt
Total Assets EOY$1,384,163TotalAssetsEOYAmt
Total Assets EOYFMV$1,271,747TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,172,897UnrestrictedBOYAmt
Unrestricted EOY$1,384,163UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,172,897TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,384,163TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,172,897TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,384,163TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,172,897TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$211,266ExcessRevenueOverExpensesAmt
Subtotal$1,384,163SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,384,163TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$61CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$14,866AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$919,538NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.016167DistributionYr1Rt
Adjusted Qlfy Distri Yr2$28,852AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$808,586NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.035682DistributionYr2Rt
Adjusted Qlfy Distri Yr3$26,704AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$661,529NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.040367DistributionYr3Rt
Adjusted Qlfy Distri Yr4$26,645AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$547,858NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.048635DistributionYr4Rt
Adjusted Qlfy Distri Yr5$32,061AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$575,388NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.055721DistributionYr5Rt
Total Distribution0.196572TotalDistributionRt
Average Distribution0.039314AverageDistributionRt
Net Vl Noncharitable Assets$1,111,807NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$43,710AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$21NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$43,731AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$5,962QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$43InvestmentIncomeExciseTaxAmt
Subtotal$43SubtotalAmt
Tax Based On Investment Income$43TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$43ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$43TotalPaymentsAndCreditsAmt

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
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
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
Individual With BooksWENDY YEHIndividualWithBooksNm
Phone6307301332PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12900 OAK BROOK HILLS RDAddressLine1Txt
CityOAK BROOKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60523ZIPCd
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
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHANELLE CHUA
2900 OAK BROOK HILLS RDOAK BROOKIL60523DIRECTOR000.00$0$0$0
WENDY YEH
2900 OAK BROOK HILLS RDOAK BROOKIL60523PRESIDENT000.00$0$0$0
TIFFANY CHUA
1496 HUNTINGTON LNCLEVELANDOH44118TREASURER000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$914,157AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$140,121AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$74,460FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,128,738TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,128,738AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,931CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,111,807NetVlNoncharitableAssetsAmt
Minimum Investment Return$55,590MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$55,590MinimumInvestmentReturnAmt
Tax Based On Investment Income$43TaxBasedOnInvestmentIncomeAmt
Total Tax$43TotalTaxAmt
Distributable Before Adj$55,547DistributableBeforeAdjAmt
Distributable Before Ded$55,547DistributableBeforeDedAmt
Distributable As Adjusted$55,547DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,962ExpensesAndContributionsAmt
Qualifying Distributions$5,962QualifyingDistributionsAmt
Adjusted Qualifying Distri$5,962AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$55,547DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$32,061ExcessDistributionCyovYr5Amt
Total Excess Distribution Cyov$32,061TotalExcessDistributionCyovAmt
Qualifying Distributions$5,962QualifyingDistributionsAmt
Applied To Current Year$5,962AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$32,061ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$32,061ExcessDistributionCyovAppCYAmt
Undistributed Income CY$17,524UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$128ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15,168ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$61ExclusionAmt
Related Or Exempt Function Incm$115,092RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$15,357ExclusionAmt
Related Or Exempt Function Incm$115,092RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$130,449TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonWENDY YEHContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12900 OAK BROOK HILLSAddressLine1Txt
CityOAK BROOKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60523ZIPCd
FieldValueIRS element (for citing)
Total Contributions$100,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
JP MORGAN SECURITIES (SEE STATEMENT)PURCHASE$1,860,105$1,773,594$86,511
JP MORGAN SECURITIES (SEE STATEMENT)PURCHASE$95,095$66,514$28,581

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCKSStockNm
EOY Book Value$972,024EOYBookValueAmt
EOYFMV$1,060,148EOYFMVAmt

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp

FieldValueIRS element (for citing)
Category Or ItemREAL ESTATECategoryOrItemTxt
Cost Or Other Basis$275,000CostOrOtherBasisAmt
Book Value$275,000BookValueAmt
EOYFMV$74,460EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
BANK CHARGES$143$143
COMPUTER AND INTERNET$88$88
INSURANCE$1,474$1,474
MEALS AND ENTERTAINMENT$220$220
POSTAGE$4$4
REPAIRS$669$669
SUPPLIES$1,909$1,909
UTILITIES$914$914

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEESCategoryTxt
Amt$13,221Amt
Net Investment Income$13,221NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ANNUAL REPORT$48$48
LICENSES$149$149

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