TZ-SEN CHU FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
TZ-SEN CHU FAMILY FOUNDATION (EIN 20-5694758)
Tax period
2016-10-01 to 2017-09-30
Filed
2018-02-12
IRS object ID
201820439349100212
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)
Return2018-02-12T12:57:24-08:00ReturnTs
Tax Period End2017-09-30TaxPeriodEndDt

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 Begin2016-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205694758EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TZ-SEN CHU FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTZ-SBusinessNameControlTxt
Phone4085181223PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1781 STRICKROTH DRAddressLine1Txt
CityMILPITASCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95035ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID CHUPersonNm
Person TitleSecretaryPersonTitleTxt
Signature2018-02-12SignatureDt
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 TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$35,462FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Other Income Rev And Expnss$34,307OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$34,307TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$965AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$965AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$189TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$189TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$1,289TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$1,289TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$45OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$45OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,488TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,488TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$420ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$420ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,908TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,908TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$31,399ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$12,634CashBOYAmt
Cash EOY$18,739CashEOYAmt
Cash EOYFMV$18,739CashEOYFMVAmt
Other Investments BOY$2,147OtherInvestmentsBOYAmt
Other Investments EOY$16,723OtherInvestmentsEOYAmt
Other Investments EOYFMV$16,723OtherInvestmentsEOYFMVAmt
Total Assets BOY$14,781TotalAssetsBOYAmt
Total Assets EOY$35,462TotalAssetsEOYAmt
Total Assets EOYFMV$35,462TotalAssetsEOYFMVAmt
Other Liabilities BOY$932OtherLiabilitiesBOYAmt
Other Liabilities EOY$70OtherLiabilitiesEOYAmt
Total Liabilities BOY$932TotalLiabilitiesBOYAmt
Total Liabilities EOY$70TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$96,910CapitalStockBOYAmt
Capital Stock EOY$96,910CapitalStockEOYAmt
Retained Earning BOY-$83,061RetainedEarningBOYAmt
Retained Earning EOY-$61,518RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$13,849TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$35,392TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$14,781TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$35,462TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$13,849TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$31,399ExcessRevenueOverExpensesAmt
Subtotal$45,248SubtotalAmt
Other Decreases$9,856OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$35,392TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

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 LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
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 Line1DAVID CHUBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4085181223PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1781 STRICKROTH DRAddressLine1Txt
CityMILPITASCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95035ZIPCd
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
PAULING CHU
781 STRICKROTH DRMILPITASCA95035CEO1.00$0
DAVID CHU
781 STRICKROTH DRMILPITASCA95035Secretary1.00$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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$23,245AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$16,723FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$39,968TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$39,968AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$600CashDeemedCharitableAmt
Net Vl Noncharitable Assets$39,368NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,968MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,968MinimumInvestmentReturnAmt
Distributable Before Adj$1,968DistributableBeforeAdjAmt
Distributable Before Ded$1,968DistributableBeforeDedAmt
Distributable As Adjusted$1,968DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,908ExpensesAndContributionsAmt
Qualifying Distributions$2,908QualifyingDistributionsAmt
Adjusted Qualifying Distri$2,908AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,968DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$1,576ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,511ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,410ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,522ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,197ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$9,216TotalExcessDistributionCyovAmt
Qualifying Distributions$2,908QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,968AppliedToCurrentYearAmt
Remaining Distri From Corpus$940RemainingDistriFromCorpusAmt
Total Corpus$10,156TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,576ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$8,580ExcessDistriCyovToNextYrAmt
Excess From Year4$1,511ExcessFromYear4Amt
Excess From Year3$1,410ExcessFromYear3Amt
Excess From Year2$1,522ExcessFromYear2Amt
Excess From Year1$3,197ExcessFromYear1Amt
Excess From Current Year$940ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPAULING CHUContributingManagerNm
Contributing ManagerDAVID CHUContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonWORLD VISIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line134834 WEYERHAEUSER WAY SOAddressLine1Txt
CityFEDERAL WAYCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98001ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipN/ARecipientRelationshipTxt
Recipient Foundation Status501(C)(3)RecipientFoundationStatusTxt
Grant Or Contribution PurposeDonationGrantOrContributionPurposeTxt
Amt$420Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$420TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Business531390BusinessCd
Unrelated Business Taxbl Incm$34,307UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$34,307UnrelatedBusinessTaxblIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$34,307TotalIncomeProducingActyAmt

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)
CategoryAccounting feesCategoryTxt
Amt$965Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$965DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemDALS LLCCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$16,723BookValueAmt
EOYFMV$16,723EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGE$35$35
Filing fees$10$10

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$34,307RevenueAndExpensesPerBooksAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
Advance from David Chu$862$70
Credit Card Payable$70

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryIRS Income TaxCategoryTxt
Amt$189Amt
Disbursements Charitable Prps$189DisbursementsCharitablePrpsAmt

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