PING AND AMY CHAO FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- PING AND AMY CHAO FAMILY FOUNDATION (EIN 20-6750125)
- Tax period
- 2016-12-01 to 2017-11-30
- Filed
- 2018-10-10
- IRS object ID
- 201822839349100802
- Schema version
- 2016v3.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-10T16:06:03-05:00 | ReturnTs |
| Tax Period End | 2017-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 206750125 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ping and Amy Chao Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | PING | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PING CHAO | PersonNm |
| Person Title | co-trustee | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2018-10-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520182835000031 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-10-10 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A03CA8425FE017993163D7917FD3F5FFAC126974 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 259C731B7C7CCB55DA46458F0098BC0D5A2501CB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,949,806 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $983 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $983 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $245,491 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $225,491 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $548,624 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,145,844 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $548,624 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,171 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $800,269 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $775,098 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $18,750 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $18,750 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $5,383 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $5,383 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $63,850 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,645 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $51,205 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,600 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $30,312 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $30,312 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,647 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,647 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $40,647 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $40,647 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $178,189 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,645 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $149,944 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $972,096 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $972,096 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,150,285 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,645 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,122,040 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$350,016 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $762,453 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $112,371 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $142,246 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $142,246 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $480,037 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $370,031 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $376,252 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,007,959 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,738,074 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,429,308 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,602,367 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,252,351 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,949,806 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $7,602,367 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,252,351 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,602,367 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,252,351 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,602,367 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,252,351 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,602,367 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$350,016 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,252,351 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,252,351 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $2,145,844 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,597,220 | CostOrOtherBasisAmt |
| Gain Or Loss | $548,624 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $548,624 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $548,624 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,032,641 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,201,298 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.125912 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $508,098 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,968,553 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056653 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,053,795 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,520,617 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.110686 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $932,489 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,688,750 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.096245 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $917,564 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,758,362 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.094028 | DistributionYr5Rt |
| Total Distribution | 0.483524 | TotalDistributionRt |
| Average Distribution | 0.096705 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,883,900 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $762,413 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,625 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $770,038 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,122,040 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $7,625 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,625 | SubtotalAmt |
| Tax Based On Investment Income | $7,625 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $19,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $11,775 | OverpaymentAmt |
| Applied To ES Tax | $7,700 | AppliedToESTaxAmt |
| Refund | $4,075 | RefundAmt |
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 |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| Amy H Chao | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co-Trustee | 5.0 | $0 | $0 | $0 |
| Shiu-Kai Chao | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co-Trustee | 1.0 | $0 | $0 | $0 |
| Shiu-Ping Chao | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co-Trustee | 10.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NGO/VOLUNTEER PROJECT- PROVIDE WEBSITE & DATABASE LINKING NGO'S TO VOLUNTEERS TO RAISE AWARENESS AND ACTION AMONG YOUTH TO BRING SOCIAL CHANGE TO THE GLOBAL CHINESE DIASPORA. | Description1Txt |
| Expenses1 | $28,790 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,712,529 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $289,430 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,003,959 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,003,959 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $120,059 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,883,900 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $394,195 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $394,195 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,625 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,625 | TotalTaxAmt |
| Distributable Before Adj | $386,570 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $386,570 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $386,570 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,122,040 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,122,040 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,625 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,114,415 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $386,570 | DistributableAsAdjustedAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $435,284 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $457,873 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $595,172 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $66,901 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $629,988 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,185,218 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,122,040 | QualifyingDistributionsAmt |
| Applied To Current Year | $386,570 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $735,470 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,920,688 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $435,284 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,485,404 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $457,873 | ExcessFromYear4Amt |
| Excess From Year3 | $595,172 | ExcessFromYear3Amt |
| Excess From Year2 | $66,901 | ExcessFromYear2Amt |
| Excess From Year1 | $629,988 | ExcessFromYear1Amt |
| Excess From Current Year | $735,470 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Susanna Choe | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 S San Antonio Rd Ste 204 | AddressLine1Txt |
| City | Los Altos | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Email Address | sue.chaofoundation@gmail.com | RecipientEmailAddressTxt |
| Form And Info And Materials | HTTP://WWW.CHAOFOUNDATION.ORG/GRANT-APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATION DEADLINE IS MARCH 31ST | SubmissionDeadlinesTxt |
| Restrictions On Awards | WWW.CHAOFOUNDATION.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Province Or StateRecipientForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1001 FONTAINES POUR DEMAIN | ||||||||||||
| 33 RUE PIERRE BRUNIER | CALUIRE CUIRE | FR | 69300 | N/A | PC | General & Unrestricted | $50,000 | |||||
| AGAPE FISH FUND INC | ||||||||||||
| N/A | PC | Adonai Child Rehabilitation | $15,000 | 8900 BOLSA AVE STE A | WESTMINSTER | CA | 92683 | |||||
| BURMA HUMANITARIAN MISSION | ||||||||||||
| N/A | PC | Backpack Medic Training Program | $6,108 | 10668 S MONICA RIDGE WAY V-5 | SOUTH JORDAN | UT | 84095 | |||||
| BURMA HUMANITARIAN MISSION | ||||||||||||
| N/A | PC | funding of 4 Backpack medic teams, 75 Digital Cameras, and 1 fixed clinic | $39,769 | 10668 S MONICA RIDGE WAY V-5 | SOUTH JORDAN | UT | 84095 | |||||
| CHANGING YOUNG LIVES FOUNDATION | ||||||||||||
| UNITS 1-14 G/F BLOCK 10 | PAK TIN ESTATE | HK | N/A | PC | SOCIAL WORK SUPPORT FOR LEFT-BEHIND CHILDREN IN GANSU AND SMART MOMS PROJECT | $36,100 | KOWLOON | |||||
| CHILDREN ON THE EDGE | ||||||||||||
| 5 THE VICTORIA 25 ST PANCRAS | CHICHESTER | UK | PO197LT | N/A | PC | General & Unrestricted | $39,000 | WEST SUSSEX | ||||
| CHILDRENS HEARTLINK | ||||||||||||
| N/A | PC | Little Red Scarf Heart Surgery Program | $52,500 | 5075 ARCADIA AVE | EDINA | MN | 55436 | |||||
| CHILDRENS HEARTLINK | ||||||||||||
| N/A | PC | development of new partner site at NCH in Hanoi Vietnam to advance the pediatric cardiac care program through training and capacity building | $100,000 | 5075 ARCADIA AVE | EDINA | MN | 55436 | |||||
| COMMUNITY PARTNERS INTERNATIONAL | ||||||||||||
| N/A | PC | Rohingya Program | $20,000 | 2560 9TH ST STE 315 B | BERKELEY | CA | 94710 | |||||
| FRIENDS WITHOUT A BORDER | ||||||||||||
| N/A | PC | New Neonatal unit program at Lao Friends Hospital | $30,000 | 1123 BROADWAY STE 1210 | NEW YORK | NY | 10010 | |||||
| HOLISTIC INTEGRATED SERVICES FOUNDATION | ||||||||||||
| N/A | PC | Wheelchair donation project to Henan and Yunnan | $26,550 | PO BOX 2638 | FULLERTON | CA | 92837 | |||||
| JENNY LIN FOUNDATION | ||||||||||||
| N/A | PC | Jenny Lin Youth Music Program | $2,000 | PO BOX 21150 | CASTRO VALLEY | CA | 94546 | |||||
| KIDSPIRE | ||||||||||||
| N/A | PC | General & Unrestricted | $98,795 | 3300 NW 185TH AVE 127 | PORTLAND | OR | 97229 | |||||
| KIDSPIRE | ||||||||||||
| N/A | PC | Kidspire Fundraising, Remote Project Management & Consultation & Training for China Stepping Up Program | $4,383 | 3300 NW 185TH AVE 127 | PORTLAND | OR | 97229 | |||||
| KIDSPIRE | ||||||||||||
| N/A | PC | Orphan Impact Computer Training for Orphans in Vietnam | $48,000 | 3300 NW 185TH AVE 127 | PORTLAND | OR | 97229 | |||||
| MENLO PARK PRESBYTERIAN CHURCH | ||||||||||||
| N/A | PC | General & Unrestricted | $10,000 | 950 SANTA CRUZ AVE | MENLO PARK | CA | 94025 | |||||
| ONE HEART WORLD-WIDE | ||||||||||||
| N/A | PC | Grateful Heart Gala and TFish Fund Matching Fund | $5,705 | 1818 PACHECO ST | SAN FRANCISCO | CA | 94116 | |||||
| ONE HEART WORLD-WIDE | ||||||||||||
| N/A | PC | implementation of maternal and neonatal mortality prevention programs in one selected region in Nepal based on Network of Safety model | $110,000 | 1818 PACHECO ST | SAN FRANCISCO | CA | 94116 | |||||
| POINT LOBOS FOUNDATION | ||||||||||||
| N/A | PC | Sister Anna Voss Fund | $10,000 | PO BOX 221789 | CARMEL | CA | 93922 | |||||
| SAHAYA INTERNATIONAL INC | ||||||||||||
| N/A | PC | Sahaya Vietnam Dollar-for-Dollar Matching Fund | $5,000 | 1504 PORTOLA ST | DAVIS | CA | 95616 | |||||
| SAHAYA INTERNATIONAL INC | ||||||||||||
| N/A | PC | Scholarship Fund for children in Vietnam | $29,000 | 1504 PORTOLA ST | DAVIS | CA | 95616 | |||||
| SOUTH EAST ASIA PRAYER CENTER | ||||||||||||
| N/A | PC | building of a children's home in the Kratie province of eastern Cambodia | $25,000 | 531 5TH ST | OAKMONT | PA | 15139 | |||||
| THE LORDS GRACE CHRISTIAN CHURCH | ||||||||||||
| N/A | PC | General & Unrestricted | $10,000 | 1101 SAN ANTONIO RD | MOUNTAIN VIEW | CA | 94043 | |||||
| TRANSPARENT FISH FUND INC | ||||||||||||
| N/A | PC | General & Unrestricted | $115,000 | 445 S SAN ANTONIO RD STE 204 | LOS ALTOS | CA | 94022 | |||||
| WATERING MINDS INC | ||||||||||||
| N/A | PC | Clean Water for Schools in Haiti for 2017-2018 School Year | $84,186 | 1065 DE HARO ST | SAN FRANCISCO | CA | 94107 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $972,096 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $983 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $245,491 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $548,624 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $5,171 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $800,269 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $800,269 | TotalIncomeProducingActyAmt |
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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB INTRNTNL EQ | $156,764 | $182,193 |
| ISHARES RUSSELL 1000 INDEX FD | $224,638 | $489,410 |
| ISHARES RUSSELL 2000 | $91,118 | $162,056 |
| PIMCO INCOME FUND | $1,301,438 | $1,300,322 |
| PIMCO TOTAL RETURN FUND | $1,576,702 | $1,512,378 |
| SCHWAB S P 500 INDEX FUND SELE | $800,973 | $877,599 |
| SCHWAB STRATEGIC TREMERGING MK | $145,601 | $164,136 |
| SCHWAB U.S. SMALL-CA | $31,267 | $39,739 |
| SCHWAB US MID CAP | $83,391 | $107,044 |
| TEMPLETON GLOBAL TOTAL RETURN | $568,107 | $541,585 |
| VANGUARD FTSE DEVELOPED MARKET | $433,113 | $558,226 |
| VANGUARD FTSE EMERGING MARKETS | $140,689 | $165,219 |
| VANGUARD GLOBAL EX-US REAL EST | $163,428 | $172,122 |
| VANGUARD GNMA FUND ADMIRAL SHS | $592,638 | $576,598 |
| VANGUARD MID-CAP ETF | $74,733 | $221,901 |
| VANGUARD SF REIT ETF | $158,731 | $168,121 |
| VANGUARD SHORT-TERM FEDERAL FD | $194,743 | $190,659 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $370,031 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $376,252 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SECURITY DEPOSIT | CategoryOrItemTxt |
| Book Value | $2,000 | BookValueAmt |
| EOYFMV | $2,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $33,898 | $33,898 |
| Computers/Electronic Devices | $160 | $160 |
| OFFICE SUPPLIES | $747 | $747 |
| PAYROLL PROCESSING FEES | $341 | $341 |
| WEBSITE HOSTING/SUPPORT | $5,501 | $5,501 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Revenue And Expenses Per Books | $5,171 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administration of Foundation | $32,695 | $32,695 | |
| Investment Management Services | $12,645 | $12,645 | |
| PHILANTHROPIC CONSULTING SVCS | $18,510 | $18,510 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2017 | CategoryTxt |
| Amt | $15,600 | Amt |