CHUA FAMILY CHARITABLE FOUND-IN MEMORY CHUA KOAN & CHANG SU CHENG: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
CHUA FAMILY CHARITABLE FOUND-IN MEMORY CHUA KOAN & CHANG SU CHENG (EIN 20-1961263)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-06-01
IRS object ID
201711529349100811
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)
Return2017-06-01T17:19:45-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Line150 S STEPHANIE ST STE 101AddressLine1Txt
CityHENDERSONCityNm
State AbbreviationNVStateAbbreviationCd
ZIP890125731ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-05-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBENJAMIN SMITH CPAPreparerPersonNm
PTINP01352419PTIN
Phone7022022255PhoneNum
Preparation2017-06-01PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device Id3AA6ADB8B41C5EF4F3521C195C08B7E319DFC647AtSubmissionCreationDeviceId
At Submission Filing Device Id3AA6ADB8B41C5EF4F3521C195C08B7E319DFC647AtSubmissionFilingDeviceId
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$985,725FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$116,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$31InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$31InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$11,011DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,011DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$50,693NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,515,888GrossSalesPriceAmt
Other Income Rev And Expnss$416OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$76,765TotalRevAndExpnssAmt
Total Net Invst Incm$11,042TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$5,564LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$5,564LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$13,552OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$13,552OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$165TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$165TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$9,137OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$9,137OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$28,418TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$13,552TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$14,866TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$28,418TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$13,552TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$14,866TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$48,347ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$52,547CashBOYAmt
Cash EOY$143,103CashEOYAmt
Cash EOYFMV$143,099CashEOYFMVAmt
Corporate Stock BOY$797,003CorporateStockBOYAmt
Corporate Stock EOY$754,794CorporateStockEOYAmt
Corporate Stock EOYFMV$768,166CorporateStockEOYFMVAmt
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$1,124,550TotalAssetsBOYAmt
Total Assets EOY$1,172,897TotalAssetsEOYAmt
Total Assets EOYFMV$985,725TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,124,550UnrestrictedBOYAmt
Unrestricted EOY$1,172,897UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,124,550TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,172,897TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,124,550TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,172,897TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,124,550TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$48,347ExcessRevenueOverExpensesAmt
Subtotal$1,172,897SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,172,897TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SEE JP MORGAN STMTP$1,507,759$1,559,014-$51,255-$51,255
SEE JP MORGAN STMTP$8,123$7,567$556$556
FieldValueIRS element (for citing)
Capital Gain Net Income-$50,693CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$28,852AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$808,586NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.035682DistributionYr1Rt
Adjusted Qlfy Distri Yr2$26,704AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$661,529NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.040367DistributionYr2Rt
Adjusted Qlfy Distri Yr3$26,645AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$547,858NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.048635DistributionYr3Rt
Adjusted Qlfy Distri Yr4$32,061AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$575,388NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.055721DistributionYr4Rt
Adjusted Qlfy Distri Yr5$46,181AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$601,805NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.076737DistributionYr5Rt
Total Distribution0.257142TotalDistributionRt
Average Distribution0.051428AverageDistributionRt
Net Vl Noncharitable Assets$919,538NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$47,290AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$47,290AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$14,866QualifyingDistributionsAmt

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 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$761,258AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$97,823AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$74,460FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$933,541TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$933,541AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,003CashDeemedCharitableAmt
Net Vl Noncharitable Assets$919,538NetVlNoncharitableAssetsAmt
Minimum Investment Return$45,977MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$45,977MinimumInvestmentReturnAmt
Distributable Before Adj$45,977DistributableBeforeAdjAmt
Distributable Before Ded$45,977DistributableBeforeDedAmt
Distributable As Adjusted$45,977DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$14,866ExpensesAndContributionsAmt
Qualifying Distributions$14,866QualifyingDistributionsAmt
Adjusted Qualifying Distri$14,866AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$45,977DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$46,324ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$32,061ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$78,385TotalExcessDistributionCyovAmt
Qualifying Distributions$14,866QualifyingDistributionsAmt
Applied To Current Year$14,866AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$31,111ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$31,111ExcessDistributionCyovAppCYAmt
Total Corpus$47,274TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$15,213ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$32,061ExcessDistriCyovToNextYrAmt
Excess From Year4$32,061ExcessFromYear4Amt

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$31ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,011ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion-$50,693ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$39,235ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$39,235TotalIncomeProducingActyAmt

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 (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
TIFFANY CHUA
11496 HUNTINGTON LNCLEVELANDOH44118$50,000Yes (X)
CHANELLE CHUA
22900 OAKBROOK HILLS RDOAK BROOKIL60523$50,000Yes (X)
DAVID CHUA ECLAT
32900 OAK BROOK HILLSOAK BROOKIL60523$10,000Yes (X)
WENDY YEH ECLAT
42900 OAK BROOK HILLS RDOAK BROOKIL60523$6,000Yes (X)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCKSStockNm
EOY Book Value$754,794EOYBookValueAmt
EOYFMV$768,166EOYFMVAmt

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

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$5,564LegalFeesAmt
Disbursements Charitable Prps$5,564DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
BANK CHARGES$140$140
INSURANCE$1,831$1,831
REPAIRS$6,211$6,211
UTILITIES$934$934
SUPPLIES$21$21

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
Revenue And Expenses Per Books$416RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEESCategoryTxt
Amt$13,552Amt
Net Investment Income$13,552NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ANNUAL REPORT$15$15
FILING FEE$150$150

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