TZ-SEN CHU FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
TZ-SEN CHU FAMILY FOUNDATION (EIN 20-5694758)
Tax period
2015-10-01 to 2016-09-30
Filed
2017-02-14
IRS object ID
201720459349100232
Schema version
2015v3.0
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)
Return2017-02-14T13:45:10-08:00ReturnTs
Tax Period End2016-09-30TaxPeriodEndDt

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 Begin2015-10-01TaxPeriodBeginDt

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
Signature2017-02-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonERIC ZHANG CPAPreparerPersonNm
PTINP00548506PTIN
Phone4084358828PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$14,781FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Total Rev And Expnss$0TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$965AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$965AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,522TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$2,522TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$100OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$100OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,587TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,587TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$420ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$420ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,007TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$4,007TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,007ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$16,856CashBOYAmt
Cash EOY$12,634CashEOYAmt
Cash EOYFMV$12,634CashEOYFMVAmt
Other Investments BOY$1,897OtherInvestmentsBOYAmt
Other Investments EOY$2,147OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,147OtherInvestmentsEOYFMVAmt
Total Assets BOY$18,753TotalAssetsBOYAmt
Total Assets EOY$14,781TotalAssetsEOYAmt
Total Assets EOYFMV$14,781TotalAssetsEOYFMVAmt
Other Liabilities BOY$897OtherLiabilitiesBOYAmt
Other Liabilities EOY$932OtherLiabilitiesEOYAmt
Total Liabilities BOY$897TotalLiabilitiesBOYAmt
Total Liabilities EOY$932TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$96,910CapitalStockBOYAmt
Capital Stock EOY$96,910CapitalStockEOYAmt
Retained Earning BOY-$79,054RetainedEarningBOYAmt
Retained Earning EOY-$83,061RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$17,856TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$13,849TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$18,753TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$14,781TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$17,856TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,007ExcessRevenueOverExpensesAmt
Subtotal$13,849SubtotalAmt
Tot Net Ast Or Fund Balances EOY$13,849TotNetAstOrFundBalancesEOYAmt

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$14,306AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,147FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$16,453TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$16,453AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$247CashDeemedCharitableAmt
Net Vl Noncharitable Assets$16,206NetVlNoncharitableAssetsAmt
Minimum Investment Return$810MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$810MinimumInvestmentReturnAmt
Distributable Before Adj$810DistributableBeforeAdjAmt
Distributable Before Ded$810DistributableBeforeDedAmt
Distributable As Adjusted$810DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,007ExpensesAndContributionsAmt
Qualifying Distributions$4,007QualifyingDistributionsAmt
Adjusted Qualifying Distri$4,007AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$810DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$2,896ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,576ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,511ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,410ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,522ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$8,915TotalExcessDistributionCyovAmt
Qualifying Distributions$4,007QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$810AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,197RemainingDistriFromCorpusAmt
Total Corpus$12,112TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$2,896ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$9,216ExcessDistriCyovToNextYrAmt
Excess From Year4$1,576ExcessFromYear4Amt
Excess From Year3$1,511ExcessFromYear3Amt
Excess From Year2$1,410ExcessFromYear2Amt
Excess From Year1$1,522ExcessFromYear1Amt
Excess From Current Year$3,197ExcessFromCurrentYearAmt

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 RelationshipNONERecipientRelationshipTxt
Recipient Foundation Status501C(3)RecipientFoundationStatusTxt
Grant Or Contribution PurposeDonationGrantOrContributionPurposeTxt
Amt$420Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$420TotalGrantOrContriPdDurYrAmt

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

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGE$70$70
Filing fees$30$30

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
Advance from David Chu$862$862
Credit Card Payable$35$70

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryIncome TaxCategoryTxt
Amt$2,522Amt
Disbursements Charitable Prps$2,522DisbursementsCharitablePrpsAmt

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