PING AND AMY CHAO FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- PING AND AMY CHAO FAMILY FOUNDATION (EIN 20-6750125)
- Tax period
- 2015-12-01 to 2016-11-30
- Filed
- 2017-10-06
- IRS object ID
- 201732799349100408
- 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
- Form 990-PF
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-06T11:58:22-05:00 | ReturnTs |
| Tax Period End | 2016-11-30 | 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 | 2015-12-01 | 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 | trustee | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2017-10-02 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,151,123 | 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 | $567 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $567 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $295,984 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $275,984 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $107,431 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $806,088 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $107,431 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $403,982 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $383,982 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $75,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $75,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $11,948 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $11,948 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $113,590 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,378 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $100,212 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,212 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $25,965 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $25,965 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,417 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,417 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $55 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $55 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $38,700 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $38,700 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $274,887 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,378 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $255,297 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $781,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $781,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,055,937 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,378 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,036,347 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$651,955 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $370,604 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $371,225 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $112,371 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $112,371 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $585,042 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $480,037 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $492,590 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,296,055 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,007,959 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,544,162 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,254,322 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,602,367 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,151,123 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $8,254,322 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,602,367 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,254,322 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,602,367 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,254,322 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,602,367 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,254,322 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$651,955 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,602,367 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,602,367 | 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 | $806,088 | GrossSalesPriceAmt |
| Cost Or Other Basis | $698,657 | CostOrOtherBasisAmt |
| Gain Or Loss | $107,431 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $107,431 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $107,431 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $508,098 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,968,553 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056653 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,053,795 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,520,617 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.110686 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $932,489 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,688,750 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.096245 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $917,564 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,758,362 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.094028 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,090,798 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,480,774 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.104076 | DistributionYr5Rt |
| Total Distribution | 0.461688 | TotalDistributionRt |
| Average Distribution | 0.092338 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,201,298 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $757,291 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,706 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $760,997 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,036,347 | 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 | $3,706 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,706 | SubtotalAmt |
| Tax Based On Investment Income | $3,706 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,677 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $12,677 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $8,971 | OverpaymentAmt |
| Applied To ES Tax | $3,800 | AppliedToESTaxAmt |
| Refund | $5,171 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MS NANCY NGUYEN | PersonNm |
US Address USAddress
| 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) |
|---|---|---|
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 20.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $75,000 | CompensationAmt |
| Employee Benefits | $6,210 | EmployeeBenefitsAmt |
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 | $104,210 | 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 | $8,127,642 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $196,549 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,326,191 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,326,191 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $124,893 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,201,298 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $410,065 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $410,065 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,706 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,706 | TotalTaxAmt |
| Distributable Before Adj | $406,359 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $406,359 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $406,359 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,036,347 | 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 | $1,036,347 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,706 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,032,641 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $406,359 | DistributableAsAdjustedAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $590,211 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $435,284 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $457,873 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $595,172 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $66,901 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,145,441 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,036,347 | QualifyingDistributionsAmt |
| Applied To Current Year | $406,359 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $629,988 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,775,429 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $590,211 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,185,218 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $435,284 | ExcessFromYear4Amt |
| Excess From Year3 | $457,873 | ExcessFromYear3Amt |
| Excess From Year2 | $595,172 | ExcessFromYear2Amt |
| Excess From Year1 | $66,901 | ExcessFromYear1Amt |
| Excess From Current Year | $629,988 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 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 | Water in School for children in Cambodia fund | $50,000 | |||||
| BURMA HUMANITARIAN MISSION | ||||||||||||
| N/A | PC | Burma Backpack Medic Two Kachin Teams & BHM Program Management and monitoring/evaluation reporting | $6,619 | 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 dashu, gansu and smart moms project | $32,075 | KOWLOON | |||||
| CHILDREN ON THE EDGE | ||||||||||||
| 5 THE VICTORIA 25 ST PANCRAS | CHICHESTER | UK | PO197lt | N/A | PC | First Year: Safe spaces for young children living in ECD people camps in kachin state, burma | $40,350 | WEST SUSSEX | ||||
| CHILDRENS HEARTLINK | ||||||||||||
| N/A | PC | Gansu Little Red Scarf Congenital heart surgery & children's heartlink general fund | $52,500 | 5075 ARCADIA AVE | EDINA | MN | 55436 | |||||
| CHILDRENS HEARTLINK | ||||||||||||
| N/A | PC | Gansu Little Red Scarf Congenital heart surgery & children's heartlink general fund | $52,500 | 5075 ARCADIA AVE | EDINA | MN | 55436 | |||||
| CHINA CALIFORNIA HEART WATCH | ||||||||||||
| N/A | PC | CHD Heart Surgery Sponsorship for Poor Yunnan children program | $25,000 | 28251 SILVERADO CANYON RD 517 | SILVERADO | CA | 92676 | |||||
| CHINA CALIFORNIA HEART WATCH | ||||||||||||
| N/A | PC | China California Heart Watch Yunnan Province Pediatric Heart Training & Evaluation Program | $91,650 | 28251 SILVERADO CANYON RD 517 | SILVERADO | CA | 92676 | |||||
| CHINESE HISTORICAL SOCIETY OF AMERICA | ||||||||||||
| N/A | PC | General & Unrestricted | $5,000 | 965 CLAY ST | SAN FRANCISCO | CA | 94108 | |||||
| DESIGN THAT MATTERS INC | ||||||||||||
| N/A | PC | Otter Warming Bassinet for Hypothermic and Low- Birthweight newborns | $45,000 | 30 CHURCH ST | SALEM | MA | 01970 | |||||
| HELPING ORPHANS WORLDWIDE INC | ||||||||||||
| N/A | PC | 2016 Perpetual Giving Cow Microloans for 25 Families program | $20,000 | 10736 JEFFERSON BLVD | CULVER CITY | CA | 90230 | |||||
| HOLISTIC INTEGRATED SERVICES FOUNDATION | ||||||||||||
| N/A | PC | Summer Camp in Anyan, Henan, China scholarship fund | $12,000 | PO BOX 2638 | FULLERTON | CA | 92837 | |||||
| HOLISTIC INTEGRATED SERVICES FOUNDATION | ||||||||||||
| N/A | PC | 2016 Xinjiang Wheelchair Donation Project | $10,000 | PO BOX 2638 | FULLERTON | CA | 92837 | |||||
| JENNY LIN FOUNDATION | ||||||||||||
| N/A | PC | Music Education and Child Safety Program | $4,000 | PO BOX 21150 | CASTRO VALLEY | CA | 94546 | |||||
| KIDSPIRE | ||||||||||||
| N/A | PC | Expansion to China: Orphan Impact & Stepping Stones Edtech pilot program | $15,702 | 3300 NW 185TH AVE 127 | PORTLAND | OR | 97229 | |||||
| KIDSPIRE | ||||||||||||
| N/A | PC | Orphan Impact & Stepping Stones Edtech pilot program | $31,500 | 3300 NW 185TH AVE 127 | PORTLAND | OR | 97229 | |||||
| KIDSPIRE | ||||||||||||
| N/A | PC | Orphan Impact Computer Training in Vietnam Program | $21,523 | 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 | |||||
| PARKVILLE ATHLETIC SOCCER CLUB | ||||||||||||
| N/A | PC | LifeGivingForce: dloHaiti Clean Water project | $49,131 | 6014 N STATE RTE 9 STE B | PARKVILLE | MO | 64152 | |||||
| SAHAYA INTERNATIONAL INC | ||||||||||||
| N/A | PC | Brick Homes & scholarship funds for low income students | $55,500 | 1504 PORTOLA ST | DAVIS | CA | 95616 | |||||
| SOUTH EAST ASIA PRAYER CENTER | ||||||||||||
| N/A | PC | Construction of the Kampong Cham Children's Home program | $20,000 | 432 ALLEGHENY RIVER BLVD STE 203 | 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 | |||||
| VIETNAMESE CHRISTIAN RESTORATION MINISTRY | ||||||||||||
| N/A | PC | 12 Month Stipend for five new workers at prison fund | $6,000 | 13928 LILLARD LN | FARMERS BRANCH | TX | 75234 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $781,050 | 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 | $567 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $295,984 | 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 | $107,431 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $403,982 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $403,982 | 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 (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB INTRNTNL EQ | $153,076 | $143,376 |
| ISHARES RUSSELL 1000 INDEX FD | $313,972 | $682,371 |
| ISHARES RUSSELL 2000 | $127,864 | $210,772 |
| PIMCO INCOME FUND | $1,508,214 | $1,450,870 |
| PIMCO TOTAL RETURN FUND | $1,536,633 | $1,437,661 |
| SCHWAB STRATEGIC TREMERGING MK | $142,756 | $128,805 |
| SCHWAB U.S. SMALL-CA | $30,758 | $33,819 |
| SCHWAB US MID CAP | $82,016 | $88,981 |
| SPDR DJ GLOBAL REAL ESTATE | $257,386 | $255,167 |
| SPDR S&P 500 ETF TRUST | $636,497 | $704,989 |
| TEMPLETON GLOBAL TOTAL RETURN | $549,374 | $500,788 |
| VANGUARD FTSE DEVELOPED MARKET | $487,748 | $535,344 |
| VANGUARD FTSE EMERGING MARKETS | $193,950 | $202,579 |
| VANGUARD GLOBAL EX-US REAL EST | $62,016 | $54,915 |
| VANGUARD GNMA FUND ADMIRAL SHS | $573,431 | $566,553 |
| VANGUARD MID-CAP ETF | $104,961 | $296,899 |
| VANGUARD SF REIT ETF | $55,748 | $61,016 |
| VANGUARD SHORT-TERM FEDERAL FD | $191,559 | $189,257 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $480,037 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $492,590 | 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 (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $35,331 | $35,331 |
| Foundation Dues & Memberships | $499 | $499 |
| OFFICE SUPPLIES | $1,162 | $1,162 |
| Payroll Processing Fees | $1,087 | $1,087 |
| POSTAGE/DELIVERY SERVICE | $317 | $317 |
| EVENT EXPENSES | $304 | $304 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $13,378 | $13,378 | |
| Philanthropic Consulting Srvcs | $52,320 | $52,320 | |
| GRAPHIC DESIGN SERVICES | $7,488 | $7,488 | |
| COMMUNICATION CONSULTING SRVCS | $20,598 | $20,598 | |
| FDN ADMINISTRATION SERVICES | $3,900 | $3,900 | |
| CONSULTING SERVICES | $15,906 | $15,906 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2016 | $5,200 |
| 990-PF Extension for 2015 | $1,012 |