ANN AND PI FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
ANN AND PI FAMILY FOUNDATION (EIN 81-0855434)
Tax period
2015-12-01 to 2016-11-30
Filed
2017-07-06
IRS object ID
201741879349100804
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)
Return2017-07-06T13:55:32-07:00ReturnTs
Tax Period End2016-11-30TaxPeriodEndDt

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 Begin2015-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810855434EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ANN AND PI FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlANNABusinessNameControlTxt
Phone9252024924PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12744 CORTE VERA CRUZAddressLine1Txt
CityPLEASANTONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94566ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBAU-HSING ANNPersonNm
Person TitleCEOPersonTitleTxt
Signature2017-07-06SignatureDt
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)
Initial ReturnYes (X)InitialReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$180,786FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$149,116ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$8InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$8InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$8InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$1,522DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,522DividendsNetInvstIncmAmt
Dividends Adj Net Incm$1,522DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$24,545NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$107,252GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$24,545CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$17,570NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$175,191TotalRevAndExpnssAmt
Total Net Invst Incm$26,075TotalNetInvstIncmAmt
Total Adj Net Incm$19,100TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$6,117AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$6,117AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$6,117TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,117TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,917TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$8,917TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$166,274ExcessRevenueOverExpensesAmt
Net Investment Income$26,075NetInvestmentIncomeAmt
Adjusted Net Income$19,100AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$125,389CashEOYAmt
Cash EOYFMV$125,389CashEOYFMVAmt
Corporate Stock EOY$47,002CorporateStockEOYAmt
Corporate Stock EOYFMV$55,397CorporateStockEOYFMVAmt
Total Assets EOY$172,391TotalAssetsEOYAmt
Total Assets EOYFMV$180,786TotalAssetsEOYFMVAmt
Other Liabilities EOY$6,117OtherLiabilitiesEOYAmt
Total Liabilities EOY$6,117TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock EOY$149,116CapitalStockEOYAmt
Retained Earning EOY$17,158RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances EOY$166,274TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$0TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$172,391TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Excess Revenue Over Expenses$166,274ExcessRevenueOverExpensesAmt
Subtotal$166,274SubtotalAmt
Tot Net Ast Or Fund Balances EOY$166,274TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
300 SHARES OVTIP2015-07-132016-01-28$8,925$7,227$1,698$1,698
300 SHARES OVTIP2015-07-272016-01-28$8,925$7,209$1,716$1,716
200 SHARES OVTIP2014-08-292016-01-28$5,950$4,009$1,941$1,941
150 SHARES OVTIP2014-06-132016-01-28$4,463$3,459$1,004$1,004
100 SHARES OVTIP2014-06-252016-01-28$2,975$2,258$717$717
100 SHARES PFPTP2016-01-142016-08-19$7,697$5,734$1,963$1,963
100 SHARES PFPTP2016-01-292016-08-19$7,697$5,259$2,438$2,438
100 SHARES PFPTP2016-05-062016-08-19$7,697$5,509$2,188$2,188
150 SHARES QRVOP2016-06-282016-08-24$8,647$7,771$876$876
1000 SHARES CYP2016-01-082016-09-02$12,394$8,709$3,685$3,685
79 SHARES CYP2016-01-122016-09-02$979$652$327$327
421 SHARES CYP2016-01-122016-09-02$5,218$3,477$1,741$1,741
PER CHARLES SCHWAB STMNTP2015-11-032016-10-24$7,533$6,595$938$938
PER CHARLES SCHWAB STMNTP2013-11-012016-10-24$18,152$14,839$3,313$3,313
FieldValueIRS element (for citing)
Capital Gain Net Income$24,545CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$17,570NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$522InvestmentIncomeExciseTaxAmt
Subtotal$522SubtotalAmt
Tax Based On Investment Income$522TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$16EsPenaltyAmt
Tax Due$538TaxDueAmt

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
Form990 T FiledfalseForm990TFiledInd
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 ContributorsYes (true)NewSubstantialContributorsInd
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 Line1BAU-HSING ANNBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9252024924PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12744 CORTE VERA CRUZAddressLine1Txt
CityPLEASANTONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94566ZIPCd
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
BAU-HSING ANN
2744 CORTE VERA CRUZPLEASANTONCA94566CEO2.00$0
MON-MEI ANN
2744 CORTE VERA CRUZPLEASANTONCA94566CFO2.00$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$71,124AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$95,944AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$167,068TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$167,068AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,506CashDeemedCharitableAmt
Net Vl Noncharitable Assets$164,562NetVlNoncharitableAssetsAmt
Minimum Investment Return$8,228MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$8,228MinimumInvestmentReturnAmt
Tax Based On Investment Income$522TaxBasedOnInvestmentIncomeAmt
Total Tax$522TotalTaxAmt
Distributable Before Adj$7,706DistributableBeforeAdjAmt
Distributable Before Ded$7,706DistributableBeforeDedAmt
Distributable As Adjusted$7,706DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$8,917ExpensesAndContributionsAmt
Qualifying Distributions$8,917QualifyingDistributionsAmt
Adjusted Qualifying Distri$8,917AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,706DistributableAsAdjustedAmt
Qualifying Distributions$8,917QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,706AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,211RemainingDistriFromCorpusAmt
Total Corpus$1,211TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,211ExcessDistriCyovToNextYrAmt
Excess From Current Year$1,211ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBAU-HSING ANNContributingManagerNm
Contributing ManagerMON-MEI ANNContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BUDDHIST TZU CHI FOUNDATION
1100 S VALLEY CENTER AVESAN DIMASCA91773N/A501(C)(3)DONATION$1,000
KIDS ALIVE INTERNATIONAL
2507 CUMBERLAND DRVALPARAISOIN46383N/A501(c)(3)DONATION$1,000
DIRECT RELIEF
27 SOUTH LA PATERA LANESANTA BARBARACA93117N/A501(C)(3)DONATION$800
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,800TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$8RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,522RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$24,545RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$26,075RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$26,075TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonBAU-HSING ANNContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12744 CORTE VERA CRUZAddressLine1Txt
CityPLEASANTONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94566ZIPCd
FieldValueIRS element (for citing)
Total Contributions$157,955TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property264.7841 SHARES JPMORGAN CHASE & CO.1,050 SHARES OMNIVISION TECHNOLOGYNoncashPropertyDesc
Fair Market Value$47,955FairMarketValueAmt
Received2015-12-30ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategorySET-UP FEECategoryTxt
Amt$6,117Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$6,117DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
50.5283 SHARES APPLE INC$4,691$5,584
1,576.9015 SHARES CYPRESS SEMICONDUCTR$13,747$17,740
606.0666 SHARES WELLS FARGO BK N A$28,564$32,073

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescADVANCE FROM FOUNDERDesc
EOY Book Value$6,117EOYBookValueAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
BAU-HSING ANN
2744 CORTE VERA CRUZPLEASANTONCA94566
MON-MEI ANN
2744 CORTE VERA CRUZPLEASANTONCA94566

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