BETA

CHAI FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
CHAI FAMILY FOUNDATION (EIN 20-8034700)
Tax period
2014-12-01 to 2015-11-30
Filed
2016-02-09
IRS object ID
201600409349100705
Schema version
2014v6.0
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)
Return2016-02-09T10:08:42-08:00ReturnTs
Tax Period End2015-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Jimmy J Chen & Associates IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11582 Centre Pointe DriveAddressLine1Txt
CityMilpitasCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95035ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208034700EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHAI FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHAIBusinessNameControlTxt
Phone4089816181PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17120 BLUE HILL DRAddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95129ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBEI QINPersonNm
Person TitleSecretaryPersonTitleTxt
Signature2016-02-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJIMMY J CHENPreparerPersonNm
PTINP01715847PTIN
Phone4084358828PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$679,577FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$60,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$50InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$50InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$50InterestOnSavingsAdjNetIncmAmt
Gross Rents Rev And Expnss$23,159GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$23,159GrossRentsNetInvstIncmAmt
Gross Rents Adj Net Incm$23,159GrossRentsAdjNetIncmAmt
Net Rental Income Or Loss$6,251NetRentalIncomeOrLossAmt
Other Income Rev And Expnss$44,720OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$127,929TotalRevAndExpnssAmt
Total Net Invst Incm$23,209TotalNetInvstIncmAmt
Total Adj Net Incm$23,209TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,225AccountingFeesRevAndExpnssAmt
Accounting Fees Adj Net Incm$1,225AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,225AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$104TaxesRevAndExpnssAmt
Taxes Adj Net Incm$104TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$104TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$11,755DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$4,999DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$11,755DeprecAndDpltnAdjNetIncmAmt
Other Expenses Rev And Expnss$17,004OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$9,642OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$17,004OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$17,004OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$30,088TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,641TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$30,088TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$18,333TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$300ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$300ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$30,388TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,641TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$30,088TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$18,633TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$97,541ExcessRevenueOverExpensesAmt
Net Investment Income$8,568NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$15,894CashBOYAmt
Cash EOY$10,638CashEOYAmt
Cash EOYFMV$10,638CashEOYFMVAmt
Other Investments BOY$254,090OtherInvestmentsBOYAmt
Other Investments EOY$155,810OtherInvestmentsEOYAmt
Other Investments EOYFMV$144,038OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$559,722LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$34,821LandBldgEquipAccumDeprecAmt
Land BOY$323,825LandBOYAmt
Land EOY$524,901LandEOYAmt
Land EOYFMV$524,901LandEOYFMVAmt
Other Assets EOY$1OtherAssetsEOYAmt
Total Assets BOY$593,809TotalAssetsBOYAmt
Total Assets EOY$691,350TotalAssetsEOYAmt
Total Assets EOYFMV$679,577TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$597,506CapitalStockBOYAmt
Capital Stock EOY$687,142CapitalStockEOYAmt
Retained Earning BOY-$3,697RetainedEarningBOYAmt
Retained Earning EOY$4,208RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$593,809TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$691,350TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$593,809TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$691,350TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$593,809TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$97,541ExcessRevenueOverExpensesAmt
Subtotal$691,350SubtotalAmt
Tot Net Ast Or Fund Balances EOY$691,350TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$171InvestmentIncomeExciseTaxAmt
Subtotal$171SubtotalAmt
Tax Based On Investment Income$171TaxBasedOnInvestmentIncomeAmt
Tax Due$171TaxDueAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
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 Line1BEI QINBusinessNameLine1Txt

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17120 BLUE HILL DRAddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95129ZIPCd
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
LI CHAI
7120 BLUE HILL DRSAN JOSECA95129CEO1.00$0
BEI QIN
7120 BLUE HILL DRSAN JOSECA95129Secretary2.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1CHAI FAMILY FOUNDATION FOCUS ON CHARITY,EDUCATION AND WOMEN'S AND CHILDREN ISSUES, TO ORGANIZE VARIOUS ACTIVITIES IN THESE AREA, ESPECIALLY THE FOUNDATION SUPPORTS A PROGRAM CALL " OUR FUTURE", THE PROGRAM RAISE FUND FOR DEAF CHILDREN'S EDUCATION IN CHINA, HOLD NEW CONCEPT CHILDREN CONTEST, ENCOURAGE CHILDREN TO PATICIPATE COMMUNITY EVENT.Description1Txt
Expenses1$6,000Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$50,314AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$50,314TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$50,314AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$755CashDeemedCharitableAmt
Net Vl Noncharitable Assets$49,559NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,478MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,478MinimumInvestmentReturnAmt
Tax Based On Investment Income$171TaxBasedOnInvestmentIncomeAmt
Total Tax$171TotalTaxAmt
Distributable Before Adj$2,307DistributableBeforeAdjAmt
Distributable Before Ded$2,307DistributableBeforeDedAmt
Distributable As Adjusted$2,307DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$18,633ExpensesAndContributionsAmt
Qualifying Distributions$18,633QualifyingDistributionsAmt
Adjusted Qualifying Distri$18,633AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,307DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$16,290ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$5,915ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$22,205TotalExcessDistributionCyovAmt
Qualifying Distributions$18,633QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,307AppliedToCurrentYearAmt
Remaining Distri From Corpus$16,326RemainingDistriFromCorpusAmt
Total Corpus$38,531TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$38,531ExcessDistriCyovToNextYrAmt
Excess From Year3$16,290ExcessFromYear3Amt
Excess From Year1$5,915ExcessFromYear1Amt
Excess From Current Year$16,326ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerLI CHAIContributingManagerNm
Contributing ManagerBEI QINContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SILICON VALLEY WOMEN FOUNDATION
616TEAL STREETFOSTER CITYCA94404N/A501(c)CHARITY$200
CPAA - YUNNAN ASSOCIATIONS
6148 Bollinger RdSAN JOSECA95129N/APOFDONATION$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$300TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$50RelatedOrExemptFunctionIncmAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion3ExclusionCd
Exclusion$6,251ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$44,720UnrelatedBusinessTaxblIncmAmt
Exclusion$6,251ExclusionAmt
Related Or Exempt Function Incm$50RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$51,021TotalIncomeProducingActyAmt

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 PersonBEI QINContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line17120 BLUE HILL DRAddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95129ZIPCd
FieldValueIRS element (for citing)
Total Contributions$60,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEECategoryTxt
Amt$1,225Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$1,225AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,225DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
BUILDING2009-03-03$61,942$4,764SL39.0000$1,588$1,588
NISSAN2012-05-31$22,445$11,223SL5.0000$4,489
26924 manon BUILDING 20142014-05-19$133,022$1,705SL39.0000$3,411$3,411

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (3 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
Auto./Transportation Equip.$22,445$15,712$6,733$6,733
Buildings$319,663$19,109$300,554$300,554
Land$217,614$217,614$217,614

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
AUTO EXPENSE$1,273$1,273$1,273
BANK CHARGE$10$10$10
FILIGN FEE$55$55$55
OFFICE EXP$24$24$24
program EXP$6,000$6,000$6,000
Rental Expenses$9,642$9,642$9,642$9,642

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
Revenue And Expenses Per Books$44,720RevenueAndExpensesPerBooksAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonBEI QINPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line17120 BLUE HILL DRAddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95129ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryOTHER TAXCategoryTxt
Amt$104Amt
Adjusted Net Income$104AdjustedNetIncomeAmt
Disbursements Charitable Prps$104DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.