EVELYN JOB & APRIL FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
EVELYN JOB & APRIL FOUNDATION (EIN 26-1550127)
Tax period
2014-12-01 to 2015-11-30
Filed
2016-07-13
IRS object ID
201601959349100315
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)
Return2016-07-13T14:50:38-07:00ReturnTs
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)
EIN261550127EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EVELYN JOB & APRIL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEVELBusinessNameControlTxt
Phone6505336371PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11103 OREGON AVEAddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94303ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEVELYN ZHANPersonNm
Person TitleCEOPersonTitleTxt
Signature2016-07-13SignatureDt
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 TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$197,234FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$9DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9DividendsNetInvstIncmAmt
Dividends Adj Net Incm$9DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$12,907NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$302,566GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$12,907CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$12,907NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$12,916TotalRevAndExpnssAmt
Total Net Invst Incm$12,916TotalNetInvstIncmAmt
Total Adj Net Incm$12,916TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,025AccountingFeesRevAndExpnssAmt
Accounting Fees Adj Net Incm$1,025AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,025AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,168TaxesRevAndExpnssAmt
Taxes Adj Net Incm$1,168TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$1,168TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$808TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Adj Net Incm$808TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$808TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,326OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$50OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$1,326OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$1,326OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,327TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$50TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$4,327TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,327TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,125ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,125ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$10,452TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$50TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$4,327TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$10,452TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,464ExcessRevenueOverExpensesAmt
Net Investment Income$12,866NetInvestmentIncomeAmt
Adjusted Net Income$8,589AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$194,769CashBOYAmt
Cash EOY$197,234CashEOYAmt
Cash EOYFMV$197,234CashEOYFMVAmt
Other Assets BOY$1OtherAssetsBOYAmt
Total Assets BOY$194,770TotalAssetsBOYAmt
Total Assets EOY$197,234TotalAssetsEOYAmt
Total Assets EOYFMV$197,234TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$50,588CapitalStockBOYAmt
Capital Stock EOY$50,588CapitalStockEOYAmt
Retained Earning BOY$144,182RetainedEarningBOYAmt
Retained Earning EOY$146,646RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$194,770TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$197,234TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$194,770TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$197,234TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$194,770TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,464ExcessRevenueOverExpensesAmt
Subtotal$197,234SubtotalAmt
Tot Net Ast Or Fund Balances EOY$197,234TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$12,907CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$12,907NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$257InvestmentIncomeExciseTaxAmt
Subtotal$257SubtotalAmt
Tax Based On Investment Income$257TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$588EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$588TotalPaymentsAndCreditsAmt
Overpayment$331OverpaymentAmt
Applied To ES Tax$331AppliedToESTaxAmt

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 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 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 Line1EVELYN ZHANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6505336371PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11103 OREGON AVEAddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94303ZIPCd
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
EVELYN ZHAN
1103 OREGON AVEPALO ALTOCA94303President & CEO2.00$0
YAT TUNG LAM
1103 OREGON AVEPALO ALTOCA94303Secretary2.00$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$19,750AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$102,480AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$122,230TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$122,230AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,833CashDeemedCharitableAmt
Net Vl Noncharitable Assets$120,397NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,020MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,020MinimumInvestmentReturnAmt
Tax Based On Investment Income$257TaxBasedOnInvestmentIncomeAmt
Total Tax$257TotalTaxAmt
Distributable Before Adj$5,763DistributableBeforeAdjAmt
Distributable Before Ded$5,763DistributableBeforeDedAmt
Distributable As Adjusted$5,763DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,452ExpensesAndContributionsAmt
Qualifying Distributions$10,452QualifyingDistributionsAmt
Adjusted Qualifying Distri$10,452AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,763DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$1,598ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,774ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$5,372TotalExcessDistributionCyovAmt
Qualifying Distributions$10,452QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,763AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,689RemainingDistriFromCorpusAmt
Total Corpus$10,061TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$10,061ExcessDistriCyovToNextYrAmt
Excess From Year2$1,598ExcessFromYear2Amt
Excess From Year1$3,774ExcessFromYear1Amt
Excess From Current Year$4,689ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerEVELYN ZHANContributingManagerNm
Contributing ManagerYAT TUNG LAMContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCd
HABITAT FOR HUMANITY
121 HABITAT STREETAMERICUSGA31709NONEPFDONATION$500
MARCH OF DIMES
1275 MAMARONECK AVEWHITE PLAINSNY10605NONEPFDONATION$200
EASTER SEALS
233 SOUTH WACKER DRIVE STE 2400CHICAGOIL60606NONEPFDONATION$50
NFCR
4600 EAST WEST HIGHWAY STE 525BETHESDAMD20814NONEPFDONATION$750
CARE
POBOX 7039MERRIFIELDVA22116NONEPFDONATION$500
Overseas Chinese Charity Foundation
NONEPFDONATION$1,0001A 3 BEIXINGQIAOBEIJINGBEIJINGCH
LUCILE PACKARD FOUNDATION
400 HAMILTON AVE STE 340PALO ALTOCA94301NONEPFDONATION$900
CHILDREN'S INTERNATIONAL
2000 EAST RED BRIDGE ROADKANSAS CITYMO64121NONEPFDONATION$700
THE OTTER PROJECT
POBOX 269MONTEREYCA93942NONEPFDONATION$500
WOUNDED WARRIOR PROJECT
4899 BELFORT ROAD STE 300JACKSONVILLEFL32256NONEPFDONATION$25
DOCTORS WITHOUT BORDERS USA
333 7TH AVE 2ND FLOORNEW YORKNY10001NONEPFDONATION$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,125TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$9RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$12,907RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$12,916RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$12,916TotalIncomeProducingActyAmt

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)
CategoryTAX RETURNS PREP. FEECategoryTxt
Amt$1,025Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$1,025AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,025DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGE$50$50$50$50
FILING FEE$35$35$35
POSTAGE$9$9$9
UTILITY$1,232$1,232$1,232

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryIRSCategoryTxt
Amt$1,168Amt
Adjusted Net Income$1,168AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,168DisbursementsCharitablePrpsAmt

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