FLOREANA FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
FLOREANA FOUNDATION (EIN 46-4277670)
Tax period
2014-11-01 to 2015-10-31
Filed
2016-01-18
IRS object ID
201610189349100551
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)
Return2016-01-18T16:17:41-08:00ReturnTs
Tax Period End2015-10-31TaxPeriodEndDt

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 Begin2014-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN464277670EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FLOREANA FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFLORBusinessNameControlTxt
Phone4089307012PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line121534 CONRADIA CTAddressLine1Txt
CityCUPERTINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95014ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHIACHING CHANGPersonNm
Person TitleSecretaryPersonTitleTxt
Signature2016-01-18SignatureDt
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$1,014,076FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$4InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$4InterestOnSavingsAdjNetIncmAmt
Gross Rents Rev And Expnss$29,128GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$29,128GrossRentsNetInvstIncmAmt
Gross Rents Adj Net Incm$29,128GrossRentsAdjNetIncmAmt
Net Rental Income Or Loss-$2,473NetRentalIncomeOrLossAmt
Total Rev And Expnss$29,132TotalRevAndExpnssAmt
Total Net Invst Incm$29,132TotalNetInvstIncmAmt
Total Adj Net Incm$29,132TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,265AccountingFeesRevAndExpnssAmt
Accounting Fees Adj Net Incm$1,265AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,265AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$11,831TaxesRevAndExpnssAmt
Taxes Adj Net Incm$11,831TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$11,831TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$18,465DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$18,386DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$18,465DeprecAndDpltnAdjNetIncmAmt
Other Expenses Rev And Expnss$14,115OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$13,215OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$14,115OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$14,115OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$45,676TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$31,601TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$45,676TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$27,211TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$50,676TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$31,601TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$45,676TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$32,211TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$21,544ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$37,402SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$34,037SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$34,037SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,720CorporateStockBOYAmt
Corporate Stock EOY$2,720CorporateStockEOYAmt
Corporate Stock EOYFMV$439,296CorporateStockEOYFMVAmt
Invst Land Cost Or Other Basis$664,669InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$31,989InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$651,065LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$632,680LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$540,743LandBldgInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$285LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$79LandBldgEquipAccumDeprecAmt
Land EOY$206LandEOYAmt
Total Assets BOY$691,187TotalAssetsBOYAmt
Total Assets EOY$669,643TotalAssetsEOYAmt
Total Assets EOYFMV$1,014,076TotalAssetsEOYFMVAmt
Accounts Payable BOY$5,917AccountsPayableBOYAmt
Accounts Payable EOY$5,917AccountsPayableEOYAmt
Total Liabilities BOY$5,917TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,917TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$113,098CapitalStockBOYAmt
Capital Stock EOY$113,098CapitalStockEOYAmt
Retained Earning BOY$572,172RetainedEarningBOYAmt
Retained Earning EOY$550,628RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$685,270TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$663,726TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$691,187TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$669,643TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$685,270TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$21,544ExcessRevenueOverExpensesAmt
Subtotal$663,726SubtotalAmt
Tot Net Ast Or Fund Balances EOY$663,726TotNetAstOrFundBalancesEOYAmt

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 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 FoundationYes (true)PrivateOperatingFoundationInd
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 Line1PAILING HOBusinessNameLine1Txt

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line121534 CONRADIA CTAddressLine1Txt
CityCUPERTINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95014ZIPCd
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
PAILING HO
21534 CONRADIA CTCUPERTINOCA95014CEO0.00$0
CHIACHING CHANG
21534 CONRADIA CTCUPERTINOCA95014Secretary0.00$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)
Description1CONNECTING WITH NATURE-FORTY PEOPLE FROM LOCAL COMMUNITY AND NON-PROFIT ORGANIZATIONS WERE INVITED TO THIS OUTDOOR EVENT. THIS EVENT OFFERS SPIRIT PRACTICES TO HELP PARTICIPANTS CONNECT THE CREATIVE POWER OF NATURE IN A CITY PARK.THE EVENT STARTED WITH A MEDIATION SESSION WHICH BRINGS AWARENESS INSIDE OUT. THE SESSION WAS FOLLOWED BY A SHORT HIKING ALONE A NATURAL HIKING TRAIL EMBRACED BY GREEN TREES. THE LUNCH WAS PROVIDED. AFTER LUNCH, A GROUP ACTIVITY HELPED EVERY PARTICIPANT TO SHARE THE EXPERIENCE THEY HAD RECEIVED FROM THE MEDITATION OR HIKING, AND THIS SESSION COMPLETED THE EVENT. IN THIS HIGHLY EXPERIENTIAL EVENT, PARTICIPANTS CAN TAP INTO THE FEMININE WISDOM OF THE NATURE AND BRING BALANCE WITHIN AND TO THE COMMUNITY OR EVEN PLANET.Description1Txt
Expenses1$384Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$542,426AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$37,944AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$580,370TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$580,370AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,706CashDeemedCharitableAmt
Net Vl Noncharitable Assets$571,664NetVlNoncharitableAssetsAmt
Minimum Investment Return$28,583MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$32,211ExpensesAndContributionsAmt
Charitable Assets Acquis Paid$285CharitableAssetsAcquisPaidAmt
Qualifying Distributions$32,496QualifyingDistributionsAmt
Adjusted Qualifying Distri$32,496AdjustedQualifyingDistriAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$25,603Year1Amt
Total$25,603TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Year1$21,763Year1Amt
Total$21,763TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$32,496CurrentYearAmt
Year1$17,382Year1Amt
Total$49,878TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$32,496CurrentYearAmt
Year1$17,382Year1Amt
Total$49,878TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$19,055CurrentYearAmt
Year1$17,068Year1Amt
Total$36,123TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPAILING HOContributingManagerNm
Contributing ManagerCHIACHING CHANGContributingManagerNm
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 MONTEREY BAY
970 W JULIAN STSAN JOSECA95126N/A501C(3)CHARITY$200
HOCHI INSTITUTE
2146 RINGWOOD AVENUESAN JOSECA95131N/A501(C)3CHARITY$4,800
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$4RelatedOrExemptFunctionIncmAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$2,473RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$2,469RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$2,469TotalIncomeProducingActyAmt

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 FEECategoryTxt
Amt$1,265Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$1,265AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,265DisbursementsCharitablePrpsAmt

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp (4 entries)

Category Or ItemCategoryOrItemTxtEOYFMVEOYFMVAmtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
Machinery and Equipment$144
Buildings$355,700$474,938$30,223$444,715
Improvements$11,900$16,732$1,766$14,966
Land$172,999$172,999$172,999

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemMachinery and EquipmentCategoryOrItemTxt
Cost Or Other Basis$285CostOrOtherBasisAmt
Accumulated Depreciation$79AccumulatedDepreciationAmt
Book Value$206BookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
FILING FEE$105$105$105
MEAL & ENTERTAINMENT$384$384$384
PENALTY$331$331$331
POSTAGE EXPENSE$80$80$80
Rental Expenses$13,215$13,215$13,215$13,215

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
PAILING HO
21534 CONRADIA CTCUPERTINOCA95014
CHIACHING CHANG
21534 CONRADIA CTCUPERTINOCA95014

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINCOME TAX EXPENSECategoryTxt
Amt$11,831Amt
Adjusted Net Income$11,831AdjustedNetIncomeAmt
Disbursements Charitable Prps$11,831DisbursementsCharitablePrpsAmt

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