TZ-SEN CHU FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
TZ-SEN CHU FAMILY FOUNDATION (EIN 20-5694758)
Tax period
2014-10-01 to 2015-09-30
Filed
2016-02-10
IRS object ID
201610419349100116
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)
Return2016-02-10T16:51:57-08:00ReturnTs
Tax Period End2015-09-30TaxPeriodEndDt

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 Begin2014-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205694758EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TZ-SEN CHU FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTZ-SBusinessNameControlTxt
Phone4085181223PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1781 STRICKROTH DRAddressLine1Txt
CityMILPITASCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95035ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID CHUPersonNm
Person TitleSecretaryPersonTitleTxt
Signature2016-02-10SignatureDt
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$18,753FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$18,910ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$18,910TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$965AccountingFeesRevAndExpnssAmt
Accounting Fees Adj Net Incm$965AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$965AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$28OtherExpensesRevAndExpnssAmt
Other Expenses Adj Net Incm$28OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$28OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$993TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$993TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$993TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,220ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,220ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,213TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$993TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$2,213TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$16,697ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$158CashBOYAmt
Cash EOY$16,856CashEOYAmt
Cash EOYFMV$16,856CashEOYFMVAmt
Other Investments BOY$1,897OtherInvestmentsBOYAmt
Other Investments EOY$1,897OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,897OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,055TotalAssetsBOYAmt
Total Assets EOY$18,753TotalAssetsEOYAmt
Total Assets EOYFMV$18,753TotalAssetsEOYFMVAmt
Other Liabilities BOY$896OtherLiabilitiesBOYAmt
Other Liabilities EOY$897OtherLiabilitiesEOYAmt
Total Liabilities BOY$896TotalLiabilitiesBOYAmt
Total Liabilities EOY$897TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$78,000CapitalStockBOYAmt
Capital Stock EOY$96,910CapitalStockEOYAmt
Retained Earning BOY-$76,841RetainedEarningBOYAmt
Retained Earning EOY-$79,054RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,159TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$17,856TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,055TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$18,753TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,159TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$16,697ExcessRevenueOverExpensesAmt
Subtotal$17,856SubtotalAmt
Tot Net Ast Or Fund Balances EOY$17,856TotNetAstOrFundBalancesEOYAmt

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 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 Line1DAVID CHUBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4085181223PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1781 STRICKROTH DRAddressLine1Txt
CityMILPITASCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95035ZIPCd
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
PAULING CHU
781 STRICKROTH DRMILPITASCA95035CEO0.00$0
DAVID CHU
781 STRICKROTH DRMILPITASCA95035Secretary0.00$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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$14,040AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$14,040TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$14,040AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$211CashDeemedCharitableAmt
Net Vl Noncharitable Assets$13,829NetVlNoncharitableAssetsAmt
Minimum Investment Return$691MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$691MinimumInvestmentReturnAmt
Distributable Before Adj$691DistributableBeforeAdjAmt
Distributable Before Ded$691DistributableBeforeDedAmt
Distributable As Adjusted$691DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,213ExpensesAndContributionsAmt
Qualifying Distributions$2,213QualifyingDistributionsAmt
Adjusted Qualifying Distri$2,213AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$691DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$4,106ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,896ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,576ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,511ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,410ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$11,499TotalExcessDistributionCyovAmt
Qualifying Distributions$2,213QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$691AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,522RemainingDistriFromCorpusAmt
Total Corpus$13,021TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$4,106ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$8,915ExcessDistriCyovToNextYrAmt
Excess From Year4$2,896ExcessFromYear4Amt
Excess From Year3$1,576ExcessFromYear3Amt
Excess From Year2$1,511ExcessFromYear2Amt
Excess From Year1$1,410ExcessFromYear1Amt
Excess From Current Year$1,522ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPAULING CHUContributingManagerNm
Contributing ManagerDAVID CHUContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtRecipient RelationshipRecipientRelationshipTxt
BUDDHIST TZU CHI FOUNDATION
175 DEMPSEY ROADMILPITASCA95035501CDONATION$800
WORLD VISION ETC
34834 WEYERHAEUSER WAY SOFEDERAL WAYWA98001501CDONATION$420NONE
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,220TotalGrantOrContriPdDurYrAmt

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 PersonDAVID CHUContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1781 STRICKROTH DRAddressLine1Txt
CityMILPITASCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95035ZIPCd
FieldValueIRS element (for citing)
Total Contributions$18,910TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryJimmy Chen CPACategoryTxt
Amt$965Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$965AdjustedNetIncomeAmt
Disbursements Charitable Prps$965DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEE$10$10$10
POSTAGE FEE$18$18$18

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
ADVANCE FROM FOUNDER$861$862
CREDIT CARD PAYABLE$35$35

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonDAVID CHUPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1781 STRICKROTH DRAddressLine1Txt
CityMILPITASCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95035ZIPCd

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