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CK FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
CK FAMILY FOUNDATION (EIN 45-4005757)
Tax period
2023-12-01 to 2024-11-30
Filed
2025-10-15
IRS object ID
202532889349100033
Schema version
2023v6.0
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)
Return2025-10-15T17:14:40-07:00ReturnTs
Tax Period End2024-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN371420474PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Fontanello Duffield & Otake LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1111 Pine Street Suite 1750AddressLine1Txt
CitySan FranciscoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94111ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN454005757EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CK Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCKFABusinessNameControlTxt
Phone4085308800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11294 Kifer Road 703AddressLine1Txt
CitySunnyvaleCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94086ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMary WangPersonNm
Person TitleSecretaryPersonTitleTxt
Signature2025-10-15SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonErik SatowPreparerPersonNm
PTINP01410341PTIN
Phone4159830200PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$968,351FMVAssetsEOYAmt
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$26,494InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$26,494InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$17,029NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$261,307GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$17,029CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$43,523TotalRevAndExpnssAmt
Total Net Invst Incm$43,523TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,120AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$3,120AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,440TaxesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$678TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$678TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$25OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$25OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,263TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,823TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$57,050ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$57,050ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$63,313TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$60,873TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$19,790ExcessRevenueOverExpensesAmt
Net Investment Income$43,523NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$559,507SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$458,224SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$458,224SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$373,956CorporateStockBOYAmt
Corporate Stock EOY$486,071CorporateStockEOYAmt
Corporate Stock EOYFMV$486,071CorporateStockEOYFMVAmt
Invst Land Cost Or Other Basis$3,687InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$3,687InvstLandAccumDepreciationAmt
Other Investments BOY$222OtherInvestmentsBOYAmt
Other Investments EOY$24,056OtherInvestmentsEOYAmt
Other Investments EOYFMV$24,056OtherInvestmentsEOYFMVAmt
Total Assets BOY$933,685TotalAssetsBOYAmt
Total Assets EOY$968,351TotalAssetsEOYAmt
Total Assets EOYFMV$968,351TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$933,685NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$968,351NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$933,685TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$968,351TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$933,685TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$968,351TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$933,685TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$19,790ExcessRevenueOverExpensesAmt
Other Increases$54,456OtherIncreasesAmt
Subtotal$968,351SubtotalAmt
Tot Net Ast Or Fund Balances EOY$968,351TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySales of Publiclty Traded SecuritiesPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2000-01-01AcquiredDt
Sold2024-11-30SoldDt
Gross Sales Price$261,307GrossSalesPriceAmt
Cost Or Other Basis$244,278CostOrOtherBasisAmt
Gain Or Loss$17,029GainOrLossAmt
Gains Minus Excess Or Losses$17,029GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$17,029CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$605InvestmentIncomeExciseTaxAmt
Subtotal$605SubtotalAmt
Tax Based On Investment Income$605TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$11EsPenaltyAmt
Overpayment$1,384OverpaymentAmt
Applied To ES Tax$1,384AppliedToESTaxAmt

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
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 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 Line1Michael SunBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4085308800PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11294 Kifer Road Ste 703AddressLine1Txt
CitySunnyvaleCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94086ZIPCd
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
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Michael Sun
1294 Kifer Road Ste 703SunnyvaleCA94086CEO5.00$0
Charlie C Sun
1294 Kifer Road Ste 703SunnyvaleCA94086CFO5.00$0
Mary Wang
1294 Kifer Road Ste 703SunnyvaleCA94086Secretary5.00$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$424,159AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$543,626AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$967,785TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$967,785AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,517CashDeemedCharitableAmt
Net Vl Noncharitable Assets$953,268NetVlNoncharitableAssetsAmt
Minimum Investment Return$47,663MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$47,663MinimumInvestmentReturnAmt
Tax Based On Investment Income$605TaxBasedOnInvestmentIncomeAmt
Total Tax$605TotalTaxAmt
Distributable Before Adj$47,058DistributableBeforeAdjAmt
Distributable Before Ded$47,058DistributableBeforeDedAmt
Distributable As Adjusted$47,058DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$60,873ExpensesAndContributionsAmt
Qualifying Distributions$60,873QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$47,058DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$110,783ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$33,466ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$144,249TotalExcessDistributionCyovAmt
Qualifying Distributions$60,873QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$47,058AppliedToCurrentYearAmt
Remaining Distri From Corpus$13,815RemainingDistriFromCorpusAmt
Total Corpus$158,064TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$158,064ExcessDistriCyovToNextYrAmt
Excess From Year4$110,783ExcessFromYear4Amt
Excess From Year3$33,466ExcessFromYear3Amt
Excess From Current Year$13,815ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMichael SunContributingManagerNm
Contributing ManagerCharlie C SunContributingManagerNm
Contributing ManagerMary WangContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
The Thatcher School
5025 Thacher RdOjaiCA93023N/APCGeneral Support$25,000
Shin Shin Educational Foundation
PO Box 399CupertinoCA95015N/APCGeneral Support$11,250
Zhi Yin Vocal Music Center
708 Pradera WaySan RamonCA94583N/APCGeneral Support$800
California Lyric Artists Associatio
1635 Park AveSan JoseCA95126N/APCGeneral Support$5,000
Soar Foundation
39812 Mission Blvd Suite 203FremontCA94539N/APCGeneral Support$5,000
San Francisco Operal House
301 Van Ness AvenueSan FranciscoCA94102N/APCGeneral Support$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$57,050TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$26,494ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$17,029ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$43,523ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$43,523TotalIncomeProducingActyAmt

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 Preparation FeesCategoryTxt
Amt$3,120Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$3,120DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Apple, 301.6413 Sh$71,589$71,589
Microsoft, 700.3395 Sh$296,565$296,565
Berkshire Hathaway, 100 Sh$48,302$48,302
Applovin Corp, 50 Sh$16,838$16,838
Hims & Hers Health, 1,000 Sh$32,220$32,220
Microstrategy Inc, 40 Sh$15,499$15,499
Occidental Pete Corp, 100 Sh$5,058$5,058

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp

FieldValueIRS element (for citing)
Category Or ItemFurniture and FixturesCategoryOrItemTxt
Cost Or Other Basis$3,687CostOrOtherBasisAmt
Accumulated Depreciation$3,687AccumulatedDepreciationAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemProshares Ultrapro QQQ, 301.1199 ShCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$24,056BookValueAmt
EOYFMV$24,056EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFiling FeesDesc
Revenue And Expenses Per Books$25RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$25DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryExcise TaxCategoryTxt
Amt$2,440Amt

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