EVELYN JOB & APRIL FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
EVELYN JOB & APRIL FOUNDATION (EIN 26-1550127)
Tax period
2013-12-01 to 2014-11-30
Filed
2015-07-10
IRS object ID
201521919349100317
Schema version
2013v4.0
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)
Return2015-07-10T13:52:43-07:00ReturnTs
Tax Period End2014-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Jimmy J Chen & Associates IncBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11582 Centre Pointe DriveAddressLine1
CityMilpitasCity
StateCAState
ZIP Code95035ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN261550127EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EVELYN JOB & APRIL FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlEVELBusinessNameControlTxt
Phone6505336371PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11103 OREGON AVEAddressLine1
CityPALO ALTOCity
StateCAState
ZIP Code94303ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEVELYN ZHANPersonNm
Person TitleCEOPersonTitleTxt
Signature2015-07-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJIMMY J CHENPreparerPersonNm
PTINP01715847PTIN
Phone4084358828PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$194,769FMVAssetsEOYAmt
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$11InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$11InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$11InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$1,248DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,248DividendsNetInvstIncmAmt
Dividends Adj Net Incm$1,248DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$27,091NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$662,974GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$27,091CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$27,091NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$28,350TotalRevAndExpnssAmt
Total Net Invst Incm$28,350TotalNetInvstIncmAmt
Total Adj Net Incm$28,350TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$905AccountingFeesRevAndExpnssAmt
Accounting Fees Adj Net Incm$905AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$905AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$69TaxesRevAndExpnssAmt
Taxes Adj Net Incm$69TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$69TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$3,641TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Adj Net Incm$3,641TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$3,641TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$13OtherExpensesRevAndExpnssAmt
Other Expenses Adj Net Incm$13OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$13OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,628TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$4,628TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,628TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$7,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$12,328TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$4,628TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$12,328TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$16,022ExcessRevenueOverExpensesAmt
Net Investment Income$28,350NetInvestmentIncomeAmt
Adjusted Net Income$23,722AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$142,641SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$194,769SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$194,769SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$36,107CorporateStockBOYAmt
Other Assets EOY$1OtherAssetsEOYAmt
Total Assets BOY$178,748TotalAssetsBOYAmt
Total Assets EOY$194,770TotalAssetsEOYAmt
Total Assets EOYFMV$194,769TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$50,588CapitalStockBOYAmt
Capital Stock EOY$50,588CapitalStockEOYAmt
Retained Earning BOY$128,160RetainedEarningBOYAmt
Retained Earning EOY$144,182RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$178,748TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$194,770TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$178,748TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$194,770TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$178,748TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$16,022ExcessRevenueOverExpensesAmt
Subtotal$194,770SubtotalAmt
Tot Net Ast Or Fund Balances EOY$194,770TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPER CHARLES SCHWAB STMTPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2013-01-01AcquiredDt
Sold2014-01-01SoldDt
Gross Sales Price$662,974GrossSalesPriceAmt
Cost Or Other Basis$635,883CostOrOtherBasisAmt
Gain Or Loss$27,091GainOrLossAmt
Gains Minus Excess Or Losses$27,091GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$27,091CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$27,091NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$567InvestmentIncomeExciseTaxAmt
Subtotal$567SubtotalAmt
Tax Based On Investment Income$567TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$567TaxDueAmt

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 ZHANBusinessNameLine1
FieldValueIRS element (for citing)
Phone6505336371PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11103 OREGON AVEAddressLine1
CityPALO ALTOCity
StateCAState
ZIP Code94303ZIPCode
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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
EVELYN ZHAN
1103 OREGON AVEPALO ALTOCA94303CEO2.00$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$61,933AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$123,268AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$185,201TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$185,201AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,778CashDeemedCharitableAmt
Net Vl Noncharitable Assets$182,423NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,121MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,121MinimumInvestmentReturnAmt
Tax Based On Investment Income$567TaxBasedOnInvestmentIncomeAmt
Total Tax$567TotalTaxAmt
Distributable Before Adj$8,554DistributableBeforeAdjAmt
Distributable Before Ded$8,554DistributableBeforeDedAmt
Distributable As Adjusted$8,554DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$12,328ExpensesAndContributionsAmt
Qualifying Distributions$12,328QualifyingDistributionsAmt
Adjusted Qualifying Distri$12,328AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$8,554DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$1,569ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr1$1,598ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,167TotalExcessDistributionCyovAmt
Qualifying Distributions$12,328QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$8,554AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,774RemainingDistriFromCorpusAmt
Total Corpus$6,941TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,569ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$5,372ExcessDistriCyovToNextYrAmt
Excess From Year1$1,598ExcessFromYear1Amt
Excess From Current Year$3,774ExcessFromCurrentYearAmt

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 (7 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1CityRecipientForeignAddress/CityProvince Or StateRecipientForeignAddress/ProvinceOrStateCountryRecipientForeignAddress/CountryPostal CodeRecipientForeignAddress/PostalCode
CHILDREN INTERNATIONAL
2000 EAST RED BRIDGE ROADKANSAS CITYMO64121N/A501CCHARITY$700
DOCTOR WITHOUT BORDERS
333 7TH AVE 2ND FLOORNEW YORKNY10001N/A501CCHARITY$1,000
HABITAT FOR HUMANITY
121 HABITAT STREETAMERICUSGA31709N/A501CDONATION$1,000
NATIONAL FOUNDATION FOR CANCER RESE
4600 EAST WEST HIGHWAY SUITE 525BETHESDAMD20814N/A501CCHARITY$500
LUCILE PACKARD CHILDREN'S FUNDATION
400 HAMILTON AVENUE SUITE 340PALO ALTOCA94301N/A501CDONATION$500
OVERSEA CHARITY FOUNDATION OF CHINA
N/A501CCHARITY$3,000NO1 BEIXINGQIAO AREA 3DONGCHEN QUBEIJINGCH100007
AMERICAN RED CROSS PALO ALTO
400 MITCHELL LANEPALO ALTOCA94301N/A501CCHARITY$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,700TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$11RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,248RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$27,091RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$28,350RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$28,350TotalIncomeProducingActyAmt

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 RETRUNS PREP. FEECategoryTxt
Amt$905Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$905AdjustedNetIncomeAmt
Disbursements Charitable Prps$905DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescRoundingDesc
EOY Book Value$1EOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescPOSTAGE EXPENSEDesc
Revenue And Expenses Per Books$13RevenueAndExpensesPerBooksAmt
Adjusted Net Income$13AdjustedNetIncomeAmt
Disbursements Charitable Prps$13DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FTB FILING FEE$60$60$60
IRS EXCISE TAX$9$9$9

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