PING AND AMY CHAO FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PING AND AMY CHAO FAMILY FOUNDATION (EIN 20-6750125)
- Tax period
- 2012-12-01 to 2013-11-30
- Filed
- 2014-10-14
- IRS object ID
- 201402889349100600
- Schema version
- 2012v2.2
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-10-14T11:38:00-00:00 | Timestamp |
| Tax Period End Date | 2013-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Lane Suite 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 206750125 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ping and Amy Chao Family Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PING | NameControl |
| Phone | 8008391754 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Ping Chao | Name |
| Title | Trustee | Title |
| Date Signed | 2014-10-02 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jeffrey D Haskell | Name |
| Phone | 8008391754 | Phone |
| Date Prepared | 2014-10-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 9926983 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 313508 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 313503 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 200235 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2426122 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 200235 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 13775 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 20 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 527518 | TotalRevenueAndExpenses |
| Total Net Investment Income | 513758 | TotalNetInvestmentIncome |
| Oth Empl Slrs Wgs Rev And Expnss | 69000 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 69000 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 5279 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 5279 | PensionEmplBnftDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 288 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 288 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 148237 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 22421 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 125816 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 10500 | TaxesRevAndExpnss |
| Occupancy Rev And Expnss | 24000 | OccupancyRevAndExpnss |
| Occupancy Dsbrs Chrtbl Prps | 24000 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 10302 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 10302 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 51158 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 215 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 50943 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 318764 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 22636 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 285628 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 651772 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 651772 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 970536 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 22636 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 937400 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -443018 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 491122 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 402756 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 211278 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 211278 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 750050 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 750050 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 837228 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 7815088 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 7557564 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 8834437 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 40063 | InvestmentsOtherBOY |
| Investments Other EOY | 46047 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 42040 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 2000 | OtherAssetsBOY |
| Other Assets EOY | 2000 | OtherAssetsEOY |
| Other Assets EOYFMV | 2000 | OtherAssetsEOYFMV |
| Total Assets BOY | 9009957 | TotalAssetsBOY |
| Total Assets EOY | 8566939 | TotalAssetsEOY |
| Total Assets EOYFMV | 9926983 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 9009957 | RetainedEarningsBOY |
| Retained Earnings EOY | 8566939 | RetainedEarningsEOY |
| Total Net Assets BOY | 9009957 | TotalNetAssetsBOY |
| Total Net Assets EOY | 8566939 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 9009957 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 8566939 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 9009957 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -443018 | ExcessOfRevenueOverExpenses |
| Subtotal | 8566939 | Subtotal |
| Total Net Assets Fund Balances EOY | 8566939 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|
| Publicly-traded Securities | 2426122 | 2225190 | 200932 | 200932 |
| Passthrough K1 Capital Gain | -697 | -697 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 200235 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 917564 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 9758362 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 000.094028 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1090798 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 10480774 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 000.104076 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 917289 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 9554263 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 000.096008 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 547029 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 7532218 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 000.072625 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 946798 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 9038351 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 000.104753 | DistributionRatioYear5 |
| Total Distribution Ratio | 000.471490 | TotalDistributionRatio |
| Average Distribution Ratio | 000.094298 | AverageDistributionRatio |
| Net Noncharitable Assets | 9688750 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 913630 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 4911 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 918541 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 937400 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 4911 | InvestmentIncomeExciseTax |
| Subtotal | 4911 | Subtotal |
| Tax Based On Investment Income | 4911 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 13400 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 13400 | TotalCreditsAndPayments |
| Tax Paid Original Return | 13400 | TaxPaidOriginalReturn |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 8489 | Overpayment |
| Amount Credited To Next Year | 5000 | AmountCreditedToNextYear |
| Amount To Be Refunded | 3489 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | co Foundation Source | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8008391754 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | true | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Amy H Chao | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | Co-Trustee | 010.00 | 0 |
| Shiu-Kai Chao | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | Co-Trustee | 001.00 | 0 |
| Shiu-Ping Chao | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | Co-Trustee | 020.00 | 0 |
Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Ms Nancy Nguyen | Name |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 S San Antonio Rd | AddressLine1 |
| City | Los Altos | City |
| State | CA | State |
| ZIP Code | 94022 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Executive Director | Title |
| Average Hours Per Week | 040.00 | AverageHoursPerWeek |
| Compensation | 69000 | Compensation |
| Employee Benefits | 3728 | EmployeeBenefits |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Beijing Transparent Fish Consulting | BusinessNameLine1 |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Karma Street 1-307 | AddressLine1 |
| City | Zhongguancun | City |
| Province Or State | HAIDAN DISTRICT | ProvinceOrState |
| Country | CH | Country |
| Postal Code | 100080 | PostalCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Service | Philanthropic Consulting | TypeOfService |
| Compensation | 51250 | Compensation |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NGO/Volunteer Project - Provide website and database linking NGO's to Volunteers to raise awareness and action among youth to bring social change to the global Chinese diaspora. | Description1 |
| Expenses1 | 144714 | Expenses1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 9529231 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 305063 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 2000 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 9836294 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 9836294 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 147544 | CashDeemedCharitable |
| Net Noncharitable Assets | 9688750 | NetNoncharitableAssets |
| Minimum Investment Return | 484438 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 484438 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 4911 | TaxBasedOnInvestmentIncome |
| Total Tax | 4911 | TotalTax |
| Distributable Amount Before Adj | 479527 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 479527 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 479527 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 937400 | ExpensesAndContributions |
| Qualifying Distributions | 937400 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 4911 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 932489 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 479527 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 504448 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 175501 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 486066 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 590211 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 435284 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 2191510 | TotalExcessDistriCarryover |
| Qualifying Distributions | 937400 | QualifyingDistributions |
| Applied To Current Year | 479527 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 457873 | RemainingDistriFromCorpus |
| Total Corpus | 2649383 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 504448 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 2144935 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 175501 | ExcessFromYear4 |
| Excess From Year3 | 486066 | ExcessFromYear3 |
| Excess From Year2 | 590211 | ExcessFromYear2 |
| Excess From Year1 | 435284 | ExcessFromYear1 |
| Excess From Current Year | 457873 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | Ping Chao | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 South San Antonio Rd Ste 204 | AddressLine1 |
| City | Los Altos | City |
| State | CA | State |
| ZIP Code | 94022 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 6509241104 | RecipientPhoneNumber |
| Form And Info And Materials | See www.chaofoundation.org | FormAndInfoAndMaterials |
| Submission Deadlines | See www.chaofoundation.org | SubmissionDeadlines |
| Restrictions On Awards | See www.chaofoundation.org | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (19 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BAYSHORE CHRISTIAN MINISTRIES | |||||||||||
| 1001 BEECH ST | E PALO ALTO | CA | 94303 | N/A | 509a1 | Summer Bible Club | $15,000 | ||||
| BEIJING NORMAL UNIVERSITY | |||||||||||
| N/A | 509a1 | General Unrestricted | $110,000 | 19 XINJIEKOU WAI ST | BEIJING | CH | 100875 | ||||
| BURMA HUMANITARIAN MISSION | |||||||||||
| 3395 E DEER HOLLOW CIR | SANDY | UT | 84092 | N/A | 509a1 | General Unrestricted | $9,311 | ||||
| CHIAO TUNG UNVRSTY ALUMNI FDN OF AMERICA | |||||||||||
| 8213 SOUTHWIND BAY CIR | FORT MYERS | FL | 33908 | N/A | 509a1 | NCTU Biomedical Engineering Building Fund | $111,000 | ||||
| CHINESE ARTS ASSOCIATION OF SAN FRANCISCO | |||||||||||
| 28 WILLIAMS LN | FOSTER CITY | CA | 94404 | N/A | 509a2 | General Unrestricted | $5,000 | ||||
| CLASSICAL PUBLIC RADIO NETWORK LLC | |||||||||||
| 201 3RD ST 12TH FL | SAN FRANCISCO | CA | 94103 | N/A | 509a3 | Leadership Circle Campaign | $2,500 | ||||
| HELPING ORPHANS WORLDWIDE INC | |||||||||||
| 10736 JEFFERSON BLVD STE 808 | CULVER CITY | CA | 90230 | N/A | 509a1 | Epidermolysis Bullosa Project | $10,000 | ||||
| JENNY LIN FOUNDATION | |||||||||||
| PO BOX 21150 | CASTRO VALLEY | CA | 94546 | N/A | 509a1 | General Unrestricted | $2,405 | ||||
| MENLO PARK PRESBYTERIAN CHURCH | |||||||||||
| 950 SANTA CRUZ AVE | MENLO PARK | CA | 94025 | N/A | 509a1 | General Unrestricted | $10,000 | ||||
| NORTHWEST NORMAL UNIVERSITY | |||||||||||
| N/A | 509a1 | General Unrestricted | $26,200 | 967 ANNING E RD | LANZHOU GANSU PROVINC | CH | 730070 | ||||
| ONE HEART WORLD-WIDE | |||||||||||
| 1818 PACHECO ST | SAN FRANCISCO | CA | 94116 | N/A | 509a1 | Maternal and Neonatal Health in Dolpa District | $25,000 | ||||
| ONE HEART WORLD-WIDE | |||||||||||
| 1818 PACHECO ST | SAN FRANCISCO | CA | 94116 | N/A | 509a1 | Dolpa Nepal Maternal Health Project | $10,000 | ||||
| ORPHANS OVERSEAS | |||||||||||
| 3300 NW 185TH NO 127 | PORTLAND | OR | 97229 | N/A | 509a2 | General Unrestricted | $20,000 | ||||
| SAHAYA INTERNATIONAL INC | |||||||||||
| 1504 PORTOLA ST | DAVIS | CA | 95616 | N/A | 509a1 | Building Ten Homes in Kien Giang, Vietnam | $10,000 | ||||
| SAHAYA INTERNATIONAL INC | |||||||||||
| 1504 PORTOLA ST | DAVIS | CA | 95616 | N/A | 509a1 | Sahaya Vietnam Project | $4,000 | ||||
| SAHAYA INTERNATIONAL INC | |||||||||||
| 1504 PORTOLA ST | DAVIS | CA | 95616 | N/A | 509a1 | Sahaya Vietnam Housing and Scholarship Fund | $1,356 | ||||
| SAHAYA INTERNATIONAL INC | |||||||||||
| 1504 PORTOLA ST | DAVIS | CA | 95616 | N/A | 509a1 | Vietnam Housing and Scholarship Fund | $10,000 | ||||
| THE LORDS GRACE CHRISTIAN CHURCH | |||||||||||
| 1101 SAN ANTONIO RD | MOUNTAIN VIEW | CA | 94043 | N/A | 509a1 | Mission Fund | $20,000 | ||||
| TRANSPARENT FISH FUND INC | |||||||||||
| 445 S SAN ANTONIO RD STE 204 | LOS ALTOS | CA | 94022 | N/A | 509a1 | General Unrestricted | $250,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 651772 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $313,508 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $200,235 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed (2 entries)
| DescriptionDescription | Exclusion CodeExclusionCode | ExclusionExclusionAmount |
|---|---|---|
| K-1 Inc/Loss | 14 | $20 |
| Federal Tax Refund | 01 | $13,755 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $527,518 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 527518 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Audit Support | Category |
| Amount | $288 | Amount |
| Disbursements Charitable Prps | 288 | DisbursementsCharitablePrps |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (2 entries)
| NameName | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|
| Publicly-traded Securities | 2426122 | 2225190 | 200932 |
| Passthrough K1 Capital Gain | -697 |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (28 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 582 shares of ALLIED CAPITAL CORPORATION | 30003 | 27901 |
| 798 shares of EGSHARES EMERGING MARKETS CONSUMER | 20533 | 21410 |
| 7681 shares of EII INTERNATIONAL PROPERTY FD INSTL CL | 104862 | 155763 |
| 3259 shares of ISHARE MSCI GERMANY | 79572 | 99628 |
| 2297 shares of ISHARE MSCI UK INDEX | 43120 | 47111 |
| 392 shares of ISHARES ETF AAA- A RATED CORPORATE BOND FUND | 20519 | 19639 |
| 3133 shares of ISHARES GOLD TRUST | 48188 | 38003 |
| 8760 shares of ISHARES RUSSELL 1000 INDEX FD | 441099 | 884328 |
| 3543 shares of ISHARES RUSSELL 2000 | 267335 | 402215 |
| 290 shares of ISHARESLEHMAN 7-10YR | 29975 | 29490 |
| 25773 shares of PIMCO COMMODITY REAL RETURN STRATEGY FUND | 199423 | 143815 |
| 99402 shares of PIMCO INCOME FUND | 1244965 | 1223646 |
| 115747 shares of PIMCO TOTAL RETURN FUND | 1238149 | 1259330 |
| 1426 shares of POWERSHARES ETF TR II SP500 LOW VOL | 38442 | 46858 |
| 1316 shares of POWERSHARES QQQ NASDAQ 100 | 89294 | 112821 |
| 522 shares of SPDR SP 500 ETF TRUST | 82201 | 94482 |
| 51686 shares of TEMPLETON GLOBAL TOTAL RETURN FUND CLASS ADVISOR | 668382 | 696724 |
| 7914 shares of VANGUARD DIVIDEND APPRECIATION ETF | 448871 | 587107 |
| 391 shares of VANGUARD GLOBAL EX-US REAL ESTATE | 22148 | 22013 |
| 60847 shares of VANGUARD GNMA FUND ADMIRAL SHS | 653741 | 640112 |
| 3095 shares of VANGUARD MID-CAP ETF | 129347 | 334575 |
| 17132 shares of VANGUARD MSCI EAFE ETF | 542445 | 704451 |
| 5758 shares of VANGUARD MSCI EMERGING MARKETS ETF | 203016 | 238846 |
| 2475 shares of VANGUARD SF REIT ETF | 93397 | 162110 |
| 59896 shares of VANGUARD SHORT-TERM FEDERAL FD | 651511 | 643287 |
| 685 shares of VANGUARD TOTAL STOCK MARKET ETF | 49975 | 64294 |
| 2384 shares of WISDOMTREE DREYFUS | 43769 | 41505 |
| 1848 shares of WISDOMTREE JAPAN DIVIDEND FUND | 73282 | 92973 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Securities EOY Book Val | 750050 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 837228 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | DB COMMODITY INDEX TRACKING FUND | CategoryOrItem |
| Book Value | 46047 | BookValue |
| EOYFMV | 42040 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SECURITY DEPOSIT | Description |
| BOY Book Value | 2000 | BOYBookValue |
| EOY Book Value | 2000 | EOYBookValue |
| EOYFMV | 2000 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (7 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| Administrative Fees | 37092 | 37092 | |
| Cell Phone | 1200 | 1200 | |
| Equipment Purchase and Maintenance | 7949 | 7949 | |
| K-1 Exp DB COMMODITY INDEX TRACKING FD | 215 | 215 | |
| Payroll Processing Fees Via Payroll | 779 | 779 | |
| Postage | 195 | 195 | |
| Premium Payment for Group Medical Insurance | 3728 | 3728 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| K-1 Inc/Loss DB COMMODITY INDEX TRACKING FUND | 20 | 20 |
| Federal Tax Refund | 13755 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (5 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| Consulting Services | $118,116 | 118116 | |
| Investment Management Services | $22,421 | 22421 | |
| Graphic Design Services | $5,120 | 5120 | |
| Translation Services | $1,580 | 1580 | |
| Research Services | $1,000 | 1000 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2013 | Category |
| Amount | $10,500 | Amount |