TZ-SEN CHU FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- TZ-SEN CHU FAMILY FOUNDATION (EIN 20-5694758)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-02-13
- IRS object ID
- 201430449349100503
- Schema version
- 2012v2.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-13T08:47:09-08:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jimmy J Chen & Associates Inc | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1582 Centre Pointe Drive | AddressLine1 |
| City | Milpitas | City |
| State | CA | State |
| ZIP Code | 95035 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205694758 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TZ-SEN CHU FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TZ-S | NameControl |
| Phone | 4085181223 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 781 STRICKROTH DR | AddressLine1 |
| City | MILPITAS | City |
| State | CA | State |
| ZIP Code | 95035 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID CHU | Name |
| Title | Secretary | Title |
| Date Signed | 2014-02-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JIMMY J CHEN | Name |
| PTIN | P01715847 | PTIN |
| Phone | 4084358828 | Phone |
| 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 | 388 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1800 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Total Revenue And Expenses | 1800 | TotalRevenueAndExpenses |
| Total Net Investment Income | 0 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 965 | AccountingFeesRevAndExpnss |
| Accounting Fees Adj Net Incm | 965 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 965 | AccountingFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 101 | OtherExpensesRevAndExpnss |
| Other Expenses Adj Net Incm | 101 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 101 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1066 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 1066 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1066 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 460 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 460 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1526 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 1066 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1526 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 274 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 159 | CashBOY |
| Cash EOY | 388 | CashEOY |
| Investments Other BOY | 1397 | InvestmentsOtherBOY |
| Investments Other EOY | 1397 | InvestmentsOtherEOY |
| Total Assets BOY | 1556 | TotalAssetsBOY |
| Total Assets EOY | 1785 | TotalAssetsEOY |
| Total Assets EOYFMV | 388 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 941 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 896 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 941 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 896 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 74500 | CapitalStockBOY |
| Capital Stock EOY | 76300 | CapitalStockEOY |
| Retained Earnings BOY | -73885 | RetainedEarningsBOY |
| Retained Earnings EOY | -75411 | RetainedEarningsEOY |
| Total Net Assets BOY | 615 | TotalNetAssetsBOY |
| Total Net Assets EOY | 889 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1556 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1785 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 615 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 274 | ExcessOfRevenueOverExpenses |
| Subtotal | 889 | Subtotal |
| Total Net Assets Fund Balances EOY | 889 | TotalNetAssetsFundBalancesEOY |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
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 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | false | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | false | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID CHU | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 4085181223 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 781 STRICKROTH DR | AddressLine1 |
| City | MILPITAS | City |
| State | CA | State |
| ZIP Code | 95035 | 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 | false | 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 |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| 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 |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| DAVID CHU | ||||||
| 781 STRICKROTH DR | MILPITAS | CA | 95035 | Secretary | 0.00 | 0 |
| PAULING CHU | ||||||
| 781 STRICKROTH DR | MILPITAS | CA | 95035 | CEO | 0.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 303 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 303 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 303 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 5 | CashDeemedCharitable |
| Net Noncharitable Assets | 298 | NetNoncharitableAssets |
| Minimum Investment Return | 15 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 15 | MinimumInvestmentReturn |
| Distributable Amount Before Adj | 15 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 15 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 15 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1526 | ExpensesAndContributions |
| Qualifying Distributions | 1526 | QualifyingDistributions |
| Adj Qualifying Distributions | 1526 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 15 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 3875 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 5411 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 4106 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 2896 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 1576 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 17864 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1526 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 15 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 1511 | RemainingDistriFromCorpus |
| Total Corpus | 19375 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 3875 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 15500 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 5411 | ExcessFromYear4 |
| Excess From Year3 | 4106 | ExcessFromYear3 |
| Excess From Year2 | 2896 | ExcessFromYear2 |
| Excess From Year1 | 1576 | ExcessFromYear1 |
| Excess From Current Year | 1511 | ExcessFromCurrentYear |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount | $965 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 965 | AdjustedNetIncome |
| Disbursements Charitable Prps | 965 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FILING FEE | 30 | 30 | 30 |
| BANK SERVICE CHARGE | 71 | 71 | 71 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue |
|---|---|---|
| CREDIT CARD PAYABLE | 80 | 35 |
| ADVANCE FROM FOUNDER | 861 | 861 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | PAULING CHU | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 781 STRICKROTH DR | AddressLine1 |
| City | MILPITAS | City |
| State | CA | State |
| ZIP Code | 95035 | ZIPCode |
Comments