EVELYN JOB & APRIL FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: EVELYN JOB & APRIL FOUNDATION (EIN 26-1550127)
Tax period: 2011-12-01 to 2012-11-30
Filed: 2013-07-12
IRS object ID: 201301939349100510
Schema version: 2011v1.5
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

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-07-12T17:00:31-07:00	Timestamp
Tax Period End Date	2012-11-30	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	2011-12-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	261550127	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	EVELYN JOB & APRIL FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	EVEL	NameControl
Phone	6505336371	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1103 OREGON AVE	AddressLine1
City	PALO ALTO	City
State	CA	State
ZIP Code	94303	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	EVELYN ZHAN	Name
Title	CEO	Title
Date Signed	2013-07-12	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Jimmy J Chen CPA	Name
Phone	4084358828	Phone

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	169058	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
Interest On Savings Rev And Expnss	14	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	14	InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm	14	InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss	240	DividendsRevAndExpnss
Dividends Net Invst Incm	240	DividendsNetInvstIncm
Dividends Adj Net Incm	240	DividendsAdjNetIncm
Total Revenue And Expenses	254	TotalRevenueAndExpenses
Total Net Investment Income	254	TotalNetInvestmentIncome
Total Adjusted Net Income	254	TotalAdjustedNetIncome
Accounting Fees Rev And Expnss	1025	AccountingFeesRevAndExpnss
Accounting Fees Dsbrs Chrtbl Prps	1025	AccountingFeesDsbrsChrtblPrps
Trav Conf Meeting Rev And Expnss	2748	TravConfMeetingRevAndExpnss
Trav Conf Meeting Dsbrs Chrtbl Prps	2748	TravConfMeetingDsbrsChrtblPrps
Other Expenses Rev And Expnss	24	OtherExpensesRevAndExpnss
Other Expenses Dsbrs Chrtbl Prps	24	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	3797	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	0	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	3797	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	4250	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	4250	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	8047	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	0	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	8047	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-7793	ExcessOfRevenueOverExpenses
Net Investment Income	254	NetInvestmentIncome
Adjusted Net Income	254	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	159920	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	152128	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	152128	SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY	36107	InvestmentsCorpStockBOY
Investments Corp Stock EOY	36107	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	16930	InvestmentsCorpStockEOYFMV
Other Assets BOY	1	OtherAssetsBOY
Total Assets BOY	196028	TotalAssetsBOY
Total Assets EOY	188235	TotalAssetsEOY
Total Assets EOYFMV	169058	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	50588	CapitalStockBOY
Capital Stock EOY	50588	CapitalStockEOY
Retained Earnings BOY	145440	RetainedEarningsBOY
Retained Earnings EOY	137647	RetainedEarningsEOY
Total Net Assets BOY	196028	TotalNetAssetsBOY
Total Net Assets EOY	188235	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	196028	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	188235	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	196028	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-7793	ExcessOfRevenueOverExpenses
Subtotal	188235	Subtotal
Total Net Assets Fund Balances EOY	188235	TotalNetAssetsFundBalancesEOY

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	5	InvestmentIncomeExciseTax
Subtotal	5	Subtotal
Tax Based On Investment Income	5	TaxBasedOnInvestmentIncome
Tax Due	5	TaxDue

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	true	AtLeast5000InAssets
States Filed With	CA	StatesFiledWith
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
Website Address	N/A	WebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	EVELYN ZHAN	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	6505336371	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	1103 OREGON AVE	AddressLine1
City	PALO ALTO	City
State	CA	State
ZIP Code	94303	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
YAT TUNG LAM
1103 OREGON AVE	PALO ALTO	CA	94303	Secretary	2.00	0
EVELYN ZHAN
1103 OREGON AVE	PALO ALTO	CA	94303	CEO	2.00	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	24783	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	156987	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	181770	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Adj Total FMV Of Unused Assets	181770	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	2727	CashDeemedCharitable
Net Noncharitable Assets	179043	NetNoncharitableAssets
Minimum Investment Return	8952	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	8952	MinimumInvestmentReturn
Tax Based On Investment Income	5	TaxBasedOnInvestmentIncome
Total Tax	5	TotalTax
Distributable Amount Before Adj	8947	DistributableAmountBeforeAdj
Distributable Amount Before Ded	8947	DistributableAmountBeforeDed
Distributable Amount As Adjusted	8947	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	8047	ExpensesAndContributions
Qualifying Distributions	8047	QualifyingDistributions
Adj Qualifying Distributions	8047	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	8947	DistributableAmountAsAdjusted
Excess Distri Carryover Year4	5989	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	1569	ExcessDistriCarryoverYear3
Total Excess Distri Carryover	7558	TotalExcessDistriCarryover
Qualifying Distributions	8047	QualifyingDistributions
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	8047	AppliedToCurrentYear
Excess Distri Cyov App CY Corpus	900	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	900	ExcessDistriCyovAppliedCY
Total Corpus	6658	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov To Next Year	6658	ExcessDistriCyovToNextYear
Excess From Year4	5089	ExcessFromYear4
Excess From Year3	1569	ExcessFromYear3

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	YAT TUNG LAM	ContributingManager
Contributing Manager	EVELYN ZHAN	ContributingManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (18 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
WORLD WILDLIFE FUND
1250 TWENTY-FOURTH STREET NW	WASHINGTON	DC	20090	N/A	501C	DONATION	$100
FEEDING AMERICA
35 EAST WACKER DRIVE SUITE 2000	CHICAGO	IL	60601	N/A	501C	DONATION	$100
PALO ALTO MEDICAL FOUNDATION
795 EL CAMINO REAL	PALO ALTO	CA	94301	N/A	501C	DONATION	$500
AMERICAN CANCER SOCIETY
250 WILLIAMS STREET NW	ATLANTA	GA	30303	N/A	501C	DONATION	$150
THE OTTER PROJECT
475 WASHINGTON STREET STE A	MONTEREY	CA	93940	N/A	501C	DONATION	$200
US FUND FOR UNICEF
125 MAIDEN LANE	NEW YORK	NY	10038	N/A	501C	DONATION	$250
LUCILE PACKARD CHILDREN'S FUNDATION
400 HAMILTON AVENUE SUITE 340	PALO ALTO	CA	94301	N/A	501C	DONATION	$500
AMERICAN RED CROSS
85 SECOND STREET 8TH FLOOR	SAN FRANCISCO	CA	94105	N/A	501C	DONATION	$250
THE SALVATION ARMY
4 PIONEER WAY	MOUNTAIN VIEW	CA	94041	N/A	501C	DONATION	$100
MAKE A WISH FOUNDATION
4742 N 24TH ST SUITE 400	PHOENIX	AZ	85016	N/A	501C	DONATION	$100
NATIONAL FOUNDATION FOR CANCER RESE
4600 EAST WEST HIGHWAY SUITE 525	BETHESDA	MD	20814	N/A	501C	DONATION	$100
KQED
50 W SAN FERNANDO STREET SUITE 110	SAN JOSE	CA	95113	N/A	501C	DONATION	$150
HABITAT FOR HUMANITY
121 HABITAT STREET	AMERICUS	GA	31709	N/A	501C	DONATION	$200
DOCTOR WITHOUT BORDERS
333 7TH AVE 2ND FLOOR	NEW YORK	NY	10001	N/A	501C	DONATION	$750
CARE
PO BOX 7039	MERRIFIELD	VA	22116	N/A	501C	DONATION	$100
CHILDREN INTERNATIONAL
2000 EAST RED BRIDGE ROAD	KANSAS CITY	MO	64121	N/A	501C	DONATION	$500
ALZHEIMER'S ASSOCIATION
225 N MICHIGAN AVE FL 17	CHICAGO	IL	60601	N/A	501C	DONATION	$100
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVE	DALLAS	TX	75231	N/A	501C	DONATION	$100

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	4250	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Business Code	900001	BusinessCode
Related Or Exempt Function Income	14	RelatedOrExemptFunctionIncome

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	240	RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	254	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	254	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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	TAX RETRUNS PREP. FEE	Category
Amount	$1,025	Amount
Net Investment Income	0	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome
Disbursements Charitable Prps	1025	DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Disbursements Charitable PrpsDisbursementsCharitablePrps
POSTAGE EXPENSE	14	14
FILING FEE	10	10

EVELYN JOB & APRIL FOUNDATION: Form 990PF, tax year 2011

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of Business Name BooksInCareOfBusinessName

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (18 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

Comments