CHAI FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CHAI FAMILY FOUNDATION (EIN 20-8034700)
- Tax period
- 2011-12-01 to 2012-11-30
- Filed
- 2013-04-09
- IRS object ID
- 201320999349100512
- 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
- Depreciation Schedule
- Land Etc Schedule2
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-04-09T17:31:40-07:00 | 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 | 208034700 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHAI FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHAI | NameControl |
| Phone | 4089816181 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7120 BLUE HILL DR | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 95129 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BEI QIN | Name |
| Title | Secretary | Title |
| Date Signed | 2013-04-09 | 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 | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 363020 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 70000 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Gross Rents Rev And Expnss | 8588 | GrossRentsRevAndExpnss |
| Gross Rents Net Invst Incm | 8588 | GrossRentsNetInvstIncm |
| Gross Rents Adj Net Incm | 8588 | GrossRentsAdjNetIncm |
| Net Rental Income Or Loss | 3437 | NetRentalIncomeOrLoss |
| Total Revenue And Expenses | 78588 | TotalRevenueAndExpenses |
| Total Net Investment Income | 8588 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 8588 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 1050 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 1050 | AccountingFeesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 3833 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 1588 | DeprecAndDepletionNetInvstIncm |
| Deprec And Depletion Adj Net Incm | 1588 | DeprecAndDepletionAdjNetIncm |
| Other Expenses Rev And Expnss | 14651 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 3563 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 3563 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 11088 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 19534 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 5151 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 5151 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 12138 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1410 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1410 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 20944 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 5151 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 5151 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 13548 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 57644 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 3437 | NetInvestmentIncome |
| Adjusted Net Income | 3437 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 165940 | CashBOY |
| Cash EOY | 97209 | CashEOY |
| Cash EOYFMV | 97210 | CashEOYFMV |
| Investments Other BOY | 158047 | InvestmentsOtherBOY |
| Investments Other EOY | 265810 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 265810 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 125187 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 8068 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 98507 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 117119 | LandBuildingAndEquipmentEOY |
| Total Assets BOY | 422494 | TotalAssetsBOY |
| Total Assets EOY | 480138 | TotalAssetsEOY |
| Total Assets EOYFMV | 363020 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 424142 | CapitalStockBOY |
| Capital Stock EOY | 494142 | CapitalStockEOY |
| Retained Earnings BOY | -1648 | RetainedEarningsBOY |
| Retained Earnings EOY | -14004 | RetainedEarningsEOY |
| Total Net Assets BOY | 422494 | TotalNetAssetsBOY |
| Total Net Assets EOY | 480138 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 422494 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 480138 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 422494 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 57644 | ExcessOfRevenueOverExpenses |
| Subtotal | 480138 | Subtotal |
| Total Net Assets Fund Balances EOY | 480138 | TotalNetAssetsFundBalancesEOY |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 69 | InvestmentIncomeExciseTax |
| Subtotal | 69 | Subtotal |
| Tax Based On Investment Income | 69 | TaxBasedOnInvestmentIncome |
| Tax Due | 69 | 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 | BEI QIN | BusinessNameLine1 |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7120 BLUE HILL DR | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 95129 | 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 |
|---|---|---|---|---|---|---|
| BEI QIN | ||||||
| 7120 BLUE HILL DR | SAN JOSE | CA | 95129 | Secretary | 2.00 | 0 |
| LI CHAI | ||||||
| 7120 BLUE HILL DR | SAN JOSE | CA | 95129 | CEO | 1.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CHAI FAMILY FOUNDATION FOCUS ON CHARITY,EDUCATION AND WOMEN'S AND CHILDREN ISSUES, TO ORGANIZE VARIOUS ACTIVITIES IN THESE AREA, ESPECIALLY THE FOUNDATION SUPPORTS A PROGRAM CALL " OUR FUTURE", THE PROGRAM RAISE FUND FOR DEAF CHILDREN'S EDUCATION IN CHINA, HOLD NEW CONCEPT CHILDREN CONTEST, ENCOURAGE CHILDREN TO PATICIPATE COMMUNITY EVENT. | Description1 |
| Expenses1 | 7888 | Expenses1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 135660 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 265810 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 401470 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 401470 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 6022 | CashDeemedCharitable |
| Net Noncharitable Assets | 395448 | NetNoncharitableAssets |
| Minimum Investment Return | 19772 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 19772 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 69 | TaxBasedOnInvestmentIncome |
| Total Tax | 69 | TotalTax |
| Distributable Amount Before Adj | 19703 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 19703 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 19703 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 13548 | ExpensesAndContributions |
| Amounts Paid Acq Charitable Assets | 22445 | AmountsPaidAcqCharitableAssets |
| Qualifying Distributions | 35993 | QualifyingDistributions |
| Adj Qualifying Distributions | 35993 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 19703 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year3 | 83231 | ExcessDistriCarryoverYear3 |
| Total Excess Distri Carryover | 83231 | TotalExcessDistriCarryover |
| Qualifying Distributions | 35993 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 19703 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 16290 | RemainingDistriFromCorpus |
| Total Corpus | 99521 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 99521 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 83231 | ExcessFromYear3 |
| Excess From Current Year | 16290 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BEI QIN | ContributingManager |
| Contributing Manager | LI CHAI | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person Name | SILICON VALLEY WOMEN FOUNDATION | RecipientPersonName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 616TEAL STREET | AddressLine1 |
| City | FOSTER CITY | City |
| State | CA | State |
| ZIP Code | 94404 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationship |
| Recipient Foundation Status | 501(c) | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | CHARITY | PurposeOfGrantOrContribution |
| Amount | $1,410 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1410 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Net Rental Incm Re Debt Fincd Prop NetRentalIncmReDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 3437 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 3437 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 3437 | 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 | ACCOUNTING FEE | Category |
| Amount | $1,050 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 1050 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (2 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|---|---|---|
| NISSAN | 2012-05-31 | 22445 | 91 | 5.0000 | 2245 | |
| BUILDING | 2009-03-03 | 61942 | 91 | 39.0000 | 1588 | 1588 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (3 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Book ValueBookValue | Accumulated DepreciationAccumulatedDepreciation |
|---|---|---|---|
| Land | 40800 | 40800 | |
| Buildings | 61942 | 56119 | 5823 |
| Auto./Transportation Equip. | 22445 | 20200 | 2245 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (8 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|---|
| SUPPLIES | 88 | 88 | ||
| Rental Expenses | 3563 | 3563 | ||
| PROGRAM EXPENSE | 7888 | 7888 | ||
| LICENSE FEE | 230 | 230 | ||
| INSURANCE | 225 | 225 | ||
| FILIGN FEE | 35 | 35 | ||
| AUTO EXPENSE | 2622 | 2622 | ||
| 3563 |
Comments