CQ FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
CQ FOUNDATION (EIN 26-3878697)
Tax period
2011-12-01 to 2012-11-30
Filed
2013-04-08
IRS object ID
201340989349100614
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-04-08T19:29:28-07:00Timestamp
Tax Period End Date2012-11-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

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

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11582 Centre Pointe DriveAddressLine1
CityMilpitasCity
StateCAState
ZIP Code95035ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-12-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN263878697EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1CQ FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlCQFONameControl
Phone4089216679Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11578 RIORDEN TERAddressLine1
CitySUNNYVALECity
StateCAState
ZIP Code94087ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameZHENFANG CHENName
TitleCEOTitle
Date Signed2013-04-08DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJimmy J Chen CPAName
Phone4084358828Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY346697FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss90000ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss287InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm287InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm287InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss1259DividendsRevAndExpnss
Dividends Net Invst Incm1259DividendsNetInvstIncm
Dividends Adj Net Incm1259DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss-5091NetGainSaleAssetsRevAndExpnss
Gross Sales Price33580GrossSalesPrice
Total Revenue And Expenses86455TotalRevenueAndExpenses
Total Net Investment Income1546TotalNetInvestmentIncome
Total Adjusted Net Income1546TotalAdjustedNetIncome
Accounting Fees Rev And Expnss905AccountingFeesRevAndExpnss
Accounting Fees Adj Net Incm905AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps905AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss333TaxesRevAndExpnss
Taxes Adj Net Incm333TaxesAdjNetIncm
Taxes Dsbrs Chrtbl Prps333TaxesDsbrsChrtblPrps
Deprec And Depletion Rev And Expnss8237DeprecAndDepletionRevAndExpnss
Deprec And Depletion Adj Net Incm8237DeprecAndDepletionAdjNetIncm
Other Expenses Rev And Expnss3380OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm864OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm3380OtherExpensesAdjNetIncm
Other Expenses Dsbrs Chrtbl Prps2516OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss12855TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm864TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm12855TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps3754TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss240ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps240ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss13095TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm864TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm12855TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps3994TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses73360ExcessOfRevenueOverExpenses
Net Investment Income682NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY184052CashBOY
Cash EOY170292CashEOY
Cash EOYFMV170292CashEOYFMV
Savings And Temp Cash Invst BOY19185SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY19238SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV19238SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY114628InvestmentsCorpStockBOY
Investments Corp Stock EOY209932InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV135202InvestmentsCorpStockEOYFMV
Land Building And Equipment Basis41185LandBuildingAndEquipmentBasis
Accum Deprec Land Bldg And Equip19220AccumDeprecLandBldgAndEquip
Land Building And Equipment BOY30202LandBuildingAndEquipmentBOY
Land Building And Equipment EOY21965LandBuildingAndEquipmentEOY
Land Building And Equipment EOYFMV21965LandBuildingAndEquipmentEOYFMV
Total Assets BOY348067TotalAssetsBOY
Total Assets EOY421427TotalAssetsEOY
Total Assets EOYFMV346697TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY334000CapitalStockBOY
Capital Stock EOY424000CapitalStockEOY
Retained Earnings BOY14067RetainedEarningsBOY
Retained Earnings EOY-2573RetainedEarningsEOY
Total Net Assets BOY348067TotalNetAssetsBOY
Total Net Assets EOY421427TotalNetAssetsEOY
Total Liabilities Net Assets BOY348067TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY421427TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY348067TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses73360ExcessOfRevenueOverExpenses
Subtotal421427Subtotal
Total Net Assets Fund Balances EOY421427TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

FieldValueIRS element (for citing)
Capital Gain Net Income-5091CapitalGainNetIncome
Net Short Term Capital Gain Or Loss-5091NetShortTermCapitalGainOrLoss

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax14InvestmentIncomeExciseTax
Subtotal14Subtotal
Tax Based On Investment Income14TaxBasedOnInvestmentIncome
Tax Due14TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Form990 T FiledfalseForm990TFiled
Termination EtcfalseTerminationEtc
Requirements Of Sect508efalseRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithCAStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorstrueNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1ZHENFANG CHENBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number4089216679BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line11578 RIORDEN TERAddressLine1
CitySUNNYVALECity
StateCAState
ZIP Code94087ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Acts Fail To Qualify As ExceptionsfalseActsFailToQualifyAsExceptions
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Undistr Income4942a2 Not AppliedfalseUndistrIncome4942a2NotApplied
Business HoldingsfalseBusinessHoldings
Excess Business HoldingsfalseExcessBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Tr Fail To Qualify As ExceptionsfalseTrFailToQualifyAsExceptions
Maint Expend ResponsibilityfalseMaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn
Proceeds Or Net IncomefalseProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
MENG QIN
1578 RIORDEN TERSUNNYVALECA94087CFO & SECRETARY5.000
ZHENFANG CHEN
1578 RIORDEN TERSUNNYVALECA94087CEO5.000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities82781AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances164542AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets247323TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Adj Total FMV Of Unused Assets247323AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable3710CashDeemedCharitable
Net Noncharitable Assets243613NetNoncharitableAssets
Minimum Investment Return12181MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return12181MinimumInvestmentReturn
Tax Based On Investment Income14TaxBasedOnInvestmentIncome
Total Tax14TotalTax
Distributable Amount Before Adj12167DistributableAmountBeforeAdj
Distributable Amount Before Ded12167DistributableAmountBeforeDed
Distributable Amount As Adjusted12167DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions3994ExpensesAndContributions
Qualifying Distributions3994QualifyingDistributions
Adj Qualifying Distributions3994AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted12167DistributableAmountAsAdjusted
Excess Distri Carryover Year230394ExcessDistriCarryoverYear2
Total Excess Distri Carryover30394TotalExcessDistriCarryover
Qualifying Distributions3994QualifyingDistributions
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year3994AppliedToCurrentYear
Excess Distri Cyov App CY Corpus8173ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY8173ExcessDistriCyovAppliedCY
Total Corpus22221TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year22221ExcessDistriCyovToNextYear
Excess From Year222221ExcessFromYear2

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerZHENFANG CHENContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
CUPERTINO MIDDLE SCHOOL
1650 S BERNARDO AVESUNNYVALECA94087N/A501CDONATION$40
BUDDHIST TZU CHI FOUNDATION NOTHWES
2355 OAKLAND ROADSAN JOSECA95131N/A501CDONATION$200
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year240TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Related Or Exempt Function Income287RelatedOrExemptFunctionIncome

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Related Or Exempt Function Income1259RelatedOrExemptFunctionIncome

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Related Or Exempt Function Income-5091RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Related Or Exempt Function Income-3545RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA-3545TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualZHENFANG CHENContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line11578 RIORDEN TERAddressLine1
CitySUNNYVALECity
StateCAState
ZIP Code94087ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions90000AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEECategory
Amount$905Amount
Net Investment Income0NetInvestmentIncome
Adjusted Net Income905AdjustedNetIncome
Disbursements Charitable Prps905DisbursementsCharitablePrps

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtc

FieldValueIRS element (for citing)
Category Or ItemAuto./Transportation Equip.CategoryOrItem
Cost Or Other Basis41185CostOrOtherBasis
Accumulated Depreciation19220AccumulatedDepreciation
Book Value21965BookValue
EOYFMV21965EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (6 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAdjusted Net IncomeAdjustedNetIncomeDisbursements Charitable PrpsDisbursementsCharitablePrpsNet Investment IncomeNetInvestmentIncome
TELEPHONE EXPENSE505050
SUPPLIES EXPENSE383838
FIRSTSTRADE MARGINAL FEE864864864
FINANCIAL CHARGE202020
BANK CHARGE252525
AUTO EXPENSE238323832383

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

FieldValueIRS element (for citing)
Person NameZHENFANG CHENPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line11578 RIORDEN TERAddressLine1
CitySUNNYVALECity
StateCAState
ZIP Code94087ZIPCode

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmountAdjusted Net IncomeAdjustedNetIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
INCOME TAX$273273273
FILING FEE$606060

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