CK FAMILY FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: CK FAMILY FOUNDATION (EIN 45-4005757)
Tax period: 2011-12-01 to 2012-11-30
Filed: 2013-04-09
IRS object ID: 201340999349100119
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
Schedule B
Depreciation Schedule
Land Etc Schedule2
Other Assets Schedule
Other Expenses Schedule
Other Professional Fees Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-04-09T12:20:57-07:00	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	454005757	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	CK FAMILY FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	CKFA	NameControl
Phone	4085308800	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1294 KIFER ROAD	AddressLine1
City	SUNNYVALE	City
State	CA	State
ZIP Code	94086	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	MICHAEL SUN	Name
Title	CEO	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	2016-02-25 16:41:14Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Initial Return	X	InitialReturn
Exempt PF	X	ExemptPF
FMV Assets EOY	933580	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	948700	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	1761	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	1761	InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm	1761	InterestOnSavingsAdjNetIncm
Total Revenue And Expenses	950461	TotalRevenueAndExpenses
Total Net Investment Income	1761	TotalNetInvestmentIncome
Total Adjusted Net Income	1761	TotalAdjustedNetIncome
Other Prof Fees Rev And Expnss	6592	OtherProfFeesRevAndExpnss
Other Prof Fees Dsbrs Chrtbl Prps	6592	OtherProfFeesDsbrsChrtblPrps
Deprec And Depletion Rev And Expnss	483	DeprecAndDepletionRevAndExpnss
Trav Conf Meeting Rev And Expnss	885	TravConfMeetingRevAndExpnss
Trav Conf Meeting Dsbrs Chrtbl Prps	885	TravConfMeetingDsbrsChrtblPrps
Other Expenses Rev And Expnss	915	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	93	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	822	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	8875	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	93	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	8299	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	8005	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	8005	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	16880	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	93	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	16304	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	933581	ExcessOfRevenueOverExpenses
Net Investment Income	1668	NetInvestmentIncome
Adjusted Net Income	1761	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash EOY	128887	CashEOY
Cash EOYFMV	128887	CashEOYFMV
Savings And Temp Cash Invst EOY	801489	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	801489	SavingsAndTempCashInvstEOYFMV
Land Building And Equipment Basis	3687	LandBuildingAndEquipmentBasis
Accum Deprec Land Bldg And Equip	483	AccumDeprecLandBldgAndEquip
Land Building And Equipment EOY	3204	LandBuildingAndEquipmentEOY
Land Building And Equipment EOYFMV	3204	LandBuildingAndEquipmentEOYFMV
Other Assets EOY	1	OtherAssetsEOY
Total Assets EOY	933581	TotalAssetsEOY
Total Assets EOYFMV	933580	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock EOY	948700	CapitalStockEOY
Retained Earnings EOY	-15119	RetainedEarningsEOY
Total Net Assets EOY	933581	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	0	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	933581	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Excess Of Revenue Over Expenses	933581	ExcessOfRevenueOverExpenses
Subtotal	933581	Subtotal
Total Net Assets Fund Balances EOY	933581	TotalNetAssetsFundBalancesEOY

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	33	InvestmentIncomeExciseTax
Subtotal	33	Subtotal
Tax Based On Investment Income	33	TaxBasedOnInvestmentIncome
Tax Due	33	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	true	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	MICHAEL SUN	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	6509961586	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	1294 KIFER ROAD SUITE 710	AddressLine1
City	SUNNYVALE	City
State	CA	State
ZIP Code	94086	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 (3 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation
MARY WANG
1294 KIFER ROAD SUITE 710	SUNNYVALE	CA	94086	Secretary	2.00	0
CHARLIE C SUN
1294 KIFER ROAD SUITE 710	SUNNYVALE	CA	94086	CFO	2.00	0
MICHAEL SUN
1294 KIFER ROAD SUITE 710	SUNNYVALE	CA	94086	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

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Field	Value	IRS element (for citing)
Description1	DONATION TO THACHER SCHOOL, FOOTHILL COLLEGE, SARATOGA EDUCATION FOUNDATION, WHICH SUPPORT THOSE SCHOOLS TO CONTINUALLY PROVIDE HIGH QUALITY EDUCTION. AND DONATION TO SAN JOSE CHRISTIAN ALLIANCE CHURCH IS TO HELP THE CHURCH REACH OUT OF GOD'S WORDS TO SAVE MORE SOULS IN THE WORLD.	Description1
Expenses1	8005	Expenses1

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	0	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	643148	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	643148	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Adj Total FMV Of Unused Assets	643148	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	9647	CashDeemedCharitable
Net Noncharitable Assets	633501	NetNoncharitableAssets
Minimum Investment Return	31675	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Sect4942j3j5 Fndtn And Frgn Org	X	Sect4942j3j5FndtnAndFrgnOrg

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	16304	ExpensesAndContributions
Amounts Paid Acq Charitable Assets	3687	AmountsPaidAcqCharitableAssets
Qualifying Distributions	19991	QualifyingDistributions
Adj Qualifying Distributions	19991	AdjQualifyingDistributions

Private Operating Foundations PrivateOperatingFoundations

Field	Value	IRS element (for citing)
Date Of Ruling	2011-12-06	DateOfRuling
Section4942j3	X	Section4942j3

Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn

Field	Value	IRS element (for citing)
Current Year	1761	CurrentYear
Total	1761	Total

Percent85 Of Lessor Percent85OfLessor

Field	Value	IRS element (for citing)
Current Year	1497	CurrentYear
Total	1497	Total

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Current Year	19991	CurrentYear
Total	19991	Total

Qlfy Distri Made Directly QlfyDistriMadeDirectly

Field	Value	IRS element (for citing)
Current Year	19991	CurrentYear
Total	19991	Total

Two Thirds Min Invst Return TwoThirdsMinInvstReturn

Field	Value	IRS element (for citing)
Current Year	21116	CurrentYear
Total	21116	Total

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	MARY WANG	ContributingManager
Contributing Manager	CHARLIE C SUN	ContributingManager
Contributing Manager	MICHAEL SUN	ContributingManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
FOOTHILL PTA
13919 LYNDE AVENUE	SARATOGA	CA	95070	N/A	501C	DONATION	$105
THE THACHER SCHOOL
5025 THACHER ROAD	OJAI	CA	93023	N/A	501C	DONATION	$300
SARATOGA EDUCATION FOUNDATION
PO BOX 2392	SARATOGA	CA	95070	N/A	501C	DONATION	$1,600
SAN JOSE CHRISTIAN ALLIANCE CHURCH
2360 MCLAUGHLIN AVE	SAN JOSE	CA	95122	N/A	501C	DONATION	$6,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	8005	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	1761	RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	1761	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	1761	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
General Rule	X	GeneralRule

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	1	ContributorNumber
Contributor Name Individual	MICHAEL SUN CHARLIE SUN	ContributorNameIndividual

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	1294 KIFER ROAD SUITE 710	AddressLine1
City	SUNNYVALE	City
State	CA	State
ZIP Code	94086	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	948700	AggregateContributions
Person Contribution Type	X	PersonContributionType

Depreciation Schedule DepreciationSchedule

Depreciation Depreciation

Field	Value	IRS element (for citing)
Description Of Property	OFFICE FURNITURES	DescriptionOfProperty
Date Acquired	2012-01-01	DateAcquired
Cost Or Other Basis	3687	CostOrOtherBasis
Computation Method	91	ComputationMethod
Life	7.0000	Life
Current Year Expense	483	CurrentYearExpense

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtc

Field	Value	IRS element (for citing)
Category Or Item	Furniture and Fixtures	CategoryOrItem
Cost Or Other Basis	3687	CostOrOtherBasis
Accumulated Depreciation	483	AccumulatedDepreciation
Book Value	3204	BookValue
EOYFMV	3204	EOYFMV

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Field	Value	IRS element (for citing)
Description	Rounding	Description
EOY Book Value	1	EOYBookValue

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Disbursements Charitable PrpsDisbursementsCharitablePrps	Net Investment IncomeNetInvestmentIncome
SUPPLIES EXPENSES	22	22
OUTSIDE SERVICE	300	300
GIFT EXPENSE	100	100
BANK CHARGE	93		93
AUTO EXPENSE	400	400

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	FOUNDATION SETUP FEE	Category
Amount	$6,592	Amount
Net Investment Income	0	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome
Disbursements Charitable Prps	6592	DisbursementsCharitablePrps

CK FAMILY 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 (3 entries)

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Private Operating Foundations PrivateOperatingFoundations

Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn

Percent85 Of Lessor Percent85OfLessor

Qualifying Distributions QualifyingDistributions

Qlfy Distri Made Directly QlfyDistriMadeDirectly

Two Thirds Min Invst Return TwoThirdsMinInvstReturn

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Contributor Address US ContributorAddressUS

Depreciation Schedule DepreciationSchedule

Depreciation Depreciation

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtc

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (5 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Comments