CHUA FAMILY CHARITABLE FOUND-IN MEMORY CHUA KOAN & CHANG SU CHENG: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
CHUA FAMILY CHARITABLE FOUND-IN MEMORY CHUA KOAN & CHANG SU CHENG (EIN 20-1961263)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-08-13
IRS object ID
201222269349100637
Schema version
2011v1.2
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)
Timestamp2012-08-13T15:28:02-07:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1DAVID HALL AND ASSOCIATESBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1555 S BLUFF ST STE 303AddressLine1
CitySAINT GEORGECity
StateUTState
ZIP Code847707318ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN201961263EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1CHUA FAMILY CHARITABLE FOUNDATION-IN MEMORY OF CHUA KOAN AND CHANG SU CHENGBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlCHUANameControl
Phone6307301332Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line12900 OAK BROOK HILLS ROADAddressLine1
CityOAK BROOKCity
StateILState
ZIP Code60523ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameDAVID CHUAName
TitlePRESIDENTTitle
Phone6307301332Phone
Date Signed2012-08-07DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameDAVID HALLName
Phone4357670660Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY612979FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss80000ContriReceivedRevAndExpnss
Dividends Rev And Expnss11716DividendsRevAndExpnss
Dividends Net Invst Incm11716DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss48103NetGainSaleAssetsRevAndExpnss
Gross Sales Price432663GrossSalesPrice
Capital Gain Net Incm Net Invst Incm48103CapitalGainNetIncmNetInvstIncm
Net STCG Adj Net Incm126NetSTCGAdjNetIncm
Total Revenue And Expenses139819TotalRevenueAndExpenses
Total Net Investment Income59819TotalNetInvestmentIncome
Total Adjusted Net Income126TotalAdjustedNetIncome
Legal Fees Rev And Expnss3833LegalFeesRevAndExpnss
Legal Fees Dsbrs Chrtbl Prps3833LegalFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss45508OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm45508OtherProfFeesNetInvstIncm
Taxes Rev And Expnss4120TaxesRevAndExpnss
Taxes Dsbrs Chrtbl Prps4120TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss10371OtherExpensesRevAndExpnss
Other Expenses Dsbrs Chrtbl Prps10371OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss63832TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm45508TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps18324TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss28000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps28000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss91832TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm45508TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps46324TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses47987ExcessOfRevenueOverExpenses
Net Investment Income14311NetInvestmentIncome
Adjusted Net Income126AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY57937CashBOY
Cash EOY138111CashEOY
Cash EOYFMV138111CashEOYFMV
Investments Corp Stock BOY462486InvestmentsCorpStockBOY
Investments Corp Stock EOY425299InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV400408InvestmentsCorpStockEOYFMV
Investments Land Etc BOY275000InvestmentsLandEtcBOY
Investments Land Etc EOY275000InvestmentsLandEtcEOY
Investments Land Etc EOYFMV74460InvestmentsLandEtcEOYFMV
Total Assets BOY795423TotalAssetsBOY
Total Assets EOY838410TotalAssetsEOY
Total Assets EOYFMV612979TotalAssetsEOYFMV
Other Liabilities BOY30000OtherLiabilitiesBOY
Other Liabilities EOY25000OtherLiabilitiesEOY
Total Liabilities BOY30000TotalLiabilitiesBOY
Total Liabilities EOY25000TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY765423UnrestrictedBOY
Unrestricted EOY813410UnrestrictedEOY
Total Net Assets BOY765423TotalNetAssetsBOY
Total Net Assets EOY813410TotalNetAssetsEOY
Total Liabilities Net Assets BOY795423TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY838410TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY765423TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses47987ExcessOfRevenueOverExpenses
Subtotal813410Subtotal
Total Net Assets Fund Balances EOY813410TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceDepreciationDepreciationCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossFMV As Of123169FMVAsOf123169Adjusted Basis As Of123169AdjustedBasisAsOf123169Excess Of FMV Over Adjusted BasisExcessOfFMVOverAdjustedBasisGains Minus Excess Or LossesGainsMinusExcessOrLosses
METLIFEP2009-12-312011-06-2841593803711774476100044761
METLIFE CAPITAL GAIN DISTRIBUTIONP2010-12-312011-12-3132160032160003216
METLIFEP2010-12-312011-06-2812600126000126
FieldValueIRS element (for citing)
Capital Gain Net Income48103CapitalGainNetIncome
Net Short Term Capital Gain Or Loss126NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Qualifying Distributions Year146271QualifyingDistributionsYear1
Noncharitable Assets Year1617825NoncharitableAssetsYear1
Distribution Ratio Year10.074893DistributionRatioYear1
Qualifying Distributions Year227286QualifyingDistributionsYear2
Noncharitable Assets Year2545710NoncharitableAssetsYear2
Distribution Ratio Year20.050001DistributionRatioYear2
Qualifying Distributions Year352067QualifyingDistributionsYear3
Noncharitable Assets Year3637637NoncharitableAssetsYear3
Distribution Ratio Year30.081656DistributionRatioYear3
Qualifying Distributions Year440917QualifyingDistributionsYear4
Noncharitable Assets Year4835356NoncharitableAssetsYear4
Distribution Ratio Year40.048982DistributionRatioYear4
Qualifying Distributions Year542168QualifyingDistributionsYear5
Noncharitable Assets Year5829451NoncharitableAssetsYear5
Distribution Ratio Year50.050838DistributionRatioYear5
Total Distribution Ratio0.306370TotalDistributionRatio
Average Distribution Ratio0.061274AverageDistributionRatio
Net Noncharitable Assets601805NetNoncharitableAssets
Adjusted Noncharitable Assets36875AdjustedNoncharitableAssets
One Percent Net Investment Income143OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One37018AdjNonchrtblAssetsAndOnePct
Qualifying Distributions46324QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax143InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal143Subtotal
Tax Based On Investment Income143TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment1530EstTaxPaymentsAndOverpayment
Total Credits And Payments1530TotalCreditsAndPayments
Original Return Overpayment-1530OriginalReturnOverpayment
Overpayment1387Overpayment
Amount Credited To Next Year1387AmountCreditedToNextYear

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
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithILStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameDAVID CHUABooksInCareOfPersonName
Books In Care Of Phone Number6307800832BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line12900 OAKBROOK HILLSAddressLine1
CityOAKBROOKCity
StateILState
ZIP Code60523ZIPCode
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
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
DAVID CHUA
2900 OAKBROOK HILLS ROADOAK BROOKIL60523PRESIDENT0000
WENDY YEH
2900 OAKBROOK HILLS ROADOAK BROOKIL60523SECRETARY0000
PEI TANG YEH
2900 OAKBROOK HILLS ROADOAK BROOKIL60523TREASURER0000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities423216AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances85524AvgMonthlyCashBalances
FMV All Other Noncharitable Assets102230FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets610970TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets610970AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable9165CashDeemedCharitable
Net Noncharitable Assets601805NetNoncharitableAssets
Minimum Investment Return30090MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return30090MinimumInvestmentReturn
Tax Based On Investment Income143TaxBasedOnInvestmentIncome
Total Tax143TotalTax
Distributable Amount Before Adj29947DistributableAmountBeforeAdj
Distributable Amount Before Ded29947DistributableAmountBeforeDed
Distributable Amount As Adjusted29947DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions46324ExpensesAndContributions
Qualifying Distributions46324QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm143OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions46181AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted29947DistributableAmountAsAdjusted
Undistributed Income Prior Year30832UndistributedIncomePriorYear
Excess Distri Carryover Year220591ExcessDistriCarryoverYear2
Excess Distri Carryover Year146330ExcessDistriCarryoverYear1
Total Excess Distri Carryover66921TotalExcessDistriCarryover
Qualifying Distributions46324QualifyingDistributions
Remaining Distri From Corpus46324RemainingDistriFromCorpus
Total Corpus113245TotalCorpus
Taxable Amount230832TaxableAmount2
Undistributed Income CY29947UndistributedIncomeCY
Excess Distri Cyov To Next Year113245ExcessDistriCyovToNextYear
Excess From Year220591ExcessFromYear2
Excess From Year146330ExcessFromYear1
Excess From Current Year46324ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerDAVID CHUAContributingManager
Shareholder ManagerNAShareholderManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
NATIONAL FOUNDATION FOR CANCER
4600 E W HGWY SUITE 525BETHESDAMD20814PUBLIC CHARITYCANCER RESEARCH$25,000
OAK BROOK INFANT WELFARE
3600 W FULLERTON AVENUECHICAGOIL60647PUBLIC CHARITYINFANT CARE$3,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year28000TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$11,716ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Related Or Exempt Function Income48103RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$11,716ExclusionAmount
Related Or Exempt Function Income48103RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA59819TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

FieldValueIRS element (for citing)
Line Number1LineNumber
Relationship StatementN/ARelationshipStatement

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 IndividualWEI JUNG HO YEHContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line12900 OAKBROOK HILLS RDAddressLine1
CityOAK BROOKCity
StateILState
ZIP Code60523ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions80000AggregateContributions
Person Contribution TypeXPersonContributionType

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Oth Prog Rltd Investments AllOthProgRltdInvestments

FieldValueIRS element (for citing)
DescriptionNONEDescription

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAsset

FieldValueIRS element (for citing)
NameINVESTMENTSName
How AcquiredPurchasedHowAcquired

Purchaser Name PurchaserName

FieldValueIRS element (for citing)
IndividualVARIOUSIndividual
FieldValueIRS element (for citing)
Gross Sales Price432663GrossSalesPrice
Basis384560Basis
Basis MethodCostBasisMethod
Total Net48103TotalNet

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (7 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksDisbursements Charitable PrpsDisbursementsCharitablePrps
ANNUAL REPORT2525
INSURANCE14131413
MANAGEMENT FEES28002800
UTILITIES23482348
REPAIRS30203020
SUPPLIES170170
DUES & SUBSCRIPTIONS595595

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmountDisbursements Charitable PrpsDisbursementsCharitablePrps
PROPERTY$3,9243924
FOREIGN$196196

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