SI FAMILY FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
SI FAMILY FOUNDATION (EIN 20-4771028)
Tax period
2011-04-01 to 2012-03-31
Filed
2012-08-14
IRS object ID
201222279349101152
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)
Timestamp2012-08-14T16:53:28-07:00Timestamp
Tax Period End Date2012-03-31TaxPeriodEndDate

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 Date2011-04-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN204771028EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1SI FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSIFANameControl
Phone4082390938Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line14620 BATTEN WAYAddressLine1
CitySAN JOSECity
StateCAState
ZIP Code95135ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJITAO SIName
TitlePresident & CEOTitle
Date Signed2012-08-14DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJimmy J Chen CPAName
Phone4084358828Phone
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 EOY113015FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss20000ContriReceivedRevAndExpnss
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss10InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm10InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm10InterestOnSavingsAdjNetIncm
Other Income Rev And Expnss200OtherIncomeRevAndExpnss
Total Revenue And Expenses20210TotalRevenueAndExpenses
Total Net Investment Income10TotalNetInvestmentIncome
Total Adjusted Net Income10TotalAdjustedNetIncome
Accounting Fees Rev And Expnss1300AccountingFeesRevAndExpnss
Accounting Fees Adj Net Incm1300AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps1300AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss10TaxesRevAndExpnss
Taxes Adj Net Incm10TaxesAdjNetIncm
Taxes Dsbrs Chrtbl Prps10TaxesDsbrsChrtblPrps
Deprec And Depletion Rev And Expnss8609DeprecAndDepletionRevAndExpnss
Deprec And Depletion Adj Net Incm8609DeprecAndDepletionAdjNetIncm
Trav Conf Meeting Rev And Expnss103TravConfMeetingRevAndExpnss
Trav Conf Meeting Adj Net Incm103TravConfMeetingAdjNetIncm
Trav Conf Meeting Dsbrs Chrtbl Prps103TravConfMeetingDsbrsChrtblPrps
Other Expenses Rev And Expnss7721OtherExpensesRevAndExpnss
Other Expenses Adj Net Incm7721OtherExpensesAdjNetIncm
Other Expenses Dsbrs Chrtbl Prps7721OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss17743TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm17743TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps9134TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss1690ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps1690ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss19433TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm17743TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps10824TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses777ExcessOfRevenueOverExpenses
Net Investment Income10NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY19629CashBOY
Cash EOY18747CashEOY
Cash EOYFMV18747CashEOYFMV
Savings And Temp Cash Invst EOY10291SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV10291SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY80000InvestmentsCorpStockBOY
Investments Corp Stock EOY80000InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV80458InvestmentsCorpStockEOYFMV
Land Building And Equipment Basis66454LandBuildingAndEquipmentBasis
Accum Deprec Land Bldg And Equip62935AccumDeprecLandBldgAndEquip
Land Building And Equipment BOY12129LandBuildingAndEquipmentBOY
Land Building And Equipment EOY3519LandBuildingAndEquipmentEOY
Land Building And Equipment EOYFMV3519LandBuildingAndEquipmentEOYFMV
Total Assets BOY111758TotalAssetsBOY
Total Assets EOY112557TotalAssetsEOY
Total Assets EOYFMV113015TotalAssetsEOYFMV
Other Liabilities EOY22OtherLiabilitiesEOY
Total Liabilities EOY22TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY199825CapitalStockBOY
Capital Stock EOY219825CapitalStockEOY
Retained Earnings BOY-88067RetainedEarningsBOY
Retained Earnings EOY-107290RetainedEarningsEOY
Total Net Assets BOY111758TotalNetAssetsBOY
Total Net Assets EOY112535TotalNetAssetsEOY
Total Liabilities Net Assets BOY111758TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY112557TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY111758TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses777ExcessOfRevenueOverExpenses
Subtotal112535Subtotal
Total Net Assets Fund Balances EOY112535TotalNetAssetsFundBalancesEOY

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax0InvestmentIncomeExciseTax

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 ContributorsfalseNewSubstantialContributors
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 Line1SHAN ZHAOBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number4082390938BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line14620 BATTEN WAYAddressLine1
CitySAN JOSECity
StateCAState
ZIP Code95135ZIPCode
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
SHAN ZHAO
4620 BATTEN WAYSAN JOSECA95135Secretary & CFO0.000
JITAO SI
4620 BATTEN WAYSAN JOSECA95135CEO0.000
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 Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances18074AvgMonthlyCashBalances
FMV All Other Noncharitable Assets80458FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets98532TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Adj Total FMV Of Unused Assets98532AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable1478CashDeemedCharitable
Net Noncharitable Assets97054NetNoncharitableAssets
Minimum Investment Return4853MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return4853MinimumInvestmentReturn
Distributable Amount Before Adj4853DistributableAmountBeforeAdj
Distributable Amount Before Ded4853DistributableAmountBeforeDed
Distributable Amount As Adjusted4853DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions10824ExpensesAndContributions
Qualifying Distributions10824QualifyingDistributions
Adj Qualifying Distributions10824AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted4853DistributableAmountAsAdjusted
Excess Distri Carryover Year563158ExcessDistriCarryoverYear5
Excess Distri Carryover Year410761ExcessDistriCarryoverYear4
Excess Distri Carryover Year37105ExcessDistriCarryoverYear3
Excess Distri Carryover Year27116ExcessDistriCarryoverYear2
Excess Distri Carryover Year17359ExcessDistriCarryoverYear1
Total Excess Distri Carryover95499TotalExcessDistriCarryover
Qualifying Distributions10824QualifyingDistributions
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year4853AppliedToCurrentYear
Remaining Distri From Corpus5971RemainingDistriFromCorpus
Total Corpus101470TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year563158ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year38312ExcessDistriCyovToNextYear
Excess From Year410761ExcessFromYear4
Excess From Year37105ExcessFromYear3
Excess From Year27116ExcessFromYear2
Excess From Year17359ExcessFromYear1
Excess From Current Year5971ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerSHAN ZHAOContributingManager
Contributing ManagerJITAO SIContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
CALIFORNIA THREATRE CENTER
P O BOX 2077SUNNYVALECA94087N/A501(c)CHARITABLE$250
KITTY CANCER FUND
2400 MOORPARK AVE STE 207SAN JOSECA95128N/A501(c)CHARITABLE$200
SJYB
4075 EVERGREEN VILLAGE SQ STE 260SAN JOSECA95135N/A501(c)CHARITY$1,180
STRAFORD SCHOOL
6670 SAN ANSELMO WAYSAN JOSECA95119N/A501(C)CHARITY$10
AMERICAN DIABETES ASSOCIATIONS
1701 NORTH BEAUREGARD STREETALEXANDRIAVA22311N/A501(c)CHARITABLE$50
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year1690TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Related Or Exempt Function Income10RelatedOrExemptFunctionIncome

Other Revenue Described OtherRevenueDescribed

FieldValueIRS element (for citing)
DescriptionREWARDDescription
Unrelated Business Income$200UnrelatedBusinessIncomeAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$200UnrelatedBusinessIncomeAmount
Related Or Exempt Function Income10RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA210TotalPartXVIA

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryTAX PREPARATIONCategory
Amount$1,300Amount
Net Investment Income0NetInvestmentIncome
Adjusted Net Income1300AdjustedNetIncome
Disbursements Charitable Prps1300DisbursementsCharitablePrps

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtc (3 entries)

Category Or ItemCategoryOrItemCost Or Other BasisCostOrOtherBasisAccumulated DepreciationAccumulatedDepreciationBook ValueBookValueEOYFMVEOYFMV
Machinery and Equipment25332533
Furniture and Fixtures9096557735193519
Auto./Transportation Equip.5482554825

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (7 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAdjusted Net IncomeAdjustedNetIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
SUPPLIES959595
POSTAGE FEE131313
OFFICE EXPENSE686868
MEAL & ENTERTAINMENT EXP.205920592059
MAINTENANCE FEE282428242824
BANK CHARGE454545
AUTO EXPENSES261726172617

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionREWARDDescription
Revenue And Expenses Per Books200RevenueAndExpensesPerBooks

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionADVANCE FROM FOUNDERDescription
EOY Book Value22EOYBookValue

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryFTBCategory
Amount$10Amount
Adjusted Net Income10AdjustedNetIncome
Disbursements Charitable Prps10DisbursementsCharitablePrps

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