KATHY SHIH MEMORIAL FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- KATHY SHIH MEMORIAL FOUNDATION INC (EIN 27-1669285)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-09-10
- IRS object ID
- 201242549349100014
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-09-10T14:27:37-07:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEUNG WONG & YEE INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39111 PASEO PADRE PKY 210 | AddressLine1 |
| City | FREMONT | City |
| State | CA | State |
| ZIP Code | 945381695 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271669285 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KATHY SHIH MEMORIAL FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KATH | NameControl |
| Phone | 5105990453 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 15088 | AddressLine1 |
| City | FREMONT | City |
| State | CA | State |
| ZIP Code | 94539 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LILY SHIH | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 5105990453 | Phone |
| Date Signed | 2012-09-05 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LINDA LEUNG CPA | Name |
| Phone | 5107968228 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 865029 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 3773 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 2850 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 2850 | InterestOnSavingsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 6623 | TotalRevenueAndExpenses |
| Total Net Investment Income | 2850 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 1900 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 200 | AccountingFeesNetInvstIncm |
| Trav Conf Meeting Rev And Expnss | 2082 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 2082 | TravConfMeetingDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 1334 | PrintingAndPubRevAndExpnss |
| Printing And Pub Dsbrs Chrtbl Prps | 1334 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 345 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 245 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 5661 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 200 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 3661 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 46000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 46000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 51661 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 200 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 49661 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -45038 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 2650 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1605 | CashBOY |
| Cash EOY | 104612 | CashEOY |
| Cash EOYFMV | 104612 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 908463 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 760417 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 760417 | SavingsAndTempCashInvstEOYFMV |
| Total Assets BOY | 910068 | TotalAssetsBOY |
| Total Assets EOY | 865029 | TotalAssetsEOY |
| Total Assets EOYFMV | 865029 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 910068 | RetainedEarningsBOY |
| Retained Earnings EOY | 865029 | RetainedEarningsEOY |
| Total Net Assets BOY | 910068 | TotalNetAssetsBOY |
| Total Net Assets EOY | 865029 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 910068 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 865029 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 910068 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -45038 | ExcessOfRevenueOverExpenses |
| Subtotal | 865030 | Subtotal |
| Other Decreases | 1 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 865029 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions Year1 | 50000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 938326 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.053286 | DistributionRatioYear1 |
| Total Distribution Ratio | 0.053286 | TotalDistributionRatio |
| Average Distribution Ratio | 0.053286 | AverageDistributionRatio |
| Net Noncharitable Assets | 892683 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 47568 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 27 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 47595 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 49661 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 27 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 27 | Subtotal |
| Tax Based On Investment Income | 27 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 151 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 151 | TotalCreditsAndPayments |
| Original Return Overpayment | -151 | OriginalReturnOverpayment |
| Overpayment | 124 | Overpayment |
| Amount Credited To Next Year | 124 | AmountCreditedToNextYear |
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 |
| 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 | LEUNG WONG AND YEE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 5107968228 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39111 PASEO PADRE PKWY 210 | AddressLine1 |
| City | FREMONT | City |
| State | CA | State |
| ZIP Code | 94538 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| 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 |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | LILY SHIH | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 15088 | AddressLine1 |
| City | FREMONT | City |
| State | CA | State |
| ZIP Code | 94539 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Director | Title |
| Avg Hours Per Wk Devoted To Position | 4.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 906277 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 906277 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 906277 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 13594 | CashDeemedCharitable |
| Net Noncharitable Assets | 892683 | NetNoncharitableAssets |
| Minimum Investment Return | 44634 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 44634 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 27 | TaxBasedOnInvestmentIncome |
| Total Tax | 27 | TotalTax |
| Distributable Amount Before Adj | 44607 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 44607 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 44607 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 49661 | ExpensesAndContributions |
| Qualifying Distributions | 49661 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 27 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 49634 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 44607 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year1 | 19329 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 19329 | TotalExcessDistriCarryover |
| Qualifying Distributions | 49661 | QualifyingDistributions |
| Applied To Current Year | 44607 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 5054 | RemainingDistriFromCorpus |
| Total Corpus | 24383 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 24383 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 19329 | ExcessFromYear1 |
| Excess From Current Year | 5054 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAYO CLINIC | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 FIRST STREET SW | AddressLine1 |
| City | ROCHESTER | City |
| State | MN | State |
| ZIP Code | 55905 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PublicExempt | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | MSA researchTo support | PurposeOfGrantOrContribution |
| Amount | $46,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 46000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,850 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,850 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 2850 | 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 | Leung,Wong&Yee Tax & Bookkeeping | Category |
| Amount | $1,900 | Amount |
| Net Investment Income | 200 | NetInvestmentIncome |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ROUNDING | Description |
| Amount | $1 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| INTERNET SERVICES | 245 | 245 |
| MISC | 100 |
Comments