CHUA FAMILY CHARITABLE FOUND-IN MEMORY CHUA KOAN & CHANG SU CHENG: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
CHUA FAMILY CHARITABLE FOUND-IN MEMORY CHUA KOAN & CHANG SU CHENG (EIN 20-1961263)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-08-30
IRS object ID
201102429349100400
Schema version
2010v3.2
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)
Timestamp2011-08-30T06:04:09-07:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

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 Date2010-01-01TaxPeriodBeginDate

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 Signed2011-08-18DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameDAVID HALLName
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY633961FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss30000ContriReceivedRevAndExpnss
Dividends Rev And Expnss9258DividendsRevAndExpnss
Dividends Net Invst Incm9258DividendsNetInvstIncm
Capital Gain Net Incm Net Invst Incm8987CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss8987OtherIncomeRevAndExpnss
Total Revenue And Expenses48245TotalRevenueAndExpenses
Total Net Investment Income18245TotalNetInvestmentIncome
Legal Fees Rev And Expnss4875LegalFeesRevAndExpnss
Legal Fees Net Invst Incm4875LegalFeesNetInvstIncm
Legal Fees Dsbrs Chrtbl Prps4875LegalFeesDsbrsChrtblPrps
Taxes Rev And Expnss3972TaxesRevAndExpnss
Taxes Net Invst Incm3972TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps3972TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss3483OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm3483OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps3483OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss12330TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm12330TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps12330TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss36000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps34000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss48330TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm12330TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps46330TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-85ExcessOfRevenueOverExpenses
Net Investment Income5915NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY47296CashBOY
Cash EOY57937CashEOY
Cash EOYFMV57937CashEOYFMV
Investments Corp Stock BOY443212InvestmentsCorpStockBOY
Investments Corp Stock EOY462486InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV446024InvestmentsCorpStockEOYFMV
Investments Land Etc Basis275000InvestmentsLandEtcBasis
Investments Land Etc BOY275000InvestmentsLandEtcBOY
Investments Land Etc EOY275000InvestmentsLandEtcEOY
Investments Land Etc EOYFMV130000InvestmentsLandEtcEOYFMV
Total Assets BOY765508TotalAssetsBOY
Total Assets EOY795423TotalAssetsEOY
Total Assets EOYFMV633961TotalAssetsEOYFMV
Other Liabilities EOY30000OtherLiabilitiesEOY
Total Liabilities EOY30000TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY765508UnrestrictedBOY
Unrestricted EOY765423UnrestrictedEOY
Total Net Assets BOY765508TotalNetAssetsBOY
Total Net Assets EOY765423TotalNetAssetsEOY
Total Liabilities Net Assets BOY765508TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY795423TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY765508TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-85ExcessOfRevenueOverExpenses
Subtotal765423Subtotal
Total Net Assets Fund Balances EOY765423TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 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
MARKET VECTORP2009-05-152010-09-2874250512423010002301
SPDR GOLDP2009-01-142010-09-281808201139666860006686
FieldValueIRS element (for citing)
Capital Gain Net Income8987CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Qualifying Distributions Year127286QualifyingDistributionsYear1
Noncharitable Assets Year1545710NoncharitableAssetsYear1
Distribution Ratio Year10.050001DistributionRatioYear1
Qualifying Distributions Year252067QualifyingDistributionsYear2
Noncharitable Assets Year2637637NoncharitableAssetsYear2
Distribution Ratio Year20.081656DistributionRatioYear2
Qualifying Distributions Year340917QualifyingDistributionsYear3
Noncharitable Assets Year3835356NoncharitableAssetsYear3
Distribution Ratio Year30.048982DistributionRatioYear3
Qualifying Distributions Year442168QualifyingDistributionsYear4
Noncharitable Assets Year4829451NoncharitableAssetsYear4
Distribution Ratio Year40.050838DistributionRatioYear4
Qualifying Distributions Year524000QualifyingDistributionsYear5
Noncharitable Assets Year5511509NoncharitableAssetsYear5
Distribution Ratio Year50.046920DistributionRatioYear5
Total Distribution Ratio0.278397TotalDistributionRatio
Average Distribution Ratio0.055679AverageDistributionRatio
Net Noncharitable Assets617825NetNoncharitableAssets
Adjusted Noncharitable Assets34400AdjustedNoncharitableAssets
One Percent Net Investment Income59OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One34459AdjNonchrtblAssetsAndOnePct
Qualifying Distributions46330QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax59InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal59Subtotal
Tax Based On Investment Income59TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment1889EstTaxPaymentsAndOverpayment
Total Credits And Payments1889TotalCreditsAndPayments
Original Return Overpayment-1889OriginalReturnOverpayment
Overpayment1830Overpayment
Amount Credited To Next Year1830AmountCreditedToNextYear

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 Securities444618AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances52616AvgMonthlyCashBalances
FMV All Other Noncharitable Assets130000FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets627234TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets627234AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable9409CashDeemedCharitable
Net Noncharitable Assets617825NetNoncharitableAssets
Minimum Investment Return30891MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return30891MinimumInvestmentReturn
Tax Based On Investment Income59TaxBasedOnInvestmentIncome
Total Tax59TotalTax
Distributable Amount Before Adj30832DistributableAmountBeforeAdj
Distributable Amount Before Ded30832DistributableAmountBeforeDed
Distributable Amount As Adjusted30832DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions46330ExpensesAndContributions
Qualifying Distributions46330QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm59OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions46271AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted30832DistributableAmountAsAdjusted
Excess Distri Carryover Year120591ExcessDistriCarryoverYear1
Total Excess Distri Carryover20591TotalExcessDistriCarryover
Qualifying Distributions46330QualifyingDistributions
Remaining Distri From Corpus46330RemainingDistriFromCorpus
Total Corpus66921TotalCorpus
Undistributed Income CY30832UndistributedIncomeCY
Excess Distri Cyov To Next Year66921ExcessDistriCyovToNextYear
Excess From Year120591ExcessFromYear1
Excess From Current Year46330ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

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

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 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$30,000
OAK BROOK INFANT WELFARE
3600 W FULLERTON AVENUECHICAGOIL60647PUBLIC CHARITYINFANT CARE$3,000
HINDALE CENTRAL HIGH SCHOOL
W 55TH ST S GRANT STHINSDALEIL60251PUBLIC CHARITYSTUDENT SUPPORT$1,000
ILLINOIS CPA FOUNDATION
550 W JACKSON SUITE 500CHICAGOIL60661PUBLIC CHARITYCPA SUPPORT$2,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year36000TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$9,258ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$8,987ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$18,245ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA18245TotalPartXVIA

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 (3 entries)

Contributor NumberContributorNumberAddress Line1ContributorAddressUS/AddressLine1CityContributorAddressUS/CityStateContributorAddressUS/StateZIP CodeContributorAddressUS/ZIPCodeAggregate ContributionsAggregateContributionsPerson Contribution TypePersonContributionType
DAVID CHUA MDSC LTD
11S280 SUMMIT AVE CT A1VILLA PARKIL6018110000X
SUMMIT SURGICARE
21S280 SUMMIT AVE CT A1VILLA PARKIL6018110000X
CHICAGO DIGESTIVE & LIVER DISEASE SPECIALISTS
32233 W DIVISION ST SUITE 933-934CHICAGOIL6062210000X

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Oth Prog Rltd Investments AllOthProgRltdInvestments

FieldValueIRS element (for citing)
DescriptionNONEDescription

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
ANNUAL REPORT101010
INSURANCE815815815
MANAGEMENT FEES240024002400
UTILITIES258258258

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionCAPITAL GAINDescription
Revenue And Expenses Per Books8987RevenueAndExpensesPerBooks

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
PROPERTY$3,83538353835
FOREIGN$137137137

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