ANN AND PI FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
ANN AND PI FAMILY FOUNDATION (EIN 81-0855434)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-01
IRS object ID
202631219349102178
Schema version
2025v4.1
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)
Return2026-05-01T15:56:56-07:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN058705676PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Jacque Chau Lin CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1650B Fremont Ave 379AddressLine1Txt
CityLos AltosCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94024ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810855434EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Ann and PI FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlANNABusinessNameControlTxt
Phone9252024924PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12744 Corte Vera CruzAddressLine1Txt
CityPleasantonCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94566ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBau-Hsing AnnPersonNm
Person TitleCEOPersonTitleTxt
Signature2026-04-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJacque Chau LinPreparerPersonNm
PTINP01455724PTIN
Phone4089305918PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$400,189FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$3,967DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,967DividendsNetInvstIncmAmt
Dividends Adj Net Incm$3,967DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$1,996NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,319GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,996CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$1,996NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$5,964TotalRevAndExpnssAmt
Total Net Invst Incm$5,964TotalNetInvstIncmAmt
Total Adj Net Incm$5,964TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$1,275LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$1,275LegalFeesDsbrsChrtblAmt
Taxes Rev And Expnss$80TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$80TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$150OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$150OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,505TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,505TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,605TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$4,605TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,359ExcessRevenueOverExpensesAmt
Net Investment Income$5,964NetInvestmentIncomeAmt
Adjusted Net Income$5,964AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,227CashBOYAmt
Cash EOY$115CashEOYAmt
Cash EOYFMV$115CashEOYFMVAmt
Other Investments BOY$125,710OtherInvestmentsBOYAmt
Other Investments EOY$128,181OtherInvestmentsEOYAmt
Other Investments EOYFMV$400,074OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,261LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,261LandBldgEquipAccumDeprecAmt
Total Assets BOY$126,937TotalAssetsBOYAmt
Total Assets EOY$128,296TotalAssetsEOYAmt
Total Assets EOYFMV$400,189TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$149,116CapitalStockBOYAmt
Capital Stock EOY$149,116CapitalStockEOYAmt
Retained Earning BOY-$22,179RetainedEarningBOYAmt
Retained Earning EOY-$20,820RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$126,937TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$128,296TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$126,937TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$128,296TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$126,937TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,359ExcessRevenueOverExpensesAmt
Subtotal$128,296SubtotalAmt
Tot Net Ast Or Fund Balances EOY$128,296TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property50 Shares Wells Fargo BankPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2011-11-11AcquiredDt
Sold2025-10-31SoldDt
Gross Sales Price$4,319GrossSalesPriceAmt
Cost Or Other Basis$2,323CostOrOtherBasisAmt
Gain Or Loss$1,996GainOrLossAmt
Gains Minus Excess Or Losses$1,996GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,996CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$1,996NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$83InvestmentIncomeExciseTaxAmt
Subtotal$83SubtotalAmt
Tax Based On Investment Income$83TaxBasedOnInvestmentIncomeAmt
Tax Due$83TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Bau-Hsing AnnBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9252024924PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12744 Corte Vera CruzAddressLine1Txt
CityPleasantonCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94566ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Bau-Hsing Ann
2744 Corte Vera CruzPleasantonCA94566CEO2.00$0
Mon-Mei Ann
2744 Corte Vera CruzPleasantonCA94566CFO2.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$83TaxBasedOnInvestmentIncomeAmt
Total Tax$83TotalTaxAmt
Distributable Before Adj$83DistributableBeforeAdjAmt
Distributable Before Ded$83DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,605ExpensesAndContributionsAmt
Qualifying Distributions$4,605QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$2,109ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$820ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$924ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$5,301ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$7,101ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$16,255TotalExcessDistributionCyovAmt
Qualifying Distributions$4,605QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$4,605RemainingDistriFromCorpusAmt
Total Corpus$20,860TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$2,109ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$18,751ExcessDistriCyovToNextYrAmt
Excess From Year4$820ExcessFromYear4Amt
Excess From Year3$924ExcessFromYear3Amt
Excess From Year2$5,301ExcessFromYear2Amt
Excess From Year1$7,101ExcessFromYear1Amt
Excess From Current Year$4,605ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Doctors Without BordersMSF
40 Rector Street 16th FloorNew YorkNY10006NonePCRegular Donation$2,000
DonorsChooseorg
134 West 37th Street 11th FLNew YorkNY10018NonePCRegular Donation$600
UNICEF
125 Maiden LaneNew YorkNY10038NonePCREGULAR DONATION$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,100TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$1UnrelatedBusinessTaxblIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$3,967UnrelatedBusinessTaxblIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business901101BusinessCd
Unrelated Business Taxbl Incm$1,996UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$5,964UnrelatedBusinessTaxblIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,964TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (9 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
216.7323 Shares Wells Fargo Bank N AAT COST$10,185$20,199
51.5254 Shares KLA Tencor CorpAT COST$6,169$62,607
376.2863 Shares Qualcomm IncAT COST$23,527$64,364
1067.6804 Shares Schwab US Large Cap ETFAT COST$10,957$28,731
199.4078 Shares Invesco QQQ TrustAT COST$35,895$122,498
147.9747 Shares JP Mogan ChaseAT COST$17,853$47,680
97.0337 Shares Fidelity MSCI Info TechAT COST$10,695$21,801
77.0672 Shares AppleAT COST$8,457$20,951
25 Shares TeslaAT COST$4,443$11,243

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemMachinery and EquipmentCategoryOrItemTxt
Cost Or Other Basis$1,261CostOrOtherBasisAmt
Accumulated Depreciation$1,261AccumulatedDepreciationAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryTax PreparationCategoryTxt
Legal Fees$1,275LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,275DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Office Supplies$135$135
Postage$15$15

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CA Secretary of State Filing Fee$25$25
IRS Fee$55$55

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