Chu Lee Yoh Hwa Foundation in Los Altos, California (CA)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in California
| Chu Lee Yoh Hwa Foundation | |
| Employer Identification Number (EIN) | 208043087 |
| Name of Organization | Chu Lee Yoh Hwa Foundation |
| In Care of Name | Edward Chang |
| Address | 134 Doud Dr, Los Altos, CA 94022-2369 |
| Subsection | Charitable Organization |
| Ruling Date | 07/2007 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $939,008 |
| Amount of Income | $271,358 |
| Form 990 Revenue Amount | $53,392 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Named Trusts/Foundations (Not Elsewhere Classified) |
Non-representatives - add comments:
Revenue for 2011
Expenses for 2011
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $53,392 | $53,392 | $36,740 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $30 | |||
| Dividends and interest from securities | $28,893 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $24,469 | |||
| Total expenses and disbursements | $14,979 | $9,979 | $0 | $5,000 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $9,979 | $9,979 | $0 | |
| Contributions, gifts, grants paid | $5,000 | |||
| Excess of revenue over expenses and disbursements | $38,413 | |||
| Net investment income | $43,413 | |||
| Adjusted net income | $36,740 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $939,008 | $927,606 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $599,671 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $339,337 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $939,008 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $24,469 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $868 |
| Total credits and payments | $600 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $600 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $268 |
| Amount to be credited to 2012 estimated tax | $0 |
| Statements Regarding Activities (for 2011) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $0 |
| Net value of noncharitable-use assets | $0 |
| Minimum investment return | $0 |
| Distributable Amount (for 2011) | |
| Distributable amount | $0 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $0 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Other organizations in California | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Chrysalis Charter School | PO BOX 709, Palo Cedro, CA 96073-0709 | CA | 2004-05 | $1,410,171 |
| 2 | Chrysalis Counseling Services For Women Incorporated | 1821 4th St, Santa Rosa, CA 95404-3202 | CA | 1983-12 | $135,113 |
| 3 | Chrysalis Foundation | 275 Clara St, San Francisco, CA 94107-1003 | CA | 1982-10 | $47,468 |
| 4 | Chrysalis House | 7395 N Palm Bluffs Ave Ste 106, Fresno, CA 93711-5767 | CA | 1985-12 | $602,714 |
| 5 | Chrysalis Ministries Inc | 311 W Avenida Gaviota, San Clemente, CA 92672-5445 | CA | 1993-02 | $167,704 |
| 6 | Chrysalis Venturers Foundation | 1649 Los Altos Rd, San Diego, CA 92109-1320 | CA | 1986-08 | $31,242 |
| 7 | Chrysopolae Foundation | PO BOX 10174, San Rafael, CA 94912-0174 | CA | 1997-05 | $6,496,755 |
| 8 | Chs Music Boosters | 22855 Mulholland Hwy, Calabasas, CA 91302-2047 | CA | 2006-03 | $132,010 |
| 9 | Cardea Center For Health And Human Services | 614 Grand Ave Ste 400, Oakland, CA 94610-3562 | CA | 1997-12 | $125,700 |
| 10 | Chu Family Foundation Inc | 78 Walnut Ave, Atherton, CA 94027-3821 | CA | 2004-02 | $30,221 |
| 11 | Chu Lee Yoh Hwa Foundation | 134 Doud Dr, Los Altos, CA 94022-2369 | CA | 2007-07 | $271,358 |
| 12 | Chua Pho Tu | 17327 Meekland Ave, Hayward, CA 94541-1308 | CA | 2000-01 | $226,895 |
| 13 | Chuan Lyu Foundation | PO BOX 1294, Menlo Park, CA 94026-1294 | CA | 1987-05 | $1,582,712 |
| 14 | Chuang Family Foundation Inc | 13251 Crayside Lane, Saratoga, CA 95070 | CA | 2001-01 | $57,992 |
| 15 | Chuangs Foundation | 2177 Occidental Rd, Hayward, CA 94545-2331 | CA | 1992-07 | $130,868 |
| 16 | Chuck Obremski Ministries Inc | 17853 Santiago Blvd Suite 107 118, Villa Park, CA 92861 | CA | 2009-06 | $44,623 |
| 17 | Chula Vista Ballet Inc | 870 Jetty Ln, Chula Vista, CA 91914-4531 | CA | 2009-02 | $42,268 |
| 18 | Chula Vista Chamber Of Commerce | 233 4th Ave, Chula Vista, CA 91910-2686 | CA | 1941-01 | $314,925 |
| 19 | Chula Vista Child Care Inc | 950 Nacion Avenue, Chula Vista, CA 91911 | CA | 2007-06 | $81,565 |
| 20 | Chula Vista Connection Neighbors Helping Neighbors | 458 Queen Anne Dr, Chula Vista, CA 91911-2814 | CA | 1993-08 | $194,478 |
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