Civic Intelligence

The Chan Family Foundation

EIN 26-0597765 • Cupertino, CA

19620 Stevens Creek Blvd Ste 200Cupertino, CA 95014
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Net Margin

24th percentile

-10%

Higher net margin than 24% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

68th percentile

9.3%

Faster asset growth than 68% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

77th percentile

45%

Faster revenue growth than 77% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$3,034,351

Up $257,808 (+9.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,034,351

Up $257,808 (+9.3%) from 2023

Revenue

Up

$106,998

Up $33,396 (+45%) from 2023

Expenses

Down

$118,181

Down $32,755 (-22%) from 2023

Net Income

Up

-$11,183

Up $66,151 (+86%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2015: $3,615,645Liabilities 2015: $0Net Assets 2015: $3,615,6452015Assets 2016: $3,467,837Liabilities 2016: $0Net Assets 2016: $3,467,8372016Assets 2020: $3,551,782Liabilities 2020: $0Net Assets 2020: $3,551,7822020Assets 2021: $3,284,379Liabilities 2021: $0Net Assets 2021: $3,284,3792021Assets 2022: $2,636,980Liabilities 2022: $0Net Assets 2022: $2,636,9802022Assets 2023: $2,776,543Liabilities 2023: $0Net Assets 2023: $2,776,5432023Assets 2024: $3,034,351Liabilities 2024: $0Net Assets 2024: $3,034,3512024

Highlighted filing

2024

Assets$3,034,351
Liabilities$0
Net Assets$3,034,351

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200K-$400KRevenue 2015: -$1,120Expenses 2015: $245,637Net Income 2015: -$246,7572015Revenue 2016: $35,293Expenses 2016: $318,867Net Income 2016: -$283,5742016Revenue 2020: $49,543Expenses 2020: $184,194Net Income 2020: -$134,6512020Revenue 2021: $99,029Expenses 2021: $160,515Net Income 2021: -$61,4862021Revenue 2022: $106,339Expenses 2022: $181,360Net Income 2022: -$75,0212022Revenue 2023: $73,602Expenses 2023: $150,936Net Income 2023: -$77,3342023Revenue 2024: $106,998Expenses 2024: $118,181Net Income 2024: -$11,1832024

Highlighted filing

2024

Revenue$106,998
Expenses$118,181
Net Income-$11,183

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 26, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID YW CHANDir/SecPT$0--
EDWARD YC CHANDirector/CFOPT$0--
ANNIE MH CHANPresident/DirectorPT$0--
MICHAEL YJ CHANDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
The Chan Family Foundation
EIN
26-0597765
Phone
4088637332
Address
19620 STEVENS CREEK BLVD STE 200, CUPERTINO, CA 95014

Signing Officer

Name
Annie Mh Chan
Title
Officer
Phone
4088637332
Signed
2025-03-26
Discuss with paid preparer
Yes

Preparer

Firm
Moss Adams Llp
Address
635 CAMPBELL TECHNOLOGY PARKWAY, CAMPBELL, CA 95008-5071
Preparer
Qi Wen Liang
Phone
4085587500
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61TJX COS INC NEW
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0335010
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1285635
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2896881
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MSIF ASIA OPPORTUNITY A
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2896881
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0106998
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03360
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03360
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt044115
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0102950
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0102950
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0214067
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt095177
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt02250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt010929
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt010929
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt011821
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03410
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02024-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt029583
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1140369
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-3678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt147793
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-3678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt147793
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt025905
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1188162
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES - ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES - LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt044115
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-11183

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