Civic Intelligence

Pin-Wei & Grace Chen Charitable Foundation

990PF • Fiscal year 2013 • EIN 77-0471801

Jan 01, 2013 to Dec 31, 2013 • Filed on May 20, 2014

15233 Via Pinto95030

(408) 395-2962

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

90th percentile

47%

Higher net margin than 90% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

62nd percentile

6.3%

Faster asset growth than 62% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$234,014

Up $13,941 (+6.3%) from 2012

Net Assets

Up

$234,004

Up $13,931 (+6.3%) from 2012

Liabilities

Up

$10

Up $10 from 2012

Revenue

$29,342

No earlier filing loaded for comparison.

Expenses

Up

$15,411

Up $5,676 (+58%) from 2012

Net Income

$13,931

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2011: $195,761Liabilities 2011: $10Net Assets 2011: $195,7512011Assets 2012: $220,073Liabilities 2012: $0Net Assets 2012: $220,0732012Assets 2013: $234,014Liabilities 2013: $10Net Assets 2013: $234,0042013Assets 2014: $272,689Liabilities 2014: $10Net Assets 2014: $272,6792014Assets 2015: $291,405Liabilities 2015: $10Net Assets 2015: $291,3952015Assets 2016: $304,703Liabilities 2016: $10Net Assets 2016: $304,6932016Assets 2017: $326,232Liabilities 2017: $10Net Assets 2017: $326,2222017Assets 2018: $378,153Liabilities 2018: $10Net Assets 2018: $378,1432018Assets 2019: $414,749Liabilities 2019: $0Net Assets 2019: $414,7492019Assets 2020: $414,410Liabilities 2020: $198Net Assets 2020: $414,2122020Assets 2021: $410,312Liabilities 2021: $0Net Assets 2021: $410,3122021Assets 2022: $449,991Liabilities 2022: $0Net Assets 2022: $449,9912022Assets 2023: $433,658Liabilities 2023: $0Net Assets 2023: $433,6582023Assets 2024: $414,297Liabilities 2024: $0Net Assets 2024: $414,2972024

Highlighted filing

2013

Assets$234,014
Liabilities$10
Net Assets$234,004

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KExpenses 2011: $17,5282011Expenses 2012: $9,7352012Revenue 2013: $29,342Expenses 2013: $15,411Net Income 2013: $13,9312013Revenue 2014: $56,466Expenses 2014: $17,791Net Income 2014: $38,6752014Revenue 2015: $36,852Expenses 2015: $18,135Net Income 2015: $18,7172015Revenue 2016: $29,474Expenses 2016: $16,176Net Income 2016: $13,2982016Revenue 2017: $64,804Expenses 2017: $14,377Net Income 2017: $50,4272017Revenue 2018: $50,825Expenses 2018: $15,047Net Income 2018: $35,7782018Revenue 2019: $70,812Expenses 2019: $19,749Net Income 2019: $51,0632019Revenue 2020: $27,413Expenses 2020: $19,376Net Income 2020: $8,0372020Revenue 2021: $38,236Expenses 2021: $20,658Net Income 2021: $17,5782021Revenue 2022: $62,352Expenses 2022: $22,673Net Income 2022: $39,6792022Revenue 2023: $6,945Expenses 2023: $23,278Net Income 2023: -$16,3332023Revenue 2024: $8,269Expenses 2024: $27,630Net Income 2024: -$19,3612024

Highlighted filing

2013

Revenue$29,342
Expenses$15,411
Net Income$13,931
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 20, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GRACE CHENPresident-$0--
PIN-WEI CHENSec'Y/Treasurer-$0--
Filing and Contact Details

Filer

EIN
77-0471801
Phone
4083952962

Signing Officer

Name
Pin-wei Chen
Title
SEC'Y/TREASURER
Signed
2014-05-20
Discuss with paid preparer
Yes

Preparer

Preparer
Kathy Chen
Phone
6506856576
Raw XML Appendix317 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt02970
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEE
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02970
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt03976
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-1373
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt03976
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0-1373
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02603
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02970
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02970
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt04543
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt03784
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt03784
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt026739
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt03976
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt03976
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt03976
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt013931
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt098619
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-1373
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt0567
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt03971
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03971
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt02977
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt04477
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0209
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0209
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt04543
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt09255
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06156
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt015411
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03976
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt029342
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05471
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06156
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt011627
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-1373
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0567
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt013931
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0234004
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0220073
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0234004
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt011725
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt011725
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt011725
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt011725
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt0250064
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt010
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0181415
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0209230
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0250064
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0220073
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0234004
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt038658
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt024784
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0220073
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0234014
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0250064
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt010
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0220073
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0234014
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0220073
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0234004
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0238065
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt029363
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0208702
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03571
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt011725
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0234494
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0238065
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0GRACE CHEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PIN-WEI CHEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SEC'Y/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1015233 VIA PINTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1115233 VIA PINTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0MONTE SERENO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1MONTE SERENO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode095030
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode195030
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt012730
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt012730
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt03826
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt014498
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt06776
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt017616
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt013394
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.05429
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.01971
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.07262
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.03518
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.09511
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04883
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0234494
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0194109
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0199652
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0192633
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0185220
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0274302
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt09255
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.27144
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt09255
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt09255
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt09255
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1015233 VIA PINTO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0MONTE SERENO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode095030
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10PIN-WEI CHEN
IRS990PF/StatementsRegardingActyGrp/PhoneNum04083952962
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0HTTP://CAAG.STATE.CA.US/CHARITIES/
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0FINANCIAL SUPPORT FOR GENERAL CHARITABLE ORGANIZATIONS BENEFITTING THE COMMUNITY, INCLUDING RELATED ADMINISTRATIVE EXPENSES.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt05471
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0GRACE CHEN
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1PIN-WEI CHEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01688
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1240
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt270
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3786
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FELLOWSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FELLOWSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2FELLOWSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3FELLOWSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501(C)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0ZHI YIN VOCAL MUSIC CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1BUDDHIST TZU CHI FOUNDATION NW REGI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2MARCH OF DIME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3YMCA OF SILLICON VALLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4UNIVERSITY OF UTAH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10928 AMHURST COURT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine112355 OAKLAND ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine121101 S WINCHESTER BLVD E1555
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine135632 SANTA TERESA BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine14540 ARAPEEN DRIVE SUITE 250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0CONCORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1SAN JOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2SAN JOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3SAN JOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City4SALT LAKE CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State4UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode094518
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode195131
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode295128
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode395123
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode484108
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03784
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt059
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt09196
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011725
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09255
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt011666
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt09196
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0PIN-WEI CHEN
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1DR ALLEN M CHEN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1015233 VIA PINTO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1110833 WILSHIRE BLVD UNIT 631
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0MONTE SERENO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City1LOS ANGELES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode095030
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode1900247387
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt010793
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt115946
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt010793
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt115946
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0250 SHS JANUS GLOBAL LIFE SCIENCES T: JAGLX
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1100 SHS SPDR DOW JONES INDL AVG INDUSTRIAL AVERAGE ETF: DIA
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02013-11-19
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12013-11-19
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE & MEDICAL BENEFITS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt13961
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13961
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02977
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1STEERING COMMITTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt11500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02977
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0180
TaxesSchedule/TaxesDetail/Amt129
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0180
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt129
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PIN-WEI CHEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SEC'Y/TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-20
ReturnHeader/Filer/BusinessName/BusinessNameLine10PIN-WEI & GRACE CHEN CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine20FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PIN-
ReturnHeader/Filer/EIN0770471801
ReturnHeader/Filer/PhoneNum04083952962
ReturnHeader/Filer/USAddress/AddressLine1015233 VIA PINTO
ReturnHeader/Filer/USAddress/City0MONTE SERENO
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095030
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Chen & Associates LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1015 N Ellsworth Ave Suite 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0San Mateo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode094401
ReturnHeader/PreparerPersonGrp/PhoneNum06506856576
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kathy Chen
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-05-20T10:18:20-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.08$0.28$0.19
2023Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$0.07$0.23$0.16
2022Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$0.62$0.23$0.40
2021Detailed filing. Detailed filing data is available for this year.$4.10$0.00$4.10$0.38$0.21$0.18
2020Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.27$0.19$0.08
2019Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.71$0.20$0.51
2018Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.51$0.15$0.36
2017Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.65$0.14$0.50
2016Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.29$0.16$0.13
2015Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.37$0.18$0.19
2014Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.56$0.18$0.39
2013Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.29$0.15$0.14
2012Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.10
2011Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.18