Civic Intelligence

Pin-Wei & Grace Chen Charitable Foundation

990PF • Fiscal year 2014 • EIN 77-0471801

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 15, 2015

Organization Profile
15233 Via PintoMonte Sereno, CA 95030

(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.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

59th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

95th percentile

68%

Higher net margin than 95% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

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.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

73rd percentile

17%

Faster asset growth than 73% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

91st percentile

92%

Faster revenue growth than 91% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$272,689

Up $38,675 (+17%) from 2013

Net Assets

Up

$272,679

Up $38,675 (+17%) from 2013

Liabilities

Flat

$10

Flat from 2013

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin95th percentile

Revenue

Up

$56,466

Up $27,124 (+92%) from 2013

Expenses

Up

$17,791

Up $2,380 (+15%) from 2013

Net Income

Up

$38,675

Up $24,744 (+178%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

2014

Assets$272,689
Liabilities$10
Net Assets$272,679
Open 2014 Filing

Operations Trend

Revenue Growth91st percentile

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

2014

Revenue$56,466
Expenses$17,791
Net Income$38,675
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 15, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

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

Filer

Filer Name
Pin-wei & Grace Chen Charitable
EIN
77-0471801
Phone
4083952962
Address
15233 VIA PINTO, MONTE SERENO, CA 95030

Signing Officer

Name
Pin-wei Chen
Title
SEC'Y/TREASURER
Signed
2015-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Chen & Associates LLP
Address
15 N Ellsworth Ave Suite 102, San Mateo, CA 94401
Preparer
Kathy Chen
Phone
6506856576
Raw XML Appendix312 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/Amt03030
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEE
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03030
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt04536
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt022935
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt01789
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt03
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt01789
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt029263
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03030
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03030
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt04539
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01789
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt03926
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt03926
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt027203
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt04536
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt04536
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt038675
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt056164
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt07425
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt07460
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt03357
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt03357
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt018
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt018
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt04539
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt011351
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06440
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt017791
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt06328
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt056466
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt07425
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06440
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt013865
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01789
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-444
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt038675
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0272679
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0234004
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0272679
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt013688
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt013688
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt013688
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt013688
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt0291278
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt010
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt010
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0209230
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0184214
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0202804
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0234004
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0272679
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt024784
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt088474
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt088474
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0234014
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0272689
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0291278
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt010
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt010
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0234014
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0272689
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0234004
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0272679
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0277926
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt058678
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0219248
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04169
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt013688
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0273757
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0277926
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/AddressLine1Txt015233 VIA PINTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt115233 VIA PINTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MONTE SERENO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MONTE SERENO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd095030
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt014349
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt014349
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt09255
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt03826
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt014498
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt06776
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt017616
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.05242
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.03947
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.01971
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.07262
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.03518
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.09511
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0273757
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0234494
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0194109
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0199652
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0192633
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0185220
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt011351
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.26208
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt011351
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt011351
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt011351
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/UndistributedIncomePY1Yr02013
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0true
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0true
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
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MONTE SERENO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd095030
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0PIN-WEI CHEN
IRS990PF/StatementsRegardingActyGrp/PhoneNum04083952962
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0FINANCIAL SUPPORT FOR GENERAL CHARITABLE ORGANIZATIONS BENEFITTING THE COMMUNITY, INCLUDING RELATED ADMINISTRATIVE EXPENSES.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt07425
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0GRACE CHEN
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1PIN-WEI CHEN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt320
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0ZHI YIN VOCAL MUSIC CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1BUDDHIST TZU CHI FOUNDATION NW REGI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2YMCA OF SILLICON VALLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3LGHS MUSIC BOOSTERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0928 AMHURST COURT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12355 OAKLAND ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt25632 SANTA TERESA BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt320 HIGH SCHOOL COURT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CONCORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN JOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAN JOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LOS GATOS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094518
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd195131
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd295123
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd395030
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03926
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/AppliedToYear1Amt011351
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013688
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011351
IRS990PF/UndistributedIncomeGrp/Taxable2Amt0315
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt013688
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt011666
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0PIN-WEI CHEN
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1PIN-WEI CHEN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt015233 VIA PINTO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt115233 VIA PINTO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MONTE SERENO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1MONTE SERENO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd095030
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd195030
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt09799
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt117404
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt09799
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt117404
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0180 SHARES JANUS GLOBAL LIFE SCIENCES
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1100 SHS SPDR DOW JONES INDL AVE INDUSTRIAL: DIA
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02014-11-05
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12014-11-05
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE & MEDICAL BENEFITS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt07425
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt17425
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03357
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03357
TaxesSchedule/TaxesDetail/Amt018
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt018
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PIN-WEI CHEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SEC'Y/TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PIN-WEI & GRACE CHEN CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PIN-
ReturnHeader/Filer/EIN0770471801
ReturnHeader/Filer/PhoneNum04083952962
ReturnHeader/Filer/USAddress/AddressLine1Txt015233 VIA PINTO
ReturnHeader/Filer/USAddress/CityNm0MONTE SERENO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095030
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Chen & Associates LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015 N Ellsworth Ave Suite 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Mateo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094401
ReturnHeader/PreparerPersonGrp/PhoneNum06506856576
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kathy Chen
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-08-15T13:33:58-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$272,689
Liabilities
$10
Net assets
$272,679
Revenue
$56,466
Expenses
$17,791
Net income
$38,675
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