Nonprofit · EIN 20-6102029
PAUL B J AND PHYLLIS S Y CHU CHARITABLE TR
Also known as PAN PAULINE CHU PAN TTEE
Tax-exempt · SUPERIOR, CO 80027
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $45,501 | $19,955 | $25,546 | $684,084 | $19,071 | $665,013 |
| December 31, 2024 | 990-PF | $36,050 | $45,246 | -$9,196 | $658,538 | $19,071 | $639,467 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $10,879
- Interest
- $10
- Net gain from sales of assets
- $31,756
- Other income
- $2,856
Expenses
- Grants and similar amounts paid
- $15,628
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $18,227
- Excise tax on investment income
- $574
Balance sheet and other
- Total assets, start of year
- $658,538
- Total assets, end of year
- $684,084
- Total liabilities, end of year
- $19,071
- Net assets, end of year
- $665,013
- Fair market value of assets
- $1,913,972
- Qualifying distributions
- $18,227
- Net investment income
- $42,425
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELAINE RICHARDS 494 BRIGGS PLACE, SUPERIOR, CO 80027 | TRUSTEE | 4 | $0 |
| HERMAN CHU 494 BRIGGS PLACE, SUPERIOR, CO 80027 | TRUSTEE | 1 | $0 |
| JESSICA CHU 494 BRIGGS PLACE, SUPERIOR, CO 80027 | TRUSTEE | 1 | $0 |
| BRIAN PAN SR 494 BRIGGS PLACE, SUPERIOR, CO 80027 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELAINE RICHARDS 494 BRIGGS PLACE, SUPERIOR, CO 80027 | TRUSTEE | 1 | $0 |
| HERMAN CHU 494 BRIGGS PLACE, SUPERIOR, CO 80027 | TRUSTEE | 1 | $0 |
| JESSICA CHU 494 BRIGGS PLACE, SUPERIOR, CO 80027 | TRUSTEE | 1 | $0 |
| BRIAN PAN SR 494 BRIGGS PLACE, SUPERIOR, CO 80027 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 494 BRIGGS PL, SUPERIOR, CO 80027-8267
- Signed the 990-PF
- ELAINE RICHARDS, TRUSTEE
- Phone
- (310) 710-8308
- Return prepared by
- EIDE BAILLY LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | Check at the IRS |
IRS record
- EIN
- 20-6102029
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2024
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $684,084
- Income (IRS master file)
- $45,501
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $45,501 | $19,955 | $684,084 | IRS |
| 990-PF | December 2024 | $36,050 | $45,246 | $658,538 | XML |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-6102029).
Questions about PAUL B J AND PHYLLIS S Y CHU CHARITABLE TR
- What is the EIN of PAUL B J AND PHYLLIS S Y CHU CHARITABLE TR?
- The employer identification number (EIN) of PAUL B J AND PHYLLIS S Y CHU CHARITABLE TR is 20-6102029.
- Is PAUL B J AND PHYLLIS S Y CHU CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
- Are donations to PAUL B J AND PHYLLIS S Y CHU CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PAUL B J AND PHYLLIS S Y CHU CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PAUL B J AND PHYLLIS S Y CHU CHARITABLE TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PAUL B J AND PHYLLIS S Y CHU CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of PAUL B J AND PHYLLIS S Y CHU CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does PAUL B J AND PHYLLIS S Y CHU CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $45,501, expenses of $19,955 and total assets of $684,084 at year end.
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