BETA

ZHU FAMILY FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ZHU FAMILY FOUNDATION INC (EIN 20-3753379)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-02
IRS object ID
202441239349101504
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-02T11:41:36-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203753379EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Zhu Family Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlZHUFBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHUICAN ZHUPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2024-04-24SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstHUICANPersonFirstNm
Person LastZHUPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,264,468FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$299,382ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$159InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$159InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$8,885DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,885DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$43,315NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$635,629GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$259,097CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$351,741TotalRevAndExpnssAmt
Total Net Invst Incm$268,141TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$4,988OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,988OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$36TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$9,030OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$9,030OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,054TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,988TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$9,030TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$405,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$405,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$419,054TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,988TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$414,030TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$67,313ExcessRevenueOverExpensesAmt
Net Investment Income$263,153NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$209,346SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$318,466SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$318,466SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$728,232CorporateStockBOYAmt
Corporate Stock EOY$551,799CorporateStockEOYAmt
Corporate Stock EOYFMV$946,002CorporateStockEOYFMVAmt
Total Assets BOY$937,578TotalAssetsBOYAmt
Total Assets EOY$870,265TotalAssetsEOYAmt
Total Assets EOYFMV$1,264,468TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$937,578RetainedEarningBOYAmt
Retained Earning EOY$870,265RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$937,578TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$870,265TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$937,578TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$870,265TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$937,578TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$67,313ExcessRevenueOverExpensesAmt
Subtotal$870,265SubtotalAmt
Tot Net Ast Or Fund Balances EOY$870,265TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$635,629GrossSalesPriceAmt
Cost Or Other Basis$376,532CostOrOtherBasisAmt
Gain Or Loss$259,097GainOrLossAmt
Gains Minus Excess Or Losses$259,097GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$259,097CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,658InvestmentIncomeExciseTaxAmt
Subtotal$3,658SubtotalAmt
Tax Based On Investment Income$3,658TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$3,658TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcYes (true)OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonHuican ZhuPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
TitlePres, Dir, SecTitleTxt
Average Hrs Per Wk Devoted To Pos2.0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$867,289AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$164,437AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,031,726TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,031,726AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,476CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,016,250NetVlNoncharitableAssetsAmt
Minimum Investment Return$50,813MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$50,813MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,658TaxBasedOnInvestmentIncomeAmt
Total Tax$3,658TotalTaxAmt
Distributable Before Adj$47,155DistributableBeforeAdjAmt
Distributable Before Ded$47,155DistributableBeforeDedAmt
Distributable As Adjusted$47,155DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$414,030ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$414,030QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$47,155DistributableAsAdjustedAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Excess Distribution Cyov Yr3$84,080ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$302,585ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$154,351ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$541,016TotalExcessDistributionCyovAmt
Qualifying Distributions$414,030QualifyingDistributionsAmt
Applied To Current Year$47,155AppliedToCurrentYearAmt
Remaining Distri From Corpus$366,875RemainingDistriFromCorpusAmt
Total Corpus$907,891TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$907,891ExcessDistriCyovToNextYrAmt
Excess From Year3$84,080ExcessFromYear3Amt
Excess From Year2$302,585ExcessFromYear2Amt
Excess From Year1$154,351ExcessFromYear1Amt
Excess From Current Year$366,875ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerHuican ZhuContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CENTER FOR EXCELLENCE IN EDUCATION
7918 JONES BRANCH DR STE 700MCLEANVA22102N/APCRSI Summer Camp$10,000
MATHEMATICS FOUNDATION OF AMERICA
129 HANCOCK STCAMBRIDGEMA02139N/APCMathcamp$10,000
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
PO BOX 419209BOSTONMA02241N/APCZhu Family Scholarship Fund$100,000
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
PO BOX 419209BOSTONMA02241N/APCSEAS Grid Support fund$200,000
STANFORD UNIVERSITY
PO BOX 20466STANFORDCA94309N/APCREAP program to support Shangqiu project$74,000
THE HARKER SCHOOL
4525 UNION AVESAN JOSECA95124N/APCAnnual Fund$5,000
U C SANTA CRUZ FOUNDATION
1156 HIGH STSANTA CRUZCA95064N/APCCrEST Fund$6,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$405,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$159ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,885ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$43,315ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$52,359ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$52,359TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonZhu Wei Family TrustContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1c/o Huican Zhu 15351 Bestview CtAddressLine1Txt
CitySaratogaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95070ZIPCd
FieldValueIRS element (for citing)
Total Contributions$299,382TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyALPHABET INC CL A GOOGL, 2200 sh.NoncashPropertyDesc
Fair Market Value$299,382FairMarketValueAmt
Received2023-10-06ReceivedDt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ADVANCED MICRO DEVICES INC$109,870$147,410
ARK GENOMIC REVOLUTION MULTI S$23,058$8,203
ARK INNOVATION ETF$98,556$39,801
ISHARES PHLX SEMICONDUCTOR ETF$156,212$288,050
VANGUARD 500 INDEX FUND ADM$164,103$462,538

Liquidation Explanation Stmt LiquidationExplanationStmt

FieldValueIRS element (for citing)
ExplanationAs explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2023, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $405,000. This amount represents 25% or more of the Foundation's net assets of $1,034,935 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2023. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein.ExplanationTxt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$9,005$9,005
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$4,988Amt
Net Investment Income$4,988NetInvestmentIncomeAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonZhu Wei Family TrustPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1c/o Huican Zhu 15351 Bestview CtAddressLine1Txt
CitySaratogaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95070ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Excise Tax for 2022CategoryTxt
Amt$36Amt

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