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ZH FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ZH FAMILY FOUNDATION (EIN 84-4010133)
Tax period
2022-12-01 to 2023-11-30
Filed
2024-05-29
IRS object ID
202401509349101310
Schema version
2022v5.0
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)
Return2024-05-29T14:56:01-07:00ReturnTs
Tax Period End2023-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN263000418PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ABEST TAX SERVICES INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11621A S MAIN STAddressLine1Txt
CityMILPITASCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95035ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN844010133EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ZH FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlZHFABusinessNameControlTxt
Phone4086556610PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line122353 RIVERSIDE DRAddressLine1Txt
CityCUPERTINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95014ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPENG ZHANGPersonNm
Person TitlePresident & CEOPersonTitleTxt
Signature2024-05-29SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPENGPersonFirstNm
Person LastZHANGPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHUANG MAOPreparerPersonNm
PTINP00660082PTIN
Phone4083929977PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$239,766FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$1,212DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,212DividendsNetInvstIncmAmt
Dividends Adj Net Incm$1,212DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$21,165NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$27,605GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$21,165CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$21,165NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$22,377TotalRevAndExpnssAmt
Total Net Invst Incm$22,377TotalNetInvstIncmAmt
Total Adj Net Incm$22,377TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,215AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,215AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$29TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$29TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$11,864TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$11,864TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,438OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$3,438OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$16,546TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$16,546TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$141ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$141ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$16,687TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$16,687TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$5,690ExcessRevenueOverExpensesAmt
Net Investment Income$22,377NetInvestmentIncomeAmt
Adjusted Net Income$22,377AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,059CashBOYAmt
Cash EOY$17,335CashEOYAmt
Cash EOYFMV$17,335CashEOYFMVAmt
Corporate Stock BOY$55,488CorporateStockBOYAmt
Corporate Stock EOY$49,048CorporateStockEOYAmt
Corporate Stock EOYFMV$222,431CorporateStockEOYFMVAmt
Total Assets BOY$56,547TotalAssetsBOYAmt
Total Assets EOY$66,383TotalAssetsEOYAmt
Total Assets EOYFMV$239,766TotalAssetsEOYFMVAmt
Other Liabilities BOY$3,548OtherLiabilitiesBOYAmt
Other Liabilities EOY$7,694OtherLiabilitiesEOYAmt
Total Liabilities BOY$3,548TotalLiabilitiesBOYAmt
Total Liabilities EOY$7,694TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$52,999RetainedEarningBOYAmt
Retained Earning EOY$58,689RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$52,999TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$58,689TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$56,547TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$66,383TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$52,999TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$5,690ExcessRevenueOverExpensesAmt
Subtotal$58,689SubtotalAmt
Tot Net Ast Or Fund Balances EOY$58,689TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
E*trade - 2126P2022-12-012022-12-01$7,160$1,662$5,498$5,498
Morgan Stanley - 6204P2022-12-012022-12-01$20,445$4,778$15,667$15,667
FieldValueIRS element (for citing)
Capital Gain Net Income$21,165CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$21,165NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$311InvestmentIncomeExciseTaxAmt
Subtotal$311SubtotalAmt
Tax Based On Investment Income$311TaxBasedOnInvestmentIncomeAmt
Tax Due$311TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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 EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1PENG ZHANGBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4086556610PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110197 COLBY AVEAddressLine1Txt
CityCUPERTINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95014ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
PENG ZHANG
22353 RIVERSIDE DRCUPERTINOCA95014President & CEO1.00$0
NANNAN HE
22353 RIVERSIDE DRCUPERTINOCA95014Secretary1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$217,842AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,257AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$223,099TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$223,099AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,346CashDeemedCharitableAmt
Net Vl Noncharitable Assets$219,753NetVlNoncharitableAssetsAmt
Minimum Investment Return$10,988MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$10,988MinimumInvestmentReturnAmt
Tax Based On Investment Income$311TaxBasedOnInvestmentIncomeAmt
Total Tax$311TotalTaxAmt
Distributable Before Adj$10,677DistributableBeforeAdjAmt
Distributable Before Ded$10,677DistributableBeforeDedAmt
Distributable As Adjusted$10,677DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$16,687ExpensesAndContributionsAmt
Qualifying Distributions$16,687QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$10,677DistributableAsAdjustedAmt
Undistributed Income PY$5,212UndistributedIncomePYAmt
Qualifying Distributions$16,687QualifyingDistributionsAmt
Applied To Year1$5,212AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$10,677AppliedToCurrentYearAmt
Remaining Distri From Corpus$798RemainingDistriFromCorpusAmt
Total Corpus$798TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$798ExcessDistriCyovToNextYrAmt
Excess From Current Year$798ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPENG ZHANGContributingManagerNm
Contributing ManagerNANNAN HEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
San Francisco Zoo
Sloat Blvd Upper Great HwySan FranciscoCA94132DonationPCTo connect all people with wildlife, inspire caring for nature and advance conservation action.$64
CuriOdyssey
1651 Coyote Point DrSan MateoCA94401DonationPCFor inspire love for science and curiosity about the world to create a brighter future.$36
The Tech Interactive
201 S Market StSan JoseCA95113DonationPCTo develop the next generation of problem-solvers locally, nationally and globally, through the creation and distribution of world-class immersive STEAM education resources.$41
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$141TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,212RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$21,165RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$22,377RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$22,377TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeesCategoryTxt
Amt$1,215Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,215DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
E*trade - 2126
Morgan Stanley - 6204$49,048$222,431

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Auto Expense$54$54
Bank Services Charge$40$40
Computer and Internet Expense$963$963
Filing Fee$25$25
Meals & Entertainment$1,447$1,447
Office Supplies$832$832
Parking Expense$53$53
Postage Expenese$24$24

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescEOY Book ValueEOYBookValueAmt
A/P - Handy Man$1,701
Chase CC-9301$2,445

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryIncome Tax - IRSCategoryTxt
Amt$29Amt
Disbursements Charitable Prps$29DisbursementsCharitablePrpsAmt

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