GREEN OCEAN FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GREEN OCEAN FOUNDATION (EIN 82-0832382)
- Tax period
- 2023-03-01 to 2024-02-29
- Filed
- 2024-05-24
- IRS object ID
- 202411459349101006
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-24T09:21:23-07:00 | ReturnTs |
| Tax Period End | 2024-02-29 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263000418 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABEST TAX SERVICES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1621A S MAIN ST | AddressLine1Txt |
| City | MILPITAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 820832382 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN OCEAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREE | BusinessNameControlTxt |
| Phone | 4082605899 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10438 VISTA DRIVE | AddressLine1Txt |
| City | CUPERTINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95014 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | YUAN NING TSENG | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Signature | 2024-05-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | YUAN NING | PersonFirstNm |
| Person Last | TSENG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHUANG MAO | PreparerPersonNm |
| PTIN | P00660082 | PTIN |
| Phone | 4083929977 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,729,023 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $297,393 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $35,932 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,932 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $35,932 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $84,167 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $514,042 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $84,167 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $84,167 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $417,492 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $120,099 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $120,099 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,395 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,395 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $630 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $630 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $4,741 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $41,098 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $41,098 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $42,519 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $42,519 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $91,383 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $86,642 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $94,383 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $89,642 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $323,109 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $120,099 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $120,099 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $18,337 | CashBOYAmt |
| Cash EOY | $21,826 | CashEOYAmt |
| Cash EOYFMV | $21,826 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $160,401 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $197,927 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $197,927 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,608,650 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,899,783 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,496,921 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $34,676 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,866 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $19,217 | LandBOYAmt |
| Land EOY | $18,810 | LandEOYAmt |
| Land EOYFMV | $8,800 | LandEOYFMVAmt |
| Other Assets BOY | $3,259 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,549 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,549 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,809,864 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,141,895 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,729,023 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $5,734 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $14,656 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,734 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,656 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,804,130 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,127,239 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,804,130 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,127,239 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,809,864 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,141,895 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,804,130 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $323,109 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,127,239 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,127,239 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Merrill - 2175 | P | 2023-12-01 | 2023-12-01 | $250,000 | $250,000 | ||
| Merrill - 2176 | P | 2023-12-01 | 2023-12-01 | $262,584 | $179,590 | $82,994 | $82,994 |
| Charles Schwab - 3046 | P | 2023-12-01 | 2023-12-01 | $1,458 | $285 | $1,173 | $1,173 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $84,167 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $84,167 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,669 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,669 | SubtotalAmt |
| Tax Based On Investment Income | $1,669 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $28 | EsPenaltyAmt |
| Tax Due | $1,697 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHIH CHANG CHANG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4082605899 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10438 VISTA DRIVE | AddressLine1Txt |
| City | CUPERTINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| YUAN NING TSENG | ||||||
| 10438 VISTA DRIVE | CUPERTINO | CA | 95014 | President & CEO | 4.00 | $0 |
| SHIH CHANG CHANG | ||||||
| 10438 VISTA DRIVE | CUPERTINO | CA | 95014 | Secretary & CFO | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,167,344 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $214,021 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,381,365 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,381,365 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,720 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,345,645 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $117,282 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $117,282 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,669 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,669 | TotalTaxAmt |
| Distributable Before Adj | $115,613 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $115,613 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $115,613 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $89,642 | ExpensesAndContributionsAmt |
| Charitable Assets Acquis Paid | $4,334 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $93,976 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $115,613 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $57,311 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $28,516 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $55,490 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $141,317 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $93,976 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $93,976 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $21,637 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $21,637 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $119,680 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $35,674 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $84,006 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $28,516 | ExcessFromYear3Amt |
| Excess From Year2 | $55,490 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | YUAN NING TSENG | ContributingManagerNm |
| Contributing Manager | SHIH CHANG CHANG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | St Jude Internet | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 262 Danny Thomas Place | AddressLine1Txt |
| City | Memphis | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | Donation | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | To advance cures, and means of prevention, for pediatric catastrophic diseases through research and treatment. | GrantOrContributionPurposeTxt |
| Amt | $3,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $35,932 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $84,167 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $120,099 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $120,099 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | SHIH CHANG CHANG YUAN NING TSENG | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10438 VISTA DRIVE | AddressLine1Txt |
| City | CUPERTINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $318,035 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1765 SH APPLE | NoncashPropertyDesc |
| Fair Market Value | $318,035 | FairMarketValueAmt |
| Received | 2023-08-29 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $2,395 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,395 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (20 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| FURNITURE | 2019-09-02 | $1,314 | $904 | 200DB | 0.0893 | $117 |
| FURNITURE | 2020-06-06 | $924 | $520 | 200DB | 0.1249 | $115 |
| FURNITURE | 2020-06-10 | $549 | $308 | 200DB | 0.1249 | $69 |
| FURNITURE | 2020-06-11 | $258 | $145 | 200DB | 0.1249 | $32 |
| FURNITURE | 2020-06-12 | $844 | $476 | 200DB | 0.1249 | $105 |
| OFFICE IMPROVEMENT | 2021-08-23 | $2,405 | $134 | SL | 0.0364 | $87 |
| OFFICE IMPROVEMENT | 2021-08-27 | $3,405 | $191 | SL | 0.0364 | $124 |
| OFFICE IMPROVEMENT | 2021-09-02 | $5,105 | $271 | SL | 0.0364 | $186 |
| FURNITURE | 2021-06-02 | $893 | $347 | 200DB | 0.1749 | $156 |
| FURNITURE | 2021-09-29 | $3,855 | $1,495 | 200DB | 0.1749 | $674 |
| IPHONE | 2022-03-06 | $929 | $310 | 200DB | 0.4445 | $413 |
| LAPTOP | 2022-12-26 | $1,062 | $354 | 200DB | 0.4445 | $472 |
| LAPTOP | 2022-12-30 | $1,077 | $359 | 200DB | 0.4445 | $479 |
| MONITOR | 2022-08-31 | $500 | $100 | 200DB | 0.3200 | $160 |
| FURNITURE | 2022-04-05 | $164 | $23 | 200DB | 0.2449 | $40 |
| FURNITURE | 2022-11-26 | $1,300 | $186 | 200DB | 0.2449 | $318 |
| IPAD | 2023-04-12 | $776 | 200DB | 0.3333 | $259 | |
| MACBOOK AIR | 2024-01-08 | $1,158 | 200DB | 0.3333 | $386 | |
| IPHONE | 2024-02-16 | $1,079 | 200DB | 0.3333 | $360 | |
| FURNITURE | 2024-02-17 | $1,321 | 200DB | 0.1429 | $189 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| TD Ameritrade - 9992 | ||
| Merrill - 2176 | $1,375,808 | $1,669,086 |
| Merrill - 2175 | ||
| Charles Schwab - 3046 | $523,975 | $827,835 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $11,422 | $6,219 | $5,203 | $3,000 |
| Machinery and Equipment | $12,339 | $8,654 | $3,685 | $1,800 |
| Improvements | $10,915 | $993 | $9,922 | $4,000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Advance to Founder | Desc |
| BOY Book Value | $3,259 | BOYBookValueAmt |
| EOY Book Value | $3,549 | EOYBookValueAmt |
| EOYFMV | $3,549 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Advisory Fee | $8,673 | $8,673 |
| Automobile Expense | $2,554 | $2,554 |
| Dues and Subscriptions Expense | $897 | $897 |
| Event Expenses | $805 | $805 |
| Filing Expense | $100 | $100 |
| Insurance Expense | $72 | $72 |
| Meals and Entertainment | $25,120 | $25,120 |
| Office Expense | $622 | $622 |
| Office Supply | $2,332 | $2,332 |
| Postage, Mailing Service | $2 | $2 |
| Repair & Maintenance | $85 | $85 |
| Telephone Expense | $775 | $775 |
| Utilities Expense | $482 | $482 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Credit Card Payable | Desc |
| BOY Book Value | $5,734 | BOYBookValueAmt |
| EOY Book Value | $14,656 | EOYBookValueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHIH CHANG CHANG YUAN NING TSENG | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10438 VISTA DRIVE | AddressLine1Txt |
| City | CUPERTINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95014 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Foreign Tax | $159 | $159 |
| IRS - Income Tax | $471 | $471 |
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