BETA

ZHUANG & CHEN FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ZHUANG & CHEN FAMILY FOUNDATION (EIN 85-3796464)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-07-24
IRS object ID
202402069349100925
Schema version
2023v5.1
Note
A later return for the same period supersedes this one.
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)
Return2024-07-24T20:30:26-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN811554111PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CL TAX & ACCOUNTING SERVICE INBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1909 CORPORATE WAYAddressLine1Txt
CityFREMONTCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94539ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN853796464EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ZHUANG & CHEN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% YAN ZHUANGInCareOfNm
Business Name ControlZHUABusinessNameControlTxt
Phone2139053692PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1201AddressLine1Txt
CityNewarkCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94560ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonYAN ZHUANGPersonNm
Person TitleCEOPersonTitleTxt
Phone2139053692PhoneNum
Signature2024-07-24SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstYANPersonFirstNm
Person LastZHUANGPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonXI LIPreparerPersonNm
PTINP01792060PTIN
Phone5105169968PhoneNum
Preparation2024-07-24PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL2AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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$612,838FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$220,551ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$1,187DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,187DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$9,100GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$9,100GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss-$2,593NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$2NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$22GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$230,840TotalRevAndExpnssAmt
Total Net Invst Incm$10,289TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$9,355AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$9,355AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$0OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$0TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$6,255DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$6,255DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$1,958TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$1,958TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$5,827OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$5,639OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$188OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$23,395TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,894TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$11,501TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,346ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,346ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$24,741TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,894TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$12,847TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$206,099ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$263,668CashBOYAmt
Cash EOY$4,344CashEOYAmt
Cash EOYFMV$4,344CashEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
US Government Obligations EOY$56,966USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$58,266USGovtObligationsEOYFMVAmt
Corporate Stock BOY$83,448CorporateStockBOYAmt
Corporate Stock EOY$268,083CorporateStockEOYAmt
Corporate Stock EOYFMV$351,503CorporateStockEOYFMVAmt
Corporate Bonds EOY$0CorporateBondsEOYAmt
Invst Land Cost Or Other Basis$193,199InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$6,255InvstLandAccumDepreciationAmt
Land Bldg Investments EOY$186,944LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$198,725LandBldgInvestmentsEOYFMVAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$347,116TotalAssetsBOYAmt
Total Assets EOY$516,337TotalAssetsEOYAmt
Total Assets EOYFMV$612,838TotalAssetsEOYFMVAmt
Accounts Payable BOY$18AccountsPayableBOYAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Total Liabilities BOY$18TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$347,098RetainedEarningBOYAmt
Retained Earning EOY$516,337RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$347,098TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$516,337TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$347,116TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$516,337TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$347,098TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$206,099ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$553,197SubtotalAmt
Other Decreases$36,860OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$516,337TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$2CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt

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
Form990 T FiledfalseForm990TFiledInd
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 ContributorsYes (true)NewSubstantialContributorsInd
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 Line1YAN ZHUANGBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2139053692PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1201AddressLine1Txt
CityNEWARKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94560ZIPCd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
YAN ZHUANG
PO BOX 1201NEWARKCA94560CEO2.000$0
HETIAN CHEN
PO BOX 1201NEWARKCA94560SECRETARY2.000$0
YAMIN LU
PO BOX 1201NEWARKCA94560DIRECTOR1.000$0

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$153,492AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$76,276AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$166,076FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$395,844TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$395,844AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,938CashDeemedCharitableAmt
Net Vl Noncharitable Assets$389,906NetVlNoncharitableAssetsAmt
Minimum Investment Return$19,495MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$19,495MinimumInvestmentReturnAmt
Distributable Before Adj$19,495DistributableBeforeAdjAmt
Distributable Before Ded$19,495DistributableBeforeDedAmt
Distributable As Adjusted$19,495DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$12,847ExpensesAndContributionsAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$12,847QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$19,495DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$3,191ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,191TotalExcessDistributionCyovAmt
Qualifying Distributions$12,847QualifyingDistributionsAmt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$12,847AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$3,191ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$3,191ExcessDistributionCyovAppCYAmt
Undistributed Income CY$3,457UndistributedIncomeCYAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FREMONT CHRISTIAN SCHOOL
4760 THORNTON AVENUEFREMONTCA94536PCSUPPORT OUR LOCAL FACILITIES$997
CALIFORNIA ACADEMY OF SCIENCE
55 MUSIC CONCOURSE DRIVESAN FRANCISCOCA94118PCSUPPORT OUR LOCAL EDUCATIONAL FACILITIES$349
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,346TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,187ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion-$2,593ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$1,404ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$1,404TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
YAN ZHUANG
139438 HUMPBACK WHALE RDNEWARKCA94560$110,275Yes (X)Yes (X)
HETIAN CHEN
239438 HUMPBACK WHALE RDNEWARKCA94560$110,275Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1VARIOUS PUBLICLY TRADED SECURITIES$110,2752023-12-22
2VARIOUS PUBLICLY TRADED SECURITIES$110,2752023-12-22

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$9,355Amt
Disbursements Charitable Prps$9,355DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtComputation MethodComputationMethodTxtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
RESIDENTIAL PROPERTY2023-02-28$190,373AltMACRS SL$6,054$6,054
OFFICE DESK2023-07-12$1,825AltMACRS SL$130$130
OFFICE CHAIR2023-08-23$1,001AltMACRS SL$71$71

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtComputation MethodComputationMethodTxtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
RESIDENTIAL PROPERTY2023-02-28$190,373AltMACRS SL$6,054$6,054
OFFICE DESK2023-07-12$1,825AltMACRS SL$130$130
OFFICE CHAIR2023-08-23$1,001AltMACRS SL$71$71

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtComputation MethodComputationMethodTxtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
RESIDENTIAL PROPERTY2023-02-28$190,373AltMACRS SL$6,054$6,054
OFFICE DESK2023-07-12$1,825AltMACRS SL$130$130
OFFICE CHAIR2023-08-23$1,001AltMACRS SL$71$71

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetPUBLIC TRADED SECURITIESAssetDesc
Acquired2021-01AcquiredDt
How AcquiredDONATIONHowAcquiredTxt
Sold2023-08SoldDt

Purchaser Name PurchaserNameGrp

FieldValueIRS element (for citing)
Person08282023PersonNm
FieldValueIRS element (for citing)
Gross Sales Price$22GrossSalesPriceAmt
Basis$20BasisAmt
Basis MethodCOSTBasisMethodTxt
Total Net$2TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockVARIOUS PUBLICLY TRADED SECURITIESStockNm
EOY Book Value$268,083EOYBookValueAmt
EOYFMV$351,503EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$56,966USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$58,266USGovtObligationsEOYFMVAmt

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp (2 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
INVESTMENT RENTAL PROPERT$190,373$6,054$184,319$196,100
BUSINESS EQUIPMENT$2,826$201$2,625$2,625

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescDONOR UNREALIZED GAINDesc
Amt$36,860Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
BANK SERVICE CHATGE$55$55
BUSINESS REGISTRATION FEE$75$75
POSTAGE EXPENSE$1$1
RENTAL HOA EXPENSE$2,490$2,490
RENTAL INSPECTION FEE$325$325
RENTAL INSURANCE EXPENSE$440$440
RENTAL PROPERTY TAX$2,287$2,287
RENTAL UTILITY EXPENSE$97$97
SUPPLIES$57$57

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
YAN ZHUANG
39438 HUMPBACK WHALE RDNEWARKCA94560
HETIAN CHEN
39438 HUMPBACK WHALE RDNEWARKCA94560

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