JHGM FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JHGM FOUNDATION (EIN 47-2533778)
- Tax period
- 2022-12-01 to 2023-11-30
- Filed
- 2024-10-07
- IRS object ID
- 202442819349100324
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-07T15:46:42-05:00 | ReturnTs |
| Tax Period End | 2023-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 475284605 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIC ZHANG & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 920 HILLVIEW CT 180 | AddressLine1Txt |
| City | MILPITAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472533778 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JHGM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JHGM | BusinessNameControlTxt |
| Phone | 6509069290 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 TRINITY DR | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIANG HU | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 6509069290 | PhoneNum |
| Signature | 2024-10-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC ZHANG CPA | PreparerPersonNm |
| PTIN | P00548506 | PTIN |
| Phone | 6265812266 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,094,146 | 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 | $25,587 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,493 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,493 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,793 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,793 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $38,341 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $88,240 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $38,341 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $77,214 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $51,627 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,122 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,122 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,059 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,059 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $4,493 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $2,293 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,293 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,467 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,469 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,698 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,434 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,528 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,113 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,401 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,401 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $56,835 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,528 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $46,514 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $20,379 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $46,099 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $59,212 | CashBOYAmt |
| Cash EOY | $62,942 | CashEOYAmt |
| Cash EOYFMV | $62,942 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $48,436 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $24,203 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $24,203 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $349,568 | CorporateStockBOYAmt |
| Corporate Stock EOY | $345,742 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $875,522 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $114,830 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $125,152 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $112,390 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $33,932 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,466 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $15,434 | LandBOYAmt |
| Land EOY | $17,466 | LandEOYAmt |
| Land EOYFMV | $17,466 | LandEOYFMVAmt |
| Other Assets BOY | $543 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,623 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,623 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $588,023 | TotalAssetsBOYAmt |
| Total Assets EOY | $577,128 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,094,146 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $57,796 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $26,522 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $57,796 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $26,522 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $481,016 | CapitalStockBOYAmt |
| Capital Stock EOY | $506,604 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $49,211 | RetainedEarningBOYAmt |
| Retained Earning EOY | $44,002 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $530,227 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $550,606 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $588,023 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $577,128 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $530,227 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $20,379 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $550,606 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $550,606 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 215 SHARES ORACLE CORP | P | 2021-06-25 | 2023-11-07 | $23,220 | $7,990 | $15,230 | $15,230 |
| 283 SHARES ORACLE CORP | P | 2021-06-25 | 2023-11-15 | $32,262 | $11,044 | $21,218 | $21,218 |
| 77.906 SHARES FIDELITY SAI INFLATION FOCUSED FD | P | 2022-02-17 | 2022-12-12 | $770 | $921 | -$151 | -$151 |
| 79.494 SHARES STRATEGIC ADVISERS FID EMERGING | P | 2018-11-29 | 2022-12-12 | $870 | $943 | -$73 | -$73 |
| 110.615 SHARES STRATEGIC ADVISERS FIDELITY INTL | P | 2018-10-26 | 2022-12-12 | $1,149 | $1,113 | $36 | $36 |
| 101.576 SHARES FIDELITY SAI INFLATION FOCUSED FD | P | 2022-02-17 | 2023-01-12 | $971 | $1,200 | -$229 | -$229 |
| 64.464 SHARES STRATEGIC ADVISERS FID EMERGING | P | 2018-11-29 | 2023-01-12 | $730 | $764 | -$34 | -$34 |
| 12.27 SHARES STRATEGIC ADVISERS FID US TOTAL | P | 2018-04-11 | 2023-01-12 | $400 | $352 | $48 | $48 |
| "70.743 SHARE STRATEGIC ADVISERS FIDELITY INTL | P | 2018-10-26 | 2023-01-12 | $741 | $711 | $30 | $30 |
| "514.547 SHARES STRATEGIC ADVISERS FID US TOTAL | P | 2018-04-11 | 2023-02-13 | $6,550 | $5,556 | $994 | $994 |
| 33.452 SHARES FIDELITY ADVISOR STRATEGIC INC CL I | P | 2022-08-04 | 2023-02-13 | $371 | $384 | -$13 | -$13 |
| "90.917 SHARES STRATEGIC ADVISERS FID US TOTAL | P | 2018-04-11 | 2023-04-10 | $1,155 | $982 | $173 | $173 |
| "361.292 SHARES STRATEGIC ADVISERS FIDELITY CORE | P | 2018-10-26 | 2023-04-10 | $3,349 | $3,635 | -$286 | -$286 |
| "173.934 SHARES STRATEGIC ADVISERS FID EMERGING | P | 2018-11-29 | 2023-05-25 | $1,892 | $2,060 | -$168 | -$168 |
| "254.71 SHARES STRATEGIC ADVISERS FID US TOTAL | P | 2018-04-11 | 2023-05-25 | $3,263 | $2,750 | $513 | $513 |
| "65.67 SHARES STRATEGIC ADVISERS FIDELITY INTL | P | 2018-10-26 | 2023-05-25 | $714 | $660 | $54 | $54 |
| "157.195 SHARES STRATEGIC ADVISERS FID US TOTAL | P | 2018-04-11 | 2023-06-28 | $2,133 | $1,697 | $436 | $436 |
| 30.012 SHARES FIDELITY SAI EMERG MARKETS INDEX | P | 2018-09-11 | 2023-06-28 | $386 | $413 | -$27 | -$27 |
| "28.139 SHARES STRATEGIC ADVISERS FID US TOTAL | P | 2018-04-11 | 2023-08-09 | $391 | $305 | $86 | $86 |
| "44.002 SHARES STRATEGIC ADVISERS FIDELITY CORE | P | 2018-10-26 | 2023-08-09 | $395 | $441 | -$46 | -$46 |
| "245.386 SHARES STRATEGIC ADVISERS FIDELITY CORE | P | 2018-10-26 | 2023-09-27 | $2,135 | $2,458 | -$323 | -$323 |
| "314.155 SHARES STRATEGIC ADVISERS FID US TOTAL | P | 2018-04-11 | 2023-11-20 | $4,393 | $3,406 | $987 | $987 |
| COST BASIS ADJUSTMENT | P | 2022-12-01 | 2023-11-30 | $114 | -$114 | -$114 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $38,341 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $641 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $641 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $641 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $37 | EsPenaltyAmt |
| Tax Due | $678 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JIANG HU | IndividualWithBooksNm |
| Phone | 6509069290 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 TRINITY DR | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JIANG HU | ||||||||
| 1250 TRINITY DR | MENLO PARK | CA | 94025 | PRESIDENT & CEO | 10.00 | $0 | $0 | $0 |
| YANCHENG MEI | ||||||||
| 1250 TRINITY DR | MENLO PARK | CA | 94025 | CFO | 10.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $919,943 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $55,929 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,623 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $977,495 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $977,495 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,662 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $962,833 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $48,142 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $48,142 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $641 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $641 | TotalTaxAmt |
| Distributable Before Adj | $47,501 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $47,501 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $47,501 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $46,514 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $6,525 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $53,039 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $47,501 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $17,455 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $53,039 | QualifyingDistributionsAmt |
| Applied To Year1 | $17,455 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $35,584 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $11,917 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JIANG HU | ContributingManagerNm |
| Contributing Manager | YANCHENG MEI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KQED INC | ||||||||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | N/A | PUBLIC CHARITY | DONATIONS | $2,060 | |||||
| LAS LOMITAS EDUCATION FOUNDATION | ||||||||||||
| PO BOX 7282 | MENLO PARK | CA | 94026 | N/A | PUBLIC CHARITY | DONATIONS | $1,030 | |||||
| MONTEREY BAY AQUARIUM | ||||||||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | N/A | PUBLIC CHARITY | DONATIONS | $1,000 | |||||
| OSU FOUNDATION | ||||||||||||
| 4238 SW RESEARCH WAY | CORVALLIS | OR | 97333 | N/A | PUBLIC CHARITY | DONATION | $2,000 | |||||
| SANDY HOOK PROMISE | ||||||||||||
| 13 CHURCH HILL ROAD | NEWTOWN | CT | 06470 | N/A | PUBLIC CHARITY | DONATION | $2,065 | |||||
| STANFORD UNIVERSITY | ||||||||||||
| 485 BROADWAY MAIL CODE 8838 | REDWOOD CITY | CA | 94063 | N/A | PUBLIC CHARITY | DONATIONS | $10,000 | |||||
| USA VOLLEYBALL FOUNDATION | ||||||||||||
| 4065 SINTON RD SUITE 200 | COLORADO SPRINGS | CO | 80907 | N/A | PUBLIC CHARITY | DONATION | $512 | |||||
| MADDORG | ||||||||||||
| 511 E JOHN CARPENTER FREEWAY | IRVING | TX | 75062 | N/A | PUBLIC CHARITY | DONATION | $525 | |||||
| UNITED STATES OLYMPIC & PARALYMPIC COMMITTEE | ||||||||||||
| 1 OLYMPIC PLZ | COLORADO SPRINGS | CO | 80909 | N/A | PUBLIC CHARITY | DONATION | $1,030 | |||||
| CHINA SICHUAN SANTAI CHARITY FOUNDATION | ||||||||||||
| N/A | PUBLIC CHARITY | DONATION | $10,000 | NO 15 ZHIQUAN SECTION EAST STREET | CHENGDU CITY | SICHUAN PROVINCE | CH | 610061 | ||||
| LAS LOMITAS EDUCATION FOUNDATION | ||||||||||||
| 299 ALAMEDA DE LAS PULGAS | ATHERTON | CA | 94027 | N/A | PUBLIC CHARITY | DONATION | $6,179 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,401 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,493 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,793 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $38,341 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $51,627 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $51,627 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JIANG HU | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 TRINITY DR | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $25,587 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 520 SHARES ORACLE CORP100 SHARES ORACLE CORP | NoncashPropertyDesc |
| Fair Market Value | $130,041 | FairMarketValueAmt |
| Received | 2022-12-13 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $2,122 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,122 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (34 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| IPAD PRO X1 | 2015-12-19 | $1,014 | $1,014 | 200DB | 5.000000000000 | $0 | $0 |
| HUMIDIFIER | 2014-12-30 | $87 | $87 | 200DB | 5.000000000000 | $0 | $0 |
| PAPER SHREDER | 2015-12-19 | $163 | $163 | 200DB | 5.000000000000 | $0 | $0 |
| SPEAKERS | 2015-12-20 | $380 | $380 | 200DB | 5.000000000000 | $0 | $0 |
| IPAD PRO SMART KEYBOARD | 2016-01-09 | $184 | $184 | 200DB | 5.000000000000 | $0 | $0 |
| IPAD PRO PENCIL | 2016-01-28 | $108 | $108 | 200DB | 5.000000000000 | $0 | $0 |
| B&H PHOTO COMPUTER | 2014-12-19 | $5,145 | $5,145 | 200DB | 5.000000000000 | $0 | $0 |
| B&H PHOTO MAGIC TRACKPAD | 2014-12-24 | $66 | $66 | 200DB | 5.000000000000 | $0 | $0 |
| HEATER | 2014-12-30 | $293 | $293 | 200DB | 5.000000000000 | $0 | $0 |
| IPAD | 2018-04-25 | $564 | $508 | SL | 5.000000000000 | $56 | $0 |
| PRINTER | 2020-03-26 | $349 | $187 | SL | 5.000000000000 | $70 | $0 |
| LG MONITOR | 2020-08-31 | $495 | $223 | SL | 5.000000000000 | $99 | $0 |
| STANDING DESK | 2020-10-24 | $1,306 | $544 | SL | 5.000000000000 | $261 | $0 |
| IPAD PRO | 2021-08-01 | $1,311 | $349 | SL | 5.000000000000 | $262 | $0 |
| IPHONE 13 | 2021-11-11 | $1,421 | $308 | SL | 5.000000000000 | $284 | $0 |
| COMPUTER | 2021-11-12 | $2,519 | $546 | SL | 5.000000000000 | $504 | $0 |
| IPHONE 13 | 2021-11-13 | $1,421 | $308 | SL | 5.000000000000 | $284 | $0 |
| OFFICE CHAIR | 2021-01-08 | $881 | $338 | SL | 5.000000000000 | $176 | $0 |
| OTTOMAN | 2022-08-18 | $1,440 | $72 | SL | 5.000000000000 | $288 | $0 |
| OFFICE CHAIR | 2022-06-19 | $1,049 | $87 | SL | 5.000000000000 | $210 | $0 |
| MAC PRO | 2021-12-08 | $3,832 | $766 | SL | 5.000000000000 | $766 | $0 |
| GOOGLE NEST | 2021-12-13 | $416 | $83 | SL | 5.000000000000 | $83 | $0 |
| VERIFI BIOMETIRC SMART SAFE | 2021-12-13 | $372 | $74 | SL | 5.000000000000 | $74 | $0 |
| GOOGLE NEST CAM | 2021-12-16 | $252 | $46 | SL | 5.000000000000 | $50 | $0 |
| DYSON | 2022-06-20 | $525 | $44 | SL | 5.000000000000 | $105 | $0 |
| BOSE SOUNDLINK | 2022-07-07 | $284 | $24 | SL | 5.000000000000 | $57 | $0 |
| IPHONE 14 PRO MAX | 2022-11-09 | $1,530 | $26 | SL | 5.000000000000 | $306 | $0 |
| OUTDOOR FURNITURE | 2023-06-05 | $3,083 | SL | 5.000000000000 | $308 | $0 | |
| OUTDOOR FURNITURE | 2023-06-03 | $873 | SL | 5.000000000000 | $87 | $0 | |
| DYSON AIR PURIFIER | 2023-06-21 | $416 | SL | 5.000000000000 | $35 | $0 | |
| APPLE WATCH | 2023-07-13 | $359 | SL | 5.000000000000 | $30 | $0 | |
| META QUEST | 2023-10-22 | $606 | SL | 5.000000000000 | $10 | $0 | |
| B&O EARPODS | 2023-11-19 | $313 | SL | 5.000000000000 | $0 | $0 | |
| EPSON PRINTER | 2023-05-29 | $875 | SL | 5.000000000000 | $88 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIDELITY 4203 - BOND FUNDS | BondNm |
| EOY Book Value | $125,152 | EOYBookValueAmt |
| EOYFMV | $112,390 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY 4203 - STOCK FUNDS | $220,851 | $268,150 |
| 799 SHARES META AND 905 SHARE PAYPAL | $32,869 | $313,530 |
| 742 SHARES ORCL | $30,724 | $86,228 |
| 500 SHARES SNAP | $10,095 | $6,915 |
| 370 SHARES SHOP | $14,427 | $26,943 |
| 318 SHARES SYMC | $6,552 | $7,021 |
| 334 SHARES MBRX | $4,405 | $200 |
| 17 SHARES CNBX | $2,305 | $2,305 |
| 864SHARES AAPL | $19,909 | $164,117 |
| 1000 SHARES CPHI | $3,605 | $113 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (34 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| IPAD PRO X1 | $1,014 | $1,014 | $0 | $0 |
| HUMIDIFIER | $87 | $87 | $0 | $0 |
| PAPER SHREDER | $163 | $163 | $0 | $0 |
| SPEAKERS | $380 | $380 | $0 | $0 |
| IPAD PRO SMART KEYBOARD | $184 | $184 | $0 | $0 |
| IPAD PRO PENCIL | $108 | $108 | $0 | $0 |
| B&H PHOTO COMPUTER | $5,145 | $5,145 | $0 | $0 |
| B&H PHOTO MAGIC TRACKPAD | $66 | $66 | $0 | $0 |
| HEATER | $293 | $293 | $0 | $0 |
| IPAD | $564 | $564 | $0 | $0 |
| PRINTER | $349 | $257 | $92 | $92 |
| LG MONITOR | $495 | $322 | $173 | $173 |
| STANDING DESK | $1,306 | $805 | $501 | $501 |
| IPAD PRO | $1,311 | $611 | $700 | $700 |
| IPHONE 13 | $1,421 | $592 | $829 | $829 |
| COMPUTER | $2,519 | $1,050 | $1,469 | $1,469 |
| IPHONE 13 | $1,421 | $592 | $829 | $829 |
| OFFICE CHAIR | $881 | $514 | $367 | $367 |
| OTTOMAN | $1,440 | $360 | $1,080 | $1,080 |
| OFFICE CHAIR | $1,049 | $297 | $752 | $752 |
| MAC PRO | $3,832 | $1,532 | $2,300 | $2,300 |
| GOOGLE NEST | $416 | $166 | $250 | $250 |
| VERIFI BIOMETIRC SMART SAFE | $372 | $148 | $224 | $224 |
| GOOGLE NEST CAM | $252 | $96 | $156 | $156 |
| DYSON | $525 | $149 | $376 | $376 |
| BOSE SOUNDLINK | $284 | $81 | $203 | $203 |
| IPHONE 14 PRO MAX | $1,530 | $332 | $1,198 | $1,198 |
| OUTDOOR FURNITURE | $3,083 | $308 | $2,775 | $2,775 |
| OUTDOOR FURNITURE | $873 | $87 | $786 | $786 |
| DYSON AIR PURIFIER | $416 | $35 | $381 | $381 |
| APPLE WATCH | $359 | $30 | $329 | $329 |
| META QUEST | $606 | $10 | $596 | $596 |
| B&O EARPODS | $313 | $0 | $313 | $313 |
| EPSON PRINTER | $875 | $88 | $787 | $787 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLE | Desc |
| BOY Book Value | $543 | BOYBookValueAmt |
| EOY Book Value | $1,623 | EOYBookValueAmt |
| EOYFMV | $1,623 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $3,173 | $0 | $3,173 |
| BANK CHARGE | $664 | $0 | $664 |
| FILING FEE | $75 | $0 | $75 |
| ADVISORY FEE | $4,469 | $4,469 | $0 |
| INTERNET FEE | $1,350 | $0 | $1,350 |
| DUE AND SUBCRIPTIONS | $336 | $0 | $36 |
| TELEPHONE EXPENSE | $400 | $0 | $400 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS TAX | CategoryTxt |
| Amt | $1,059 | Amt |
| Net Investment Income | $1,059 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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