BETA

ZHUANG & CHEN FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ZHUANG & CHEN FAMILY FOUNDATION (EIN 85-3796464)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-11
IRS object ID
202501319349100315
Schema version
2024v5.1
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)
Return2025-05-11T19:53:47-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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% HETIAN CHENInCareOfNm
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)
PersonHETIAN CHENPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2139053692PhoneNum
Signature2025-05-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonXI LIPreparerPersonNm
PTINP01792060PTIN
Phone5105169968PhoneNum
Preparation2025-05-11PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$731,938FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$26,835ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$7,736DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,736DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$17,294GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$17,294GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$1,373NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$135,661NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$324,022GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$135,661CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$20NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss-$1OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$1OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$187,525TotalRevAndExpnssAmt
Total Net Invst Incm$160,690TotalNetInvstIncmAmt
Total Adj Net Incm$20TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$4,955AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$4,955AccountingFeesChrtblPrpsAmt
Deprec And Dpltn Rev And Expnss$7,327DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$7,327DeprecAndDpltnNetInvstIncmAmt
Other Expenses Rev And Expnss$13,341OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$9,205OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$4,136OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$25,623TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$16,532TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$9,091TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,691ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,691ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$27,314TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$16,532TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$10,782TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$160,211ExcessRevenueOverExpensesAmt
Net Investment Income$144,158NetInvestmentIncomeAmt
Adjusted Net Income$20AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,344CashBOYAmt
Cash EOY$27,373CashEOYAmt
Cash EOYFMV$27,373CashEOYFMVAmt
US Government Obligations BOY$56,966USGovernmentObligationsBOYAmt
US Government Obligations EOY$38,482USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$38,789USGovtObligationsEOYFMVAmt
Corporate Stock BOY$268,083CorporateStockBOYAmt
Corporate Stock EOY$423,489CorporateStockEOYAmt
Corporate Stock EOYFMV$521,155CorporateStockEOYFMVAmt
Invst Land Cost Or Other Basis$193,199InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$13,582InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$186,944LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$179,617LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$144,621LandBldgInvestmentsEOYFMVAmt
Total Assets BOY$516,337TotalAssetsBOYAmt
Total Assets EOY$668,961TotalAssetsEOYAmt
Total Assets EOYFMV$731,938TotalAssetsEOYFMVAmt
Accounts Payable EOY$92AccountsPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$92TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$516,337RetainedEarningBOYAmt
Retained Earning EOY$668,869RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$516,337TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$668,869TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$516,337TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$668,961TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$516,337TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$160,211ExcessRevenueOverExpensesAmt
Subtotal$676,548SubtotalAmt
Other Decreases$7,679OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$668,869TotNetAstOrFundBalancesEOYAmt

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
PUBLIC TRADED SECURITIESD2020-05-152024-09-27$323,657$188,016$135,641$135,641
PUBLIC TRADED SECURITIESD2023-12-152024-09-20$365$345$20$20
FieldValueIRS element (for citing)
Capital Gain Net Income$135,661CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$20NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,004InvestmentIncomeExciseTaxAmt
Subtotal$2,004SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,004TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$112EsPenaltyAmt
Tax Due$2,116TaxDueAmt

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 ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressNAWebsiteAddressTxt

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
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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
YAN ZHUANG
PO BOX 1201NEWARKCA94560CEO2.00$0$0$0
HETIAN CHEN
PO BOX 1201NEWARKCA94560SECRETARY2.00$0$0$0
YAMIN LU
PO BOX 1201NEWARKCA94560DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$476,604AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$27,560AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$144,621FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$648,785TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$648,785AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,732CashDeemedCharitableAmt
Net Vl Noncharitable Assets$639,053NetVlNoncharitableAssetsAmt
Minimum Investment Return$31,953MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$31,953MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,004TaxBasedOnInvestmentIncomeAmt
Total Tax$2,004TotalTaxAmt
Distributable Before Adj$29,949DistributableBeforeAdjAmt
Distributable Before Ded$29,949DistributableBeforeDedAmt
Distributable As Adjusted$29,949DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,782ExpensesAndContributionsAmt
Qualifying Distributions$10,782QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$29,949DistributableAsAdjustedAmt
Undistributed Income PY$9,839UndistributedIncomePYAmt
Qualifying Distributions$10,782QualifyingDistributionsAmt
Applied To Year1$9,839AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$943AppliedToCurrentYearAmt
Undistributed Income CY$29,006UndistributedIncomeCYAmt

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

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
HARBOR LIGHT CHURCH
4760 THORNTON AVEFREMONTCA94536PC Public charity deSUPPORT OUR LOCAL FACILITIES$1,166
LITTLE FREE LIBRARY
2327 WYCLIFF ST Ste 220SAINT PAULMN55114PC Public charity deSUPPORT PUBLIC FACILITIES$525
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,691TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,736ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$1,373ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$135,661ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$144,770ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$144,770TotalIncomeProducingActyAmt

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$13,417Yes (X)Yes (X)
HETIAN CHEN
239438 HUMPBACK WHALE RDNEWARKCA94560$13,417Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1VARIOUS PUBLICLY TRADED SECURITIES$13,4172024-12-31
2VARIOUS PUBLICLY TRADED SECURITIES$13,4172024-12-31

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,955Amt
Disbursements Charitable Prps$4,955DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
PropertyRESIDENTIAL PROPERTYPropertyDesc
Acquired2023-02-28AcquiredDt
Cost Or Other Basis$190,373CostOrOtherBasisAmt
Prior Year Depreciation$6,054PriorYearDepreciationAmt
Computation MethodAltMACRS SLComputationMethodTxt
Life27.500000000000LifeRt
Current Year Expense$6,923CurrentYearExpenseAmt
Net Investment Income$6,923NetInvestmentIncomeAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
PropertyOFFICE DESKPropertyDesc
Acquired2023-07-12AcquiredDt
Cost Or Other Basis$1,825CostOrOtherBasisAmt
Prior Year Depreciation$130PriorYearDepreciationAmt
Computation MethodAltMACRS SLComputationMethodTxt
Life7.000000000000LifeRt
Current Year Expense$261CurrentYearExpenseAmt
Net Investment Income$261NetInvestmentIncomeAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
PropertyOFFICE CHAIRPropertyDesc
Acquired2023-08-23AcquiredDt
Cost Or Other Basis$1,001CostOrOtherBasisAmt
Prior Year Depreciation$71PriorYearDepreciationAmt
Computation MethodAltMACRS SLComputationMethodTxt
Life7.000000000000LifeRt
Current Year Expense$143CurrentYearExpenseAmt
Net Investment Income$143NetInvestmentIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtBasis MethodBasisMethodTxtTotal NetTotalNetAmt
09272024
PUBLIC TRADED SECURITIES2020-05DONATION2024-09$323,657$188,016COST$135,641
09202024
PUBLIC TRADED SECURITIES2023-12DONATION2024-09$365$345COST$20

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockVARIOUS PUBLICLY TRADED SECURITIESStockNm
EOY Book Value$423,489EOYBookValueAmt
EOYFMV$521,155EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$38,482USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$38,789USGovtObligationsEOYFMVAmt

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp (2 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
INVESTMENT RENTAL PROPERT$190,373$12,977$177,396$142,400
BUSINESS EQUIPMENT$2,826$605$2,221$2,221

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescDONOR UNREALIZED GAINDesc
Amt$7,679Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
BANK SERVICE CHARGE$114$114
BROKER SERVICE CHARGE$207$207
BUSINESS REGISTRATION FEES$100$100
DUES AND SUBSCRIPTION$115$115
POSTAGE EXPENSES$262$262
RENTAL HOA EXPENSE$5,217$5,217
RENTAL INSURANCE EXPENSE$459$459
RENTAL PROPERTY TAX$3,322$3,322
SUPPLIES$3,545$3,545

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescROUNDINGDesc
Revenue And Expenses Per Books-$1RevenueAndExpensesPerBooksAmt
Net Investment Income-$1NetInvestmentIncomeAmt

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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