EVELYN JOB & APRIL FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- EVELYN JOB & APRIL FOUNDATION (EIN 26-1550127)
- Tax period
- 2022-12-01 to 2023-11-30
- Filed
- 2024-12-12
- IRS object ID
- 202403479349100910
- Schema version
- 2022v5.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-12-12T12:47:09-06:00 | 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 | 261550127 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVELYN JOB & APRIL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EVEL | BusinessNameControlTxt |
| Phone | 6505336371 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1103 OREGON AVE | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94303 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EVELYN ZHAN | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 6505336371 | PhoneNum |
| Signature | 2024-12-12 | 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) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $898,815 | 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 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8,313 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,313 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,277 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,277 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $777,867 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $777,892 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $777,867 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $796,482 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $796,457 | 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 | $1,449 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,449 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $141 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $141 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,590 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,590 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $40,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $40,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $42,290 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $42,290 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $754,192 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $796,457 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $47,094 | CashBOYAmt |
| Cash EOY | $87,652 | CashEOYAmt |
| Cash EOYFMV | $87,652 | CashEOYFMVAmt |
| Corporate Stock BOY | $114,919 | CorporateStockBOYAmt |
| Corporate Stock EOY | $114,919 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $100,500 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $713,634 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $710,663 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $162,013 | TotalAssetsBOYAmt |
| Total Assets EOY | $916,205 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $898,815 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $50,588 | CapitalStockBOYAmt |
| Capital Stock EOY | $50,613 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $111,425 | RetainedEarningBOYAmt |
| Retained Earning EOY | $865,592 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $162,013 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $916,205 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $162,013 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $916,205 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $162,013 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $754,192 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $916,205 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $916,205 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 5000 SHARES CREDO TECHNOLOGY GRP HOLDING | D | 2023-01-17 | $74,842 | $2 | $74,840 | $74,840 |
| 5000 SHARES CREDO TECHNOLOGY GRP HOLDING | D | 2023-02-08 | $91,728 | $2 | $91,726 | $91,726 |
| 5000 SHARES CREDO TECHNOLOGY GRP HOLDING | D | 2023-05-26 | $67,349 | $2 | $67,347 | $67,347 |
| 5000 SHARES CREDO TECHNOLOGY GRP HOLDING | D | 2023-05-26 | $67,343 | $2 | $67,341 | $67,341 |
| 5000 SHARES CREDO TECHNOLOGY GRP HOLDING | D | 2023-05-30 | $74,843 | $2 | $74,841 | $74,841 |
| 5000 SHARES CREDO TECHNOLOGY GRP HOLDING | D | 2023-06-08 | $79,696 | $3 | $79,693 | $79,693 |
| 5000 SHARES CREDO TECHNOLOGY GRP HOLDING | D | 2023-07-07 | $81,860 | $3 | $81,857 | $81,857 |
| 5000 SHARES CREDO TECHNOLOGY GRP HOLDING | D | 2023-08-08 | $76,785 | $3 | $76,782 | $76,782 |
| 5000 SHARES CREDO TECHNOLOGY GRP HOLDING | D | 2023-09-08 | $80,374 | $3 | $80,371 | $80,371 |
| 5000 SHARES CREDO TECHNOLOGY GRP HOLDING | D | 2023-10-09 | $83,072 | $3 | $83,069 | $83,069 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $777,867 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,071 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,071 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,071 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $426 | 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 | $426 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $397 | EsPenaltyAmt |
| Tax Due | $11,042 | 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 | EVELYN ZHAN | IndividualWithBooksNm |
| Phone | 6505336371 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1103 OREGON AVE | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94303 | 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 |
|---|---|---|---|---|---|---|---|---|
| EVELYN ZHAN | ||||||||
| 1103 OREGON AVE | PALO ALTO | CA | 94303 | PRESIDENT & CEO | 3.00 | $0 | $0 | $0 |
| YAT TUNG LAM | ||||||||
| 1103 OREGON AVE | PALO ALTO | CA | 94303 | SECRETARY | 3.00 | $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 | $392,825 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $57,215 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $450,040 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $450,040 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,751 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $443,289 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,164 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,164 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,071 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,071 | TotalTaxAmt |
| Distributable Before Adj | $11,093 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $11,093 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $11,093 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $42,290 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $42,290 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,093 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $22,480 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $27,993 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $25,398 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $22,022 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $39,556 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $137,449 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $42,290 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,093 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $31,197 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $168,646 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $22,480 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $146,166 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $27,993 | ExcessFromYear4Amt |
| Excess From Year3 | $25,398 | ExcessFromYear3Amt |
| Excess From Year2 | $22,022 | ExcessFromYear2Amt |
| Excess From Year1 | $39,556 | ExcessFromYear1Amt |
| Excess From Current Year | $31,197 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EVELYN ZHAN | ContributingManagerNm |
| Contributing Manager | YAT TUNG LAM | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMBASSADORS FOR CHIRST | |||||||
| 21 AMBASSADOR DR | PARADISE | PA | 17562 | N/A | PUBLIC CHARITY | DONATIONS | $10,000 |
| CHURCH IN CHRIST SOUTH VALLEY | |||||||
| 5805 CAHALAN AVE | SAN JOSE | CA | 95123 | N/A | PUBLIC CHARITY | DONATION | $3,000 |
| FIRST LOVE INTERNATIONAL MINISTRIES | |||||||
| PO BOX 15836 | LOVES PARK | IL | 61132 | N/A | PUBLIC CHARITY | DONATION | $7,000 |
| PALO ALTO MEDICAL FOUNDATION | |||||||
| 795 EL CAMINO REAL | PALO ALTO | CA | 94301 | N/A | PUBLIC CHARITY | DONATION | $5,000 |
| PROJECT VERITAS | |||||||
| PO BOX 98217 | WASHINGTON | DC | 20090 | N/A | PUBLIC CHARITY | DONATIONS | $3,500 |
| T K &TRUE LIGHT MINISTRY | |||||||
| 7 OVERLOOK AVE | BURLINGTON | MA | 01803 | N/A | PUBLIC CHARITY | DONATION | $3,000 |
| CHRISTIAN WITNESS FELLOWSHIP | |||||||
| 208 ABBOT PLACE | CHAPEL HILL | NC | 27516 | N/C | PUBLIC CHARITY | DONATION | $5,000 |
| CHURCH IN CHRIST SOUTH VALLEY | |||||||
| 5805 CAHALAN AVE | SAN JOSE | CA | 95123 | N/A | PUBLIC CHARITY | DONATION | $3,000 |
| CHURCH IN CHRIST SOUTH VALLEY | |||||||
| 5805 CAHALAN AVE | SAN JOSE | CA | 95123 | N/A | PUBLIC CHARITY | DONATION | $700 |
| CANOPY | |||||||
| 3921 EAST BAYSHORE ROAD | PALO ALTO | CA | 94303 | N/A | PUBLIC CHARITY | DONATION | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $40,700 | 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 | $8,313 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,277 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $777,867 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $796,457 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $796,457 | 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 Person | EVELYN ZHAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1103 OREGON AVE | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $25 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (8 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 5,000 SHARES OF CREDO TECH STOCK | $86,650 | 2023-01-31 |
| 1 | 5,000 SHARES OF CREDO TECH STOCK | $51,000 | 2023-02-16 |
| 1 | 15,000 SHARES OF CREDO TECH STOCK | $236,400 | 2023-06-06 |
| 1 | 5,000 SHARES OF CREDO TECH STOCK | $89,200 | 2023-06-21 |
| 1 | 5,000 SHARES OF CREDO TECH STOCK | $84,500 | 2023-07-14 |
| 1 | 5,000 SHARES OF CREDO TECH STOCK | $74,400 | 2023-08-22 |
| 1 | 5,000 SHARES OF CREDO TECH STOCK | $75,650 | 2023-09-19 |
| 1 | 5,000 SHARES OF CREDO TECH STOCK | $72,750 | 2023-10-23 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,449 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,449 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | AMEND RETURN FOR MISSING BROKERAGE ACCOUNT | IdentifierTxt |
| Form And Line Reference | 990-PF PART I, PART II, PART IX, PART XII | FormAndLineReferenceDesc |
| Medium Explanation | DEPARTMENT OF TREASURYINTERNAL REVENUE SERVICEDEAR OFFICER:DUE TO MISSING INFORMATION FROM BANK STATEMENT, WE AMEND 2022 990-PF RETURN IN FOLLOWING PARTS:PART1 LINE1 CONTRIBUTION AMOUNT FROM $0 TO $25LINE3 INTEREST FROM $111 TO$8,313LINE4 DIVIDEND FROM $1,960 TO $10,277LINE6A NET GAIN FROM $0 TO $777,867LINE6B GROSS SALES PRICE FOR ALL ASSETS ON LINE 6A FROM $0 TO $777,892LINE23 OTHER EXPENSE FROM $25 TO $141PART II BALANCE SHEET LINE 1 ITEM CASH FROM $6,991 TO $87,652LINE13 COLUMN B FROM 0 TO $713,634, COLUMN C FROM 0 TO $710,663LINE 26 CAPITAL STOCK CHANGE FROM $50,588 TO $50,613PART V EXCISE TAXLINE 5 TAX BASED ON INVESTMENT INCOME FROM $29 TO $11,071LINE 9 TAX DUE FROM $0 TO $11,042LINE 10 OVERPAYMENT FROM $397 TO 0PART IX MINIMUM INVESTMENT RETURN CHANGE ACCORDINLYLINE 1A FROM $64,800 TO $392,825LINE 1B FROM $23,440 TO $57,215PART XII UNDISTRIBUTED INCOMELINE 10 EXCESS FROM 2022 CHANGE FROM $37,857 TO $31,197 | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 2000 SHARES INTEL CORP | StockNm |
| EOY Book Value | $114,919 | EOYBookValueAmt |
| EOYFMV | $100,500 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MORGAN STANLEY | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $713,634 | BookValueAmt |
| EOYFMV | $710,663 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEE | $25 | $0 | $25 |
| BANK SERVICE CHARGES | $116 | $0 | $116 |
Comments