ENLIGHT FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ENLIGHT FOUNDATION (EIN 20-1063909)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-09-28
- IRS object ID
- 202302719349100410
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-28T09:58:45-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953510881 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sy Lee & Chen LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 362 W Garvey Ave | AddressLine1Txt |
| City | Monterey Park | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91754 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201063909 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ENLIGHT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ENLI | BusinessNameControlTxt |
| Phone | 6508041232 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 954 ROBLE RIDGE ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94306 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | XIN LIU | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Signature | 2023-09-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | XIN | PersonFirstNm |
| Person Last | LIU | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHEN C LEE | PreparerPersonNm |
| PTIN | P01336977 | PTIN |
| Phone | 6262887202 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $386,399,461 | 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 | $3,161,863 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $589,983 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $589,983 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $589,983 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $2,869,943 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,869,943 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,869,943 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $134,563,956 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $151,426,382 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $134,563,956 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $943,392 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | -$332,686 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $140,853,059 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $138,023,882 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $4,403,318 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $324,337 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $108,112 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $216,225 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,300 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,433 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,867 | LegalFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $444,873 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $444,873 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $797,399 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $781,708 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $15,691 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $902,959 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $901,271 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,688 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,476,868 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,238,397 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $238,471 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $24,735,664 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $24,735,664 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $27,212,532 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,238,397 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,974,135 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $113,640,527 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $135,785,485 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,403,318 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $16,563,069 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,463,923 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,463,923 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $27,853 | RcvblFromOfficersBOYAmt |
| US Government Obligations EOY | $43,451,389 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $43,334,397 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $63,294,540 | CorporateStockBOYAmt |
| Corporate Stock EOY | $79,373,125 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $273,705,832 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $66,320,915 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $64,895,309 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $79,885,462 | TotalAssetsBOYAmt |
| Total Assets EOY | $193,609,352 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $386,399,461 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $9,572 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $92,935 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $9,572 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $92,935 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $79,875,890 | RetainedEarningBOYAmt |
| Retained Earning EOY | $193,516,417 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $79,875,890 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $193,516,417 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $79,885,462 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $193,609,352 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $79,875,890 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $113,640,527 | ExcessRevenueOverExpensesAmt |
| Subtotal | $193,516,417 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $193,516,417 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB- GAIN & LOSS SUMMARY-#7732 | P | 2022-12-31 | 2022-12-31 | $813,606 | $813,606 | $813,606 | |
| CHARLES SCHWAB- GAIN & LOSS SUMMARY-#7732 | P | 2020-01-01 | 2022-12-31 | $20,881,244 | $18,791,369 | $18,791,369 | $2,089,875 |
| FIDELITY- GAIN & LOSS SUMMARY-#39563 | P | 2022-12-31 | 2022-12-31 | $129,435 | $1,789 | $1,789 | $127,646 |
| FIDELITY- GAIN & LOSS SUMMARY-#39563 | P | 2020-01-01 | 2022-12-31 | $128,989,478 | $114,831,937 | $114,831,937 | $14,157,541 |
| FIDELITY- GAIN & LOSS SUMMARY-#39765 | P | 2022-12-31 | 2022-12-31 | $293,001 | -$12,469 | -$12,469 | $305,470 |
| FIDELITY- GAIN & LOSS SUMMARY-#40263 | P | 2022-12-31 | 2022-12-31 | $181,820 | $2,668 | $2,668 | $179,152 |
| LONG TERM CAPITAL GAIN(LOSS) FROM K-1 | P | 2020-12-31 | 2022-12-31 | -$2,742 | -$2,742 | $2,742 | |
| SHORT TERM CAPITAL GAIN(LOSS) FROM K-1 | P | 2022-12-31 | 2022-12-31 | $133,674 | $133,674 | $133,674 | |
| SECTION 1256 CONTRACTS GAIN FROM K-1 | P | 2022-12-31 | 2022-12-31 | $4,124 | $4,124 | $4,124 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $134,563,956 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $943,392 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,887,418 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,887,418 | SubtotalAmt |
| Tax Based On Investment Income | $1,887,418 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $456,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $456,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $65,169 | EsPenaltyAmt |
| Tax Due | $1,496,587 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | XIN LIU | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6508041232 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 954 ROBLE RIDGE ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94306 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | XIN LIU | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 954 ROBLE RIDGE ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94306 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Director, CEO | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| LIU LIU | ||||||
| 15195 PIEDMONT ROAD | SARATOGA | CA | 95070 | PROGRAM MANAGER | 40.00 | $180,000 |
| YING WANG | ||||||
| 1461 CLOVERDALE CT | SUNNYVALE | CA | 94087 | PROGRAM MANAGER | 40.00 | $144,337 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $450,037,202 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,445,950 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $475,483,152 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $475,483,152 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,132,247 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $468,350,905 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,417,545 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,417,545 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,887,418 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,887,418 | TotalTaxAmt |
| Distributable Before Adj | $21,530,127 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $21,530,127 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $21,530,127 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,974,135 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $24,974,135 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,530,127 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $891,993 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $2,639,194 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,531,187 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $24,974,135 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $21,530,127 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,444,008 | RemainingDistriFromCorpusAmt |
| Total Corpus | $6,975,195 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $6,975,195 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $891,993 | ExcessFromYear3Amt |
| Excess From Year1 | $2,639,194 | ExcessFromYear1Amt |
| Excess From Current Year | $3,444,008 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | XIN LIU | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| LELAND STANFORD JUNIOR UNIVERSITY | ||||||
| 326 GALVEZ STREET | STANFORD | CA | 94305 | 501(C)(3) | EDUCATION AND ENVIRONMENT | $935,280 |
| BARRON PARK ELEMENTARY SCHOOL | ||||||
| 800 BARRON AVE | PALO ALTO | CA | 94306 | 501(C)(3) | EDUCATION | $3,000 |
| GIVE 2 ASIA | ||||||
| PO BOX 193223 | SAN FRANCISCO | CA | 94119 | 501(C)(3) | CHARITY | $547,500 |
| PRESIDIO GRADUATE SCHOOL | ||||||
| 649 Mission St Suite 500 | San Francisco | CA | 94105 | 501(C)(3) | EDUCATIONAL PROGRAM | $412,000 |
| VIA VOLUNTEERS IN ASIA | ||||||
| PO BOX 1314 | PALO ALTO | CA | 94302 | 501(C)(3) | EDUCATION | $140,000 |
| THE BATTERY FOUNDATION | ||||||
| 400PACIFIC AVE | SAN FRANCISCO | CA | 94133 | 501(C)(3) | HUMAN RIGHTS | $20,000 |
| WORLD SAVVY | ||||||
| 1304 UNIVERSITY AVE NE | MINNEAPOLIS | MN | 55413 | 501(C)(3) | EDUCATION | $3,000,000 |
| SOLUTIONS JOURNALISM NETWORK | ||||||
| 79 Madison Ave 224 | New York | NY | 10016 | 501(C)(3) | CULTURE | $717,550 |
| STANFORD PACS | ||||||
| 559 NATHAN WAY | STANFORD | CA | 94305 | 501(C)(3) | EDUCATION | $750,000 |
| WATSON INSTITUTE | ||||||
| 1310 COLLEGE AVE | BOULDER | CO | 80302 | 501(C)(3) | CULTURE & EDUCATION | $299,000 |
| DRAPER RICHARDS KAPLAN FOUNDATION | ||||||
| 1600 EL CAMINO REAL SUITE 155 | MENLO PARK | CA | 94025 | 501(C)(3) | CHARITY | $1,200,000 |
| CREW 2030 | ||||||
| 15101 BACK OF THE MOON ST UNIT A | AUSTIN | TX | 78734 | 501(C)(3) | EDUCATION | $200,000 |
| THE HUNGER PROJECT | ||||||
| 110 WEST 30TH ST 6FL | NEW YORK | NY | 10001 | 501(C)(3) | CHARITY | $105,000 |
| SAN FRANCISCO GENERAL HOSP FOUNDATI | ||||||
| 2789 25th Street | SAN FRANCISCO | CA | 94110 | 501(C)(3) | CHILD TRAUMA RESEARCH PROGRAM. | $2,918,000 |
| CALMATTERS | ||||||
| 1017 L Street 261 | Sacramento | CA | 95814 | 501(C)(3) | CHARITY | $586,000 |
| CATCHLIGHT | ||||||
| 1150 25TH ST | SAN FRANCISCO | CA | 94107 | 501(C)(3) | CHARITY | $519,000 |
| EMPOWERMENT WORKS INC | ||||||
| 1187 Coast Village Rd - Suite 101 | Santa Barbara | CA | 93108 | 501(C)(3) | CHARITY | $300,000 |
| CHILDREN'S HEALTH COUNCIL | ||||||
| 650 CLARK WAY | PALO ALTO | CA | 94304 | 501(C)(3) | CHARITY | $500,000 |
| ASIAN ART MUSEUM | ||||||
| 200 Larkin St | San Francisco | CA | 94102 | 501(C)(3) | Arts, Culture | $250,000 |
| SYRACUS UNIVERSITY | ||||||
| 640 SKYTOP RD STE 240 | SYRACUSE | NY | 13244 | 501(C)(3) | EDUCATION | $2,000,000 |
| GIRL EFFECT | ||||||
| 228 PARK AVE SOUTH PMB 33237 | NEW YORK | NY | 10003 | 501(C)(3) | CHARITY | $1,000,000 |
| ICONIQ EDUCATIONECONOMIC MOBILITY C | ||||||
| 394 Pacific Ave | San Francisco | CA | 94111 | 501(C)(3) | EDUCATION AND CHARITY | $5,000,000 |
| ICONIQ IMPACT OCEAN CO-LAB | ||||||
| 394 Pacific Ave | San Francisco | CA | 94111 | PF | CHARITY | $3,333,334 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $24,735,664 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $589,983 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,869,943 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $332,686 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $134,563,956 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $137,691,196 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $137,691,196 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | XIN LIU | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 954 ROBLE RIDGE ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94306 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $25,005,745 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 168,565SH AAPL | NoncashPropertyDesc |
| Fair Market Value | $25,005,745 | FairMarketValueAmt |
| Received | 2022-12-05 | ReceivedDt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $7,300 | LegalFeesAmt |
| Net Investment Income | $2,433 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,867 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISOR FEE | $221,385 | $221,385 | |
| ATTORNEY GENERAL'S REGISTRY OF CHARITBLE | $800 | $267 | $533 |
| BANK CHARGES | $161 | $54 | $107 |
| FILING FEE | $683 | $228 | $455 |
| INVESTMENT EXPENSES | $14 | $14 | |
| OFFICE EXPENSES | $1,389 | $463 | $926 |
| OTHER DEDUCTIONS-PORTFOLIO | $679,027 | $679,027 | |
| PENALTY | -$500 | -$167 | -$333 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | -$332,686 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYROLL TAXES PAYABLE | $9,572 | $12,601 |
| CAPITAL CALL PAYABLE | $80,334 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | XIN LIU | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 954 ROBLE RIDGE ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94306 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX (2021) | $326,541 | $326,541 | |
| FEDERAL TAX (2022) | $456,000 | $456,000 | |
| FEDERAL TAX REFUND (2019) | $20,000 | -$20,000 | |
| FOREIGN TAX PAID | $11,322 | $11,322 | |
| TAXES ON PAYROLL | $23,536 | $7,845 | $15,691 |