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ZH FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
ZH FAMILY FOUNDATION (EIN 84-4010133)
Tax period
2021-12-01 to 2022-11-30
Filed
2023-09-28
IRS object ID
202312719349100821
Schema version
2021v4.1
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)
Return2023-09-28T17:50:10-07:00ReturnTs
Tax Period End2022-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN263000418PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ABEST TAX SERVICES INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11621A S MAIN STAddressLine1Txt
CityMILPITASCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95035ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN844010133EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ZH FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlZHFABusinessNameControlTxt
Phone4086556610PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line122353 RIVERSIDE DRAddressLine1Txt
CityCUPERTINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95014ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPENG ZHANGPersonNm
Person TitlePresident & CEOPersonTitleTxt
Signature2023-09-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPENGPersonFirstNm
Person LastZHANGPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHUANG MAOPreparerPersonNm
PTINP00660082PTIN
Phone4083929977PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$197,347FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$1,208DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,208DividendsNetInvstIncmAmt
Dividends Adj Net Incm$1,208DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$873NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,164GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$873CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$873NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$2,081TotalRevAndExpnssAmt
Total Net Invst Incm$2,081TotalNetInvstIncmAmt
Total Adj Net Incm$2,081TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,038AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,038AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$75TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$75TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,779OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$1,779OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,892TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,892TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$878ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$878ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,770TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,770TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,689ExcessRevenueOverExpensesAmt
Net Investment Income$2,081NetInvestmentIncomeAmt
Adjusted Net Income$2,081AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,646CashBOYAmt
Cash EOY$1,059CashEOYAmt
Cash EOYFMV$1,059CashEOYFMVAmt
Corporate Stock BOY$55,263CorporateStockBOYAmt
Corporate Stock EOY$55,488CorporateStockEOYAmt
Corporate Stock EOYFMV$196,288CorporateStockEOYFMVAmt
Total Assets BOY$57,909TotalAssetsBOYAmt
Total Assets EOY$56,547TotalAssetsEOYAmt
Total Assets EOYFMV$197,347TotalAssetsEOYFMVAmt
Other Liabilities BOY$3,221OtherLiabilitiesBOYAmt
Other Liabilities EOY$3,548OtherLiabilitiesEOYAmt
Total Liabilities BOY$3,221TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,548TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$54,688RetainedEarningBOYAmt
Retained Earning EOY$52,999RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$54,688TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$52,999TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$57,909TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$56,547TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$54,688TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,689ExcessRevenueOverExpensesAmt
Subtotal$52,999SubtotalAmt
Tot Net Ast Or Fund Balances EOY$52,999TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyE*trade - 2126PropertyDesc
How AcquiredPHowAcquiredCd
Acquired2021-12-01AcquiredDt
Sold2021-12-01SoldDt
Gross Sales Price$1,164GrossSalesPriceAmt
Cost Or Other Basis$291CostOrOtherBasisAmt
Gain Or Loss$873GainOrLossAmt
Gains Minus Excess Or Losses$873GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$873CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$873NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$29InvestmentIncomeExciseTaxAmt
Subtotal$29SubtotalAmt
Tax Based On Investment Income$29TaxBasedOnInvestmentIncomeAmt
Tax Due$29TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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 ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1PENG ZHANGBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4086556610PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110197 COLBY AVEAddressLine1Txt
CityCUPERTINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95014ZIPCd
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
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
PENG ZHANG
22353 RIVERSIDE DRCUPERTINOCA95014President & CEO1.00$0
NANNAN HE
22353 RIVERSIDE DRCUPERTINOCA95014Secretary1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$208,209AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,481AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$209,690TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$209,690AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,145CashDeemedCharitableAmt
Net Vl Noncharitable Assets$206,545NetVlNoncharitableAssetsAmt
Minimum Investment Return$10,327MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$10,327MinimumInvestmentReturnAmt
Tax Based On Investment Income$29TaxBasedOnInvestmentIncomeAmt
Total Tax$29TotalTaxAmt
Distributable Before Adj$10,298DistributableBeforeAdjAmt
Distributable Before Ded$10,298DistributableBeforeDedAmt
Distributable As Adjusted$10,298DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,770ExpensesAndContributionsAmt
Qualifying Distributions$3,770QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$10,298DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$690ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$626ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,316TotalExcessDistributionCyovAmt
Qualifying Distributions$3,770QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,770AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$1,316ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$1,316ExcessDistributionCyovAppCYAmt
Undistributed Income CY$5,212UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPENG ZHANGContributingManagerNm
Contributing ManagerNANNAN HEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Bishop Museum
1525 Bernice StreetHonoluluHI96817DonationPCTo inspire our community and visitors through the exploration, celebration, and perpetuation of the extraordinary history, culture, and environment of Hawai?i and the Pacific.$200
Foothill-De Anza Foundation
12345 El Monte RdLos Altos HillsCA94022DonationPCTo foster the same culture of innovation and excellence by providing program support, scholarships and financial assistance that have enabled thousands of students to advance their postsecondary education.$18
San Diego Zoo Wildlife Alliance
2920 Zoo DrSan DiegoCA92101DonationPCTo saving species worldwide by uniting our expertise in animal care and conservation science with our dedication to inspiring passion for nature.$400
Stevens Creek Element School
10300 Ainsworth DriveCupertinoCA95014DonationPCTo provide a child-centered environment that cultivates character, fosters academic excellence, and embraces diversity.$60
University of Hawaii - Waikiki Aqua
2777 Kalakaua AvenueHonoluluHI96815DonationPCTo inspire and promote understanding, appreciation, and conservation of Pacific marine life.$200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$878TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,208RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$873RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,081RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,081TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeesCategoryTxt
Amt$1,038Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,038DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockE*trade - 2126StockNm
EOY Book Value$55,488EOYBookValueAmt
EOYFMV$196,288EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Bank Services Charge$96$96
Books, Subscriptions, Reference$41$41
Computer and Internet Expense$840$840
Filing Fee$50$50
Meals & Entertainment$730$730
Parking Expense$8$8
Postage Expenese$14$14

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
Credit Cards$108
Advanced from Founder$3,113$3,548

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryIncome Tax - IRSCategoryTxt
Amt$75Amt
Disbursements Charitable Prps$75DisbursementsCharitablePrpsAmt

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