JJW FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JJW FAMILY FOUNDATION (EIN 84-2698301)
- Tax period
- 2022-08-01 to 2023-07-31
- Filed
- 2023-11-08
- IRS object ID
- 202313129349101531
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-08T11:59:44-08:00 | ReturnTs |
| Tax Period End | 2023-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263000418 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABEST TAX SERVICES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1621A S MAIN ST | AddressLine1Txt |
| City | MILPITAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 842698301 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JJW FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JJWF | BusinessNameControlTxt |
| Phone | 4082528869 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 850 LILY AVE | AddressLine1Txt |
| City | CUPERTINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95014 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHIEN-HSIEN WU | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Signature | 2023-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHIEN-HSIEN | PersonFirstNm |
| Person Last | WU | 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 | SHUANG MAO | PreparerPersonNm |
| PTIN | P00660082 | PTIN |
| Phone | 4083929977 | 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 | $1,033,453 | 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 | $54,177 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $11,981 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,981 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $11,981 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,514 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $590,081 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,514 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $8,514 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $74,672 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,495 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $20,495 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,842 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,842 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $10,000 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $10,000 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,685 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $110 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $110 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,637 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,952 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $28,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $28,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $42,137 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $40,452 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $32,535 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,495 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $20,495 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $320,811 | CashBOYAmt |
| Cash EOY | $35,830 | CashEOYAmt |
| Cash EOYFMV | $35,830 | CashEOYFMVAmt |
| Corporate Stock BOY | $218,839 | CorporateStockBOYAmt |
| Corporate Stock EOY | $536,459 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $996,623 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,026 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,393 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,737 | LandBOYAmt |
| Land EOY | $1,633 | LandEOYAmt |
| Land EOYFMV | $1,000 | LandEOYFMVAmt |
| Total Assets BOY | $541,387 | TotalAssetsBOYAmt |
| Total Assets EOY | $573,922 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,033,453 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $541,387 | RetainedEarningBOYAmt |
| Retained Earning EOY | $573,922 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $541,387 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $573,922 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $541,387 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $573,922 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $541,387 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $32,535 | ExcessRevenueOverExpensesAmt |
| Subtotal | $573,922 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $573,922 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Charles Schwab - 4287 | P | 2022-12-01 | 2022-12-01 | $270,081 | $261,567 | $8,514 | $8,514 |
| Charles Schwab - 4287 | P | 2022-12-01 | 2022-12-01 | $320,000 | $320,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,514 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $8,514 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $285 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $285 | SubtotalAmt |
| Tax Based On Investment Income | $285 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,207 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,207 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,922 | OverpaymentAmt |
| Applied To ES Tax | $7,922 | 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 | false | 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 | CHIEN-HSIEN WU | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4082528869 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 850 LILY AVE | AddressLine1Txt |
| City | CUPERTINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95014 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CHIEN-HSIEN WU | ||||||
| 850 LILY AVE | CUPERTINO | CA | 95014 | President & CEO | 1.00 | $0 |
| JILL WU | ||||||
| 850 LILY AVE | CUPERTINO | CA | 95014 | Secretary | 1.00 | $0 |
| YI-HUI HO | ||||||
| 850 LILY AVE | CUPERTINO | CA | 95014 | CFO | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $723,007 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $127,162 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $850,169 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $850,169 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,753 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $837,416 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,871 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,871 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $285 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $285 | TotalTaxAmt |
| Distributable Before Adj | $41,586 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $41,586 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $41,586 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $40,452 | ExpensesAndContributionsAmt |
| Charitable Assets Acquis Paid | $1,581 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $42,033 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $41,586 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $28,350 | UndistributedIncomePYAmt |
| Qualifying Distributions | $42,033 | QualifyingDistributionsAmt |
| Applied To Year1 | $28,350 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,683 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $27,903 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHIEN-HSIEN WU | ContributingManagerNm |
| Contributing Manager | JILL WU | ContributingManagerNm |
| Contributing Manager | YI-HUI HO | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Lucile Packcard Foundation For Chil | |||||||
| 400 Hamilton Ave Suite 340 | Palo Alto | CA | 94301 | Donation | PC | To elevate the priority of childrens health, and increase the quality and accessibility of childrens health care through leadership and direct investment. | $1,000 |
| San Francisco Symphony | |||||||
| Davies Symphony Hall | San Francisco | CA | 94102 | Donation | PC | For providing free comprehensive music education to every first-through fifth-grade student in the sf public schools, and serving more than 75,000 children, students, educators, and families annually. | $2,500 |
| University of Illinois | |||||||
| 1305 West Green Street | Urbana | IL | 61801 | Donation | PC | For encouraging and administering private gifts made to further the University of Illinois mission. | $3,000 |
| University of Massachusetts Lowell | |||||||
| 220 Pawtucket St | Lowell | MA | 01854 | Donation | PC | To excellence in teaching, research and community engagement. We strive to prepare students to succeed in college and to become lifelong learners and informed citizens in a global environment. UMass Lowell offers affordable, experience-based undergraduate and graduate academic programs taught by internationally recognized faculty who conduct research to expand the horizons of knowledge and sustainable practices. The programs span and interconnect the disciplines of business, education, engineering, fine arts, health, humanities, sciences and social sciences. The university continues to build on its founding tradition of innovation, entrepreneurship and partnerships with industry and the community to address challenges facing the region and the world. | $22,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $28,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $11,981 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $8,514 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $20,495 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,495 | 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 (9 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| CHIEN-HSIEN WU YI-HUI HO | ||||||
| 1 | 850 LILY AVE | CUPERTINO | CA | 95014 | $33,288 | Yes (X) |
| CHIEN-HSIEN WU YI-HUI HO | ||||||
| 2 | 850 LILY AVE | CUPERTINO | CA | 95014 | $12,851 | Yes (X) |
| CHIEN-HSIEN WU YI-HUI HO | ||||||
| 3 | 850 LILY AVE | CUPERTINO | CA | 95014 | $25,398 | Yes (X) |
| CHIEN-HSIEN WU YI-HUI HO | ||||||
| 4 | 850 LILY AVE | CUPERTINO | CA | 95014 | $39,576 | Yes (X) |
| CHIEN-HSIEN WU YI-HUI HO | ||||||
| 5 | 850 LILY AVE | CUPERTINO | CA | 95014 | $6,720 | Yes (X) |
| CHIEN-HSIEN WU YI-HUI HO | ||||||
| 6 | 850 LILY AVE | CUPERTINO | CA | 95014 | $24,045 | Yes (X) |
| CHIEN-HSIEN WU YI-HUI HO | ||||||
| 7 | 850 LILY AVE | CUPERTINO | CA | 95014 | $8,150 | Yes (X) |
| CHIEN-HSIEN WU YI-HUI HO | ||||||
| 8 | 850 LILY AVE | CUPERTINO | CA | 95014 | $9,459 | Yes (X) |
| CHIEN-HSIEN WU YI-HUI HO | ||||||
| 9 | 850 LILY AVE | CUPERTINO | CA | 95014 | $7,488 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (9 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 300 SH AMZN STOCK TRADED ON NASDAQ | $33,288 | 2022-10-27 |
| 2 | 200 SH AMD STOCK TRADED ON NASDAQ | $12,851 | 2022-12-19 |
| 3 | 300 SH AMZN STOCK TRADED ON NASDAQ | $25,398 | 2022-12-19 |
| 4 | 300 SH AAPL STOCK TRADED ON NASDAQ | $39,576 | 2022-12-19 |
| 5 | 25 SH QQQQ STOCK TRADED ON NASDAQ | $6,720 | 2022-12-19 |
| 6 | 100 SH MSFT STOCK TRADED ON NASDAQ | $24,045 | 2022-12-19 |
| 7 | 25 SH DIA STOCK TRADED ON NASDAQ | $8,150 | 2022-12-19 |
| 8 | 25 SH SPY STOCK TRADED ON NASDAQ | $9,459 | 2022-12-19 |
| 9 | 50 SH TSLA STOCK TRADED ON NASDAQ | $7,488 | 2022-12-19 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fee | CategoryTxt |
| Amt | $1,842 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,842 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| EQUIPMENT | 2020-11-30 | $244 | $189 | 200DB | 0.1481 | $36 |
| EQUIPMENT | 2020-12-03 | $141 | $110 | 200DB | 0.1481 | $21 |
| EQUIPMENT | 2020-12-09 | $875 | $681 | 200DB | 0.1481 | $130 |
| EQUIPMENT | 2021-12-19 | $2,185 | $728 | 200DB | 0.4445 | $971 |
| EQUIPMENT | 2023-07-04 | $1,581 | 200DB | 0.3333 | $527 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Charles Schwab-4287 | StockNm |
| EOY Book Value | $536,459 | EOYBookValueAmt |
| EOYFMV | $996,623 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Machinery and Equipment | CategoryOrItemTxt |
| Cost Or Other Basis | $5,026 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $3,393 | AccumulatedDepreciationAmt |
| Book Value | $1,633 | BookValueAmt |
| EOYFMV | $1,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Filing Fees | $100 | $100 |
| Postage Expenses | $10 | $10 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHIEN-HSIEN WU YI-HUI HO | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 850 LILY AVE | AddressLine1Txt |
| City | CUPERTINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95014 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Income Tax - IRS | CategoryTxt |
| Amt | $10,000 | Amt |
| Disbursements Charitable Prps | $10,000 | DisbursementsCharitablePrpsAmt |
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