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ZH FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ZH FAMILY FOUNDATION (EIN 84-4010133)
Tax period
2020-12-01 to 2021-11-30
Filed
2022-04-19
IRS object ID
202231099349102153
Schema version
2020v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-04-19T13:03:41-07:00ReturnTs
Tax Period End2021-11-30TaxPeriodEndDt

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 Begin2020-12-01TaxPeriodBeginDt

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
Signature2022-04-19SignatureDt
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)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$222,495FMVAssetsEOYAmt
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$1,175DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,175DividendsNetInvstIncmAmt
Dividends Adj Net Incm$1,175DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$4,197NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,776GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,197CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$4,197NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$5,372TotalRevAndExpnssAmt
Total Net Invst Incm$5,372TotalNetInvstIncmAmt
Total Adj Net Incm$5,372TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$975AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$975AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$106TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$106TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$6,925TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$6,925TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,620OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$1,620OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,626TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$9,626TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$9,626TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$9,626TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,254ExcessRevenueOverExpensesAmt
Net Investment Income$5,372NetInvestmentIncomeAmt
Adjusted Net Income$5,372AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,100CashBOYAmt
Cash EOY$2,646CashEOYAmt
Cash EOYFMV$2,646CashEOYFMVAmt
Corporate Stock BOY$56,842CorporateStockBOYAmt
Corporate Stock EOY$55,263CorporateStockEOYAmt
Corporate Stock EOYFMV$219,849CorporateStockEOYFMVAmt
Total Assets BOY$58,942TotalAssetsBOYAmt
Total Assets EOY$57,909TotalAssetsEOYAmt
Total Assets EOYFMV$222,495TotalAssetsEOYFMVAmt
Other Liabilities EOY$3,221OtherLiabilitiesEOYAmt
Total Liabilities EOY$3,221TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$58,942RetainedEarningBOYAmt
Retained Earning EOY$54,688RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$58,942TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$54,688TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$58,942TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$57,909TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$58,942TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,254ExcessRevenueOverExpensesAmt
Subtotal$54,688SubtotalAmt
Tot Net Ast Or Fund Balances EOY$54,688TotNetAstOrFundBalancesEOYAmt

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$5,776GrossSalesPriceAmt
Cost Or Other Basis$1,579CostOrOtherBasisAmt
Gain Or Loss$4,197GainOrLossAmt
Gains Minus Excess Or Losses$4,197GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$4,197CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$4,197NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$75InvestmentIncomeExciseTaxAmt
Subtotal$75SubtotalAmt
Tax Based On Investment Income$75TaxBasedOnInvestmentIncomeAmt
Tax Due$75TaxDueAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
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$182,324AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,942AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$184,266TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$184,266AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,764CashDeemedCharitableAmt
Net Vl Noncharitable Assets$181,502NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,075MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,075MinimumInvestmentReturnAmt
Tax Based On Investment Income$75TaxBasedOnInvestmentIncomeAmt
Total Tax$75TotalTaxAmt
Distributable Before Adj$9,000DistributableBeforeAdjAmt
Distributable Before Ded$9,000DistributableBeforeDedAmt
Distributable As Adjusted$9,000DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$9,626ExpensesAndContributionsAmt
Qualifying Distributions$9,626QualifyingDistributionsAmt
Adjusted Qualifying Distri$9,626AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$9,000DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$690ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$690TotalExcessDistributionCyovAmt
Qualifying Distributions$9,626QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$9,000AppliedToCurrentYearAmt
Remaining Distri From Corpus$626RemainingDistriFromCorpusAmt
Total Corpus$1,316TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,316ExcessDistriCyovToNextYrAmt
Excess From Year1$690ExcessFromYear1Amt
Excess From Current Year$626ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,175RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$4,197RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$5,372RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,372TotalIncomeProducingActyAmt

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$975Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$975DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockE*trade - 2126StockNm
EOY Book Value$55,263EOYBookValueAmt
EOYFMV$219,849EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Auto Expense$182$182
Bank Services Charge$72$72
Computer and Internet Expense$937$937
Filing Fee$25$25
Meals & Entertainment$314$314
Parking Expense$75$75
Postage Expenese$15$15

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescEOY Book ValueEOYBookValueAmt
Credit Cards$108
Advanced from Founder$3,113

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryIncome Tax - IRSCategoryTxt
Amt$106Amt
Disbursements Charitable Prps$106DisbursementsCharitablePrpsAmt

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