EVELYN JOB & APRIL FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- EVELYN JOB & APRIL FOUNDATION (EIN 26-1550127)
- Tax period
- 2019-12-01 to 2020-11-30
- Filed
- 2021-04-14
- IRS object ID
- 202121049349100242
- Schema version
- 2019v5.2
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-14T17:33:43-05:00 | ReturnTs |
| Tax Period End | 2020-11-30 | 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 | 2019-12-01 | 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 | 2021-04-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
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 | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $215,304 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $31 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $31 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $42,051 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $503,738 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $42,051 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $42,082 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $42,082 | 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 | $1,303 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,303 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $355 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $355 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $230 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $230 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,888 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $355 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,533 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $34,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $34,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $35,888 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $355 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $35,533 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,194 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,727 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $131,440 | CashBOYAmt |
| Cash EOY | $137,634 | CashEOYAmt |
| Cash EOYFMV | $137,634 | CashEOYFMVAmt |
| Corporate Stock BOY | $115,440 | CorporateStockBOYAmt |
| Corporate Stock EOY | $115,440 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $77,670 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $246,880 | TotalAssetsBOYAmt |
| Total Assets EOY | $253,074 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $215,304 | 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 | $50,588 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $196,292 | RetainedEarningBOYAmt |
| Retained Earning EOY | $202,486 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $246,880 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $253,074 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $246,880 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $253,074 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $246,880 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,194 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $253,074 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $253,074 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1000 SHARES UBER | P | 2020-03-13 | 2020-03-25 | $26,099 | $21,565 | $4,534 | $4,534 |
| 1000 SHARES WATLY DISNEY | P | 2020-03-13 | 2020-03-26 | $106,443 | $93,522 | $12,921 | $12,921 |
| 300 SHARES SEAS | P | 2020-04-02 | 2020-04-06 | $3,090 | $3,009 | $81 | $81 |
| 600 SHARES SEAS | P | 2020-04-02 | 2020-04-06 | $6,183 | $6,006 | $177 | $177 |
| 801 SHARES SEAS | P | 2020-04-02 | 2020-04-06 | $8,254 | $8,002 | $252 | $252 |
| 2400 SHARES SEAS | P | 2020-04-02 | 2020-04-06 | $24,731 | $24,000 | $731 | $731 |
| 2800 SHARES SEAS | P | 2020-04-02 | 2020-04-06 | $28,853 | $28,084 | $769 | $769 |
| 3099 SHARES SEAS | P | 2020-04-02 | 2020-04-06 | $31,934 | $31,083 | $851 | $851 |
| 1000 SHARES FDX | P | 2020-04-09 | 2020-05-01 | $130,219 | $128,323 | $1,896 | $1,896 |
| 5000 SHARES GE | P | 2020-10-09 | 2020-11-10 | $44,969 | $33,805 | $11,164 | $11,164 |
| 5000 SHARES AMC | P | 2020-10-14 | 2020-11-25 | $22,101 | $14,398 | $7,703 | $7,703 |
| 200 SHARES WDC | P | 2020-11-23 | 2020-11-25 | $8,960 | $8,830 | $130 | $130 |
| 800 SHARES WDC | P | 2020-11-23 | 2020-11-25 | $35,833 | $35,320 | $513 | $513 |
| 5000 SHARES ZTCOY | P | 2020-10-12 | 2020-11-25 | $26,069 | $25,740 | $329 | $329 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $42,051 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $38,271 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $211,990 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.180532 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $32,091 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $221,254 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.145041 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $8,865 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $358,548 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.024725 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $14,175 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $208,636 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.067941 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $10,452 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $120,397 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.086813 | DistributionYr5Rt |
| Total Distribution | 0.505052 | TotalDistributionRt |
| Average Distribution | 0.101010 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $211,038 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $21,317 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $417 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $21,734 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $35,533 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $417 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $417 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $417 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $922 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $922 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $505 | OverpaymentAmt |
| Applied To ES Tax | $505 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | $93,623 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $120,629 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $214,252 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $214,252 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,214 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $211,038 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,552 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,552 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $417 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $417 | TotalTaxAmt |
| Distributable Before Adj | $10,135 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,135 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,135 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $35,533 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $35,533 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $417 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $35,116 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,135 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,083 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,763 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $22,480 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $27,993 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $56,319 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $35,533 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,135 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $25,398 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $81,717 | 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 | $1,083 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $80,634 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,763 | ExcessFromYear4Amt |
| Excess From Year2 | $22,480 | ExcessFromYear2Amt |
| Excess From Year1 | $27,993 | ExcessFromYear1Amt |
| Excess From Current Year | $25,398 | 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 (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | N/A | PUBLIC CHARITY | DONATION | $2,000 |
| CHINESE CHURCH IN CHRIST SOUTH VALLEY | |||||||
| 5805 CAHALAN AVENUE | SAN JOSE | CA | 95123 | N/A | PUBLIC CHARITY | DONATION | $20,000 |
| PALO ALTO PARTNERS IN EDUCATION | |||||||
| 25 CHURCHILL AVENUE | PALO ALTO | CA | 94306 | N/A | PUBLIC CHARITY | DONATION | $5,000 |
| CHRISTIAN WITNESS CENTER | |||||||
| PO BOX 700 | WARSAW | MO | 65355 | N/A | PUBLIC CHARITY | DONATION | $5,000 |
| FIRST LOVE INTERNATIONAL MINISTRIES | |||||||
| PO BOX 15836 | LOVES PARK | IL | 61132 | N/A | PUBLIC CHARITY | DONATIONS | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $34,000 | 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 | $31 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $42,051 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $42,082 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $42,082 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,303 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,303 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 3000 HSBC | StockNm |
| EOY Book Value | $115,440 | EOYBookValueAmt |
| EOYFMV | $77,670 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEE | Desc |
| Revenue And Expenses Per Books | $230 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $230 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS TAX | CategoryTxt |
| Amt | $355 | Amt |
| Net Investment Income | $355 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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