JHGM FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
JHGM FOUNDATION (EIN 47-2533778)
Tax period
2018-12-01 to 2019-11-30
Filed
2020-10-14
IRS object ID
202042889349100309
Schema version
2018v3.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-10-14T10:35:08-05:00ReturnTs
Tax Period End2019-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN475284605PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERIC ZHANG & ASSOCIATES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1920 HILLVIEW CT 180AddressLine1Txt
CityMILPITASCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95035ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472533778EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JHGM FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJHGMBusinessNameControlTxt
Phone6509069290PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11160 TERNURA LOOPAddressLine1Txt
CityMILPITASCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95035ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJIANG HUPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Phone6509069290PhoneNum
Signature2020-10-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonERIC ZHANG CPAPreparerPersonNm
PTINP00548506PTIN
Phone6265812266PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address98.234.179.9IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-10-14IPDt
IP Tm10:34:54IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id418356820959BBEDDD98FF0437AC3039CF3642E4AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2021-09-10 13:11:23ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$578,980FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$60,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$93InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$93InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$9,232DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,232DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$626NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$22,805GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$68,699TotalRevAndExpnssAmt
Total Net Invst Incm$9,325TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,800AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$327TaxesRevAndExpnssAmt
Taxes Net Invst Incm$327TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$550DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$339TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$339TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,632OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,387OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,245OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,648TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,714TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,384TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$7,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$14,648TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,714TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$10,384TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$54,051ExcessRevenueOverExpensesAmt
Net Investment Income$5,611NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$26,162CashBOYAmt
Cash EOY$55,219CashEOYAmt
Cash EOYFMV$55,219CashEOYFMVAmt
Sav And Temp Cash Invst BOY$54,444SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$44,945SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$44,945SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$283,180CorporateStockBOYAmt
Corporate Stock EOY$294,234CorporateStockEOYAmt
Corporate Stock EOYFMV$391,975CorporateStockEOYFMVAmt
Corporate Bonds BOY$74,338CorporateBondsBOYAmt
Corporate Bonds EOY$81,891CorporateBondsEOYAmt
Corporate Bonds EOYFMV$86,034CorporateBondsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$8,004LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$7,286LandBldgEquipAccumDeprecAmt
Land BOY$1,268LandBOYAmt
Land EOY$718LandEOYAmt
Land EOYFMV$718LandEOYFMVAmt
Other Assets BOY$89OtherAssetsBOYAmt
Other Assets EOY$89OtherAssetsEOYAmt
Other Assets EOYFMV$89OtherAssetsEOYFMVAmt
Total Assets BOY$439,481TotalAssetsBOYAmt
Total Assets EOY$477,096TotalAssetsEOYAmt
Total Assets EOYFMV$578,980TotalAssetsEOYFMVAmt
Accounts Payable BOY$17,145AccountsPayableBOYAmt
Accounts Payable EOY$709AccountsPayableEOYAmt
Total Liabilities BOY$17,145TotalLiabilitiesBOYAmt
Total Liabilities EOY$709TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$372,355CapitalStockBOYAmt
Capital Stock EOY$432,356CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$49,981RetainedEarningBOYAmt
Retained Earning EOY$44,031RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$422,336TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$476,387TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$439,481TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$477,096TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$422,336TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$54,051ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$476,387SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$476,387TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
59.406 SHARES STRATEGIC ADVISERS FIDP2018-12-022018-12-28$600$627-$27-$27
85.796 SHARES FIDELITY SAI INTERNATIONAL INDEXP2017-11-182018-12-18$900$956-$56-$56
80.972 SHARES FIDELITY SAI EMERG MARKETS INDEXP2017-11-182018-12-18$1,000$1,004-$4-$4
64.171 SHARES FIDELITY CAPITAL & INCOMEP2017-11-182018-12-18$600$632-$32-$32
169.83 SHARES FIDELITY ADVISOR CORE INCOMEP2018-12-182018-12-31$1,700$1,656$44$44
185.996 SHARES STRATEGIC ADVISERS FID USP2018-04-112019-01-10$1,700$1,803-$103-$103
85.929 SHARES STRATEGIC ADVISERS FID USP2018-04-112019-01-10$800$834-$34-$34
40.85 SHARES FIDELITY SELECT NATURALP2018-01-092019-01-10$1,000$1,221-$221-$221
81.081 SHARES FIDELITY SAI INTERNATIONAL INDEXP2017-01-092019-01-31$900$905-$5-$5
44.99 SHARES FIDELITY SELECT NATURALP2018-01-092019-01-31$1,100$1,349-$249-$249
41.339 SHARES FIDELITY SELECT NATURALP2018-01-092019-01-31$1,000$1,239-$239-$239
40.068 SHARES FIDELITY SELECT NATURALP2018-01-092019-01-31$1,005$1,054-$49-$49
364 SHARES STRTEGIC ADVISERS FID USP2018-04-112019-03-06$3,600$3,533$67$67
94.538 SHARES FIDELITY FLOATING RATE HIGH INCOMEP2017-01-052019-03-06$900$912-$12-$12
79.523 SHARES STRATEGIC ADVISERS FIDELITYP2017-01-052019-06-26$800$709$91$91
93.141 SHARES FIDELITY SAI INTERNATIONAL INDEXP2017-01-052019-06-26$1,100$1,039$61$61
69.17 SHARES FIDELITY SAI INFLATIONP2019-01-092019-08-15$700$710-$10-$10
70.636 SHARES STRATEGIC ADVISERS FID USP2018-04-112019-08-15$700$686$14$14
55.866 SHARES FIDELITY SAI EMERG MARKETSP2018-04-112019-08-15$700$693$7$7
77.444 SHARES STRATEGIC ADVISERS FID USP2018-04-112019-09-25$800$752$48$48
59.23 SHARES STRATEGIC ADVISERS FIDELITY INTLP2017-01-052019-09-25$600$529$71$71
59.701 SHARES FIDELITY CAPITAL & INCOMEP2017-01-052019-09-25$600$588$12$12
FieldValueIRS element (for citing)
Capital Gain Net Income-$626CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$30,282AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$497,802NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.060831DistributionYr1Rt
Adjusted Qlfy Distri Yr2$32,514AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$517,170NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.062869DistributionYr2Rt
Adjusted Qlfy Distri Yr3$11,600AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$271,038NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.042798DistributionYr3Rt
Adjusted Qlfy Distri Yr4$8,549AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$160,010NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.053428DistributionYr4Rt
Total Distribution0.219926TotalDistributionRt
Average Distribution0.054982AverageDistributionRt
Net Vl Noncharitable Assets$621,446NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$34,168AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$56NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$34,224AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$10,384QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$112InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$112SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$112TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$112TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJIANG HUIndividualWithBooksNm
Phone6509069290PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11160 TERNURA LOOPAddressLine1Txt
CityMILPITASCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95035ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JIANG HU
1160 TERNURA LOOPMILPITASCA95035PRESIDENT & CEO10.00$0$0$0
YANCHENG MEI
1160 TERNURA LOOPMILPITASCA95035CFO10.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$516,349AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$114,472AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$89FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$630,910TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$630,910AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,464CashDeemedCharitableAmt
Net Vl Noncharitable Assets$621,446NetVlNoncharitableAssetsAmt
Minimum Investment Return$31,072MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$31,072MinimumInvestmentReturnAmt
Tax Based On Investment Income$112TaxBasedOnInvestmentIncomeAmt
Total Tax$112TotalTaxAmt
Distributable Before Adj$30,960DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$30,960DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$30,960DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,384ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$10,384QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$10,384AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$30,960DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$6,955ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$5,926ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$12,881TotalExcessDistributionCyovAmt
Qualifying Distributions$10,384QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$10,384AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$12,881ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$12,881ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$7,695UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJIANG HUContributingManagerNm
Contributing ManagerYANCHENG MEIContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
CALIFORNIA ACADEMY OF SCIENCE
55 MUSIC CONCOURSE DRSAN FRANCISCOCA94118N/APUBLIC CHARITYDONATIONS$1,000
CHINA SICHUAN SANTAI CHARITY ASSOCIATION
N/APUBLIC CHARITYDOANTIONS$6,000NO 15 ZHIQUAN SECTION EAST STREETCHENGDU CITYSICHUAN PROVINCECH610061
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$93ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,232ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$626ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$8,699ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$8,699TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1JIANG HU AND YANCHENG MEIBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11160 TERNURA LOOPAddressLine1Txt
CityMILPITASCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95035ZIPCd
FieldValueIRS element (for citing)
Total Contributions$60,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEECategoryTxt
Amt$1,800Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,800DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (10 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
IPAD PRO X12015-12-19$1,014$722200DB5.000000000000$117$0
HUMIDIFIER2014-12-30$87$72200DB5.000000000000$10$0
PAPER SHREDER2015-12-19$163$116200DB5.000000000000$19$0
SPEAKERS2015-12-20$380$271200DB5.000000000000$44$0
IPAD PRO SMART KEYBOARD2016-01-09$184$131200DB5.000000000000$21$0
IPAD PRO PENCIL2016-01-28$108$78200DB5.000000000000$12$0
B&H PHOTO COMPUTER2014-12-19$5,145$4,942200DB5.000000000000$203$0
B&H PHOTO MAGIC TRACKPAD2014-12-24$66$66200DB5.000000000000$0$0
HEATER2014-12-30$293$282200DB5.000000000000$11$0
IPAD2018-04-25$564$56SL5.000000000000$113$0

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIDELITY 4203 - BOND FUNDSBondNm
EOY Book Value$81,891EOYBookValueAmt
EOYFMV$86,034EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
266 SHARES AAPL$24,518$71,089
577 SHARES ORCL$16,477$32,393
318 SHARES SYMC$6,552$7,918
2000 SHARES CNBX$2,305$292
120 SHARES FB$8,493$24,197
2000 SHARES MBRX$4,405$2,020
10000 SHARES CPHI$3,605$2,311
500 SHARES SNAP$10,095$7,625
FIDELITY 4203 - STOCK FUNDS$203,357$231,670
37 SHARES SHOP$14,427$12,460

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (10 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
IPAD PRO X1$1,014$839$175$175
HUMIDIFIER$87$82$5$5
PAPER SHREDER$163$135$28$28
SPEAKERS$380$315$65$65
IPAD PRO SMART KEYBOARD$184$152$32$32
IPAD PRO PENCIL$108$90$18$18
B&H PHOTO COMPUTER$5,145$5,145$0$0
B&H PHOTO MAGIC TRACKPAD$66$66$0$0
HEATER$293$293$0$0
IPAD$564$169$395$395

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescOTHER RECEIVABLEDesc
BOY Book Value$89BOYBookValueAmt
EOY Book Value$89EOYBookValueAmt
EOYFMV$89EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSE$302$0$302
BANK CHARGE$420$0$420
FILING FEE$60$0$60
ADVISORY FEE$3,387$3,387$0
POSTAGE$23$0$23
INTERNET FEE$440$0$440

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryIRS TAXCategoryTxt
Amt$327Amt
Net Investment Income$327NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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