BETA

SHENG FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SHENG FOUNDATION (EIN 20-5771799)
Tax period
2023-10-01 to 2024-09-30
Filed
2025-02-11
IRS object ID
202520429349101202
Schema version
2023v6.0
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)
Return2025-02-11T13:33:30-06:00ReturnTs
Tax Period End2024-09-30TaxPeriodEndDt

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 Line1860 HILLVIEW CT STE 230AddressLine1Txt
CityMILPITASCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95035ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205771799EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SHENG FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSHENBusinessNameControlTxt
Phone4089963893PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17718 SEEBER CTAddressLine1Txt
CityCUPERTINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95014ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID Y SHENGPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4089963893PhoneNum
Signature2025-02-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonERIC ZHANGPreparerPersonNm
PTINP00548506PTIN
Phone4084358828PhoneNum
Preparation2025-02-11PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,482,838FMVAssetsEOYAmt
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$35,265DividendsRevAndExpnssAmt
Dividends Net Invst Incm$35,265DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$568,696NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$888,905GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$568,696CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$603,961TotalRevAndExpnssAmt
Total Net Invst Incm$603,961TotalNetInvstIncmAmt
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$2,786AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,786AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$5,609TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,374TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$513DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$1,990TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$1,990TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,313OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$3,313OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,211TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,374TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,089TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$79,221ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$79,221ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$93,432TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,374TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$87,310TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$510,529ExcessRevenueOverExpensesAmt
Net Investment Income$602,587NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$30,539CashBOYAmt
Cash EOY$18,995CashEOYAmt
Cash EOYFMV$18,995CashEOYFMVAmt
Sav And Temp Cash Invst BOY$100,061SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$744,940SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$744,940SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$808,504CorporateStockBOYAmt
Corporate Stock EOY$686,212CorporateStockEOYAmt
Corporate Stock EOYFMV$1,718,239CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$12,513LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$11,849LandBldgEquipAccumDeprecAmt
Land BOY$1,178LandBOYAmt
Land EOY$664LandEOYAmt
Land EOYFMV$664LandEOYFMVAmt
Total Assets BOY$940,282TotalAssetsBOYAmt
Total Assets EOY$1,450,811TotalAssetsEOYAmt
Total Assets EOYFMV$2,482,838TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$310,000CapitalStockBOYAmt
Capital Stock EOY$310,000CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$630,282RetainedEarningBOYAmt
Retained Earning EOY$1,140,811RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$940,282TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,450,811TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$940,282TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,450,811TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$940,282TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$510,529ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,450,811SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,450,811TotNetAstOrFundBalancesEOYAmt

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
241 SHARES OF WARNER BROTHER INCP2022-04-132023-12-11$2,629$7,119-$4,490-$4,490
400 SHARES APPIAN CORP CL AP2020-04-032023-12-13$14,600$14,800-$200-$200
1000 SHARES PFIZER INCP2021-07-132023-12-13$28,510$36,773-$8,263-$8,263
200 SHARES ALIBABAP2020-03-052023-12-28$15,199$33,259-$18,060-$18,060
200 SHARES 10X GENOMICS INCP2022-03-112024-01-23$8,322$14,294-$5,972-$5,972
30 SHARES OF ASML HOLDING NVP2021-01-252024-01-26$25,703$17,192$8,511$8,511
300 SHARES AMDP2020-10-232024-01-29$54,495$14,580$39,915$39,915
50 SHARES NVIDIAP2021-07-222024-01-29$31,028$2,844$28,184$28,184
200 SHARES AMDP2020-10-232024-02-14$35,366$9,330$26,036$26,036
300 SHARES AMDP2020-10-232024-03-11$62,659$13,293$49,366$49,366
50 SHARES NVIDIAP2021-07-222024-03-11$45,424$2,844$42,580$42,580
700 SHARES AMDP2020-10-232024-03-21$128,064$29,341$98,723$98,723
300 SHARES NVIDIAP2021-07-222024-06-25$36,173$1,670$34,503$34,503
20 SHARES SALESFORCE INCP2024-01-242024-07-10$5,027$5,629-$602-$602
50 ASML HOLDING NVP2021-07-262024-07-19$45,973$33,353$12,620$12,620
20 ASML HOLDING NVP2021-10-252024-07-23$18,644$14,594$4,050$4,050
400 SHARES GILEAD SCIENCEP2020-12-242024-07-24$28,483$27,553$930$930
500 SHARES AMDP2020-10-232024-07-25$74,210$20,150$54,060$54,060
1000 SHARES NVIDIAP2021-07-222024-07-25$117,087$5,567$111,520$111,520
50 SHARES LINEAGE INCP2024-07-262024-07-26$4,009$4,093-$84-$84
1000 SHARES NVIDIAP2021-07-222024-07-31$104,932$9,426$95,506$95,506
100 SHARES KYNDRYLP2021-11-042024-08-02$2,368$2,505-$137-$137
FieldValueIRS element (for citing)
Capital Gain Net Income$568,696CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$8,376InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$8,376SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$8,376TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,235EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,235TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$7,141TaxDueAmt

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 BooksCHIEN JU SHENGIndividualWithBooksNm
Phone4089963893PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17718 SEEBER CTAddressLine1Txt
CityCUPERTINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95014ZIPCd
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
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
DAVID Y SHENG
7718 SEEBER CTCUPERTINOCA95014PRESIDENT4.00$0$0$0
CHIEN JU SHENG
7718 SEEBER CTCUPERTINOCA95014SECRETARY4.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE SHENG FOUNDATION ACTED AS ONE OF THE DELEGATION MEMBERS TO TAIWAN FOR THE 2024 TAIWAN EDUCATION PROGRAM SPONSORED BY THE ENLIGHTENMENT FOUNDATION (FLUSHING, N.Y.) THIS EVENT IS HELD TWICE A YEAR FOR SPRING AND FALL SEMESTER RESPECTIVELY TO DISTRIBUTE SCHOLARSHIPS TO UNDERPRIVILEGED STUDENTS, NEEDY GRADE SCHOOLS IN THE COUNTRYSIDE AND TO INTERVIEW NEW CANDIDATES. EIGHT MEMBERS JOINED THIS YEAR AND WE WERE DIVIDED INTO TWO GROUPS. WE ALSO ENGAGED IN A VISIT TO NATIONAL TAI-ZHONG UNIVERSITY. WITHIN FOUR DAYS FROM 5/21 TO 5/24, MY GROUP VISITED 5 SCHOOLS AND 61 STUDENTS AROUND THE WESTERN AREAS OF TAIWAN. THE PRESENT PER DIEM RATES FOR TAIPEI, TAICHUNG, KAOHSIUNG, AND OTHER REGIONS ARE AS FOLLOWS:2 DAYS IN TAIPEI FOR MEETINGS $280 X 2 = $5603 DAYS IN OTHER CITY $192 X 3 = $5762 DAYS IN TAICHUNG $189 X 2 X 2 PERSONS = $7561 DAY IN TAIPEI $280 X 2 PERSONS = $560Description1Txt
Expenses1$2,452Expenses1Amt

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$1,629,175AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$435,923AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,065,098TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,065,098AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$30,976CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,034,122NetVlNoncharitableAssetsAmt
Minimum Investment Return$101,706MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$101,706MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,376TaxBasedOnInvestmentIncomeAmt
Total Tax$8,376TotalTaxAmt
Distributable Before Adj$93,330DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$93,330DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$93,330DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$87,310ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$87,310QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$93,330DistributableAsAdjustedAmt
Undistributed Income PY$67,484UndistributedIncomePYAmt
Prior Year12021PriorYear1Yr
Total For Prior Years$13,370TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$87,310QualifyingDistributionsAmt
Applied To Year1$67,484AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$19,826AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$13,370PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$13,370PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$73,504UndistributedIncomeCYAmt
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 ManagerDAVID Y SHENGContributingManagerNm
Contributing ManagerCHIEN JU SHENGContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
CCIC - CUPERTINO
10455 BANDLEY DRIVECUPERTINOCA95014N/APCDONATION$6,000
FILOLI CENTER
86 CANADA ROAD WOOODSIDE CA 94062WOOODSIDECA94062N/APCDONATION$1,250
GLOBALGIVING FOUNDATION INC
1 THOMAS CIRCLE NW SUITE 800WASHINGTONDC20005N/APCDONATION$1,780
CAMPUS CRUSADE FOR CHRIST
100 LAKE HART DRORLANDOFL32832N/APCDONATION$880
CUPERTINO LANGUAGE IMMERSION PROGRAM ORGANIZATION
PO BOX 1344CUPERTINOCA95015N/APCDONATION$2,000
SACRED HEART COMMUNITY SERVICES
1381 S 1ST STREETSAN JOSECA95110N/APCDONATION$1,000
GOSPEL OPERATION INTERNATIIONAL
15824 MAIN STLA PUENTECA91744N/APCDONATION$1,000
NATIONAL CHUNG-HSING UNIVERSITY
N/A501(C)(3)DONATION$52,811145 XINGDA ROADSOUTH DISTRICTTAICHUNG CITYTW402
THE GUTHY-JACKSON RESEARCH FOUNDATION
POST OFFICE BOX 15185BEVERLY HILLSCA90210N/APCDONATION$2,500
BOARD OF REGENTS OF THE UNIVERSITY OF TEXAS SYSTEM
1601 TRINITY STAUSTINTX78712N/APCDONATION$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$79,221TotalGrantOrContriPdDurYrAmt
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

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$35,265ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$568,696ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescTAX REFUNDDesc
Exclusion01ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$603,961ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$603,961TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEECategoryTxt
Amt$2,786Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,786DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (10 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
EQUIPMENT2013-09-30$108$108SL5.000000000000$0$0
COMPUTER2015-09-30$543$543SL5.000000000000$0$0
COMPUTER2012-09-30$751$751SL5.000000000000$0$0
SOFTWARE2018-07-26$3,999$3,999SL3.000000000000$0$0
SOFTWARE2019-09-09$4,447$4,447SL3.000000000000$0$0
COMPUTER2020-09-22$1,266$759SL5.000000000000$253$0
EQUIPMENT2020-09-22$611$366SL5.000000000000$122$0
SOFTWARE2020-09-16$100$100SL3.000000000000$0$0
FURNITURE2021-09-17$273$111SL5.000000000000$55$0
COMPUTER SCREEN2021-12-13$415$152SL5.000000000000$83$0

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FIDELITY GOVERNMENT CLASS RESERVES$1,711$2,087
EFT SER SOLUTIONS DEFIANCE$34,242$43,380
FIDELITY STOCK HOLDINGS$635,174$1,653,402
FIDELITY CHINA REGION$15,085$19,370

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (10 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
EQUIPMENT$108$108$0$0
COMPUTER$543$543$0$0
COMPUTER$751$751$0$0
SOFTWARE$3,999$3,999$0$0
SOFTWARE$4,447$4,447$0$0
COMPUTER$1,266$1,012$254$254
EQUIPMENT$611$488$123$123
SOFTWARE$100$100$0$0
FURNITURE$273$166$107$107
COMPUTER SCREEN$415$235$180$180

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEE$25$0$25
SUBSCRIPTIONS EXPENSE$100$0$100
OFFICE SUPPLIES$633$0$633
PROGRAM EXPENSE$2,452$0$2,452
POSTAGE FEE$87$0$87
BANK SERVICE CHARGE$16$0$16

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
IRS TAX$4,235$0$0
FOREIGN TAX$1,374$1,374$0

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