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ZH FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ZH FAMILY FOUNDATION (EIN 84-4010133)
Tax period
2023-12-01 to 2024-11-30
Filed
2025-02-14
IRS object ID
202520459349100917
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)
Return2025-02-14T12:10:14-08:00ReturnTs
Tax Period End2024-11-30TaxPeriodEndDt

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 Begin2023-12-01TaxPeriodBeginDt

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
Signature2025-02-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHUANG MAOPreparerPersonNm
PTINP00660082PTIN
Phone4083929977PhoneNum
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$278,983FMVAssetsEOYAmt
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$1,159DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,159DividendsNetInvstIncmAmt
Dividends Adj Net Incm$1,159DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$3,713NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,544GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,713CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$3,713NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$4,872TotalRevAndExpnssAmt
Total Net Invst Incm$4,872TotalNetInvstIncmAmt
Total Adj Net Incm$4,872TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,515AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,515AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$311TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$311TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$2,791TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$2,791TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$6,392OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$6,392OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,009TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$11,009TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$13,509TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$13,509TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$8,637ExcessRevenueOverExpensesAmt
Net Investment Income$4,872NetInvestmentIncomeAmt
Adjusted Net Income$4,872AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$17,335CashBOYAmt
Cash EOY$5,816CashEOYAmt
Cash EOYFMV$5,816CashEOYFMVAmt
Corporate Stock BOY$49,048CorporateStockBOYAmt
Corporate Stock EOY$48,217CorporateStockEOYAmt
Corporate Stock EOYFMV$273,167CorporateStockEOYFMVAmt
Total Assets BOY$66,383TotalAssetsBOYAmt
Total Assets EOY$54,033TotalAssetsEOYAmt
Total Assets EOYFMV$278,983TotalAssetsEOYFMVAmt
Other Liabilities BOY$7,694OtherLiabilitiesBOYAmt
Other Liabilities EOY$3,981OtherLiabilitiesEOYAmt
Total Liabilities BOY$7,694TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,981TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$58,689RetainedEarningBOYAmt
Retained Earning EOY$50,052RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$58,689TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$50,052TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$66,383TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$54,033TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$58,689TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$8,637ExcessRevenueOverExpensesAmt
Subtotal$50,052SubtotalAmt
Tot Net Ast Or Fund Balances EOY$50,052TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyMorgan Stanley - 6204PropertyDesc
How AcquiredPHowAcquiredCd
Acquired2023-12-01AcquiredDt
Sold2023-12-01SoldDt
Gross Sales Price$4,544GrossSalesPriceAmt
Cost Or Other Basis$831CostOrOtherBasisAmt
Gain Or Loss$3,713GainOrLossAmt
Gains Minus Excess Or Losses$3,713GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$3,713CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$3,713NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$68InvestmentIncomeExciseTaxAmt
Subtotal$68SubtotalAmt
Tax Based On Investment Income$68TaxBasedOnInvestmentIncomeAmt
Tax Due$68TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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 SatisfiedYes (true)Section508eRqrSatisfiedInd
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$239,716AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$11,383AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$251,099TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$251,099AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,766CashDeemedCharitableAmt
Net Vl Noncharitable Assets$247,333NetVlNoncharitableAssetsAmt
Minimum Investment Return$12,367MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$12,367MinimumInvestmentReturnAmt
Tax Based On Investment Income$68TaxBasedOnInvestmentIncomeAmt
Total Tax$68TotalTaxAmt
Distributable Before Adj$12,299DistributableBeforeAdjAmt
Distributable Before Ded$12,299DistributableBeforeDedAmt
Distributable As Adjusted$12,299DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$13,509ExpensesAndContributionsAmt
Qualifying Distributions$13,509QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$12,299DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$798ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$798TotalExcessDistributionCyovAmt
Qualifying Distributions$13,509QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$12,299AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,210RemainingDistriFromCorpusAmt
Total Corpus$2,008TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$2,008ExcessDistriCyovToNextYrAmt
Excess From Year1$798ExcessFromYear1Amt
Excess From Current Year$1,210ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Honolulu Zoo
151 Kapahulu AveHonoluluHI96815DonationPCTo support the Honolulu Zoo in its mission to inspire stewardship of our living world by providing conservation, education, and meaningful experiences to our community.$500
Bishop Museum
1525 Bernice StHonoluluHI96817DonationPCTo inspire our community and visitors through the exploration, celebration, and perpetuation of the extraordinary history, culture, and environment of Hawai?i and the Pacific.$500
Helios School
597 Central AveSunnyvaleCA94086DonationPCTo provide engaging and imaginative education that meets the unique intellectual, social and emotional needs of gifted students and their families and to empower authenticity through respect for self and others.$1,000
University of Hawai'i Foundation
1810 University Ave 300HonoluluHI96822DonationPCTo unite donors' passions with the University of Hawai?i's aspirations by raising philanthropic support and managing private investments to benefit UH, the people of Hawai?i and our future generations.$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,159RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3,713RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$4,872RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,872TotalIncomeProducingActyAmt

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$1,515Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,515DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMorgan Stanley - 6204StockNm
EOY Book Value$48,217EOYBookValueAmt
EOYFMV$273,167EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Auto Expense$53$53
Bank Services Charge$30$30
Computer and Internet Expense$1,049$1,049
Filing Fee$25$25
Meals & Entertainment$4,177$4,177
Office Supplies$1,037$1,037
Parking Expense$21$21

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
A/P - Handy Man$1,701$433
Chase CC-9301$2,445

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryIncome Tax - IRSCategoryTxt
Amt$311Amt
Disbursements Charitable Prps$311DisbursementsCharitablePrpsAmt

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