EVELYN JOB & APRIL FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- EVELYN JOB & APRIL FOUNDATION (EIN 26-1550127)
- Tax period
- 2017-12-01 to 2018-11-30
- Filed
- 2019-04-11
- IRS object ID
- 201901019349101215
- Schema version
- 2017v2.3
- 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 | 2019-04-11T15:35:40-05:00 | ReturnTs |
| Tax Period End | 2018-11-30 | 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 | 2017-12-01 | 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 | 2019-04-11 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.64.198.97 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-11 | IPDt |
| IP Tm | 15:34:42 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 02C9D57EFC6EFA1F781A281305F8EE7F5FE29651 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $193,149 | 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 | $91 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $91 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $72,628 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,317,451 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $72,628 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $72,719 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $72,719 | 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 | $1,265 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,265 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $84 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $84 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,202 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,202 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,551 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $84 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,467 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $28,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $28,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $32,901 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $84 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $32,817 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $39,818 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $72,635 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $166,478 | CashBOYAmt |
| Cash EOY | $14,219 | CashEOYAmt |
| Cash EOYFMV | $14,219 | CashEOYFMVAmt |
| Corporate Stock BOY | $62,904 | CorporateStockBOYAmt |
| Corporate Stock EOY | $254,981 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $178,930 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $229,382 | TotalAssetsBOYAmt |
| Total Assets EOY | $269,200 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $193,149 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $178,794 | RetainedEarningBOYAmt |
| Retained Earning EOY | $218,612 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $229,382 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $269,200 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $229,382 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $269,200 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $229,382 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $39,818 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $269,200 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $269,200 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 5000 SHARES IPHI | P | 2018-01-23 | 2018-03-05 | $146,806 | $154,875 | -$8,069 | -$8,069 |
| 7000 SHARES FNSR | P | 2018-03-07 | 2018-03-12 | $141,696 | $140,312 | $1,384 | $1,384 |
| 6000 SHARES JD | P | 2018-04-04 | 2018-04-10 | $241,226 | $237,981 | $3,245 | $3,245 |
| 800 SHARES BABA | P | 2018-04-12 | 2018-04-18 | $143,344 | $141,267 | $2,077 | $2,077 |
| 10000 SAHRES ACIA | P | 2018-04-25 | 2018-05-14 | $351,599 | $313,315 | $38,284 | $38,284 |
| 3000 SHARES LITE | P | 2018-06-06 | 2018-06-07 | $186,323 | $185,645 | $678 | $678 |
| 20000 SHARES AAOI | P | 2018-06-01 | 2018-06-27 | $890,088 | $867,806 | $22,282 | $22,282 |
| 5000 SHARES TSM | P | 2018-07-06 | 2018-07-12 | $186,848 | $185,437 | $1,411 | $1,411 |
| 3000 SHARES QCOM | P | 2018-07-26 | 2018-07-27 | $190,493 | $187,630 | $2,863 | $2,863 |
| 5000 SHARES IPHI | P | 2018-06-29 | 2018-07-03 | $165,033 | $163,758 | $1,275 | $1,275 |
| 1900 SHARES AVGO | P | 2018-07-16 | 2018-07-17 | $403,375 | $391,174 | $12,201 | $12,201 |
| 10000 SHARES SPRINT CORP | P | 2017-11-09 | 2018-08-03 | $56,694 | $62,904 | -$6,210 | -$6,210 |
| 3300 SHARES QCOM | P | 2018-07-31 | 2018-08-03 | $213,926 | $212,719 | $1,207 | $1,207 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $72,628 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,865 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $358,548 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.024725 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $14,175 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $208,636 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.067941 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $10,452 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $120,397 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.086813 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $12,328 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $182,423 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.067579 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $9,982 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $167,869 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.059463 | DistributionYr5Rt |
| Total Distribution | 0.306521 | TotalDistributionRt |
| Average Distribution | 0.061304 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $221,254 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $13,564 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $726 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $14,290 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $32,817 | 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 | $726 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $726 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $726 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $31 | EsPenaltyAmt |
| Tax Due | $757 | TaxDueAmt |
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) |
|---|---|---|
| Tax Exempt Interest | $0 | TaxExemptInterestAmt |
| 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 |
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 | $134,237 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $90,386 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $224,623 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $224,623 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,369 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $221,254 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,063 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,063 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $726 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $726 | TotalTaxAmt |
| Distributable Before Adj | $10,337 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,337 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,337 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $32,817 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $32,817 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $726 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $32,091 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,337 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $1,083 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,763 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $5,846 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $32,817 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,337 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $22,480 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $28,326 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $28,326 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,083 | ExcessFromYear3Amt |
| Excess From Year2 | $4,763 | ExcessFromYear2Amt |
| Excess From Current Year | $22,480 | 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 (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | ||||||||||||
| PB BOX 37839 | BOONE | IA | 50037 | N/A | PUBLIC CHARITY | DONATION | $3,000 | |||||
| NATIONAL LAW ENFORCEMENT OFFICERS MEMORI | ||||||||||||
| 901 E ST NW SUITE100 | WASHINGTON | DC | 20036 | N/A | PUBLIC CHARITY | DONATION | $100 | |||||
| OVERSEAS CHINESE CHARITY FOUNDATION OF CHINA | ||||||||||||
| N/A | FOREIGN PUBLIC CHARI | DONATION | $3,000 | 1A 3 BEIXINGQIAO | BEIJING | BEIJING | CH | 100001 | ||||
| PARALYZED VETERANS OF AMERICA | ||||||||||||
| 801 EIGHTEENTH STREET | NW WASHINGTON | DC | 20006 | N/A | PUBLIC CHARITY | DONATION | $250 | |||||
| THE HERIGAGE FOUNDATION | ||||||||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON DC | DC | 20002 | N/A | PUBLIC CHARITY | DONATION | $1,000 | |||||
| FIRST LOVE INTERNATIONAL MINISTRIES | ||||||||||||
| PO BOX 15836 | LOVES PARK | IL | 61132 | N/A | PUBLIC CHARITY | DONATION | $1,000 | |||||
| PALO ALTO PARTNERS IN EDUCATION | ||||||||||||
| 25 CHURCHILL AVENUE | PALO ALTO | CA | 94306 | N/A | PUBLIC CHARITY | DONATION | $5,000 | |||||
| CHINESE CHURCH IN CHRIST SOUTH VALLEY | ||||||||||||
| 5805 CAHALAN AVENUE | SAN JOSE | CA | 95123 | N/A | PUBLIC CHARITY | DONATION | $15,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $28,350 | 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 | $91 | 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 | $72,628 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $72,719 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $72,719 | 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 | $1,265 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,265 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1000 SHARES ALIBABA GROUP HOLDING F | $182,002 | $137,070 |
| 2000 SHARES JD COMMON INC | $72,979 | $41,860 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TRAVEL EXPENSE | $3,167 | $0 | $3,167 |
| FILING FEE | $35 | $0 | $35 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS TAX | CategoryTxt |
| Amt | $84 | Amt |
| Net Investment Income | $84 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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