JHGM FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
JHGM FOUNDATION (EIN 47-2533778)
Tax period
2017-12-01 to 2018-11-30
Filed
2019-09-20
IRS object ID
201912639349100716
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-09-20T20:49:36-05:00ReturnTs
Tax Period End2018-11-30TaxPeriodEndDt

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 Begin2017-12-01TaxPeriodBeginDt

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
Signature2019-09-20SignatureDt
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 Address96.64.198.97IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-09-20IPDt
IP Tm20:49:02IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id02C9D57EFC6EFA1F781A281305F8EE7F5FE29651AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$553,362FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$30,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$88InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$88InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$11,267DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,267DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$19,299NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$240,808GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$19,299CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$60,654TotalRevAndExpnssAmt
Total Net Invst Incm$30,654TotalNetInvstIncmAmt
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$1,665AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,665AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$956TaxesRevAndExpnssAmt
Taxes Net Invst Incm$956TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$1,058DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$8,015TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$8,015TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,847OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,042OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$805OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$15,541TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,998TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$10,485TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$19,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$19,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$35,041TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,998TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$29,985TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$25,613ExcessRevenueOverExpensesAmt
Net Investment Income$26,656NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$21,523CashBOYAmt
Cash EOY$26,162CashEOYAmt
Cash EOYFMV$26,162CashEOYFMVAmt
Sav And Temp Cash Invst BOY$65,911SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$54,444SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$54,444SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$250,518CorporateStockBOYAmt
Corporate Stock EOY$283,180CorporateStockEOYAmt
Corporate Stock EOYFMV$397,439CorporateStockEOYFMVAmt
Corporate Bonds BOY$67,920CorporateBondsBOYAmt
Corporate Bonds EOY$74,338CorporateBondsEOYAmt
Corporate Bonds EOYFMV$73,960CorporateBondsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$8,004LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$6,736LandBldgEquipAccumDeprecAmt
Land BOY$1,762LandBOYAmt
Land EOY$1,268LandEOYAmt
Land EOYFMV$1,268LandEOYFMVAmt
Other Assets BOY$89OtherAssetsBOYAmt
Other Assets EOY$89OtherAssetsEOYAmt
Other Assets EOYFMV$89OtherAssetsEOYFMVAmt
Total Assets BOY$407,723TotalAssetsBOYAmt
Total Assets EOY$439,481TotalAssetsEOYAmt
Total Assets EOYFMV$553,362TotalAssetsEOYFMVAmt
Accounts Payable BOY$11,000AccountsPayableBOYAmt
Accounts Payable EOY$17,145AccountsPayableEOYAmt
Total Liabilities BOY$11,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$17,145TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$342,355CapitalStockBOYAmt
Capital Stock EOY$372,355CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$54,368RetainedEarningBOYAmt
Retained Earning EOY$49,981RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$396,723TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$422,336TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$407,723TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$439,481TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$396,723TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$25,613ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$422,336SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$422,336TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (45 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
19.898 SHARES FIDELITY STOCK SELECTORP2017-01-052017-12-13$900$737$163$163
3.23 SHARES FIDELITY GROWTH COMPANYP2017-01-052017-12-13$600$477$123$123
60.79 SHARES FIDELITY SAI US QUALITY INDEXP2017-01-052017-12-13$800$686$114$114
28.313 SHARES FIDELITY LARGE CAP STOCKP2017-03-082018-01-18$1,000$869$131$131
12.296 SHARES FIDELITY LOW PRICED STOCKP2017-01-052018-01-18$700$618$82$82
23.888 SHARES FIDELITY EMERGING MARKETSP2017-01-052018-03-08$800$548$252$252
32.67 SHARES FIDELITY LARGE CAP STOCKP2017-03-082018-03-08$1,100$1,003$97$97
37.24 SHARES FIDELITY STOCK SELECTORP2017-01-052018-03-08$1,700$1,389$311$311
4.605 SHARES FIDELITY CONTRAFUNDP2017-01-052018-03-08$600$470$130$130
5.605 SHARES FIDELITY GROWTH COMPANYP2017-01-052018-03-08$1,100$835$265$265
97.545 SHARES FID ADVISOR STOCK SELECTORP2017-01-052018-04-12$3,939$3,473$466$466
18.322 SHARES FIDELITY EMERGING MARKETSP2017-01-052018-04-12$600$418$182$182
137.406 SHARES FIDELITY STOCK SML CAPP2017-01-052018-04-12$3,710$3,644$66$66
590.697 SHARES FIDELITY LARGE CAPP2017-01-052018-04-12$19,398$18,139$1,259$1,259
1261.555 SHARES FID LARGE VALUE ENHANCEDP2017-01-052018-04-12$16,400$15,409$991$991
713.366 SHARES FIDELITY STOCK ALL CAPFDP2017-01-052018-04-12$31,788$26,616$5,172$5,172
57.564 SHARES FIDELITY CONTRAFUNDP2017-01-052018-04-12$7,177$5,877$1,300$1,300
77.97 SHARES FIDELITY GROWTH COMPANYP2017-01-052018-04-12$14,700$11,615$3,085$3,085
241.363 SHARES FIDELITY LOW PRICED STOCKP2017-01-052018-04-12$13,133$12,122$1,011$1,011
369.788 SHARES FIDELITY VALUE DISCOVERYP2017-01-052018-04-12$10,428$9,944$484$484
76.409 SHARES STRATEGIC ADVISES INTLP2017-01-052018-04-12$800$674$126$126
614.092 SHARES FIDELITY SAI US LARGE CAPP2017-01-052018-04-12$8,714$8,094$620$620
1044.323 SHARES FIDELITY SAI US QUALITY INDEXP2017-01-052018-04-12$13,931$11,793$2,138$2,138
137.164 SHARES FIDELITY SML CAPP2017-01-052018-04-12$2,731$2,599$132$132
19.887 SHARES FIDELITY EMERGING MARKETSP2017-01-052018-06-29$600$456$144$144
310.621 SHARES STRATEGIC ADVISERS FID USP2018-04-112018-06-29$3,100$3,026$74$74
70.505 SHARES FIDELITY SHORT TERM BONDP2017-01-052018-06-29$600$606-$6-$6
24.348 SHARES FIDELITY EMERGING MARKETSP2017-01-052018-09-12$700$558$142$142
430.622 SHARES STRATEGIC ADVISERS FID USP2018-04-112018-09-12$4,500$4,196$304$304
81.549 SHARES STRATEGIC ADVISERS FIDELITY INTLP2017-01-052018-10-17$800$725$75$75
118.265 SHARES FIDELITY INVESTMENT GRADEP2017-01-052018-10-31$900$926-$26-$26
3754.473 SHARES FIDELITY INVESTMENT GRADEP2017-01-052018-10-29$28,609$29,411-$802-$802
2492.032 SHARES FIDELITY TOTAL BONDP2017-01-052018-10-29$25,543$26,357-$814-$814
406.324 SHARES FIDELITY INFLAT-PROTP2017-01-052018-10-29$3,917$3,953-$36-$36
243.663 SHARES FIDELITY EMERGING MARKETSP2017-01-052018-11-30$6,786$5,588$1,198$1,198
5.075 SHARES FIDELITY TOTAL MARKET BONDP2018-04-112018-11-30$400$384$16$16
40.942 SHARES STRATEGIC ADVISERS FID USP2018-04-112018-11-30$400$399$1$1
42.15 SHARES STRATEGIC ADVISERS FIDELITY INTLP2017-01-052018-11-30$400$375$25$25
8.818 SHARES FIDELITY SAI INTERNATIONAL INXP2017-01-052018-11-30$100$98$2$2
416.983 SHARES FIDELITY SELECT NATUAL RESOURCESP2017-01-052018-11-30$5,500$5,168$332$332
53.476 SHARES FIDELITY ADVISOR HIGH INCOMEP2017-01-052018-11-30$400$419-$19-$19
52.138 SHARES FIDELITY CAPITAL INCOMEP2017-01-052018-11-30$500$514-$14-$14
11.765 SHARES FIDELITY SHORT TERM BONDP2017-01-052018-11-30$100$101-$1-$1
19.960 SHARES FIDELITY CONSERVATIV INCOME BONDP2017-01-052018-11-30$199$200-$1-$1
DISALLOWED LOSSP2017-12-082018-11-30$5$5$5
FieldValueIRS element (for citing)
Capital Gain Net Income$19,299CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$32,514AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$517,170NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.062869DistributionYr1Rt
Adjusted Qlfy Distri Yr2$11,600AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$271,038NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.042798DistributionYr2Rt
Adjusted Qlfy Distri Yr3$8,549AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$160,010NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.053428DistributionYr3Rt
Total Distribution0.159095TotalDistributionRt
Average Distribution0.053032AverageDistributionRt
Net Vl Noncharitable Assets$497,802NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$26,399AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$267NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$26,666AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$30,549QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$267InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$267SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$267TaxBasedOnInvestmentIncomeAmt
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$267TaxDueAmt

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)
Tax Exempt Interest$0TaxExemptInterestAmt
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

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$414,015AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$91,279AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$89FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$505,383TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$505,383AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,581CashDeemedCharitableAmt
Net Vl Noncharitable Assets$497,802NetVlNoncharitableAssetsAmt
Minimum Investment Return$24,890MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$24,890MinimumInvestmentReturnAmt
Tax Based On Investment Income$267TaxBasedOnInvestmentIncomeAmt
Total Tax$267TotalTaxAmt
Distributable Before Adj$24,623DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$24,623DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$24,623DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$29,985ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$564CharitableAssetsAcquisPaidAmt
Qualifying Distributions$30,549QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$267PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$30,282AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$24,623DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$6,955ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$6,955TotalExcessDistributionCyovAmt
Qualifying Distributions$30,549QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$24,623AppliedToCurrentYearAmt
Remaining Distri From Corpus$5,926RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$12,881TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$12,881ExcessDistriCyovToNextYrAmt
Excess From Year1$6,955ExcessFromYear1Amt
Excess From Current Year$5,926ExcessFromCurrentYearAmt

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 (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
KQED
50 W SAN FERNANDO ST 110SAN JOSECA95113N/APUBLIC CHARITYDOANTION$3,000
LUCILE PACKARD FOUNDATION FOR CHILDRENS HEALTH
725 WELCH RDPALO ALTOCA94304N/APUBLIC CHARITYDONATION$4,000
WIKIMEDIA FOUNDATION
149 NEW MONTGOMERY 6TH FLOORSAN FRANCISCOCA94105N/APUBLIC CHARITYDONATION$3,000
THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY
450 SERRA MALLSTANFORDCA94305N/APUBLIC CHARITYDONATION$7,000
SAN FRANCISCO BALLET ASSOCIATION
455 FRANKLIN STSAN FRANCISCOCA94102N/APUBLIC CHARITYDONATION$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$19,500TotalGrantOrContriPdDurYrAmt
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$88ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,267ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$19,299ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$30,654ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$30,654TotalIncomeProducingActyAmt

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$30,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEECategoryTxt
Amt$1,665Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,665DisbursementsCharitablePrpsAmt

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$527200DB5.000000000000$195$0
HUMIDIFIER2014-12-30$87$62200DB5.000000000000$10$0
PAPER SHREDER2015-12-19$163$85200DB5.000000000000$31$0
SPEAKERS2015-12-20$380$198200DB5.000000000000$73$0
IPAD PRO SMART KEYBOARD2016-01-09$184$96200DB5.000000000000$35$0
IPAD PRO PENCIL2016-01-28$108$57200DB5.000000000000$21$0
B&H PHOTO COMPUTER2014-12-19$5,145$4,349200DB5.000000000000$593$0
B&H PHOTO MAGIC TRACKPAD2014-12-24$66$56200DB5.000000000000$10$0
HEATER2014-12-30$293$248200DB5.000000000000$34$0
IPAD2018-04-25$564SL5.000000000000$56$0

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIDELITY 4203 - BOND FUNDSBondNm
EOY Book Value$74,338EOYBookValueAmt
EOYFMV$73,960EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
266 SHARES AAPL$24,518$47,502
577 SHARES ORCL$16,477$28,135
318 SHARES SYMC$6,552$7,031
2000 SHARES CNBX$2,305$890
120 SHARES FB$8,493$16,873
2000 SHARES MBRX$4,405$2,620
905 SHARES PYPL$0$77,658
10000 SHARES CPHI$3,605$3,054
500 SHARES SNAP$10,095$3,255
FIDELITY 4203 - STOCK FUNDS$206,730$210,421

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (10 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
IPAD PRO X1$1,014$722$292$292
HUMIDIFIER$87$72$15$15
PAPER SHREDER$163$116$47$47
SPEAKERS$380$271$109$109
IPAD PRO SMART KEYBOARD$184$131$53$53
IPAD PRO PENCIL$108$78$30$30
B&H PHOTO COMPUTER$5,145$4,942$203$203
B&H PHOTO MAGIC TRACKPAD$66$66$0$0
HEATER$293$282$11$11
IPAD$564$56$508$508

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 (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSE$246$0$246
BANK CHARGE$369$0$369
FILING FEE$80$0$80
ADVISORY FEE$3,042$3,042$0
POSTAGE$110$0$110

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryIRS TAXCategoryTxt
Amt$956Amt
Net Investment Income$956NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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