SHENG FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SHENG FOUNDATION (EIN 20-5771799)
- Tax period
- 2017-10-01 to 2018-09-30
- Filed
- 2019-06-14
- IRS object ID
- 201921659349100012
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-14T12:54:20-05:00 | ReturnTs |
| Tax Period End | 2018-09-30 | 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 | 2017-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205771799 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHENG FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHEN | BusinessNameControlTxt |
| Phone | 4089963893 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7718 SEEBER CT | AddressLine1Txt |
| City | CUPERTINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95014 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID Y SHENG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4089963893 | PhoneNum |
| Signature | 2019-06-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC ZHANG | 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 | 2019-06-14 | IPDt |
| IP Tm | 12:53:05 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D8368F4DDCF0841058FD9FD6BE4741151E3A54B5 | 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 | $839,548 | 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 |
| Dividends Rev And Expnss | $15,102 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,102 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $157,586 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $727,807 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $157,586 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,583 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,583 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $174,271 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $174,271 | 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 | $1,345 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,345 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,283 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,283 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $338 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $3,274 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,274 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $579 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $579 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,819 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,283 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,198 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $19,920 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $19,920 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $27,739 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,283 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,118 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $146,532 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $171,988 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,419 | CashBOYAmt |
| Cash EOY | $1,995 | CashEOYAmt |
| Cash EOYFMV | $1,995 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $104,235 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $161,221 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $161,221 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $393,842 | CorporateStockBOYAmt |
| Corporate Stock EOY | $482,151 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $672,390 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,401 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,459 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $281 | LandBOYAmt |
| Land EOY | $3,942 | LandEOYAmt |
| Land EOYFMV | $3,942 | LandEOYFMVAmt |
| Total Assets BOY | $502,777 | TotalAssetsBOYAmt |
| Total Assets EOY | $649,309 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $839,548 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $310,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $310,000 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $192,777 | RetainedEarningBOYAmt |
| Retained Earning EOY | $339,309 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $502,777 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $649,309 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $502,777 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $649,309 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $502,777 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $146,532 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $649,309 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $649,309 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (33 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC COM | P | 2016-07-21 | 2017-10-23 | $69,148 | $32,697 | $36,451 | $36,451 |
| ADVANCED MICRO DEVICES INC COM | P | 2016-07-22 | 2018-01-18 | $72,773 | $58,328 | $14,445 | $14,445 |
| ADVANCED MICRO DEVICES INC COM | P | 2016-07-23 | 2018-02-09 | $58,344 | $62,565 | -$4,221 | -$4,221 |
| TAIWAN SEMICONDUCTOR MFG LTD | P | 2016-01-15 | 2018-02-09 | $85,533 | $48,163 | $37,370 | $37,370 |
| XILINX INC | P | 2016-01-01 | 2018-02-09 | $34,209 | $20,628 | $13,581 | $13,581 |
| LINE CORP SPONS ADS | P | 2016-07-19 | 2018-06-26 | $21,115 | $20,878 | $237 | $237 |
| LINE CORP SPONS ADS | P | 2016-07-19 | 2018-07-12 | $22,810 | $20,879 | $1,931 | $1,931 |
| ADVANCED MICRO DEVICES INC COM | P | 2016-07-23 | 2018-07-18 | $33,895 | $24,722 | $9,173 | $9,173 |
| AQUANTIA CORP COM | P | 2018-06-13 | 2018-07-18 | $18,730 | $17,494 | $1,236 | $1,236 |
| TAIWAN SEMICONDUCTOR MFG LTD | P | 2016-01-15 | 2018-07-18 | $26,463 | $16,320 | $10,143 | $10,143 |
| TAIWAN SEMICONDUCTOR MFG LTD | P | 2016-01-15 | 2018-07-18 | $7,556 | $4,662 | $2,894 | $2,894 |
| TAIWAN SEMICONDUCTOR MFG LTD | P | 2016-01-15 | 2018-07-18 | $3,780 | $2,331 | $1,449 | $1,449 |
| WIX.COM | P | 2018-02-01 | 2018-07-18 | $10,806 | $9,855 | $951 | $951 |
| XILINX INC | P | 2016-01-15 | 2018-07-18 | $13,615 | $8,293 | $5,322 | $5,322 |
| JD COM INC | P | 2018-06-02 | 2018-07-23 | $7,375 | $7,885 | -$510 | -$510 |
| TAIWAN SEMICONDUCTOR MFG LTD | P | 2016-01-15 | 2018-07-30 | $16,292 | $11,750 | $4,542 | $4,542 |
| TAIWAN SEMICONDUCTOR MFG LTD | P | 2016-01-15 | 2018-07-30 | $4,068 | $2,937 | $1,131 | $1,131 |
| VIRTUS INVT PARTNERS INC | P | 2018-06-27 | 2018-07-31 | $12,945 | $13,085 | -$140 | -$140 |
| SHOPIFY INC COM | P | 2018-06-27 | 2018-08-01 | $7,430 | $7,715 | -$285 | -$285 |
| AQUANTIA CORP COM | P | 2018-06-27 | 2018-08-02 | $12,621 | $12,664 | -$43 | -$43 |
| AQUANTIA CORP COM | P | 2018-06-27 | 2018-08-06 | $6,285 | $6,830 | -$545 | -$545 |
| ASE TECHNOLOGY HOLDING CO LTD | P | 2018-07-13 | 2018-08-21 | $8,996 | $8,606 | $390 | $390 |
| ASE TECHNOLOGY HOLDING CO LTD | P | 2018-07-13 | 2018-08-21 | $469 | $455 | $14 | $14 |
| ASE TECHNOLOGY HOLDING CO LTD | P | 2018-07-13 | 2018-09-07 | $9,542 | $9,438 | $104 | $104 |
| BLACKBERRY LTF | P | 2018-07-24 | 2018-09-07 | $5,020 | $5,297 | -$277 | -$277 |
| FACEBOOK INC | P | 2018-07-30 | 2018-09-07 | $8,468 | $8,779 | -$311 | -$311 |
| LINE CORP SPONS ADS | P | 2018-06-18 | 2018-09-07 | $42,540 | $39,298 | $3,242 | $3,242 |
| TAIWAN SEMICONDUCTOR MFG LTD | P | 2016-01-15 | 2018-09-07 | $44,438 | $29,374 | $15,064 | $15,064 |
| XILINX INC | P | 2016-01-15 | 2018-09-07 | $7,835 | $4,315 | $3,520 | $3,520 |
| XILINX INC | P | 2016-01-15 | 2018-09-07 | $7,831 | $4,147 | $3,684 | $3,684 |
| BLACKBERRY LTF | P | 2018-07-24 | 2018-09-12 | $5,014 | $5,297 | -$283 | -$283 |
| LINE CORP SPONS ADS | P | 2016-07-19 | 2018-09-12 | $20,931 | $22,267 | -$1,336 | -$1,336 |
| LINE CORP SPONS ADS | P | 2016-07-19 | 2018-09-12 | $20,930 | $22,267 | -$1,337 | -$1,337 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $157,586 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $17,553 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $576,600 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.030442 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $19,658 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $425,164 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046236 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $18,620 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $359,574 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051783 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $15,025 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $354,830 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042344 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $14,977 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $347,238 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043132 | DistributionYr5Rt |
| Total Distribution | 0.213937 | TotalDistributionRt |
| Average Distribution | 0.042787 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $674,088 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $28,842 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,720 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $30,562 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $29,117 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,440 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,440 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,440 | 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 | $133 | EsPenaltyAmt |
| Tax Due | $3,573 | 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 | CHIEN JU SHENG | IndividualWithBooksNm |
| Phone | 4089963893 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7718 SEEBER CT | AddressLine1Txt |
| City | CUPERTINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID Y SHENG | ||||||||
| 7718 SEEBER CT | CUPERTINO | CA | 95014 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| CHIEN JU SHENG | ||||||||
| 7718 SEEBER CT | CUPERTINO | CA | 95014 | SECRETARY | 4.00 | $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 | $676,312 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,041 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $684,353 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $684,353 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,265 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $674,088 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $33,704 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $33,704 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,440 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,440 | TotalTaxAmt |
| Distributable Before Adj | $30,264 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $30,264 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $30,264 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,118 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $3,999 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $29,117 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $29,117 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $30,264 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $24,716 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $29,117 | QualifyingDistributionsAmt |
| Applied To Year1 | $24,716 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,401 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $25,863 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID Y SHENG | ContributingManagerNm |
| Contributing Manager | CHIEN JU SHENG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|
| CAMPUS CRUSADE FOR CHRIST | |||||||||
| 100 LAKE HART DR | ORLANDO | FL | 32832 | GROUP | DONATION | $450 | |||
| UNITED CANCER SUPPORT FOUNDATION | |||||||||
| PO BOX 3140 | FARMINGTON HILLS | MI | 48333 | PC | DONATION | $50 | |||
| UNITED BREAST CANCER FOUNDATION | |||||||||
| PO BOX 2421 | HUNTINGTON | NY | 11743 | PC | DONATION | $100 | |||
| CCIC - CUPERTINO | |||||||||
| 10455 BANDLEY DRIVE | CUPERTINO | CA | 95014 | PC | DONATION | $9,100 | |||
| CIM-CHINESE INTERNATIONAL MISSIONS INC | |||||||||
| PO BOX 700185 | SAN JOSE | CA | 95170 | PC | DONATION | $500 | |||
| TEXAS BAPTIST CHILDREN HOME | |||||||||
| 1101 N MAYS ST | ROUND ROCK | TX | 78664 | PC | DONATION | $1,000 | |||
| THE UC DAVIS FOUNDATION | |||||||||
| ONE SHIELDS AVENUE | DAVIS | CA | 95616 | PC | DONATION | $250 | |||
| GLOBALGIVING FOUNDATION INC | |||||||||
| 110 VERMONT AVE NW STE 550 | WASHINGTON | DC | 20005 | PC | DONATION | $380 | |||
| BSF INTERNATIONAL | |||||||||
| 19001 HUEBNER ROAD | SAN ANTONIO | TX | 78258 | SOUNK | DONATION | $500 | |||
| ENLIGHTENMENT FOUNDATION | |||||||||
| 501 S BOYLAN AVENUE | RALEIGH | NC | 27603 | PC | DONATION | $1,240 | |||
| THIRD STREET COMMUNITY CENTER | |||||||||
| 160 N THIRD STREET | SAN JOSE | CA | 95112 | PC | DONATION | $1,000 | |||
| AMERICAN HEART ASSOCIATION | |||||||||
| 1 SOUTH ALMADEN BOULEVARD | SAN JOSE | CA | 95113 | PC | DONATION | $150 | |||
| VILLAGE GOSPEL MISSION | |||||||||
| PO BOX 18850 | STANFORD | CA | 94309 | PC | DONATION | $1,000 | |||
| SYIN-LU SOCIAL WELFARE FOUNDATION | |||||||||
| 501(C)(3) | DONATION | $3,200 | 4F NO 364 JILIN RD | TAIPEI | TW | ||||
| GUTHY-JACKSON RESEARCH FOUNDATION | |||||||||
| PO BOX 15185 | BEVERLY HILLS | CA | 90210 | PC | DONATION | $1,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $19,920 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,102 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $157,586 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IRS TAX REFUDN | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,583 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $174,271 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $174,271 | 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 | TAX PREPARATION FEE | CategoryTxt |
| Amt | $1,345 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,345 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| EQUIPMENT | 2013-09-30 | $108 | $101 | SL | 5.000000000000 | $7 | $0 |
| COMPUTER | 2015-09-30 | $543 | $269 | SL | 5.000000000000 | $109 | $0 |
| COMPUTER | 2012-09-30 | $751 | $751 | SL | 5.000000000000 | $0 | $0 |
| SOFTWARE | 2018-07-26 | $3,999 | SL | 3.000000000000 | $222 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| TAIWAN SEMICONDUCTOR MFG LTD SPONSORED | $198,925 | $242,880 |
| XILINK INC | $30,153 | $48,102 |
| FIDELITY GOVERNMENT CLASS RESERVES | $1,697 | $1,844 |
| ADVANCED MICRO DEVICES INC COM | $73,565 | $185,340 |
| DIALOG SEMICONDUCTOR GBP | $8,299 | $9,937 |
| WIX.COM LTD COM | $10,435 | $11,970 |
| ASE TECHNOLOGY HOLDING CO LTD SPON | $19,962 | $19,320 |
| ALIGN TECHNOLOGY INC COM | $18,318 | $19,561 |
| AMGEN INC | $9,250 | $10,365 |
| APPIAN CORP CL A | $6,685 | $6,620 |
| ARISTA NETWORKS INC COM | $13,446 | $13,293 |
| BLACKBERRY LTD COM ISIN | $4,811 | $5,690 |
| COUPA SOFTWARE INC COM | $14,481 | $15,820 |
| FACEBOOK INC COM | $8,779 | $8,223 |
| LATTICE CEMICONDUCTOR CORP | $14,400 | $16,000 |
| SHOPIFY INC COM NPV CL A | $15,791 | $16,446 |
| STARBUCKS CORP COM | $10,287 | $11,368 |
| THE TRADE SESK INC COM CL A | $16,668 | $22,637 |
| TALEND SA ADR EACH REP 1 ORD SHS | $6,199 | $6,974 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| EQUIPMENT | $108 | $108 | $0 | $0 |
| COMPUTER | $543 | $378 | $165 | $165 |
| COMPUTER | $751 | $751 | $0 | $0 |
| SOFTWARE | $3,999 | $222 | $3,777 | $3,777 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE CHARGES | $190 | $0 | $190 |
| FILING FEE | $55 | $0 | $55 |
| SUPPLIES | $334 | $0 | $334 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IRS TAX REFUDN | Desc |
| Revenue And Expenses Per Books | $1,583 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,583 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,583 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IRS TAX | $80 | $80 | $0 |
| FOREIGN TAX | $2,203 | $2,203 | $0 |
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