AYZ FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- AYZ FAMILY FOUNDATION (EIN 20-1973760)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2025-10-13
- IRS object ID
- 202512869349100631
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-13T18:43:46-05:00 | ReturnTs |
| Tax Period End | 2024-11-30 | 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 | 860 HILLVIEW CT STE 230 | AddressLine1Txt |
| City | MILPITAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201973760 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AYZ FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AYZF | BusinessNameControlTxt |
| Phone | 7757719437 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 FARETTO LN | AddressLine1Txt |
| City | RENO | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89511 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GUOCHEN YAN | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 7757719437 | PhoneNum |
| Signature | 2025-10-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC ZHANG CPA | PreparerPersonNm |
| PTIN | P00548506 | PTIN |
| Phone | 4084358828 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,643,000 | 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 | $71 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $71 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $375,330 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $375,330 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$10,664 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $467,766 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $364,737 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $375,401 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,442 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $12,442 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,821 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,821 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $4,268 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $682 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,160 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,160 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30,332 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30,332 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $51,023 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,821 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $682 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $43,934 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $271,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $271,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $322,023 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,821 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $682 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $314,934 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $42,714 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $372,580 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $179 | CashBOYAmt |
| Cash EOY | $142 | CashEOYAmt |
| Cash EOYFMV | $142 | CashEOYFMVAmt |
| Other Investments BOY | $8,634,316 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,677,242 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,629,040 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $49,412 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $35,594 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $13,993 | LandBOYAmt |
| Land EOY | $13,818 | LandEOYAmt |
| Land EOYFMV | $13,818 | LandEOYFMVAmt |
| Total Assets BOY | $8,648,488 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,691,202 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,643,000 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $8,648,488 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $8,691,202 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,648,488 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,691,202 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,648,488 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,691,202 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,648,488 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $42,714 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,691,202 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,691,202 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (49 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 200 SHARES DRVN | P | 2023-11-10 | 2023-12-06 | $2,636 | $2,274 | $362 | $362 |
| 57 SHARES QCOM | P | 2023-09-25 | 2023-12-06 | $7,411 | $6,264 | $1,147 | $1,147 |
| 100 SHARES QCOM | P | 2022-06-21 | 2023-12-06 | $13,002 | $12,432 | $570 | $570 |
| 40000 TREASURY OBLIG | P | 2023-11-15 | 2023-12-06 | $40,000 | $40,000 | $0 | $0 |
| 100 SHARES QCOM | P | 2021-09-28 | 2024-01-16 | $14,081 | $13,052 | $1,029 | $1,029 |
| 100 SHARES ZTS | P | 2022-02-22 | 2024-01-16 | $19,351 | $19,018 | $333 | $333 |
| 300 SHARES EPAC | P | 2014-10-27 | 2024-01-24 | $9,354 | $9,105 | $249 | $249 |
| 33 SHARES EPAC | P | 2021-05-13 | 2024-01-24 | $1,029 | $907 | $122 | $122 |
| 67 SHARES EPAC | P | 2021-05-13 | 2024-01-24 | $2,089 | $1,842 | $247 | $247 |
| 100 SHARES EPAC | P | 2021-05-13 | 2024-01-24 | $3,118 | $2,750 | $368 | $368 |
| 100 SHARES EPAC | P | 2021-05-13 | 2024-01-24 | $3,118 | $2,750 | $368 | $368 |
| 200 SHARES EPAC | P | 2021-06-07 | 2024-01-24 | $6,236 | $5,435 | $801 | $801 |
| 10 SHARES FNDF | P | 2021-03-03 | 2024-01-24 | $331 | $317 | $14 | $14 |
| 100 SHARES QGEN | P | 2021-04-27 | 2024-01-30 | $128 | $128 | $128 | |
| 60000 TREASURY OBLIG | P | 2023-12-13 | 2024-01-16 | $60,000 | $60,000 | $0 | $0 |
| 0.333 SHARE ASMB | P | 2023-10-17 | 2024-02-13 | $4 | $5 | -$1 | -$1 |
| 124.9999 SHARES GEHC | P | 2017-12-08 | 2024-03-20 | $11,336 | $11,092 | $244 | $244 |
| 41.6666 SHARES GEHC | P | 2018-01-19 | 2024-03-20 | $3,779 | $3,378 | $401 | $401 |
| 0.3333 SHARES GEHC | P | 2021-06-07 | 2024-03-20 | $30 | $23 | $7 | $7 |
| 200 SHARES EPAC | P | 2014-06-18 | 2024-04-24 | $7,242 | $6,969 | $273 | $273 |
| 100 SHARES QGEN | P | 2024-02-05 | 2024-05-14 | $4,533 | $4,220 | $313 | $313 |
| 100 SHARES MRNA | P | 2023-11-06 | 2024-05-20 | $14,045 | $7,255 | $6,790 | $6,790 |
| 100 SHARES MRNA | P | 2023-11-06 | 2024-05-24 | $16,688 | $7,255 | $9,433 | $9,433 |
| 4 SHARES GME | P | 2021-03-19 | 2024-05-14 | $194 | $203 | -$9 | -$9 |
| 16 SHARES GME | P | 2022-01-19 | 2024-05-14 | $775 | $433 | $342 | $342 |
| 20 SHARES GME | P | 2022-01-19 | 2024-05-14 | $978 | $541 | $437 | $437 |
| 100 SHARES PM | P | 2021-09-28 | 2024-05-14 | $9,983 | $9,881 | $102 | $102 |
| 0.75 SHARES SEEL | P | 2022-01-19 | 2024-05-17 | $1 | $235 | -$234 | -$234 |
| 1000 SHARES TREASURY OBLI | P | 2024-06-11 | 2024-06-25 | $10,000 | $10,000 | $0 | $0 |
| 100 SHARES NNN | P | 2021-09-28 | 2024-07-23 | $4,612 | $4,375 | $237 | $237 |
| 200 SHARES MDT | P | 2023-11-06 | 2024-08-15 | $16,606 | $14,628 | $1,978 | $1,978 |
| 200 SHARES MDT | P | 2023-11-06 | 2024-08-21 | $17,429 | $14,628 | $2,801 | $2,801 |
| 100 SHARES QGEN | P | 2024-02-05 | 2024-08-21 | $4,706 | $4,220 | $486 | $486 |
| 1 SHARE FNDE | P | 2019-07-31 | 2024-08-15 | $30 | $28 | $2 | $2 |
| 9 SHARES FNDE | P | 2019-07-31 | 2024-08-15 | $268 | $254 | $14 | $14 |
| 1000 SHARES CLOV | P | 2022-01-19 | 2024-08-21 | $3,385 | $2,815 | $570 | $570 |
| 0.25 SHARE SEEL | P | 2022-01-19 | 2024-09-30 | $1 | $1,253 | -$1,252 | -$1,252 |
| 83 SHARES ASMB | P | 2023-10-17 | 2024-10-15 | $1,497 | $1,300 | $197 | $197 |
| 100 SHARES HCSG | P | 2020-02-27 | 2024-10-07 | $982 | $3,024 | -$2,042 | -$2,042 |
| 200 SHARES HCSG | P | 2021-08-23 | 2024-10-07 | $1,964 | $5,139 | -$3,175 | -$3,175 |
| 700 SHARES HCSG | P | 2021-10-08 | 2024-10-07 | $6,874 | $17,423 | -$10,549 | -$10,549 |
| 1000 SHARES HCSG | P | 2022-01-19 | 2024-10-07 | $9,820 | $18,255 | -$8,435 | -$8,435 |
| 500 SHARES HCSG | P | 2022-02-07 | 2024-10-07 | $4,910 | $8,115 | -$3,205 | -$3,205 |
| 4 SHARES HCSG | P | 2022-01-18 | 2024-10-15 | $390 | $390 | $0 | $0 |
| 110000 SHARES OF TREASURY OBLIG | P | 2024-10-15 | 2024-10-31 | $110,000 | $110,000 | $0 | $0 |
| 36 SHARES BBY | P | 2022-01-18 | 2024-11-14 | $3,327 | $3,506 | -$179 | -$179 |
| 9493.42 SHARES TREASURY OBLI | P | 2024-10-15 | 2024-11-04 | $9,493 | $9,493 | $0 | $0 |
| 10000 SHARES TREASURY OBLI | P | 2024-10-15 | 2024-11-05 | $10,000 | $10,000 | $0 | $0 |
| COST BASIS ADJUSTMENT | P | 2023-11-30 | 2024-11-30 | $11,948 | -$11,948 | -$11,948 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$10,664 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,179 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,179 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,179 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,076 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,076 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,897 | OverpaymentAmt |
| Applied To ES Tax | $2,897 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | GUOCHEN YAN | IndividualWithBooksNm |
| Phone | 7757719437 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 FARETTO LN | AddressLine1Txt |
| City | RENO | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89511 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|---|
| GUOCHEN YAN | ||||||||
| 2600 FARETTO LN | RENO | NV | 89511 | CEO | 6.00 | $0 | $0 | $0 |
| GLORIA GUOHONG ZHANG | ||||||||
| 2600 FARETTO LN | RENO | NV | 89511 | SECRETARY | 6.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | COSTS INVOLVED IN DISCUSSION, PLANNING, AND EXAMINING OF SPECIFIC DONATION ACTIVITIES AND ALSO FOR SOME SCHOOL AND CHURCH ACTIVITIES, AS REPORTED IN PREVIOUS YEARS. | Description1Txt |
| Expenses1 | $5,899 | Expenses1Amt |
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 | $7,623,872 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,910 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,636,782 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,636,782 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $114,552 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,522,230 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $376,112 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $376,112 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,179 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,179 | TotalTaxAmt |
| Distributable Before Adj | $370,933 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $370,933 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $370,933 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $314,934 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $4,093 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $319,027 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $370,933 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $98,403 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $319,027 | QualifyingDistributionsAmt |
| Applied To Year1 | $98,403 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $220,624 | 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 | $150,309 | 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 | GUOCHEN YAN | ContributingManagerNm |
| Contributing Manager | GLORIA GUOHONG ZHANG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NORTH AMERICAN CHINESE EDUCATIONAL FOUNDATION | |||||||
| 1450 AVILA COURT | HAYWARD | CA | 94544 | N/A | PUBLIC CHARITY | DONATIONS | $100,000 |
| SPORT CHAMPIONS ALLIANCE FOUNDATION | |||||||
| 1575 DELUCCHI LANE | RENO | NV | 89502 | N/A | PUBLIC CHARITY | DONATIONS | $60,000 |
| TABLE TENNIS AMERICA FOUNDATION | |||||||
| 42624 ALBRAE ST | FREMONT | CA | 945383391 | N/A | PUBLIC CHARITY | DONATIONS | $10,000 |
| US HUNAN ASSOCIATION | |||||||
| 950 SOUTH LINDEN AVE STE B | SOUTH SAN FRANCISCO | CA | 94080 | N/A | PUBLIC CHARITY | DONATIONS | $1,000 |
| NATIONAL TAIWAN UNIVERSITY ACADEMIC DEVELOPMENT FOUNDATION | |||||||
| 38 RIDGEFIELD LANE | WILLOWBROOK | IL | 60527 | N/A | PUBLIC CHARITY | DONATIONS | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $271,000 | 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 | $71 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $375,330 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$10,664 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $364,737 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $364,737 | 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 | LEGAL AND PROFESSIONAL EXPENSE | CategoryTxt |
| Amt | $12,442 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $12,442 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (24 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| FURNITURE | 2010-11-30 | $2,033 | $2,033 | SL | 7.000000000000 | $0 | $0 | $0 |
| FURNITURE | 2014-11-20 | $187 | $187 | SL | 7.000000000000 | $0 | $0 | $0 |
| FURNITURE | 2013-12-01 | $1,577 | $1,577 | SL | 7.000000000000 | $0 | $0 | $0 |
| EQUIPMENT | 2009-07-13 | $328 | $328 | SL | 5.000000000000 | $0 | $0 | $0 |
| EQUIPMENT | 2013-11-22 | $537 | $537 | SL | 5.000000000000 | $0 | $0 | $0 |
| EQUIPMENT | 2013-11-23 | $1,929 | $1,929 | SL | 5.000000000000 | $0 | $0 | $0 |
| EQUIPMENT | 2014-11-30 | $345 | $345 | SL | 5.000000000000 | $0 | $0 | $0 |
| EQUIPMENT | 2015-11-30 | $1,941 | $1,941 | SL | 5.000000000000 | $0 | $0 | $0 |
| FURNITURE | 2012-02-07 | $134 | $134 | SL | 7.000000000000 | $0 | $0 | $0 |
| FURNITURE | 2012-05-10 | $405 | $405 | SL | 7.000000000000 | $0 | $0 | $0 |
| COMPUTER | 2008-06-22 | $536 | $536 | SL | 5.000000000000 | $0 | $0 | $0 |
| COMPUTER | 2009-11-30 | $500 | $500 | SL | 5.000000000000 | $0 | $0 | $0 |
| COMPUTER | 2010-11-08 | $437 | $437 | SL | 3.000000000000 | $0 | $0 | $0 |
| COMPUTER | 2011-11-30 | $5,304 | $5,304 | SL | 3.000000000000 | $0 | $0 | $0 |
| COMPUTER | 2012-11-30 | $3,554 | $3,554 | SL | 3.000000000000 | $0 | $0 | $0 |
| COMPUTER | 2013-11-30 | $1,224 | $1,224 | SL | 3.000000000000 | $0 | $0 | $0 |
| COMPUTER | 2014-11-30 | $2,265 | $2,265 | SL | 3.000000000000 | $0 | $0 | $0 |
| COMPUTER | 2015-11-30 | $3,139 | $3,139 | SL | 3.000000000000 | $0 | $0 | $0 |
| SOFTWARE | 2012-11-30 | $433 | $433 | SL | 5.000000000000 | $0 | $0 | $0 |
| SOFTWARE | 2013-11-30 | $585 | $585 | SL | 5.000000000000 | $0 | $0 | $0 |
| COMPUTER | 2021-11-21 | $6,608 | $2,644 | SL | 5.000000000000 | $1,322 | $0 | $0 |
| COMPUTER | 2022-11-15 | $5,949 | $1,289 | SL | 5.000000000000 | $1,190 | $0 | $0 |
| COMPUTER | 2023-11-20 | $5,369 | SL | 5.000000000000 | $1,074 | $0 | $0 | |
| COMPUTER | 2024-01-24 | $4,093 | SL | 5.000000000000 | $682 | $0 | $682 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT-CHARLES SCHWAB | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $8,677,242 | BookValueAmt |
| EOYFMV | $7,629,040 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (24 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| FURNITURE | $2,033 | $2,033 | $0 | $0 |
| FURNITURE | $187 | $187 | $0 | $0 |
| FURNITURE | $1,577 | $1,577 | $0 | $0 |
| EQUIPMENT | $328 | $328 | $0 | $0 |
| EQUIPMENT | $537 | $537 | $0 | $0 |
| EQUIPMENT | $1,929 | $1,929 | $0 | $0 |
| EQUIPMENT | $345 | $345 | $0 | $0 |
| EQUIPMENT | $1,941 | $1,941 | $0 | $0 |
| FURNITURE | $134 | $134 | $0 | $0 |
| FURNITURE | $405 | $405 | $0 | $0 |
| COMPUTER | $536 | $536 | $0 | $0 |
| COMPUTER | $500 | $500 | $0 | $0 |
| COMPUTER | $437 | $437 | $0 | $0 |
| COMPUTER | $5,304 | $5,304 | $0 | $0 |
| COMPUTER | $3,554 | $3,554 | $0 | $0 |
| COMPUTER | $1,224 | $1,224 | $0 | $0 |
| COMPUTER | $2,265 | $2,265 | $0 | $0 |
| COMPUTER | $3,139 | $3,139 | $0 | $0 |
| SOFTWARE | $433 | $433 | $0 | $0 |
| SOFTWARE | $585 | $585 | $0 | $0 |
| COMPUTER | $6,608 | $3,966 | $2,642 | $2,642 |
| COMPUTER | $5,949 | $2,479 | $3,470 | $3,470 |
| COMPUTER | $5,369 | $1,074 | $4,295 | $4,295 |
| COMPUTER | $4,093 | $682 | $3,411 | $3,411 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| AUTO EXPENSE | $1,975 | $0 | $0 | $1,975 |
| BANK CHARGE | $51 | $0 | $0 | $51 |
| DUES AND SUBSCRIPTION | $197 | $0 | $0 | $197 |
| FILING FEE | $100 | $0 | $0 | $100 |
| JANITORIAL EXPENSE | $1,190 | $0 | $0 | $1,190 |
| MAINTENANCE | $4,761 | $0 | $0 | $4,761 |
| MARKETING | $1,200 | $0 | $0 | $1,200 |
| OFFICE EXPENSE | $2,052 | $0 | $0 | $2,052 |
| POSTAGE | $1,205 | $0 | $0 | $1,205 |
| PROGRAM EXPENSE | $5,899 | $0 | $0 | $5,899 |
| SUPPLIES | $5,434 | $0 | $0 | $5,434 |
| TELEPHONE | $1,475 | $0 | $0 | $1,475 |
| UTILITIES | $1,038 | $0 | $0 | $1,038 |
| INSURANCE | $3,755 | $0 | $0 | $3,755 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS TAX | CategoryTxt |
| Amt | $2,821 | Amt |
| Net Investment Income | $2,821 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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