JHGM FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JHGM FOUNDATION (EIN 47-2533778)
- Tax period
- 2016-12-01 to 2017-11-30
- Filed
- 2018-09-26
- IRS object ID
- 201832699349100503
- Schema version
- 2016v3.0
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-26T10:25:47-07:00 | ReturnTs |
| Tax Period End | 2017-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 Court 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 | 2016-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472533778 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JHGM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JHGM | BusinessNameControlTxt |
| Phone | 6509069290 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1160 TERNURA LOOP | AddressLine1Txt |
| City | MILPITAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95035 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIANG HU | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Signature | 2018-09-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
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 | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $556,720 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $55,046 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,138 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,138 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $91,466 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $313,864 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $91,466 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $151,656 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $96,610 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,515 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,515 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $365 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $365 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $1,666 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $6,031 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,031 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,841 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,930 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $911 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,418 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,295 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,457 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $37,418 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,295 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $33,457 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $114,238 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $94,315 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $21,523 | CashEOYAmt |
| Cash EOYFMV | $21,523 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $65,783 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $65,911 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $65,911 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $217,185 | CorporateStockBOYAmt |
| Corporate Stock EOY | $250,518 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $399,020 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $67,920 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $68,415 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $7,440 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,678 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,428 | LandBOYAmt |
| Land EOY | $1,762 | LandEOYAmt |
| Land EOYFMV | $1,762 | LandEOYFMVAmt |
| Other Assets BOY | $89 | OtherAssetsBOYAmt |
| Other Assets EOY | $89 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $89 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $286,485 | TotalAssetsBOYAmt |
| Total Assets EOY | $407,723 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $556,720 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,000 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $11,000 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $4,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $287,310 | CapitalStockBOYAmt |
| Capital Stock EOY | $342,355 | CapitalStockEOYAmt |
| Retained Earning BOY | -$4,825 | RetainedEarningBOYAmt |
| Retained Earning EOY | $54,368 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $282,485 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $396,723 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $286,485 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $407,723 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $282,485 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $114,238 | ExcessRevenueOverExpensesAmt |
| Subtotal | $396,723 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $396,723 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 185 shares CISCO SYS INC COM | P | 2015-01-01 | 2017-01-04 | $5,618 | $4,235 | $1,383 | $1,383 |
| 1025 shares jetblue awys corp | P | 2015-01-01 | 2017-01-04 | $22,550 | $5,758 | $16,792 | $16,792 |
| 6261 shares symantec corp | P | 2015-01-01 | 2017-01-04 | $150,824 | $88,412 | $62,412 | $62,412 |
| 1900 shares yahoo inc | P | 2016-06-01 | 2017-01-04 | $73,642 | $72,003 | $1,639 | $1,639 |
| 18.563 shares fidelity stock selector al | P | 2017-01-06 | 2017-02-03 | $700 | $688 | $12 | $12 |
| 180.995 shares strategic advisers intl | P | 2017-01-06 | 2017-02-03 | $1,600 | $1,582 | $18 | $18 |
| 57.424 shares fidelity advisor strategic | P | 2017-01-06 | 2017-02-03 | $700 | $697 | $3 | $3 |
| 323.82 shares fidelity mega cap stock fu | P | 2017-01-06 | 2017-03-09 | $5,900 | $5,725 | $175 | $175 |
| 27.408 shares fidelity emerging markekts | P | 2017-01-06 | 2017-04-07 | $700 | $627 | $73 | $73 |
| 33.129 shares fidelity stock selector al | P | 2017-01-06 | 2017-04-07 | $1,300 | $1,228 | $72 | $72 |
| 292.818 shares fidelity mega cap stock f | P | 2017-01-06 | 2017-04-07 | $5,300 | $5,177 | $123 | $123 |
| 305.308 shares fidelity mega cap stock f | P | 2017-01-06 | 2017-04-07 | $5,486 | $5,398 | $88 | $88 |
| 4.651 shares fidelity growth company | P | 2017-01-06 | 2017-04-07 | $700 | $649 | $51 | $51 |
| 68.085 shares fidelity sai u.s. quality | P | 2017-01-06 | 2017-04-07 | $800 | $756 | $44 | $44 |
| 10.554 shares fidelity blue chip growth | P | 2017-01-06 | 2017-04-07 | $800 | $728 | $72 | $72 |
| 19.782 shares fidelity stock selector al | P | 2017-01-06 | 2017-05-23 | $800 | $733 | $67 | $67 |
| 161.943 shares starategic advisers intl | P | 2017-01-06 | 2017-05-23 | $1,600 | $1,418 | $182 | $182 |
| 20.408 shares fidelity emerging markets | P | 2017-01-06 | 2017-08-10 | $600 | $467 | $133 | $133 |
| 5.408 shares fidelity contrafund | P | 2017-01-06 | 2017-08-10 | $600 | $508 | $92 | $92 |
| 115.487 shares fidelity equity income | P | 2017-01-06 | 2017-08-10 | $6,895 | $6,715 | $180 | $180 |
| 166.83 shares strategic advisers intl ii | P | 2017-01-06 | 2017-08-10 | $1,700 | $1,461 | $239 | $239 |
| 111.256 shares fidelity blue chip growth | P | 2017-01-06 | 2017-08-10 | $9,349 | $7,672 | $1,677 | $1,677 |
| 81.112 shares fidelity short term bond | P | 2017-01-06 | 2017-08-10 | $700 | $698 | $2 | $2 |
| 109.562 shares fidelity conservatic inco | P | 2017-01-06 | 2017-08-10 | $1,100 | $1,099 | $1 | $1 |
| 161.137 shares stategic advisers intl ii | P | 2017-01-06 | 2017-10-26 | $1,700 | $1,411 | $289 | $289 |
| 63.542 shares fidelity advisor strategic | P | 2017-01-06 | 2017-10-26 | $800 | $771 | $29 | $29 |
| 200 shares virgin amer inc ash merger | P | 2016-01-01 | 2016-12-15 | $11,400 | $5,782 | $5,618 | $5,618 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $91,466 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $11,600 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $271,038 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04280 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $8,549 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $160,010 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05343 | DistributionYr2Rt |
| Total Distribution | 0.096226 | TotalDistributionRt |
| Average Distribution | 0.048113 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $517,170 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $24,883 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $943 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $25,826 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $33,457 | 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 | $943 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $943 | SubtotalAmt |
| Tax Based On Investment Income | $943 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $10 | EsPenaltyAmt |
| Tax Due | $953 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JIANG HU | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6509069290 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1160 TERNURA LOOP | AddressLine1Txt |
| City | MILPITAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| JIANG HU | ||||||
| 1160 TERNURA LOOP | MILPITAS | CA | 95035 | President & CEO | 10.00 | $0 |
| YANCHENG MEI | ||||||
| 1160 TERNURA LOOP | MILPITAS | CA | 95035 | CFO | 10.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $418,396 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $106,561 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $89 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $525,046 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $525,046 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,876 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $517,170 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,859 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,859 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $943 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $943 | TotalTaxAmt |
| Distributable Before Adj | $24,916 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $24,916 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $24,916 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $33,457 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $33,457 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $943 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $32,514 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $24,916 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,586 | UndistributedIncomePYAmt |
| Qualifying Distributions | $33,457 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,586 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $24,916 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,955 | RemainingDistriFromCorpusAmt |
| Total Corpus | $6,955 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $6,955 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $6,955 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JIANG HU | ContributingManagerNm |
| Contributing Manager | YANCHENG MEI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOARD OF TRUSTEES -STANFORD | |||||||
| 450 SERRA MALL | STANFORD | CA | 94305 | N/A | PC | DONATION | $4,000 |
| AMERICAN CIVIL LIBERTIES UNION | |||||||
| 125 BROAD ST 18TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | DONATION | $3,000 |
| china rainbow network inc | |||||||
| 4199 N Shallowford Rd apt b | atlanta | GA | 30341 | N/A | PC | donation | $10,000 |
| origon state university foundation | |||||||
| 4238 SW Research Way | Corvallis | OR | 97333 | N/A | PC | donation | $3,000 |
| monterey bay aquarium | |||||||
| 886 Cannery Row | Monterey | CA | 93940 | N/A | PC | donation | $1,000 |
| lucile salter packard childrens hos | |||||||
| 725 Welch Rd | Palo Alto | CA | 94304 | N/A | PC | donation | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,138 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $91,466 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $96,610 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $96,610 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JIANG HU | |||||||
| 1 | 1160 TERNURA LOOP | MILPITAS | CA | 95035 | $40,000 | Yes (X) | |
| JIANG HU | |||||||
| 2 | 1160 TERNURA LOOP | MILPITAS | CA | 95035 | $57,478 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 120 shares Facebook, inc. 318 shares SYMC 905 shares Paypal, inc. | NoncashPropertyDesc |
| Fair Market Value | $57,478 | FairMarketValueAmt |
| Received | 2016-12-28 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $1,515 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,515 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (9 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| IPAD PRO X1 | 2015-12-19 | $1,014 | $203 | 200DB | 0.3200 | $324 |
| HUMIDIFIER | 2014-12-30 | $87 | $45 | 200DB | 0.1920 | $17 |
| PAPER SHREDER | 2015-12-19 | $163 | $33 | 200DB | 0.3200 | $52 |
| SPEAKERS | 2015-12-20 | $380 | $76 | 200DB | 0.3200 | $122 |
| IPAD PRO SMART KEYBOARD | 2016-01-09 | $184 | $37 | 200DB | 0.3200 | $59 |
| IPAD PRO PENCIL | 2016-01-28 | $108 | $22 | 200DB | 0.3200 | $35 |
| B&H PHOTO COMPUTER | 2014-12-19 | $5,145 | $3,361 | 200DB | 0.1920 | $988 |
| B&H PHOTO MAGIC TRACKPAD | 2014-12-24 | $66 | $43 | 200DB | 0.1920 | $13 |
| HEATER | 2014-12-30 | $293 | $192 | 200DB | 0.1920 | $56 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (9 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 266.282 shares fhnix | $2,089 | $2,114 |
| 235.715 shares ffrhx | $2,277 | $2,270 |
| 89.345 shares fsrix | $1,085 | $1,126 |
| 244.895 shares fagix | $2,408 | $2,522 |
| 3098.134 shares fbndx | $24,315 | $24,506 |
| 647.164 shares fshbx | $5,566 | $5,559 |
| 414.983 shares fcnvx | $4,162 | $4,166 |
| 2143.607 shares ftbfx | $22,714 | $22,808 |
| 339.193 shares fipdx | $3,304 | $3,344 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 266 SHARES AAPL | $24,518 | $45,712 |
| 185 SHARES CSCO | ||
| 1025 SHARES JBLU | ||
| 577 SHARES ORCL | $16,477 | $28,308 |
| 318 SHARES SYMC | $6,552 | $9,212 |
| 200 SHARES VA | ||
| 1900 SHARES YHOO | ||
| 2000 shares cnbx | $2,305 | $2,040 |
| 120 shares fb | $8,493 | $21,262 |
| 2000 SHARES MBRX | $4,405 | $3,180 |
| 905 shares pypl | $68,536 | |
| 93.141 shares fmccx | $3,300 | $3,866 |
| 328.058 shares femkx | $7,506 | $10,399 |
| 124.294 shares fdscx | $3,300 | $3,643 |
| 636.796 shares flcsx | $19,525 | $21,320 |
| 1209.825 shares flvex | $14,734 | $16,393 |
| 743.421 shares fdssx | $27,551 | $33,618 |
| 57.969 shares fcntx | $5,834 | $7,475 |
| 83.047 shares fdgrx | $12,251 | $15,382 |
| 250.082 shares flpsx | $12,548 | $13,575 |
| 367.515 shares fvdfx | $9,879 | $10,529 |
| 3991.759 shares fusix | $34,964 | $42,951 |
| 419.208 shares flcpx | $5,245 | $5,970 |
| 529.562 shares fionx | $5,900 | $6,620 |
| 531.359 shares fergx | $6,100 | $7,875 |
| 1096.87 shares fuqix | $12,371 | $14,468 |
| 135.129 shares fcpvx | $2,557 | $2,812 |
| 136.202 shares fnarx | $4,203 | $3,874 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Machinery and Equipment | CategoryOrItemTxt |
| Cost Or Other Basis | $7,440 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $5,678 | AccumulatedDepreciationAmt |
| Book Value | $1,762 | BookValueAmt |
| EOYFMV | $1,762 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other receivable | Desc |
| BOY Book Value | $89 | BOYBookValueAmt |
| EOY Book Value | $89 | EOYBookValueAmt |
| EOYFMV | $89 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| advisory fee | $1,930 | $1,930 | |
| BANK CHARGE | $290 | $290 | |
| FILING FEE | $130 | $130 | |
| OFFICE EXPENSE | $491 | $491 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS TAX | CategoryTxt |
| Amt | $365 | Amt |
| Net Investment Income | $365 | NetInvestmentIncomeAmt |
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