AYZ FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- AYZ FAMILY FOUNDATION (EIN 20-1973760)
- Tax period
- 2016-12-01 to 2017-11-30
- Filed
- 2018-10-16
- IRS object ID
- 201832899349100208
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-16T00:38:48-05:00 | ReturnTs |
| Tax Period End | 2017-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 475284605 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIC ZHANG & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 920 HILLVIEW CT 180 | AddressLine1Txt |
| City | MILPITAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-12-01 | 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 | 6504932576 | 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 | 6504932576 | PhoneNum |
| Signature | 2018-10-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC ZHANG CPA | PreparerPersonNm |
| PTIN | P00548506 | PTIN |
| Phone | 6265812266 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.64.198.97 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-16 | IPDt |
| IP Tm | 00:38:25 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4CAE72542A262F9FBDD8DBD4539554288907703D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2C5E62DADB2B3545C61D97E14E4514D927151874 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,995,899 | 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 | $3,815 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,815 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $28,689 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,689 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $105,464 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,738,720 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $105,464 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $137,968 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $137,968 | 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 | $9,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $975 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $8,775 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,216 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,216 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,569 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $3,833 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,833 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $38,796 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $204 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $38,592 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $57,164 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,395 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $51,200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $210,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $210,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $267,164 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,395 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $261,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$129,196 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $133,573 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,441,517 | CashBOYAmt |
| Cash EOY | $6,130,314 | CashEOYAmt |
| Cash EOYFMV | $6,130,314 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,617,285 | CorporateStockBOYAmt |
| Corporate Stock EOY | $870,881 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $861,491 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $27,393 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $23,299 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $5,663 | LandBOYAmt |
| Land EOY | $4,094 | LandEOYAmt |
| Land EOYFMV | $4,094 | LandEOYFMVAmt |
| Total Assets BOY | $7,064,465 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,005,289 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,995,899 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $70,020 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $70,020 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $5,310,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,310,000 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,754,465 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,625,269 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,064,465 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,935,269 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,064,465 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,005,289 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,064,465 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$129,196 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,935,269 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,935,269 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (70 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1000 shares COSTCO | P | 2016-10-31 | 2016-12-01 | $151,750 | $147,915 | $3,835 | $3,835 |
| 1000 SHARES AGRIUM | P | 2015-09-04 | 2016-12-05 | $101,175 | $99,181 | $1,994 | $1,994 |
| 1000 SHARES EXXON MOBIL | P | 2016-07-29 | 2016-12-05 | $87,789 | $86,189 | $1,600 | $1,600 |
| 100 SHARES SCHLUMBERGER | P | 2015-08-07 | 2001-12-06 | $85,337 | $82,119 | $3,218 | $3,218 |
| 7500 SHARES ENERGY XXI LTD | P | 2016-01-20 | 2016-12-08 | $828 | $19,301 | -$18,473 | -$18,473 |
| 1800 SHARES SCHLUMBERGER | P | 2014-07-18 | 2016-12-08 | $152,126 | $164,679 | -$12,553 | -$12,553 |
| 5450 SHARES TELENOR ASA | P | 1920-10-29 | 2016-12-08 | $80,624 | $98,082 | -$17,458 | -$17,458 |
| 200 SHARES VODAFONE GROUP | P | 2014-05-01 | 2016-12-08 | $4,856 | $7,452 | -$2,596 | -$2,596 |
| 2700 SHARES SWISSCOM AG | P | 2014-05-07 | 2016-12-13 | $116,098 | $130,326 | -$14,228 | -$14,228 |
| 3000 SHARES VERA BRADLEY INC | P | 2014-06-05 | 2016-12-13 | $38,429 | $56,335 | -$17,906 | -$17,906 |
| 1000 SHARES AMGEN INC | P | 2016-11-02 | 2016-12-15 | $145,798 | $139,309 | $6,489 | $6,489 |
| 200 SHARES ALTRA INDUSTRIAL | P | 2014-07-25 | 2016-12-27 | $7,484 | $6,833 | $651 | $651 |
| 2000 SHARES AMGEN INC | P | 2016-10-31 | 2017-01-03 | $295,464 | $284,085 | $11,379 | $11,379 |
| 700 SHARES LPL FINANCIAL HLDG | P | 2016-12-08 | 2017-01-09 | $26,165 | $23,935 | $2,230 | $2,230 |
| 505 SHARES MONSANTO CO | P | 2014-01-07 | 2017-01-11 | $54,231 | $53,701 | $530 | $530 |
| 500 SHARES DOMSTAR CORP | P | 2014-07-02 | 2017-02-01 | $21,707 | $21,103 | $604 | $604 |
| 500 SHARES ACTUANT CORP | P | 2015-01-13 | 2017-02-03 | $13,034 | $11,848 | $1,186 | $1,186 |
| 500 SHARES LPL FINANCIAL HLDG | P | 2017-01-31 | 2017-03-21 | $20,374 | $19,588 | $786 | $786 |
| 100 SHARES ACCENTURE PLC | P | 2017-02-21 | 2017-03-23 | $12,434 | $12,084 | $350 | $350 |
| 8 SHARES ADIENT PLC | P | 2016-10-31 | 2017-03-23 | $572 | $373 | $199 | $199 |
| 1000 SHARES EXXON MOBIL CORP | P | 2017-02-22 | 2017-04-03 | $82,084 | $81,053 | $1,031 | $1,031 |
| 500 SHARES LPL FINANCIAL HLDG | P | 2017-03-22 | 2017-04-11 | $19,735 | $19,510 | $225 | $225 |
| 500 SHARES BIOGEN INC | P | 2017-04-11 | 2017-04-20 | $135,742 | $133,977 | $1,765 | $1,765 |
| 200 SHARES ACCENTURE PLC | P | 2017-04-13 | 2017-04-21 | $23,226 | $22,999 | $227 | $227 |
| 400 SHARES BIOGEN INC | P | 2017-04-18 | 2017-04-24 | $109,332 | $108,080 | $1,252 | $1,252 |
| 100 SHARES LPL FINANCIAL HLDG | P | 2017-04-18 | 2017-04-24 | $38,258 | $37,890 | $368 | $368 |
| 500 SHARES ACTUANT CORP | P | 2017-04-18 | 2017-04-26 | $12,580 | $12,388 | $192 | $192 |
| 100 SHARES BIOGEN INC | P | 2017-04-18 | 2017-04-27 | $27,788 | $27,020 | $768 | $768 |
| 1000 CISCO SYSTEMS | P | 2017-04-11 | 2017-04-27 | $33,240 | $32,841 | $399 | $399 |
| 200 SHARES APPLE INC | P | 2017-04-11 | 2017-05-04 | $29,383 | $28,238 | $1,145 | $1,145 |
| 500 SHARES KITE PHARMA INC | P | 2017-05-08 | 2017-05-18 | $37,772 | $35,553 | $2,219 | $2,219 |
| 1000 SHARES CISCO SYSTEMS INC | P | 2017-05-18 | 2017-05-25 | $31,879 | $31,125 | $754 | $754 |
| 500 SHARES COSTCO | P | 2017-05-08 | 2017-05-25 | $86,541 | $86,137 | $404 | $404 |
| 1000 SHARES KITE PHARMA INC | P | 2017-05-08 | 2017-05-25 | $70,941 | $70,100 | $841 | $841 |
| 500 SHARES BIOGEN INC | P | 2017-05-22 | 2017-06-07 | $128,188 | $124,936 | $3,252 | $3,252 |
| 1000 SHARES EXXON MOBIL CORP | P | 2017-06-02 | 2017-06-09 | $81,238 | $79,408 | $1,830 | $1,830 |
| 1000 SHARES AMGEN INC | P | 2017-04-18 | 2017-06-14 | $164,985 | $161,028 | $3,957 | $3,957 |
| 500 SHARES LPL FINANCIAL HLDG | P | 2017-06-02 | 2017-06-14 | $20,783 | $19,734 | $1,049 | $1,049 |
| 2000 SHARES AMGEN INC | P | 2017-04-11 | 2017-06-16 | $329,153 | $325,065 | $4,088 | $4,088 |
| 1000 SHARES BIOGEN INC | P | 2017-05-05 | 2017-06-26 | $272,560 | $262,722 | $9,838 | $9,838 |
| 200 SHARES ACCENTURE PLC | P | 2017-06-22 | 2017-06-28 | $24,518 | $24,041 | $477 | $477 |
| 1000 SHARES ACTUANT CORP | P | 2017-06-21 | 2017-06-28 | $23,928 | $22,155 | $1,773 | $1,773 |
| 500 SHARES COSTCO | P | 2017-06-23 | 2017-06-29 | $80,107 | $78,640 | $1,467 | $1,467 |
| 200 SHARES ACCENTURE PLC | P | 2017-06-20 | 2017-07-18 | $25,143 | $24,901 | $242 | $242 |
| 1000 SHARES JOHNSON CTLS INTL | P | 2017-07-07 | 2017-07-19 | $43,981 | $43,261 | $720 | $720 |
| 500 SHARES BIOGEN INC | P | 2017-05-08 | 2017-07-24 | $22,095 | $21,255 | $840 | $840 |
| 3000 SHARES COSTCO | P | 2017-07-20 | 2017-08-17 | $475,729 | $458,304 | $17,425 | $17,425 |
| 3000 SHARES COSTCO | P | 2017-07-07 | 2017-09-27 | $480,650 | $469,135 | $11,515 | $11,515 |
| 1000 SHARES LPL FINANCIAL HLDG | P | 2014-09-30 | 2017-09-15 | $47,044 | $45,994 | $1,050 | $1,050 |
| 1000 SHARES MERCK & CO INC | P | 2017-08-14 | 2017-09-27 | $64,078 | $62,640 | $1,438 | $1,438 |
| 2000 SHARES EXXON MOBIL CORP | P | 2017-08-14 | 2017-09-27 | $159,834 | $158,191 | $1,643 | $1,643 |
| 1000 SHARES PFIZER INC | P | 2017-08-14 | 2017-09-08 | $34,069 | $33,300 | $769 | $769 |
| 1000 SHARES DOMTAR CORP | P | 2017-02-14 | 2017-09-13 | $41,460 | $40,187 | $1,273 | $1,273 |
| 190 SHARES ALPHABET INC | P | 2017-09-18 | 2017-09-21 | $177,232 | $175,199 | $2,033 | $2,033 |
| 900 SHARES ABBVIE INC | P | 2017-09-18 | 2017-09-26 | $78,765 | $76,599 | $2,166 | $2,166 |
| 1000 SHARES MYLAN NV | P | 2001-09-19 | 2017-09-26 | $31,304 | $30,781 | $523 | $523 |
| 1000 SHARES JOHNSON CTLS INTL | P | 2017-07-27 | 2017-09-27 | $40,925 | $40,115 | $810 | $810 |
| 4600 SHARES ABBVIE INC | P | 2017-09-18 | 2017-11-13 | $427,856 | $417,596 | $10,260 | $10,260 |
| 3100 SHARES ALPHABET INC | P | 2017-09-18 | 2001-10-02 | $312,456 | $298,842 | $13,614 | $13,614 |
| 3400 SHARES APPLE INC | P | 2017-09-25 | 2017-10-31 | $537,931 | $524,987 | $12,944 | $12,944 |
| 690 SHARES BIOGEN INC | P | 2017-09-28 | 2020-10-20 | $221,166 | $216,148 | $5,018 | $5,018 |
| 1000 SHARES BRINKER INTL INC | P | 2017-10-30 | 2017-11-06 | $32,483 | $30,185 | $2,298 | $2,298 |
| 900 SHARES CARDINAL HEALTH INC | P | 2017-11-02 | 2017-11-06 | $55,213 | $54,471 | $742 | $742 |
| 5000 SHARES COSTCO | P | 2017-06-20 | 2017-11-13 | $814,781 | $800,416 | $14,365 | $14,365 |
| 500 SHARES DOMTAR CORP | P | 2014-06-27 | 2001-10-02 | $21,985 | $21,826 | $159 | $159 |
| 1000 SHARES DOMTAR CORP | P | 2014-06-10 | 2017-11-01 | $45,848 | $45,388 | $460 | $460 |
| 1500 SHARES EXXON MOBIL CORP | P | 2014-06-27 | 2017-11-01 | $195,207 | $210,600 | -$15,393 | -$15,393 |
| 5000 SHARES JUNO THERAPEUTICS | P | 2017-09-18 | 2017-11-24 | $253,206 | $222,161 | $31,045 | $31,045 |
| 5000 SHARES MERCK & CO INC | P | 2017-10-30 | 2017-11-29 | $274,946 | $285,114 | -$10,168 | -$10,168 |
| 3600 SHARES SHIRE PLC | P | 2017-09-26 | 2017-11-29 | $543,097 | $536,582 | $6,515 | $6,515 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $105,464 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $245,764 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,441,923 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.038151 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $231,366 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,884,139 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.039320 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $234,963 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,905,712 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047896 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $210,510 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,344,793 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048451 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $96,569 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,611,357 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.020942 | DistributionYr5Rt |
| Total Distribution | 0.194760 | TotalDistributionRt |
| Average Distribution | 0.038952 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,204,977 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $280,648 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,336 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $281,984 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $261,200 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,671 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,671 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,671 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,039 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,039 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,368 | OverpaymentAmt |
| Applied To ES Tax | $2,368 | 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 | 6504932576 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4168 SOLANA DRIVE | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94306 | 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 |
|---|---|---|---|---|---|---|---|---|
| GUOCHEN YAN | ||||||||
| 4168 SOLANA DRIVE | PALO ALTO | CA | 94306 | CEO | 6.00 | $0 | $0 | $0 |
| GLORIA GUOHONG ZHANG | ||||||||
| 4168 SOLANA DRIVE | PALO ALTO | CA | 94306 | 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 | University organized parent events, Church events, Youth group activities, etc. | Description1Txt |
| Expenses1 | $19,289 | 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 | $906,344 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,408,353 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,314,697 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,314,697 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $109,720 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,204,977 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $360,249 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $360,249 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,671 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,671 | TotalTaxAmt |
| Distributable Before Adj | $357,578 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $357,578 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $357,578 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $261,200 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $261,200 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $261,200 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $357,578 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $96,633 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $261,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $96,633 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $164,567 | 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 | $193,011 | 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 | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| university of illinois at chicago | ||||||||||||||
| 2833 university hall 601 south | morgan st | Chicago | IL | 60612 | n/a | public charity | donation | $50,000 | ||||||
| The U C Davis Foundation | ||||||||||||||
| 1 Shields Ave | Davis | CA | 95616 | n/a | public charity | donation | $10,000 | |||||||
| dalian weisheng animal welfare research center | ||||||||||||||
| n/a | public charity | donation | $50,000 | dalian huipu science technology | park district a 2 | dalian | liaoning | CH | 116001 | |||||
| texas a&m university | ||||||||||||||
| 400 Bizzell St | College Station | TX | 77843 | n/a | public charity | donation | $50,000 | |||||||
| The University of Texas MD Anderson Cancer Center | ||||||||||||||
| 1515 Holcombe Blvd | Houston | TX | 77030 | n/a | public charity | donation | $50,000 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $210,000 | 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 | $3,815 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,689 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $105,464 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $137,968 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $137,968 | 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 | $9,750 | Amt |
| Net Investment Income | $975 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,775 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (20 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 | $1,473 | SL | 7.000000000000 | $290 | $0 | $0 |
| furniture | 2014-11-20 | $187 | $27 | SL | 7.000000000000 | $27 | $0 | $0 |
| furniture | 2013-12-01 | $1,577 | $450 | SL | 7.000000000000 | $225 | $0 | $0 |
| equipment | 2009-07-13 | $328 | $228 | SL | 5.000000000000 | $0 | $0 | $0 |
| equipment | 2013-11-22 | $537 | $122 | SL | 5.000000000000 | $107 | $0 | $0 |
| equipment | 2013-11-23 | $1,929 | $955 | SL | 5.000000000000 | $386 | $0 | $0 |
| equipment | 2014-11-30 | $345 | $31 | SL | 5.000000000000 | $69 | $0 | $0 |
| equipment | 2015-11-30 | $1,941 | $188 | SL | 5.000000000000 | $388 | $0 | $0 |
| furniture | 2012-02-07 | $134 | $77 | SL | 7.000000000000 | $19 | $0 | $0 |
| furniture | 2012-05-10 | $405 | $202 | SL | 7.000000000000 | $58 | $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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 500 abbvie inc | $47,318 | $48,460 |
| 500 actuant corp | $16,073 | $13,200 |
| 70 alphabet inc. class a | $72,286 | $72,532 |
| 70 alphabet inc. class b | $70,853 | $71,499 |
| 100 apple inc. | $15,864 | $17,185 |
| 810 biogen inc | $257,589 | $260,958 |
| 1500 cameco corporation f | $21,555 | $14,070 |
| 300 cardinal health inc | $17,476 | $17,757 |
| 1500 johnson ctls intl f | $59,056 | $56,460 |
| 3000 juno therapeutics | $166,368 | $163,860 |
| 1000 pfizer incorporated | $35,831 | $36,260 |
| 600 shire plc f | $89,593 | $89,250 |
| 1000 china global media xxx | $1,019 | $0 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| furniture | $2,033 | $1,763 | $270 | $270 |
| furniture | $187 | $54 | $133 | $133 |
| furniture | $1,577 | $675 | $902 | $902 |
| equipment | $328 | $228 | $100 | $100 |
| equipment | $537 | $229 | $308 | $308 |
| equipment | $1,929 | $1,341 | $588 | $588 |
| equipment | $345 | $100 | $245 | $245 |
| equipment | $1,941 | $576 | $1,365 | $1,365 |
| furniture | $134 | $96 | $38 | $38 |
| furniture | $405 | $260 | $145 | $145 |
| 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 |
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 EXPENE | $2,927 | $0 | $0 | $2,927 |
| BANK CHARGE | $204 | $204 | $0 | $0 |
| EDUCATION AND SEMINAR | $650 | $0 | $0 | $650 |
| MARKETING | $1,120 | $0 | $0 | $1,120 |
| FILING FEE | $85 | $0 | $0 | $85 |
| JANITORIAL EXPENSE | $620 | $0 | $0 | $620 |
| MAINTENANCE | $2,775 | $0 | $0 | $2,775 |
| MEALS | $225 | $0 | $0 | $225 |
| OFFICE EXPENSE | $1,531 | $0 | $0 | $1,531 |
| POSTAGE | $1,044 | $0 | $0 | $1,044 |
| PROGRAM EXPENSE | $19,289 | $0 | $0 | $19,289 |
| SUPPLIES | $4,338 | $0 | $0 | $4,338 |
| TELEPHONE | $2,712 | $0 | $0 | $2,712 |
| TUTILITIES | $1,276 | $0 | $0 | $1,276 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | other payables | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $70,020 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $116 | $116 | $0 | $0 |
| IRS TAX | $3,100 | $3,100 | $0 | $0 |
Comments