ENLIGHT FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ENLIGHT FOUNDATION (EIN 20-1063909)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-24
- IRS object ID
- 202542979349100909
- Schema version
- 2024v5.2
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-24T09:36:16-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953510881 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sy Lee & Chen LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 362 W Garvey Ave | AddressLine1Txt |
| City | Monterey Park | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91754 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201063909 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ENLIGHT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ENLI | BusinessNameControlTxt |
| Phone | 6508041232 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 60058 | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94306 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | XIN LIU | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2025-10-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHEN C LEE | PreparerPersonNm |
| PTIN | P01336977 | PTIN |
| Phone | 6262887202 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 | $465,795,754 | 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 | $88,268 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,472,218 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,472,218 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3,472,218 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $6,332,222 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,332,222 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $6,332,222 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $51,680,718 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $146,233,079 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $51,680,718 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $314,649 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $61,888,075 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $61,485,158 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $9,804,440 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $297,497 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $297,497 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $215,585 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $215,585 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $16,969 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,656 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $11,313 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $69,985 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $23,328 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $46,657 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $379,049 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $379,049 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $680,485 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $650,043 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $30,442 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $579,442 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $579,442 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $175 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $175 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,666,182 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,437,985 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $228,197 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,905,369 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,496,061 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,409,308 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $48,989,253 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $48,989,253 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $55,894,622 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,496,061 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $50,398,561 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,993,453 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $55,989,097 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,804,440 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $734,827 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,042,113 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,042,113 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $55,668,737 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $81,449,559 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $82,282,380 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $68,267,377 | CorporateStockBOYAmt |
| Corporate Stock EOY | $38,951,282 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $250,220,551 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $122,832,137 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $118,446,705 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $118,446,705 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $197,490 | OtherAssetsBOYAmt |
| Other Assets EOY | $804,005 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $804,005 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $247,700,568 | TotalAssetsBOYAmt |
| Total Assets EOY | $253,693,664 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $465,795,754 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $357 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $357 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $247,700,211 | RetainedEarningBOYAmt |
| Retained Earning EOY | $253,693,664 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $247,700,211 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $253,693,664 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $247,700,568 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $253,693,664 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $247,700,211 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,993,453 | ExcessRevenueOverExpensesAmt |
| Subtotal | $253,693,664 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $253,693,664 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB- GAIN & LOSS SUMMARY-#7732 | P | 2024-12-31 | 2024-12-31 | $1,155,494 | $1,154,356 | $1,138 | $1,138 |
| CHARLES SCHWAB- GAIN & LOSS SUMMARY-#7732 | P | 2020-01-01 | 2024-12-31 | $43,208,144 | $7,479,710 | $35,728,434 | $35,728,434 |
| CHARLES SCHWAB- GAIN & LOSS SUMMARY-#6300 | P | 2024-12-31 | 2024-12-31 | $5,479,873 | $8,441,739 | -$2,961,866 | -$2,961,866 |
| CHARLES SCHWAB- GAIN & LOSS SUMMARY-#6300 | P | 2020-01-01 | 2024-12-31 | $29,114,740 | $11,144,271 | $17,970,469 | $17,970,469 |
| CHARLES SCHWAB- GAIN & LOSS SUMMARY-#1297 | P | 2024-12-31 | 2024-12-31 | $43,592,885 | $42,592,108 | $1,000,777 | $1,000,777 |
| FIDELITY- GAIN & LOSS SUMMARY-#40263 | P | 2020-01-01 | 2024-12-31 | $15,435,035 | $15,348,652 | $86,383 | $86,383 |
| SECTION 1231 CONTRACTS GAIN FROM K-1 | P | 2024-12-31 | 2024-12-31 | $31,692 | -$31,692 | -$31,692 | |
| 463SH EMERGING MARKETS PORTFOLIO FEEDER FD LP | P | 2022-11-30 | 2024-12-31 | $8,241,542 | $8,200,000 | $41,542 | $41,542 |
| SHORT TERM CAPITAL GAIN(LOSS) FROM K-1 | P | 2024-12-31 | 2024-12-31 | $5,366 | $5,366 | $5,366 | |
| LONG TERM CAPITAL GAIN(LOSS) FROM K-1 | P | 2020-01-01 | 2024-12-31 | $159,833 | -$159,833 | -$159,833 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $51,680,718 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,986,277 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $778,248 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $778,248 | SubtotalAmt |
| Tax Based On Investment Income | $778,248 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,277,922 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,277,922 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $499,674 | OverpaymentAmt |
| Applied To ES Tax | $499,674 | AppliedToESTaxAmt |
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 |
| 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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | 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 | XIN LIU | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6508041232 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 954 ROBLE RIDGE ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94306 | 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 |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| LINDSAY A LOUIE | ||||||
| 8 QUAIL MEADOWS DR | WOODSIDE | CA | 94062 | CEO | 40.00 | $297,497 |
| XIN LIU | ||||||
| 954 ROBLE RIDGE ROAD | PALO ALTO | CA | 94306 | Director, CEO | 10.00 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | YING WANG | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1461 CLOVERDALE CT | AddressLine1Txt |
| City | SUNNYVALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94087 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROGRAM MANAGER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $215,585 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $319,678,611 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,055,807 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $323,734,418 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $323,734,418 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,856,016 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $318,878,402 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,943,920 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,943,920 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $778,248 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $778,248 | TotalTaxAmt |
| Distributable Before Adj | $15,165,672 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $15,165,672 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $15,165,672 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $50,398,561 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $50,398,561 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,165,672 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $891,993 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $2,639,194 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,444,008 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $15,647,064 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $22,622,259 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $50,398,561 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $15,165,672 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $35,232,889 | RemainingDistriFromCorpusAmt |
| Total Corpus | $57,855,148 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $891,993 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $56,963,155 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $2,639,194 | ExcessFromYear3Amt |
| Excess From Year2 | $3,444,008 | ExcessFromYear2Amt |
| Excess From Year1 | $15,647,064 | ExcessFromYear1Amt |
| Excess From Current Year | $35,232,889 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | XIN LIU | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| LELAND STANFORD JUNIOR UNIVERSITY | ||||||
| 326 GALVEZ STREET | STANFORD | CA | 94305 | 501(C)(3) | EDUCATION AND ENVIRONMENT | $734,400 |
| PINEWOOD SCHOOL | ||||||
| 327 FREMONT AVE | LOS ALTOS | CA | 94024 | 501(C)(3) | EDUCATION | $1,000,000 |
| VIA VOLUNTEERS IN ASIA | ||||||
| PO BOX 1314 | PALO ALTO | CA | 94302 | 501(C)(3) | EDUCATION | $77,000 |
| WORLD SAVVY | ||||||
| 2429 NICOLLET AVE | MINNEAPOLIS | MN | 55404 | 501(C)(3) | EDUCATION | $3,000,000 |
| SOLUTIONS JOURNALISM NETWORK | ||||||
| 79 Madison Ave 224 | New York | NY | 10016 | 501(C)(3) | CULTURE | $2,250,000 |
| STANFORD PACS | ||||||
| 559 NATHAN WAY | STANFORD | CA | 94305 | 501(C)(3) | EDUCATION | $90,000 |
| WATSON INSTITUTE | ||||||
| 1310 COLLEGE AVE 100 | BOULDER | CO | 80302 | 501(C)(3) | CULTURE & EDUCATION | $374,367 |
| DRAPER RICHARDS KAPLAN FOUNDATION | ||||||
| 1600 EL CAMINO REAL SUITE 155 | MENLO PARK | CA | 94025 | 501(C)(3) | CHARITY | $1,200,000 |
| UNIVERSITY OF CALIFORNIA BERKELEY | ||||||
| 1995 UNIVERSITY AVE SUITE 400 | BERKELEY | CA | 94704 | 501(C)(3) | EDUCATION | $128,513 |
| THE HUNGER PROJECT | ||||||
| 110 WEST 30TH ST 6FL | NEW YORK | NY | 10001 | 501(C)(3) | CHARITY | $105,000 |
| SAN FRANCISCO GENERAL HOSP FOUNDATI | ||||||
| 2789 25th Street | SAN FRANCISCO | CA | 94110 | 501(C)(3) | CHILD TRAUMA RESEARCH PROGRAM. | $2,000,000 |
| SCHWAB CHARITABLE DONOR ADVISED FUN | ||||||
| 211 MAIN STREET | SAN FRANCISCO | CA | 94105 | 501(C)(3) | CHARITY (STATEMENT 5) | $2,300,000 |
| CHILDREN'S HEALTH COUNCIL | ||||||
| 650 CLARK WAY | PALO ALTO | CA | 94304 | 501(C)(3) | CHARITY | $500,000 |
| BOSTON UNIVERSITY | ||||||
| 233 Bay State Road | Boston | MA | 02215 | 501(C)(3) | GENERAL EDUCATION PROGRAM | $1,500,000 |
| ASIAN ART MUSEUM | ||||||
| 200 Larkin St | San Francisco | CA | 94102 | 501(C)(3) | Arts, Culture | $126,640 |
| GIRL EFFECT | ||||||
| 228 PARK AVE SOUTH PMB 33237 | NEW YORK | NY | 10003 | 501(C)(3) | CHARITY | $300,000 |
| NATIONAL PHILANTHROPIC TRUST | ||||||
| 165 TOWNSHIP LINE RD SUITE 1200 | JENKINTOWN | PA | 19046 | 501(C)(3) | CHARITY | $28,333,333 |
| THE FLIGHT SCHOOL INC | ||||||
| 463 SAN LORENZO COURT | SONOMA | CA | 95476 | 501(C)(3) | EDUCATION PROGRAM | $100,000 |
| ROCKEFELLER PHILANTHROPY ADVISORS I | ||||||
| 120 BROADWAY SUITE 3475 | NEW YORK | NY | 10008 | 501(C)(3) | CHARITY | $150,000 |
| HOPELAB | ||||||
| 100 CALIFORNIA ST SUITE 1150 | SAN FRANCISCO | CA | 94111 | 501(C)(3) | EDUCATION PROGRAM | $100,000 |
| TEACH FOR ALL | ||||||
| 25 BROADWAY 12 FLOOR | NEW YORK | NY | 10004 | 501(C)(3) | EDUCATION PROGRAM | $500,000 |
| RADIUS BOOKS | ||||||
| 227 EAST PALACE AVE | SANTA FE | NM | 87501 | 501(C)(3) | CHARITY | $70,000 |
| SAN FRANCISCO CONSERVATORY OF MUSIC | ||||||
| 50 OAK STREET | SAN FRANCISCO | CA | 94102 | 501(C)(3) | ART AND MUSIC | $50,000 |
| MARCH ON MARYLAND DBA MARCH ON FD | ||||||
| 820 RITCHIE HWY UNIT 250 | SEVERNA PARK | MD | 21146 | 501(C)(3) | CHARITY | $70,000 |
| ACTION FOR THE CLIMATE EMERGENCY | ||||||
| 529 MAIN ST SUITE 200 | CHARLESTOWN | MA | 02129 | 501(C)(3) | MEDICAL & CHARITY | $3,000,000 |
| UCSF | ||||||
| PO BOX 0248 | SAN FRANCISCO | CA | 94143 | 501(C)(3) | EDUCATION AND MEDICAL | $330,000 |
| THE FOUNDATION FOR ART HEALING | ||||||
| 1660 SOLDIERS FIELD RD STE 7 1112 | BRIGHTON | MA | 02135 | 501(C)(3) | ART AND HEALING | $350,000 |
| UNIVERSITY OF WISCONSIN FOUNDATION | ||||||
| 1848 UNIVERSITY AVE | MADISON | WI | 53726 | 501(C)(3) | EDUCATION AND MEDICAL | $50,000 |
| YALE UNIVERSITY | ||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | 501(C)(3) | SCHOLARSHIP & FELLOWSHIP | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $48,989,253 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,472,218 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,332,222 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $314,649 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $51,680,718 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $61,799,807 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $61,799,807 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | XIN LIU | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 954 ROBLE RIDGE ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94306 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $88,268 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $69,985 | Amt |
| Net Investment Income | $23,328 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $46,657 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $16,969 | LegalFeesAmt |
| Net Investment Income | $5,656 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $11,313 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST (US BOND) | Desc |
| BOY Book Value | $197,490 | BOYBookValueAmt |
| EOY Book Value | $804,005 | EOYBookValueAmt |
| EOYFMV | $804,005 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (19 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISOR FEE | $1,906,063 | $1,906,063 | |
| ATTORNEY GENERAL'S REGISTRY OF CHARITBLE | $1,000 | $333 | $667 |
| AUTO EXPENSES | $761 | $761 | |
| BANK CHARGES | $1,183 | $1,171 | $12 |
| CONTRIBUTIONS FROM K-1 | $18,513 | $18,513 | |
| COUNSULTING FEE | $28,000 | $28,000 | |
| EMPLOYEE BENEFITS | $9,231 | $9,231 | |
| INSURANCE | $65,794 | $65,794 | |
| INVESTMENT EXPENSES | $2,605 | $2,605 | |
| NONDEDUCTIBLE EXPENSES FROM K-1 | $262 | $262 | |
| OFFICE EXPENSES | $957 | $319 | $638 |
| OTHER DEDUCTIONS FROM K-1 | $856,629 | $856,629 | |
| OTHER PORTFOLIO DEDUCTIONS FROM K-1 | $1,652,090 | $1,652,090 | |
| PAYROLL PROCESSING FEE | $9,927 | $9,927 | |
| POSTAGE | $30 | $30 | |
| PROGRAM DEVELOPMENT FEE | $45,550 | $45,550 | |
| REFUND OF TAX PENALTIES | -$38,321 | -$38,321 | |
| SOFTWARE FEE | $5,150 | $5,150 | |
| STRATEGIC PLANNING SUPPORT PROGRAM | $100,758 | $100,758 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $314,649 | RevenueAndExpensesPerBooksAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | XIN LIU | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 954 ROBLE RIDGE ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94306 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX (2024) | $650,000 | $650,000 | |
| FOREIGN TAX PAID | $43 | $43 | |
| TAXES ON PAYROLL | $30,442 | $30,442 |