EVELYN JOB & APRIL FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- EVELYN JOB & APRIL FOUNDATION (EIN 26-1550127)
- Tax period
- 2015-12-01 to 2016-11-30
- Filed
- 2017-03-21
- IRS object ID
- 201740809349100409
- Schema version
- 2015v3.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-03-21T09:49:19-07:00 | ReturnTs |
| Tax Period End | 2016-11-30 | 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 | 2015-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261550127 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVELYN JOB & APRIL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EVEL | BusinessNameControlTxt |
| Phone | 6505336371 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1103 OREGON AVE | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94303 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EVELYN ZHAN | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Signature | 2017-03-21 | 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 | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $234,038 | 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 | $16 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $16 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $285 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $285 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $285 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $50,678 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,935,833 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $50,678 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $50,678 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $50,979 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $50,979 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $50,979 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,215 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,215 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $10 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $10 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,022 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,022 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,128 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,128 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,375 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,375 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,175 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,175 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $36,804 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $50,979 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $50,979 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $197,234 | CashBOYAmt |
| Cash EOY | $234,038 | CashEOYAmt |
| Cash EOYFMV | $234,038 | CashEOYFMVAmt |
| Total Assets BOY | $197,234 | TotalAssetsBOYAmt |
| Total Assets EOY | $234,038 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $234,038 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $50,588 | CapitalStockBOYAmt |
| Capital Stock EOY | $50,588 | CapitalStockEOYAmt |
| Retained Earning BOY | $146,646 | RetainedEarningBOYAmt |
| Retained Earning EOY | $183,450 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $197,234 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $234,038 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $197,234 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $234,038 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $197,234 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $36,804 | ExcessRevenueOverExpensesAmt |
| Subtotal | $234,038 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $234,038 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (46 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 5000 SHARES MICRON TECHNOLOGY | P | 2016-03-17 | 2016-03-22 | $57,706 | $53,455 | $4,251 | $4,251 |
| 2000 SHARES UNITED STATES OIL ETF | P | 2015-12-24 | 2016-03-22 | $21,037 | $22,567 | -$1,530 | -$1,530 |
| 2000 SHARES UNITED STATES OIL ETF | P | 2016-01-28 | 2016-03-22 | $21,037 | $19,167 | $1,870 | $1,870 |
| 2000 SHARES UNITED STATES OIL ETF | P | 2016-02-12 | 2016-03-22 | $21,037 | $16,709 | $4,328 | $4,328 |
| 200 SHARES APPLE INC | P | 2016-05-03 | 2016-05-26 | $19,857 | $18,825 | $1,032 | $1,032 |
| 300 SHARES APPLE INC | P | 2016-05-03 | 2016-05-26 | $29,785 | $28,237 | $1,548 | $1,548 |
| 5000 SHARES MICRON TECHNOLOGY | P | 2016-05-18 | 2016-05-27 | $59,545 | $50,788 | $8,757 | $8,757 |
| 5000 SHARES MICRON TECHNOLOGY | P | 2016-05-27 | 2016-06-23 | $68,769 | $61,293 | $7,476 | $7,476 |
| 1000 SHARES ASHR | P | 2016-05-31 | 2016-07-12 | $24,682 | $24,018 | $664 | $664 |
| 200 SHARES MU | P | 2016-06-28 | 2016-07-12 | $2,628 | $2,544 | $84 | $84 |
| 200 SHARES MU | P | 2016-06-28 | 2016-07-12 | $2,628 | $2,546 | $82 | $82 |
| 600 SHARES MU | P | 2016-06-28 | 2016-07-12 | $7,883 | $7,635 | $248 | $248 |
| 4000 SHARES MU | P | 2016-06-28 | 2016-07-12 | $52,556 | $50,927 | $1,629 | $1,629 |
| 100 SHARES HSBC | P | 2016-07-26 | 2016-08-05 | $3,470 | $3,247 | $223 | $223 |
| 100 SHARES HSBC | P | 2016-07-26 | 2016-08-05 | $3,470 | $3,247 | $223 | $223 |
| 200 SHARES HSBC | P | 2016-07-26 | 2016-08-05 | $6,940 | $6,495 | $445 | $445 |
| 300 SHARES HSBC | P | 2016-07-26 | 2016-08-05 | $10,410 | $9,742 | $668 | $668 |
| 400 SHARES HSBC | P | 2016-07-26 | 2016-08-05 | $13,879 | $12,987 | $892 | $892 |
| 1900 SHARES HSBC | P | 2016-07-26 | 2016-08-05 | $65,932 | $61,689 | $4,243 | $4,243 |
| 500 SHARES TSLA | P | 2016-09-06 | 2016-09-06 | $100,686 | $99,519 | $1,167 | $1,167 |
| 10 SHARES TSLA | P | 2016-09-06 | 2016-09-07 | $2,053 | $2,024 | $29 | $29 |
| 90 SHARES TSLA | P | 2016-09-06 | 2016-09-07 | $18,479 | $18,219 | $260 | $260 |
| 400 SHARES TSLA | P | 2016-09-06 | 2016-09-07 | $82,071 | $80,975 | $1,096 | $1,096 |
| 100 SHARES MU | P | 2016-09-14 | 2016-09-15 | $1,718 | $1,680 | $38 | $38 |
| 400 SHARES MU | P | 2016-09-14 | 2016-09-15 | $6,873 | $6,721 | $152 | $152 |
| 600 SHARES MU | P | 2016-09-14 | 2016-09-15 | $10,309 | $10,081 | $228 | $228 |
| 1020 SHARES MU | P | 2016-09-14 | 2016-09-15 | $17,527 | $17,138 | $389 | $389 |
| 1380 SHARES MU | P | 2016-09-14 | 2016-09-15 | $23,712 | $23,178 | $534 | $534 |
| 1500 SHARES MU | P | 2016-09-14 | 2016-09-15 | $25,768 | $25,203 | $565 | $565 |
| 3000 SHARES WFC | P | 2016-09-27 | 2016-09-28 | $136,018 | $134,490 | $1,528 | $1,528 |
| 3000 SHARES USO | P | 2016-05-31 | 2016-09-30 | $32,790 | $36,276 | -$3,486 | -$3,486 |
| 1000 SHARES TSLA | P | 2016-10-04 | 2016-10-04 | $211,986 | $210,287 | $1,699 | $1,699 |
| 179 SHARES TSLA | P | 2016-10-10 | 2016-10-10 | $36,335 | $36,274 | $61 | $61 |
| 821 SHARES TSLA | P | 2016-10-10 | 2016-10-10 | $166,652 | $166,375 | $277 | $277 |
| 1000 SHARES BABA | P | 2016-10-17 | 2016-10-18 | $104,945 | $102,337 | $2,608 | $2,608 |
| 100 SHARES BABA | P | 2016-11-01 | 2016-11-02 | $10,429 | $10,010 | $419 | $419 |
| 400 SHARES BABA | P | 2016-11-01 | 2016-11-02 | $41,717 | $40,042 | $1,675 | $1,675 |
| 1000 SHARES BABA | P | 2016-11-01 | 2016-11-02 | $104,292 | $100,090 | $4,202 | $4,202 |
| 100 SHARES BABA | P | 2016-11-09 | 2016-11-10 | $9,806 | $9,766 | $40 | $40 |
| 100 SHARES BABA | P | 2016-11-09 | 2016-11-10 | $9,806 | $9,768 | $38 | $38 |
| 200 SHARES BABA | P | 2016-11-09 | 2016-11-10 | $19,612 | $19,532 | $80 | $80 |
| 600 SHARES BABA | P | 2016-11-09 | 2016-11-10 | $58,835 | $58,607 | $228 | $228 |
| 600 SHARES TSM | P | 2016-11-09 | 2016-11-22 | $18,011 | $18,335 | -$324 | -$324 |
| 1100 SHARES TSM | P | 2016-11-09 | 2016-11-22 | $33,025 | $33,615 | -$590 | -$590 |
| 2300 SHARES TSM | P | 2016-11-09 | 2016-11-22 | $69,055 | $70,286 | -$1,231 | -$1,231 |
| 3000 SHARES TSM | P | 2016-11-16 | 2016-11-22 | $90,072 | $88,209 | $1,863 | $1,863 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $50,678 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $50,678 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,020 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,020 | SubtotalAmt |
| Tax Based On Investment Income | $1,020 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $317 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $317 | TotalPaymentsAndCreditsAmt |
| Tax Due | $703 | 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 | EVELYN ZHAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6505336371 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1103 OREGON AVE | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94303 | 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 |
|---|---|---|---|---|---|---|
| EVELYN ZHAN | ||||||
| 1103 OREGON AVE | PALO ALTO | CA | 94303 | President & CEO | 2.00 | $0 |
| YAT TUNG LAM | ||||||
| 1103 OREGON AVE | PALO ALTO | CA | 94303 | Secretary | 2.00 | $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 | $49,295 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $162,518 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $211,813 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $211,813 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,177 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $208,636 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,432 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,432 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,020 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,020 | TotalTaxAmt |
| Distributable Before Adj | $9,412 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $9,412 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $9,412 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,175 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $14,175 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $14,175 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,412 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $1,598 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,774 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,689 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,061 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,175 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,412 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,763 | RemainingDistriFromCorpusAmt |
| Total Corpus | $14,824 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $14,824 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,598 | ExcessFromYear3Amt |
| Excess From Year2 | $3,774 | ExcessFromYear2Amt |
| Excess From Year1 | $4,689 | ExcessFromYear1Amt |
| Excess From Current Year | $4,763 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EVELYN ZHAN | ContributingManagerNm |
| Contributing Manager | YAT TUNG LAM | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HABITAT FOR HUMANITY | |||||||||||
| 121 HABITAT STREET | AMERICUS | GA | 31709 | N/A | 501(C)(3) | DONATION | $500 | ||||
| NFCR | |||||||||||
| 4600 EAST WEST HIGHWAY STE 525 | BETHESDA | MD | 20814 | N/A | 501(C)(3) | DONATION | $750 | ||||
| CARE | |||||||||||
| POBOX 7039 | MERRIFIELD | VA | 22116 | N/A | 501(C)(3) | DONATION | $100 | ||||
| OVERSEAS CHINESE CHARITY FOUNDATION | |||||||||||
| N/A | 501(C)(3) | DONATION | $1,500 | 1A 3 BEIXINGQIAO | BEIJING | BEIJING | CH | ||||
| LUCILE PACKARD FOUNDATION | |||||||||||
| 400 HAMILTON AVE STE 340 | PALO ALTO | CA | 94301 | N/A | 501(C)(3) | DONATION | $900 | ||||
| AMERICAN RED CROSS | |||||||||||
| PB BOX 37839 | BOONE | IA | 50037 | N/A | 501(C)(3) | DONATION | $800 | ||||
| MARINE TOYS FOR TOTS FOUNDATION | |||||||||||
| 18251 Quantico Gateway Drive | Triangle | VA | 22172 | N/A | 501(C)(3) | DONATION | $50 | ||||
| PARALYZED VETERANS OF AMERICA | |||||||||||
| 801 Eighteenth Street | NW Washington | DC | 20006 | N/A | 501(C)(3) | DONATION | $100 | ||||
| SECOND HARVEST FOOD BANK OF SANTA C | |||||||||||
| 750 CURTNER AVE | SAN JOSE | CA | 95125 | N/A | 501(C)(3) | DONATION | $100 | ||||
| USA FOR UNHCR | |||||||||||
| 1775 K ST NW Suite 580 | WASHINGTON | DC | 20006 | N/A | 501(C)(3) | DONATION | $100 | ||||
| AMERICAN HEART ASSOCIATION | |||||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | N/A | 501(C)(3) | DONATION | $200 | ||||
| ADOPT A PLATOON | |||||||||||
| PO Box 1457 | SEABROOK | NH | 03874 | N/A | 501(C)(3) | DONATION | $100 | ||||
| KIDS WISH NETWORK | |||||||||||
| 4060 LOUIS AVE | AMERICUS | GA | 31709 | N/A | 501(C)(3) | DONATION | $50 | ||||
| LET THEM HEAR FOUNDATION | |||||||||||
| 1900 UNIVERSITY AVE SUITE 101 | EAST PALO ALTO | CA | 94303 | N/A | 501(C)(3) | DONATION | $5,000 | ||||
| MEMORIAL SLOAN KETTERING CANSER CEN | |||||||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | N/A | 501(C)(3) | DONATION | $100 | ||||
| NATIONAL LAW ENFORCEMENT OFFICERS M | |||||||||||
| 901 E ST NW SUITE100 | WASHINGTON | DC | 20036 | N/A | 501(C)(3) | DONATION | $100 | ||||
| NATIONAL PARK FOUNDATION | |||||||||||
| 1110 VERMONT AVE NW | WASHINGTON | DC | 20005 | N/A | 501(C)(3) | DONATION | $250 | ||||
| THE HUMANE SOCIETY OF THE UNITED ST | |||||||||||
| 1255 23RD ST NW SUITE 450 | WASHINGTON | DC | 20037 | N/A | 501(C)(3) | DONATION | $100 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,800 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $16 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $285 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $50,678 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $50,979 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $50,979 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,215 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,215 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| OFFICE EXPENSE | $182 | $182 |
| POSTAGE | $9 | $9 |
| UTILITY | $937 | $937 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FTB INCOME TAX | CategoryTxt |
| Amt | $10 | Amt |
| Disbursements Charitable Prps | $10 | DisbursementsCharitablePrpsAmt |
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