AYZ FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- AYZ FAMILY FOUNDATION (EIN 20-1973760)
- Tax period
- 2014-12-01 to 2015-11-30
- Filed
- 2016-10-17
- IRS object ID
- 201632919349100938
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-17T19:12:44-05:00 | ReturnTs |
| Tax Period End | 2015-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SECOND STREET SUITE 900 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-12-01 | 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 | 4168 SOLANA DRIVE | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94306 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GUOCHEN YAN | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 6504932576 | PhoneNum |
| Signature | 2016-10-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LINDSEY PARNELL | PreparerPersonNm |
| PTIN | P00546853 | PTIN |
| Phone | 4159561500 | PhoneNum |
| Preparation | 2016-10-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,230,498 | 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 | $500,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $67,562 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $67,562 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $229,339 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,741,696 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $229,339 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $30,104 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,295 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $827,005 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $302,196 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,490 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $550 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,940 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,085 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,085 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $44,923 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,749 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $160 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $4,714 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $9,594 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,594 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $40,643 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $286 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $40,357 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $106,449 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,585 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $56,136 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $170,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $170,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $276,599 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,585 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $226,286 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $550,406 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $297,611 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,122,701 | CashBOYAmt |
| Cash EOY | $2,416,517 | CashEOYAmt |
| Cash EOYFMV | $2,416,517 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,214,886 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,423,404 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,805,311 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $27,393 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $18,723 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $8,304 | LandBOYAmt |
| Land EOY | $8,670 | LandEOYAmt |
| Land EOYFMV | $8,670 | LandEOYFMVAmt |
| Other Assets BOY | $1 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,345,892 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,848,591 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,230,498 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $930 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $930 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $1,034,962 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,538,591 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,344,962 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,848,591 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,345,892 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,848,591 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,344,962 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $550,406 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,895,368 | SubtotalAmt |
| Other Decreases | $46,777 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,848,591 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| SCHWAB ACCT -2422 | $2,730,697 | $2,502,299 | $228,398 | $228,398 |
| SCHWAB ACCT -2422 | $10,999 | $10,058 | $941 | $941 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $229,339 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $234,963 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,905,712 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047896 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $210,510 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,344,793 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048451 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $96,569 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,611,357 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.020942 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $101,228 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,161,744 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.032017 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $141,378 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,077,267 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.068060 | DistributionYr5Rt |
| Total Distribution | 0.217366 | TotalDistributionRt |
| Average Distribution | 0.043473 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,884,139 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $255,801 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,976 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $258,777 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $231,366 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,952 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,952 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,952 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $138 | EsPenaltyAmt |
| Tax Due | $6,090 | TaxDueAmt |
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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
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 | $2,719,774 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,253,971 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,973,745 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,973,745 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $89,606 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,884,139 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $294,207 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $294,207 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,952 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,952 | TotalTaxAmt |
| Distributable Before Adj | $288,255 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $288,255 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $288,255 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $226,286 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $5,080 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $231,366 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $231,366 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $288,255 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $12,660 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $2,979 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,803 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $30,442 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $231,366 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $231,366 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $30,442 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $30,442 | 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 | $26,447 | 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 (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| UC SAN DIEGO FOUNDATION | ||||||||||
| 9500 GILMAN DRIVE 0059 | LA JOLLA | CA | 92093 | PC | GENERAL EDUCATIONAL SUPPORT | $50,000 | ||||
| DALIAN WEISHENG ANIMAL WELFARE | ||||||||||
| PC | GENERAL SUPPORT FOR ANIMAL WELFARE | $99,300 | DALIAN HUIPU TECHNOLOGY SEC A | DALIAN | DALIAN | CH | ||||
| GUNN HIGH SCHOOL | ||||||||||
| 780 ARASTRADERO RD | PALO ALTO | CA | 94306 | PC | GENERAL EDUCATIONAL SUPPORT | $3,500 | ||||
| HUA KUANG CHINESE READING ROOM | ||||||||||
| 4000 MIDDLEFIELD RD | PALO ALTO | CA | 94303 | PC | GENERAL EDUCATIONAL SUPPORT | $100 | ||||
| PALO ALTO PARTNERS IN EDUCATION | ||||||||||
| POBOX 1557 | PALO ALTO | CA | 94302 | PC | GENERAL EDUCATIONAL SUPPORT | $15,000 | ||||
| UC-SANTA CRUZ | ||||||||||
| 1156 HIGH STREET | SANTA CRUZ | CA | 95064 | PC | GENERAL EDUCATIONAL SUPPORT | $2,250 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $170,150 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $67,562 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $30,104 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $229,339 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $327,005 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $327,005 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| GUOCHEN YAN | ||||||
| 1 | 4168 SOLANA DRIVE | PALO ALTO | CA | 94306 | $250,000 | Yes (X) |
| GLORIA ZHANG | ||||||
| 2 | 4168 SOLANA DRIVE | PALO ALTO | CA | 94306 | $250,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $1,145 | $115 | $1,030 |
| TAX PREPARATION FEE | $4,345 | $435 | $3,910 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| FURNITURE AND FIXTURES | 2013-01-01 | $4,336 | $991 | SL | 7.000000000000 | $619 | $0 |
| MACHINERY AND EQUIPMENT | 2013-01-01 | $16,959 | $12,195 | SL | 5.000000000000 | $3,392 | $0 |
| OTHER | 2013-01-01 | $1,018 | $823 | SL | 5.000000000000 | $195 | $0 |
| MACHINERY AND EQUIPMENT | 2015-05-31 | $5,080 | SL | 5.000000000000 | $508 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB EQUITIES | StockNm |
| EOY Book Value | $4,423,404 | EOYBookValueAmt |
| EOYFMV | $3,805,311 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| FURNITURE AND FIXTURES | $4,336 | $1,610 | $2,726 | $2,726 |
| MACHINERY AND EQUIPMENT | $16,959 | $15,587 | $1,372 | $1,372 |
| OTHER | $1,018 | $1,018 | $0 | $0 |
| MACHINERY AND EQUIPMENT | $5,080 | $508 | $4,572 | $4,572 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| BOY Book Value | $1 | BOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFF IN REALIZED GAIN BEWTEEN STATEMENTS AND 1099 | Desc |
| Amt | $46,777 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER REPAIR AND MAINTENANCE | $2,760 | $0 | $2,760 |
| SUPPLIES | $3,553 | $0 | $3,553 |
| PHONE AND INTERNET | $2,709 | $0 | $2,709 |
| AUTOMOBILE EXPENSE | $4,599 | $0 | $4,599 |
| JANITORIAL | $655 | $0 | $655 |
| POSTAGE | $1,460 | $0 | $1,460 |
| UTILITIES | $1,192 | $0 | $1,192 |
| MEALS AND ENTERTAINMENT | $1,976 | $0 | $1,976 |
| MARKETING AND RESEARCH | $1,110 | $0 | $1,110 |
| BANK CHARGES | $286 | $286 | $0 |
| OFFICE EXPENSE | $2,701 | $0 | $2,701 |
| PROGRAM EXPENSES | $17,642 | $0 | $17,642 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FEDERAL TAX REFUNDS | $24,809 | $0 | $0 |
| OTHER INCOME | $5,295 | $5,295 | $5,295 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEE | $585 | $0 | $585 |
| OTHER PROFESSIONAL FEE | $500 | $0 | $500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX (FOR 11/30/15) | $15,733 | $0 | $0 |
| FILING FEES | $160 | $0 | $160 |
| FOREIGN TAXES PAID | $3,749 | $3,749 | $0 |
| FEDERAL EXCISE TAX (FOR 11/30/14) | $25,281 | $0 | $0 |
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