AYZ FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- AYZ FAMILY FOUNDATION (EIN 20-1973760)
- Tax period
- 2013-12-01 to 2014-11-30
- Filed
- 2015-07-02
- IRS object ID
- 201521839349100102
- Schema version
- 2013v4.0
- 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
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-02T09:09:39-07:00 | ReturnTs |
| Tax Period End | 2014-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jimmy J Chen & Associates Inc | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1582 Centre Pointe Drive | AddressLine1 |
| City | Milpitas | City |
| State | CA | State |
| ZIP Code | 95035 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-12-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | PALO ALTO | City |
| State | CA | State |
| ZIP Code | 94306 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GUOCHEN YAN | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Signature | 2015-07-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JIMMY J CHEN | PreparerPersonNm |
| PTIN | P01715847 | PTIN |
| Phone | 4084358828 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,891,104 | 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 |
| Interest On Sav Rev And Expnss | $16,355 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,355 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $16,355 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $81,317 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $81,317 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $81,317 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,172,185 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $34,141,592 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,172,185 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,172,185 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,769,857 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,269,857 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,269,857 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $2,700 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,700 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $23,825 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,641 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $23,825 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $23,825 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $4,704 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $4,704 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $8,042 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Adj Net Incm | $8,042 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,042 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $40,772 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,900 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $40,772 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $40,772 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $80,043 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,541 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $80,043 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $75,339 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $155,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $155,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $235,293 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,541 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $80,043 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $230,589 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,534,564 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,256,316 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,189,814 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,189,407 | CashBOYAmt |
| Cash EOY | $4,122,701 | CashEOYAmt |
| Cash EOYFMV | $4,122,701 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,612,357 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,214,886 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,763,303 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $22,313 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,009 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $8,633 | LandBOYAmt |
| Land EOY | $8,304 | LandEOYAmt |
| Land EOYFMV | $5,100 | LandEOYFMVAmt |
| Other Assets BOY | $1 | OtherAssetsBOYAmt |
| Other Assets EOY | $1 | OtherAssetsEOYAmt |
| Total Assets BOY | $4,810,398 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,345,892 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,891,104 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $930 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $930 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $4,810,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,310,000 | CapitalStockEOYAmt |
| Retained Earning BOY | $398 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,034,962 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,810,398 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,344,962 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,810,398 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,345,892 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,810,398 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,534,564 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,344,962 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,344,962 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PER CHARLES SCHWAB STMT - 2324 | P | 2013-01-01 | 2014-01-01 | $1,984,644 | $1,661,897 | $322,747 | $322,747 |
| PER CHARLES SCHWAB STMT | P | 2013-01-01 | 2014-01-01 | $32,156,948 | $31,307,510 | $849,438 | $849,438 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,172,185 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,172,185 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $25,126 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $25,126 | SubtotalAmt |
| Tax Based On Investment Income | $25,126 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,712 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,712 | TotalPaymentsAndCreditsAmt |
| Tax Due | $15,414 | 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 | false | 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 | GUOCHEN YAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6504932576 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4168 SOLANA DR PALO ALTO CA | AddressLine1 |
| City | PALO ALTO | City |
| State | CA | State |
| ZIP Code | 94306 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| GUOCHEN YAN | ||||||
| 4168 SOLANA DR | PALO ALTO | CA | 94306 | CEO | 6.00 | $0 |
| GLORIA GUOHONG ZHANG | ||||||
| 4168 SOLANA DR | PALO ALTO | CA | 94306 | Secretary | 6.00 | $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 | $2,562,716 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,417,702 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,980,418 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,980,418 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $74,706 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,905,712 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $245,286 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $245,286 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,126 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25,126 | TotalTaxAmt |
| Distributable Before Adj | $220,160 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $220,160 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $220,160 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $230,589 | ExpensesAndContributionsAmt |
| Charitable Assets Acquis Paid | $4,374 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $234,963 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $234,963 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $220,160 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $12,660 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $2,979 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $15,639 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $234,963 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $220,160 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,803 | RemainingDistriFromCorpusAmt |
| Total Corpus | $30,442 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $30,442 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $12,660 | ExcessFromYear4Amt |
| Excess From Year1 | $2,979 | ExcessFromYear1Amt |
| Excess From Current Year | $14,803 | ExcessFromCurrentYearAmt |
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/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country | Province Or StateRecipientForeignAddress/ProvinceOrState |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PALO ALTO PARTNERS IN EDUCATION | |||||||||||
| POBOX 1557 | PALO ALTO | CA | 94302 | N/A | 501C | DONATION | $5,000 | ||||
| DALIAN WEISHENG ANIMAL WELFARE | |||||||||||
| N/A | 501C | DONATION | $95,000 | DALIAN HUIPU TECHNOLOGY SEC A | DALIAN | CH | |||||
| UCSD FOUNDTION | |||||||||||
| 9500 GILMAN DRIVE 0059 | LA JOLLA | CA | 92093 | N/A | 501C | DONATION | $5,000 | ||||
| HENRY M GUNN HIGH SCHOOL | |||||||||||
| 780 ARASTRADERO RD | PALO ALTO | CA | 94306 | N/A | 501C | DONATION | $50 | ||||
| SU XIN LAO REN ZHI JIA | |||||||||||
| N/A | 501(C)(3) | DONATION | $50,000 | ER DAO QU | CHANGCHUN | CH | CHANGCHUN | ||||
| UNITED ASIAN AMERICAN FOR ACTIVISM | |||||||||||
| PO BOX 583 | CUPERTINO | CA | 95015 | N/A | 501(C)(3) | DONATION | $200 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $155,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Related Or Exempt Function Incm | $16,355 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Related Or Exempt Function Incm | $81,317 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,172,185 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,269,857 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,269,857 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURNS PREP FEE | CategoryTxt |
| Amt | $2,700 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,700 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,700 | DisbursementsCharitablePrpsAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $4,336 | $991 | $3,345 | $3,000 |
| Machinery and Equipment | $16,959 | $12,195 | $4,764 | $2,000 |
| Miscellaneous | $1,018 | $823 | $195 | $100 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| BOY Book Value | $1 | BOYBookValueAmt |
| EOY Book Value | $1 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|
| AUTO EXPENSE | $2,269 | $2,269 | $2,269 | |
| BANK CHARGE | $9,900 | $9,900 | $9,900 | $9,900 |
| CONSULTING FEE | $1,135 | $1,135 | $1,135 | |
| INTERNET | $2,280 | $2,280 | $2,280 | |
| JANITORAL EXPENSE | $1,180 | $1,180 | $1,180 | |
| MARKETING & RESEARCH | $1,045 | $1,045 | $1,045 | |
| MEALS AND ENTERTAINMENT | $1,922 | $1,922 | $1,922 | |
| OFFICE EXPENSE | $2,867 | $2,867 | $2,867 | |
| OUTSIDE SERVICE | $1,140 | $1,140 | $1,140 | |
| POSTAGE EXPENSE | $101 | $101 | $101 | |
| PROGRAM EXPENSE | $6,149 | $6,149 | $6,149 | |
| REPAIR & MAINTENANCE EXPENSE | $1,003 | $1,003 | $1,003 | |
| SUPPLIES EXPENSE | $6,160 | $6,160 | $6,160 | |
| TELEPHONE | $2,608 | $2,608 | $2,608 | |
| UTILITIES | $1,013 | $1,013 | $1,013 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|
| FILING FEES | $195 | $195 | $195 | |
| FOREIGN TAX | $3,641 | $3,641 | $3,641 | $3,641 |
| IRS EXCISE TAX | $19,989 | $19,989 | $19,989 |
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