CHAI FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CHAI FAMILY FOUNDATION (EIN 20-8034700)
- Tax period
- 2024-12-01 to 2025-11-30
- Filed
- 2026-01-14
- IRS object ID
- 202630149349100108
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-01-14T13:39:25-06:00 | ReturnTs |
| Tax Period End | 2025-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 475284605 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIC ZHANG & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 860 HILLVIEW CT STE 230 | AddressLine1Txt |
| City | MILPITAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208034700 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHAI FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAI | BusinessNameControlTxt |
| Phone | 4089816181 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7120 BLUE HILL DR | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95129 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LI CHAI | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 4089816181 | PhoneNum |
| Signature | 2026-01-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
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 | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,006,073 | 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 | $7,565 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,565 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $7,565 | InterestOnSavingsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $47,382 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $47,382 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $47,382 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $24,104 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $5,573 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $207,573 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,573 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $5,573 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $8,244 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $8,244 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $68,764 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $60,520 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $68,764 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $9,900 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $8,115 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,785 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,105 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,105 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,165 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,165 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,165 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $8,848 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $5,388 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $5,388 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $1,063 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $1,063 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $34,351 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,890 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $17,890 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $16,461 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $57,432 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,443 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $32,558 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,414 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $57,432 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,443 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $32,558 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,414 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,332 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,077 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $36,206 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $36,891 | CashBOYAmt |
| Cash EOY | $33,660 | CashEOYAmt |
| Cash EOYFMV | $33,660 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $384,815 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $421,568 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $421,568 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $14,919 | AcctRcvblBOYAmt |
| Invst Land Cost Or Other Basis | $545,145 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $56,388 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $494,145 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $488,757 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $544,429 | LandBldgInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $40,166 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $33,750 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $8,162 | LandBOYAmt |
| Land EOY | $6,416 | LandEOYAmt |
| Land EOYFMV | $6,416 | LandEOYFMVAmt |
| Total Assets BOY | $938,932 | TotalAssetsBOYAmt |
| Total Assets EOY | $950,401 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,006,073 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,263 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,400 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $1,263 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,400 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $795,472 | CapitalStockBOYAmt |
| Capital Stock EOY | $795,472 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $142,197 | RetainedEarningBOYAmt |
| Retained Earning EOY | $153,529 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $937,669 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $949,001 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $938,932 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $950,401 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $937,669 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,332 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $949,001 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $949,001 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | US TREASURY BILL | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2025-01-27 | AcquiredDt |
| Sold | 2025-09-02 | SoldDt |
| Gross Sales Price | $207,573 | GrossSalesPriceAmt |
| Cost Or Other Basis | $202,000 | CostOrOtherBasisAmt |
| Gain Or Loss | $5,573 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $5,573 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,573 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $5,573 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $501 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $501 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $501 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $572 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $572 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $71 | OverpaymentAmt |
| Applied To ES Tax | $71 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | 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 | BEI QIN | IndividualWithBooksNm |
| Phone | 4089816181 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7120 BLUE HILL DR | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95129 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BEI QIN | ||||||||
| 7120 BLUE HILL DR | SAN JOSE | CA | 95129 | CEO | 3.00 | $9,900 | $0 | $0 |
| JING CHAI | ||||||||
| 942 COLUSA AVE | SUNNYVALE | CA | 94085 | SECRETARY AND CFO | 8.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PLANT DREAMS AND GROW A HAPPY LIFESINCE 2006, WE, THE FOUNDERS OF CHAI FAMILY FOUNDATION HAVE GROWN, SAVED AND SHARED OUR ORGANIC SEEDS AND PLANTS. OUR GOAL IS TO EDUCATE OUR COMMUNITY. WE HOSTED COUPLE GARDENING CLASSES AND FIELD TRIPS. WE TAUGHT PEOPLE HOW TO PLANT DREAMS AND GROW HAPPY LIFE. | Description1Txt |
| Expenses1 | $10,173 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $135,959 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $206,125 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $544,429 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $886,513 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $886,513 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,298 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $873,215 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $43,661 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,414 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $1,714 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $23,128 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2020-04-06 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $36,206 | CurrentYearAmt |
| Year1 | $41,825 | Year1Amt |
| Year2 | $27,704 | Year2Amt |
| Year3 | $5,502 | Year3Amt |
| Total | $111,237 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $30,775 | CurrentYearAmt |
| Year1 | $35,551 | Year1Amt |
| Year2 | $23,548 | Year2Amt |
| Year3 | $4,677 | Year3Amt |
| Total | $94,551 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $23,128 | CurrentYearAmt |
| Year1 | $10,516 | Year1Amt |
| Year2 | $21,697 | Year2Amt |
| Year3 | $28,259 | Year3Amt |
| Total | $83,600 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $23,128 | CurrentYearAmt |
| Year1 | $10,516 | Year1Amt |
| Year2 | $21,697 | Year2Amt |
| Year3 | $28,259 | Year3Amt |
| Total | $83,600 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $29,107 | CurrentYearAmt |
| Year1 | $28,350 | Year1Amt |
| Year2 | $30,623 | Year2Amt |
| Year3 | $31,778 | Year3Amt |
| Total | $119,858 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BEI QIN | ContributingManagerNm |
| Contributing Manager | JING CHAI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GARDENT PRODUCT SALES | Desc |
| Exclusion | 06 | ExclusionCd |
| Exclusion | $8,115 | ExclusionAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,565 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $24,104 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,573 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH REWARDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $129 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $45,486 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $45,486 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $2,105 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,105 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (21 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| HAYWARD BUILDING 44% OWN | 2014-05-19 | $133,022 | $39,226 | SL | 39.000000000000 | $3,411 | $3,411 | $3,411 |
| HAYWARD LAND 44% OWN | 2014-05-19 | $88,682 | L | $0 | $0 | $0 | ||
| NISSAN | 2012-05-31 | $22,445 | $22,445 | SL | 5.000000000000 | $0 | $0 | $0 |
| 963 COLLEGE DR BUILDING 23% | 2018-08-21 | $70,121 | $11,237 | SL | 39.000000000000 | $1,798 | $1,798 | $1,798 |
| 963 COLLEGE DR BUILDING 23% | 2018-08-21 | $252,423 | L | $0 | $0 | $0 | ||
| COMPUTER | 2020-11-25 | $3,172 | $2,536 | SL | 5.000000000000 | $636 | $0 | $0 |
| IPHONE 12 | 2021-02-16 | $851 | $638 | SL | 5.000000000000 | $170 | $0 | $0 |
| CAMERA | 2021-11-03 | $455 | $281 | SL | 5.000000000000 | $91 | $0 | $0 |
| COMPUTER | 2021-10-12 | $1,534 | $972 | SL | 5.000000000000 | $307 | $0 | $0 |
| NEW EQUIPMENT | 2020-12-01 | $897 | $537 | SL | 5.000000000000 | $179 | $179 | $179 |
| GREEN HOUSE | 2021-11-18 | $2,440 | $1,464 | SL | 5.000000000000 | $488 | $0 | $0 |
| COLOR PRINT | 2023-06-03 | $487 | $146 | SL | 5.000000000000 | $97 | $0 | $0 |
| IPHONE | 2023-03-06 | $947 | $331 | SL | 5.000000000000 | $189 | $0 | $0 |
| IPAD | 2023-01-23 | $649 | $238 | SL | 5.000000000000 | $130 | $0 | $0 |
| LAPTOP | 2023-03-05 | $1,895 | $663 | SL | 5.000000000000 | $379 | $0 | $0 |
| UPLIFT DESK | 2023-11-08 | $965 | $209 | SL | 5.000000000000 | $193 | $0 | $0 |
| LAPTOP | 2024-03-03 | $1,605 | $241 | SL | 5.000000000000 | $321 | $0 | $0 |
| PHONE | 2024-06-06 | $704 | $70 | SL | 5.000000000000 | $141 | $0 | $0 |
| HARBOR FRIEGHT | 2023-12-23 | $303 | $56 | SL | 5.000000000000 | $61 | $0 | $0 |
| IPHONE 16 | 2025-03-03 | $508 | SL | 5.000000000000 | $76 | $0 | $0 | |
| MACBOOK AIR | 2025-02-17 | $1,206 | SL | 5.000000000000 | $181 | $0 | $0 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| HAYWARD BUILDING 44% OWN | $133,022 | $42,637 | $90,385 | $133,022 |
| HAYWARD LAND 44% OWN | $88,682 | $0 | $88,682 | $88,682 |
| 963 COLLEGE DR BUILDING 23% | $70,121 | $13,035 | $57,086 | $70,121 |
| 963 COLLEGE DR BUILDING 23% | $252,423 | $0 | $252,423 | $252,423 |
| NEW EQUIPMENT | $897 | $716 | $181 | $181 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (16 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| NISSAN | $22,445 | $22,445 | $0 | $0 |
| COMPUTER | $3,172 | $3,172 | $0 | $0 |
| IPHONE 12 | $851 | $808 | $43 | $43 |
| CAMERA | $455 | $372 | $83 | $83 |
| COMPUTER | $1,534 | $1,279 | $255 | $255 |
| GREEN HOUSE | $2,440 | $1,952 | $488 | $488 |
| COLOR PRINT | $487 | $243 | $244 | $244 |
| IPHONE | $947 | $520 | $427 | $427 |
| IPAD | $649 | $368 | $281 | $281 |
| LAPTOP | $1,895 | $1,042 | $853 | $853 |
| UPLIFT DESK | $965 | $402 | $563 | $563 |
| LAPTOP | $1,605 | $562 | $1,043 | $1,043 |
| PHONE | $704 | $211 | $493 | $493 |
| HARBOR FRIEGHT | $303 | $117 | $186 | $186 |
| IPHONE 16 | $508 | $76 | $432 | $432 |
| MACBOOK AIR | $1,206 | $181 | $1,025 | $1,025 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FILING FEE | $50 | $0 | $0 | $50 |
| AUTO EXPENSE | $2,109 | $0 | $0 | $2,109 |
| PROGRAM FEE | $10,173 | $0 | $0 | $10,173 |
| OFFICE SUPPLIES | $2,008 | $0 | $0 | $2,008 |
| UTILITIES | $1,290 | $0 | $0 | $1,290 |
| TELEPHONE EXPENSE | $231 | $0 | $0 | $231 |
| OUTSIDE SERVICE | $600 | $0 | $0 | $600 |
| MANAGEMENT FEE | $4,734 | $4,734 | $4,734 | $0 |
| PROPERTY TAX | $8,040 | $8,040 | $8,040 | $0 |
| INSURANCE | $1,168 | $1,168 | $1,168 | $0 |
| REPAIRS | $1,246 | $1,246 | $1,246 | $0 |
| GARDENING | $158 | $158 | $158 | $0 |
| UTILITIES | $2,392 | $2,392 | $2,392 | $0 |
| ASSESSMENT FEE | $152 | $152 | $152 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| GARDENT PRODUCT SALES | $8,115 | $8,115 |
| CASH REWARDS | $129 | $129 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS EXCISE TAX | CategoryTxt |
| Amt | $1,165 | Amt |
| Net Investment Income | $1,165 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,165 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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