LI & YE FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- LI & YE FAMILY FOUNDATION (EIN 87-1849249)
- Tax period
- 2025-07-01 to 2026-06-30
- Filed
- 2026-09-13
- IRS object ID
- 202602569349100105
- Schema version
- 2025v4.1
- 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
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-09-13T18:03:59-07:00 | ReturnTs |
| Tax Period End | 2026-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263000418 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABEST TAX SERVICES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1146 CADILLAC CT | AddressLine1Txt |
| City | MILPITAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 871849249 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LI & YE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LI&Y | BusinessNameControlTxt |
| Phone | 6504769354 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4603 BORINA DR | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95129 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HAOPENG LI | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Signature | 2026-09-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHUANG MAO | PreparerPersonNm |
| PTIN | P00660082 | PTIN |
| Phone | 4083929977 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,183,285 | 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 | $37,398 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $12,179 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,179 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $12,179 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $112,447 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $122,053 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $112,447 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $112,447 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $90 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $162,114 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $124,626 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $124,626 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,376 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,376 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $253 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $253 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $93 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $93 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,381 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $7,381 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,103 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,103 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $40,103 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $40,103 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $122,011 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $124,626 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $124,626 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,931 | CashBOYAmt |
| Cash EOY | $105,610 | CashEOYAmt |
| Cash EOYFMV | $105,610 | CashEOYFMVAmt |
| Corporate Stock BOY | $140,009 | CorporateStockBOYAmt |
| Corporate Stock EOY | $167,802 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,077,625 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,042 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,042 | LandBldgEquipAccumDeprecAmt |
| Land EOYFMV | $50 | LandEOYFMVAmt |
| Total Assets BOY | $149,940 | TotalAssetsBOYAmt |
| Total Assets EOY | $273,412 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,183,285 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $134 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,595 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $134 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,595 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $149,806 | RetainedEarningBOYAmt |
| Retained Earning EOY | $271,817 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $149,806 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $271,817 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $149,940 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $273,412 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $149,806 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $122,011 | ExcessRevenueOverExpensesAmt |
| Subtotal | $271,817 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $271,817 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Charles Schwab - 0674 | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2025-12-01 | AcquiredDt |
| Sold | 2025-12-01 | SoldDt |
| Gross Sales Price | $122,053 | GrossSalesPriceAmt |
| Cost Or Other Basis | $9,606 | CostOrOtherBasisAmt |
| Gain Or Loss | $112,447 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $112,447 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $112,447 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $112,447 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,732 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,732 | SubtotalAmt |
| Tax Based On Investment Income | $1,732 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $7 | EsPenaltyAmt |
| Tax Due | $1,739 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | 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 | HAOPENG LI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6504769354 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4603 BORINA DR | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95129 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| HAOPENG LI | ||||||
| 4603 BORINA DR | SAN JOSE | CA | 95129 | CEO | 1.00 | $0 |
| HENG YE | ||||||
| 4603 BORINA DR | SAN JOSE | CA | 95129 | Secretary | 1.00 | $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 | $1,646,363 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $77,404 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,723,767 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,723,767 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,857 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,697,910 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $84,896 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $84,896 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,732 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,732 | TotalTaxAmt |
| Distributable Before Adj | $83,164 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $83,164 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $83,164 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $40,103 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $40,103 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $83,164 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $27,952 | UndistributedIncomePYAmt |
| Qualifying Distributions | $40,103 | QualifyingDistributionsAmt |
| Applied To Year1 | $27,952 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,151 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $71,013 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HAOPENG LI | ContributingManagerNm |
| Contributing Manager | HENG YE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| California Academy Of Sciences | |||||||
| 55 Music Concourse Dr | San Francisco | CA | 94118 | Donation | PC | To regenerate the natural world through science, learning, and collaboration. | $3,000 |
| Blue Hills Educational Fund | |||||||
| 12300 De Sanka Ave | Saratoga | CA | 95070 | Donation | PC | To support educational opportunities and resources for students in the Blue Hills district. | $6,000 |
| Gardens of Golden Gate Park | |||||||
| 100 John F Kennedy Dr | San Francisco | CA | 94118 | Donation | PC | To preserve, sustain, and enhance the gardens within Golden Gate Park for public enjoyment and education. | $2,500 |
| The Tech Interactive | |||||||
| 201 S Market St | San Jose | CA | 95113 | Donation | PC | To inspire the innovator in everyone through hands-on science and technology experiences. | $1,500 |
| AASLD Foundation | |||||||
| 1001 North Fairfax Street 4th floor | Alexandria | VA | 22314 | Donation | PC | To invest in innovative hepatology research and in the people who study and treat liver disease. | $4,000 |
| Cupertino Library Foundation | |||||||
| 10800 Torre Ave | Cupertino | CA | 95014 | Donation | PC | To provide financial and creative support for diverse educational and cultural programs in collaboration with the Cupertino Library. | $2,000 |
| El Camino Health | |||||||
| 2505 Hospital Dr | Mountain View | CA | 94040 | Donation | PC | To improve healthcare for area residents through programs and services at El Camino Health. | $5,000 |
| RMHC Bay Area | |||||||
| 510 Sand Hill Road | Palo Alto | CA | 94304 | Donation | PC | To provide essential services that remove barriers, strengthen families, and promote healing when children need healthcare. | $2,000 |
| The University of California SF | |||||||
| UCSF Box 0248 | San Francisco | CA | 94143 | Donation | PC | To advance health worldwide by raising money for the University of California, San Francisco (UCSF). | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $12,179 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $112,447 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Credit Card Reward | Desc |
| Related Or Exempt Function Incm | $90 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $124,716 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $124,716 | 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/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| HAOPENG LI AND HENG YE | ||||||
| 1 | 4603 BORINA DR | SAN JOSE | CA | 95129 | $196,664 | Yes (X) |
| HAOPENG LI AND HENG YE | ||||||
| 2 | 4603 BORINA DR | SAN JOSE | CA | 95129 | $330,669 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 560 SH AVGO STOCK TRADED ON NASDAQ | $196,664 | 2025-12-30 |
| 2 | 690 SH AVGO STOCK TRADED ON NASDAQ | $330,669 | 2026-06-04 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $2,376 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,376 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Charles Schwab - 0674 | StockNm |
| EOY Book Value | $167,802 | EOYBookValueAmt |
| EOYFMV | $2,077,625 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Machinery and Equipment | CategoryOrItemTxt |
| Cost Or Other Basis | $1,042 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $1,042 | AccumulatedDepreciationAmt |
| EOYFMV | $50 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Automobile Expense | $70 | $70 |
| Bank Service Charges | $993 | $993 |
| Filing Expense | $50 | $50 |
| Meals and Entertainment | $813 | $813 |
| Office Supplies | $3,551 | $3,551 |
| Telephone Expenses | $1,904 | $1,904 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Credit Card Reward | Desc |
| Revenue And Expenses Per Books | $90 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Credit Card Payable | Desc |
| BOY Book Value | $134 | BOYBookValueAmt |
| EOY Book Value | $1,595 | EOYBookValueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HAOPENG LI AND HENG YE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4603 BORINA DR | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95129 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Income tax - IRS | CategoryTxt |
| Amt | $253 | Amt |
| Disbursements Charitable Prps | $253 | DisbursementsCharitablePrpsAmt |
Comments