AYZ FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
AYZ FAMILY FOUNDATION (EIN 20-1973760)
Tax period
2024-12-01 to 2025-11-30
Filed
2026-09-24
IRS object ID
202602679349100420
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-09-24T16:48:43-05:00ReturnTs
Tax Period End2025-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN475284605PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERIC ZHANG & ASSOCIATES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1860 HILLVIEW CT STE 230AddressLine1Txt
CityMILPITASCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95035ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201973760EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AYZ FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAYZFBusinessNameControlTxt
Phone7757719437PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12600 FARETTO LNAddressLine1Txt
CityRENOCityNm
State AbbreviationNVStateAbbreviationCd
ZIP89511ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGUOCHEN YANPersonNm
Person TitleCEOPersonTitleTxt
Phone7757719437PhoneNum
Signature2026-09-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonERIC ZHANG CPAPreparerPersonNm
PTINP00548506PTIN
Phone4084358828PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,704,887FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,231InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,231InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$305,195DividendsRevAndExpnssAmt
Dividends Net Invst Incm$305,195DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$4,470NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$8,072,599GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$301,956TotalRevAndExpnssAmt
Total Net Invst Incm$306,426TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$10,966AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$10,966AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,283TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,283TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$4,405DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$1,912TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$1,912TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$26,273OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$26,273OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$45,839TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,283TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$39,151TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$174,104ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$174,104ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$219,943TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,283TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$213,255TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$82,013ExcessRevenueOverExpensesAmt
Net Investment Income$304,143NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$142CashBOYAmt
Cash EOY$1CashEOYAmt
Cash EOYFMV$1CashEOYFMVAmt
Other Investments BOY$8,677,242OtherInvestmentsBOYAmt
Other Investments EOY$8,765,342OtherInvestmentsEOYAmt
Other Investments EOYFMV$7,695,473OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$49,412LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$39,999LandBldgEquipAccumDeprecAmt
Land BOY$13,818LandBOYAmt
Land EOY$9,413LandEOYAmt
Land EOYFMV$9,413LandEOYFMVAmt
Total Assets BOY$8,691,202TotalAssetsBOYAmt
Total Assets EOY$8,774,756TotalAssetsEOYAmt
Total Assets EOYFMV$7,704,887TotalAssetsEOYFMVAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$1,541OtherLiabilitiesEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,541TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$8,691,202NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$8,773,215NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$8,691,202TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,773,215TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,691,202TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,774,756TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,691,202TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$82,013ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$8,773,215SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$8,773,215TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (65 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDt
SCHWAB TREASURY OBLIP2024-12-16$1,782$1,782$0$0
5000 SHARES GSATP2025-01-07$11,059$9,945$1,114$1,1142021-08-31
500 SHARES OUSTP2025-01-07$7,755$6,943$812$8122022-09-06
10 SHARES LODEP2025-01-23$4$18-$14-$142021-02-25
10 SHARES ELANP2025-01-23$121$282-$161-$1612019-08-20
506 SHARES SNOXXP2025-01-23$506$506$0$0
1000 SHARES SOFIP2025-01-23$17,510$16,930$580$5802021-09-22
1 SHARE WPRTP2025-01-23$5$23-$18-$182020-09-21
COST ADJUSTMENTP2025-01-30$126$366-$240-$2402025-01-01
10 SHARES GSKP2025-02-13$365$335$30$302025-01-22
1 SHARE GSKP2025-02-19$37$34$3$32025-01-22
399 SHARES GSKP2025-02-25$12,565$11,365$1,200$1,2002025-01-22
KPTI CASH IN LIEUP2025-02-27$3$34-$31-$312022-04-25
OGEN CASH IN LIEUP2025-02-04$10$9$1$12024-02-05
340 SHARES AMCP2025-03-03$1,137$20,935-$19,798-$19,7982022-09-06
100 SHARES AMRCP2025-03-03$1,267$6,551-$5,284-$5,2842022-09-27
2000 SHARES SNOXXP2025-03-14$2,000$2,000$0$0
1000 SHARES BYSIP2025-03-20$1,622$1,520$102$1022022-12-28
126 SHARES GOCOP2025-03-20$1,758$680$1,078$1,0782022-09-23
6000 SHARES ISHARE GLOBALP2025-03-20$7,119$6,653$466$4662025-01-22
600 SHARES MDTP2025-03-20$55,296$67,506-$12,210-$12,210
137 SHARES MRKP2025-03-20$12,919$12,497$422$4222025-02-24
500 SHARES VP2025-03-20$22,040$23,288-$1,248-$1,2482022-04-29
1000000 SHARES SNOXXP2025-03-24$1,000,000$1,000,000$0$0
TPST CASH IN LIEUP2025-04-09$1$7-$6-$62023-10-16
59648 SHARES SNOXXP2025-04-10$59,648$59,648$0$0
60 SHARES GOCOP2025-04-16$659$2,192-$1,533-$1,533
22 SHARES SNOXXP2025-04-22$22$22$0$0
SCLX CASH IN LIEUP2025-04-23$2$4-$2-$22023-01-19
6157254.69 SHARES SNOXXP2025-04-28$6,157,255$6,157,255$0$0
300000 SHARES SCOXXP2025-05-01$300,000$300,000$0$0
6 SHARES MSP2025-05-08$715$687$28$282025-04-30
94 SHARES MSP2025-05-13$12,211$10,768$1,443$1,4432025-04-30
15445 SHARES SCOXXP2025-05-20$15,445$15,445$0$0
100 SHARES AP2025-05-27$10,838$10,612$226$2262025-04-30
50 SHARES CANP2025-05-27$15,519$14,846$673$6732025-04-30
100 SHARES AMZNP2025-05-27$20,148$18,156$1,992$1,9922025-04-30
200 SHARES CSCOP2025-05-27$12,626$11,486$1,140$1,1402025-04-30
500 SHARES HPQP2025-05-27$14,032$12,680$1,352$1,3522025-04-30
100 SHARES PGP2025-05-27$16,600$16,192$408$4082025-04-30
16327 SHARES SCOXXP2025-05-27$16,327$16,327$0$0
500 SHARES OUSTP2025-06-17$10,105$8,096$2,009$2,0092022-07-01
180 SHARES MDTP2025-06-30$15,458$14,511$947$9472025-05-23
100 SHARES OUSTP2025-06-30$2,392$1,625$767$7672022-07-01
300 SHARES OUSTP2025-06-30$7,179$4,881$2,298$2,2982022-07-01
2 SHARES AMGNP2025-07-15$592$543$49$492025-05-23
33 SHARES SCOXXP2025-06-30$33$33$0$0
953 SHARES SCOXXP2025-08-14$953$953$0$0
1 SHARE SCOXXP2025-08-20$35$35$0$0
200 SHARES AZNP2025-09-05$16,350$14,342$2,008$2,0082025-04-30
200 SHARES BDXP2025-09-05$38,176$34,426$3,750$3,7502025-05-01
200 SHARES XOMP2025-09-05$22,494$21,010$1,484$1,4842025-04-30
200 SHARES JNJP2025-09-05$35,708$30,867$4,841$4,8412025-04-30
200 SHARES MDTP2025-09-05$18,592$16,868$1,724$1,7242025-04-30
400 SHARES MRKP2025-09-05$33,586$31,163$2,423$2,4232025-05-19
10218.58 SHARES SCOXXP2025-09-16$10,218$10,218$0$0
35 SHARES SCOXXP2025-09-19$35$35$0$0
36 SHARES HUTP2025-10-15$1,799$1,119$680$6802022-01-19
433 SHARES SCOXXP2025-10-23$433$433$0$0
2000 SHARES BRIGGS & STRATTON DISTRIBUTEDP2025-10-23$474-$474-$474
US TREASURY REDEEMPTIONP2025-11-03$26,000$26,000$0$02025-04-01
10930 SHARES SCOXXP2025-11-13$10,930$10,930$0$0
5000 SHARES SCOXXP2025-11-17$5,000$5,000$0$0
6060 SHARES SCOXXP2025-11-18$6,060$6,060$0$0
40 SHARES AAPUP2025-11-21$1,417$918$499$4992025-07-09
FieldValueIRS element (for citing)
Capital Gain Net Income-$4,470CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,228InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,228SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,228TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,180EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,180TotalPaymentsAndCreditsAmt
Es Penalty$3EsPenaltyAmt
Overpayment$949OverpaymentAmt
Applied To ES Tax$949AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksGUOCHEN YANIndividualWithBooksNm
Phone7757719437PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12600 FARETTO LNAddressLine1Txt
CityRENOCityNm
State AbbreviationNVStateAbbreviationCd
ZIP89511ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GUOCHEN YAN
2600 FARETTO LNRENONV89511CEO6.00$0$0$0
GLORIA GUOHONG ZHANG
2600 FARETTO LNRENONV89511SECRETARY6.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1COSTS INVOLVED IN DISCUSSION, PLANNING, AND EXAMINING OF SPECIFIC DONATION ACTIVITIES AND ALSO FOR SOME SCHOOL AND CHURCH ACTIVITIES, AS REPORTED IN PREVIOUS YEARS.Description1Txt
Expenses1$3,771Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,649,072AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,822AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,652,894TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,652,894AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$114,793CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,538,101NetVlNoncharitableAssetsAmt
Minimum Investment Return$376,905MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$376,905MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,228TaxBasedOnInvestmentIncomeAmt
Total Tax$4,228TotalTaxAmt
Distributable Before Adj$372,677DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$372,677DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$372,677DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$213,255ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$213,255QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$372,677DistributableAsAdjustedAmt
Undistributed Income PY$150,309UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$213,255QualifyingDistributionsAmt
Applied To Year1$150,309AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$62,946AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$309,731UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGUOCHEN YANContributingManagerNm
Contributing ManagerGLORIA GUOHONG ZHANGContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
NATIONAL TAIWAN UNIVERSITY ACADEMIC DEVELOPMENT FOUNDATION
38 RIDGEFIELD LANEWILLOWBROOKIL60527N/APUBLIC CHARITYDONATIONS$100,000
SPORT CHAMPIONS ALLIANCE FOUNDATION
1575 DELUCCHI LANERENONV89502N/APUBLIC CHARITYDONATIONS$60,000
TABLE TENNIS AMERICA FOUNDATION
42624 ALBRAE STFREMONTCA945383391N/APUBLIC CHARITYDONATIONS$10,000
US HUNAN ASSOCIATION
950 SOUTH LINDEN AVE STE BSOUTH SAN FRANCISCOCA94080N/APUBLIC CHARITYDONATIONS$2,000
CLARKSON UNIVERSITY
8 CLARKSON AVE 5546POTSDAMNY13699N/APUBLIC CHARITYDONATIONS$1,000
AMERICAN GENERAL MEDIA FOUNDATION
PO BOX 2700BAKERSFIELDCA93303N/APUBLIC CHARITYDONATIONS$104
MOMENTUM PARK
2484 AMARYLL DRSAN JOSECA95132N/APUBLIC CHARITYDONATIONS$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$174,104TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,231ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$305,195ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$4,470ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$301,956ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$301,956TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryLEGAL AND PROFESSIONAL EXPENSECategoryTxt
Amt$10,966Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$10,966DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (24 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
FURNITURE2010-11-30$2,033$2,033SL7.000000000000$0$0
FURNITURE2014-11-20$187$187SL7.000000000000$0$0
FURNITURE2013-12-01$1,577$1,577SL7.000000000000$0$0
EQUIPMENT2009-07-13$328$328SL5.000000000000$0$0
EQUIPMENT2013-11-22$537$537SL5.000000000000$0$0
EQUIPMENT2013-11-23$1,929$1,929SL5.000000000000$0$0
EQUIPMENT2014-11-30$345$345SL5.000000000000$0$0
EQUIPMENT2015-11-30$1,941$1,941SL5.000000000000$0$0
FURNITURE2012-02-07$134$134SL7.000000000000$0$0
FURNITURE2012-05-10$405$405SL7.000000000000$0$0
COMPUTER2008-06-22$536$536SL5.000000000000$0$0
COMPUTER2009-11-30$500$500SL5.000000000000$0$0
COMPUTER2010-11-08$437$437SL3.000000000000$0$0
COMPUTER2011-11-30$5,304$5,304SL3.000000000000$0$0
COMPUTER2012-11-30$3,554$3,554SL3.000000000000$0$0
COMPUTER2013-11-30$1,224$1,224SL3.000000000000$0$0
COMPUTER2014-11-30$2,265$2,265SL3.000000000000$0$0
COMPUTER2015-11-30$3,139$3,139SL3.000000000000$0$0
SOFTWARE2012-11-30$433$433SL5.000000000000$0$0
SOFTWARE2013-11-30$585$585SL5.000000000000$0$0
COMPUTER2021-11-21$6,608$3,966SL5.000000000000$1,322$0
COMPUTER2022-11-15$5,949$2,479SL5.000000000000$1,190$0
COMPUTER2023-11-20$5,369$1,074SL5.000000000000$1,074$0
COMPUTER2024-01-24$4,093$682SL5.000000000000$819$0

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENT-CHARLES SCHWABCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$8,765,342BookValueAmt
EOYFMV$7,695,473EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (24 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
FURNITURE$2,033$2,033$0$0
FURNITURE$187$187$0$0
FURNITURE$1,577$1,577$0$0
EQUIPMENT$328$328$0$0
EQUIPMENT$537$537$0$0
EQUIPMENT$1,929$1,929$0$0
EQUIPMENT$345$345$0$0
EQUIPMENT$1,941$1,941$0$0
FURNITURE$134$134$0$0
FURNITURE$405$405$0$0
COMPUTER$536$536$0$0
COMPUTER$500$500$0$0
COMPUTER$437$437$0$0
COMPUTER$5,304$5,304$0$0
COMPUTER$3,554$3,554$0$0
COMPUTER$1,224$1,224$0$0
COMPUTER$2,265$2,265$0$0
COMPUTER$3,139$3,139$0$0
SOFTWARE$433$433$0$0
SOFTWARE$585$585$0$0
COMPUTER$6,608$5,288$1,320$1,320
COMPUTER$5,949$3,669$2,280$2,280
COMPUTER$5,369$2,148$3,221$3,221
COMPUTER$4,093$1,501$2,592$2,592

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
AUTO EXPENSE$1,688$0$1,688
BANK CHARGE$77$0$77
COMPUTER AND ACCESSORIES$2,825$0$2,825
CONSULTING FEE$700$0$700
DUES AND SUBSCRIPTION$160$0$160
FILING FEE$100$0$100
INSURANCE$3,467$0$3,467
JANITORIAL EXPENSE$1,190$0$1,190
MAINTENANCE$4,402$0$4,402
MARKETING$940$0$940
OFFICE EXPENSE$1,351$0$1,351
POSTAGE$573$0$573
PROGRAM EXPENSE$3,771$0$3,771
SUPPLIES$2,260$0$2,260
TELEPHONE$1,640$0$1,640
UTILITIES$1,129$0$1,129

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescOTHER PAYABLEDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$1,541EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryIRS TAXCategoryTxt
Amt$2,283Amt
Net Investment Income$2,283NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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