BETA

JAEZ FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
JAEZ FOUNDATION (EIN 33-1521719)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-08-28
IRS object ID
202612409349100906
Schema version
2025v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-08-28T11:53:12-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROSEMARY TANBERGBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1BOX 809AddressLine1Txt
CityCROSBYCityNm
State AbbreviationNDStateAbbreviationCd
ZIP58730ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN331521719EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JAEZ FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJAEZBusinessNameControlTxt
Phone4082215981PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1826 WELLINGTON PLAddressLine1Txt
CityCAMPBELLCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95008ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHONGJIAN ZHAOPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4082215981PhoneNum
Signature2026-08-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROSEMARY TANBERGPreparerPersonNm
PTINP00542380PTIN
Phone7019256662PhoneNum
Preparation2026-08-28PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$910,122FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$606,215ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,000InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,000InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1,000InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$5,570DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,570DividendsNetInvstIncmAmt
Dividends Adj Net Incm$5,570DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$250,909NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$360,226GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$250,909CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$2,717NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$863,694TotalRevAndExpnssAmt
Total Net Invst Incm$257,479TotalNetInvstIncmAmt
Total Adj Net Incm$9,287TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$4,867OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$4,867OtherProfFeesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$4,863TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$4,863TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,796OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$747OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,526TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$10,477TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$9,350ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$9,350ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$21,876TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$19,827TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$841,818ExcessRevenueOverExpensesAmt
Net Investment Income$257,479NetInvestmentIncomeAmt
Adjusted Net Income$9,287AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$44,494CashBOYAmt
Cash EOY$235,493CashEOYAmt
Cash EOYFMV$235,493CashEOYFMVAmt
Corporate Stock BOY$286,529CorporateStockBOYAmt
Corporate Stock EOY$674,629CorporateStockEOYAmt
Corporate Stock EOYFMV$674,629CorporateStockEOYFMVAmt
Total Assets BOY$331,023TotalAssetsBOYAmt
Total Assets EOY$910,122TotalAssetsEOYAmt
Total Assets EOYFMV$910,122TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$331,023NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$910,122NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$331,023TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$910,122TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$331,023TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$910,122TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$331,023TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$841,818ExcessRevenueOverExpensesAmt
Subtotal$1,172,841SubtotalAmt
Other Decreases$262,719OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$910,122TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$64,534$61,817$2,717$2,717
PUBLICLY TRADED SECURITIESP$295,386$47,500$247,886$247,886
FieldValueIRS element (for citing)
Capital Gain Net Income$250,909CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$2,717NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,579InvestmentIncomeExciseTaxAmt
Subtotal$3,579SubtotalAmt
Tax Based On Investment Income$3,579TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$185EsPenaltyAmt
Tax Due$3,764TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressJAEZ.ORGWebsiteAddressTxt
Individual With BooksHONGJIAN ZHAOIndividualWithBooksNm
Phone4082215981PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1826 WELLINGTON PLAddressLine1Txt
CityCAMPBELLCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95008ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HONGJIAN ZHAO
826 WELLINGTON PLCAMPBELLCA95008PRESIDENT2.00$0$0$0
YANQI ZHAO
826 WELLINGTON PLCAMPBELLCA95008TREASURER S1.00$0$0$0
JIN FENG
826 WELLINGTON PLCAMPBELLCA95008DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1SUPPORT EDUCATIONAL CHARITABLE PURPOSES THROUGH GRANTS TO QUALIFIED PUBLIC CHARITIES AND WORK ON ESTABLISHING THE FOUNDATIONS SCHOLARSHIP PROGRAMDescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$385,971AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$20,230AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$406,201TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$406,201AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,093CashDeemedCharitableAmt
Net Vl Noncharitable Assets$400,108NetVlNoncharitableAssetsAmt
Minimum Investment Return$20,005MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$20,005MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,579TaxBasedOnInvestmentIncomeAmt
Total Tax$3,579TotalTaxAmt
Distributable Before Adj$16,426DistributableBeforeAdjAmt
Distributable Before Ded$16,426DistributableBeforeDedAmt
Distributable As Adjusted$16,426DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$19,827ExpensesAndContributionsAmt
Charitable Assets Acquis Paid$4,257CharitableAssetsAcquisPaidAmt
Qualifying Distributions$24,084QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$16,426DistributableAsAdjustedAmt
Qualifying Distributions$24,084QualifyingDistributionsAmt
Applied To Current Year$16,426AppliedToCurrentYearAmt
Remaining Distri From Corpus$7,658RemainingDistriFromCorpusAmt
Total Corpus$7,658TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$7,658ExcessDistriCyovToNextYrAmt
Excess From Current Year$7,658ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonHONGJIAN ZHAORecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1826 WELLINGTON PLACEAddressLine1Txt
CityCAMPBELLCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95008ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4082215981RecipientPhoneNum

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN ZHU KEZHEN ED FOUND
AMERICAN ZHU KEZHEN ED FOUND4816 COPPOLA CIRCLE4816 COPPOLA CIRCLEELK GROVECA95757POFEDUCATIONAL GRANT$5,150
SHIN SHIN ED FOUNDATION
SHIN SHIN ED FOUNDATIONPO BOX 399PO BOX 399CUPERTINOCA95015POFEDUCATIONAL GRANT$3,200
SARATOGA ED FOUNDATION
SARATOGA ED FOUNDATIONPO BOX 2392PO BOX 2392SARATOGACA95070POFEDUCATIONAL GRANT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$9,350TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,000RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$5,570RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$250,909RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$257,479RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$257,479TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4SUPPORT EDUCATIONS PURPOSES THRU GRANTS
8EDUCATIONAL GRANT
8EDUCATIONAL GRANT

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonHONGJIAN ZHAOContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1826 WELLINGTON PLAddressLine1Txt
CityCAMPBELLCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95008ZIPCd
FieldValueIRS element (for citing)
Total Contributions$606,215TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1STOCK DONATION ZM SHARES$80,8302025-08-28
1STOCK DONATION ZM SHARES$86,3002025-09-17
1STOCK DONATION ZM SHARES$61,6812025-12-17
1STOCK DONATION ZM SHARES$147,4042025-12-22

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCONTRIBUTION OF SECURITIESStockNm
EOY Book Value$674,629EOYBookValueAmt
EOYFMV$674,629EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
UNREALIZED GAIN$224,975
REINVESTMENT$37,744

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
OFFICE SUPPLIES$88$88
MEALS$2,049
DOMAIN REGISTRY$32$32
AT&T$627$627

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
IRS FORM 8940 USER FEE$3,500$3,500
COMPLIANCE FILINGS$1,367$1,367

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