BETA

JJW FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
JJW FAMILY FOUNDATION (EIN 84-2698301)
Tax period
2025-08-01 to 2026-07-31
Filed
2026-09-23
IRS object ID
202642669349100219
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-09-23T14:53:41-07:00ReturnTs
Tax Period End2026-07-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN263000418PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ABEST TAX SERVICES INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11146 CADILLAC CTAddressLine1Txt
CityMILPITASCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95035ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-08-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN842698301EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JJW FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJJWFBusinessNameControlTxt
Phone4082528869PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1850 LILY AVEAddressLine1Txt
CityCUPERTINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95014ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHIEN-HSIEN WUPersonNm
Person TitlePresident & CEOPersonTitleTxt
Signature2026-09-23SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHUANG MAOPreparerPersonNm
PTINP00660082PTIN
Phone4083929977PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,366,025FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$7,439ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$19,820DividendsRevAndExpnssAmt
Dividends Net Invst Incm$19,820DividendsNetInvstIncmAmt
Dividends Adj Net Incm$19,820DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$11,611NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$253,203GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$11,611CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$11,611NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$38,870TotalRevAndExpnssAmt
Total Net Invst Incm$31,431TotalNetInvstIncmAmt
Total Adj Net Incm$31,431TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$2,451AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$2,451AccountingFeesChrtblPrpsAmt
Deprec And Dpltn Rev And Expnss$838DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$974OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$974OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,263TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,425TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$75,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$75,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$79,763TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$78,925TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$40,893ExcessRevenueOverExpensesAmt
Net Investment Income$31,431NetInvestmentIncomeAmt
Adjusted Net Income$31,431AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$56,541CashBOYAmt
Cash EOY$39,225CashEOYAmt
Cash EOYFMV$39,225CashEOYFMVAmt
Corporate Stock BOY$542,756CorporateStockBOYAmt
Corporate Stock EOY$517,855CorporateStockEOYAmt
Corporate Stock EOYFMV$2,326,000CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$7,188LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$5,747LandBldgEquipAccumDeprecAmt
Land BOY$117LandBOYAmt
Land EOY$1,441LandEOYAmt
Land EOYFMV$800LandEOYFMVAmt
Total Assets BOY$599,414TotalAssetsBOYAmt
Total Assets EOY$558,521TotalAssetsEOYAmt
Total Assets EOYFMV$2,366,025TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$599,414RetainedEarningBOYAmt
Retained Earning EOY$558,521RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$599,414TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$558,521TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$599,414TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$558,521TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$599,414TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$40,893ExcessRevenueOverExpensesAmt
Subtotal$558,521SubtotalAmt
Tot Net Ast Or Fund Balances EOY$558,521TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Charles Schwab - 4287P2025-12-012025-12-01$153,203$142,073$11,130$11,130
Charles Schwab - 4287P2025-12-012025-12-01$100,000$99,519$481$481
FieldValueIRS element (for citing)
Capital Gain Net Income$11,611CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$11,611NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$437InvestmentIncomeExciseTaxAmt
Subtotal$437SubtotalAmt
Tax Based On Investment Income$437TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,571EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$7,571TotalPaymentsAndCreditsAmt
Overpayment$7,134OverpaymentAmt
Applied To ES Tax$7,134AppliedToESTaxAmt

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 ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CHIEN-HSIEN WUBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4082528869PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1850 LILY AVEAddressLine1Txt
CityCUPERTINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95014ZIPCd
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 PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
CHIEN-HSIEN WU
850 LILY AVECUPERTINOCA95014President & CEO1.00$0
JILL WU
850 LILY AVECUPERTINOCA95014Secretary1.00$0
YI-HUI HO
850 LILY AVECUPERTINOCA95014CFO1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,081,544AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$73,591AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,155,135TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$2,155,135AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$32,327CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,122,808NetVlNoncharitableAssetsAmt
Minimum Investment Return$106,140MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$106,140MinimumInvestmentReturnAmt
Tax Based On Investment Income$437TaxBasedOnInvestmentIncomeAmt
Total Tax$437TotalTaxAmt
Distributable Before Adj$105,703DistributableBeforeAdjAmt
Distributable Before Ded$105,703DistributableBeforeDedAmt
Distributable As Adjusted$105,703DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$78,925ExpensesAndContributionsAmt
Charitable Assets Acquis Paid$2,162CharitableAssetsAcquisPaidAmt
Qualifying Distributions$81,087QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$105,703DistributableAsAdjustedAmt
Undistributed Income PY$79,042UndistributedIncomePYAmt
Qualifying Distributions$81,087QualifyingDistributionsAmt
Applied To Year1$79,042AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,045AppliedToCurrentYearAmt
Undistributed Income CY$103,658UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCHIEN-HSIEN WUContributingManagerNm
Contributing ManagerJILL WUContributingManagerNm
Contributing ManagerYI-HUI HOContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
San Francisco Symphony
Davies Symphony HallSan FranciscoCA94102DonationPCFor providing free comprehensive music education to every first-through fifth-grade student in the sf public schools, and serving more than 75,000 children, students, educators, and families annually.$5,000
University of Illinois
1305 West Green StreetUrbanaIL61801DonationPCFor encouraging and administering private gifts made to further the University of Illinois mission.$2,500
University of Massachusetts Lowell
220 Pawtucket StLowellMA01854DonationPCTo excellence in teaching, research and community engagement. We strive to prepare students to succeed in college and to become lifelong learners and informed citizens in a global environment. UMass Lowell offers affordable, experience-based undergraduate and graduate academic programs taught by internationally recognized faculty who conduct research to expand the horizons of knowledge and sustainable practices. The programs span and interconnect the disciplines of business, education, engineering, fine arts, health, humanities, sciences and social sciences. The university continues to build on its founding tradition of innovation, entrepreneurship and partnerships with industry and the community to address challenges facing the region and the world.$65,000
American Red Cross
2731 N First StSan JoseCA95134DonationPCTo prevent and alleviate human suffering in the face of emergencies by mobilizing the power of volunteers and the generosity of donors.$1,000
Blue Hills Educational Fund
12300 De Sanka AvenueSaratogaCA95070DonationPCTo enhance the educational experience for all Blue Hills Elementary students.$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$75,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$19,820RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$11,611RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$31,431RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$31,431TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
CHIEN-HSIEN WU YI-HUI HO
1850 LILY AVECUPERTINOCA95014$60,468Yes (X)
CHIEN-HSIEN WU YI-HUI HO
2850 LILY AVECUPERTINOCA95014$41,891Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1168 SH AVGO STOCK TRADED ON NASDAQ$60,4682025-12-12
2100 SH AVGO STOCK TRADED ON NASDAQ$41,8912026-06-04

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeeCategoryTxt
Amt$2,451Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,451DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtRtRtCurrent Year ExpenseCurrentYearExpenseAmt
EQUIPMENT2023-07-04$1,581$1,464200DB0.0741$117
EQUIPMENT2025-11-08$2,162200DB0.3333$721

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCharles Schwab-4287StockNm
EOY Book Value$517,855EOYBookValueAmt
EOYFMV$2,326,000EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemMachinery and EquipmentCategoryOrItemTxt
Cost Or Other Basis$7,188CostOrOtherBasisAmt
Accumulated Depreciation$5,747AccumulatedDepreciationAmt
Book Value$1,441BookValueAmt
EOYFMV$800EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Bank Service Charge$180$180
Filing Fees$50$50
Margin Interest Expenses$1$1
Meals and Entertainments$743$743

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonCHIEN-HSIEN WU YI-HUI HOPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1850 LILY AVEAddressLine1Txt
CityCUPERTINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95014ZIPCd

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