ZH FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ZH FAMILY FOUNDATION (EIN 84-4010133)
Tax period
2024-12-01 to 2025-11-30
Filed
2026-03-18
IRS object ID
202640779349100209
Schema version
2024v5.2
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)
Return2026-03-18T11:01:27-07:00ReturnTs
Tax Period End2025-11-30TaxPeriodEndDt

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 Line11621A S MAIN STAddressLine1Txt
CityMILPITASCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95035ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN844010133EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ZH FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlZHFABusinessNameControlTxt
Phone4086556610PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line122353 RIVERSIDE DRAddressLine1Txt
CityCUPERTINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95014ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPENG ZHANGPersonNm
Person TitlePresident & CEOPersonTitleTxt
Signature2026-03-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHUANG MAOPreparerPersonNm
PTINP00660082PTIN
Phone4083929977PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$414,564FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$51,750ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$1,236DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,236DividendsNetInvstIncmAmt
Dividends Adj Net Incm$1,236DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$32,287NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$33,759GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$32,287CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$32,287NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$85,273TotalRevAndExpnssAmt
Total Net Invst Incm$33,523TotalNetInvstIncmAmt
Total Adj Net Incm$33,523TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,461AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,461AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$68TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$68TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$17,634TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$17,634TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$5,769OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$5,769OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$24,932TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$24,932TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,440ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,440ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$31,372TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$31,372TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$53,901ExcessRevenueOverExpensesAmt
Net Investment Income$33,523NetInvestmentIncomeAmt
Adjusted Net Income$33,523AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,816CashBOYAmt
Cash EOY$22,501CashEOYAmt
Cash EOYFMV$22,501CashEOYFMVAmt
Corporate Stock BOY$48,217CorporateStockBOYAmt
Corporate Stock EOY$98,495CorporateStockEOYAmt
Corporate Stock EOYFMV$392,063CorporateStockEOYFMVAmt
Total Assets BOY$54,033TotalAssetsBOYAmt
Total Assets EOY$120,996TotalAssetsEOYAmt
Total Assets EOYFMV$414,564TotalAssetsEOYFMVAmt
Other Liabilities BOY$3,981OtherLiabilitiesBOYAmt
Other Liabilities EOY$17,043OtherLiabilitiesEOYAmt
Total Liabilities BOY$3,981TotalLiabilitiesBOYAmt
Total Liabilities EOY$17,043TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$50,052RetainedEarningBOYAmt
Retained Earning EOY$103,953RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$50,052TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$103,953TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$54,033TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$120,996TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$50,052TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$53,901ExcessRevenueOverExpensesAmt
Subtotal$103,953SubtotalAmt
Tot Net Ast Or Fund Balances EOY$103,953TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyMorgan Stanley - 6204PropertyDesc
How AcquiredPHowAcquiredCd
Acquired2024-12-01AcquiredDt
Sold2024-12-01SoldDt
Gross Sales Price$33,759GrossSalesPriceAmt
Cost Or Other Basis$1,472CostOrOtherBasisAmt
Gain Or Loss$32,287GainOrLossAmt
Gains Minus Excess Or Losses$32,287GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$32,287CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$32,287NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$466InvestmentIncomeExciseTaxAmt
Subtotal$466SubtotalAmt
Tax Based On Investment Income$466TaxBasedOnInvestmentIncomeAmt
Tax Due$466TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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 Line1PENG ZHANGBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4086556610PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110197 COLBY 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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
PENG ZHANG
22353 RIVERSIDE DRCUPERTINOCA95014President & CEO1.00$0
NANNAN HE
22353 RIVERSIDE DRCUPERTINOCA95014Secretary1.00$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$265,204AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,263AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$270,467TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$270,467AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,057CashDeemedCharitableAmt
Net Vl Noncharitable Assets$266,410NetVlNoncharitableAssetsAmt
Minimum Investment Return$13,321MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$13,321MinimumInvestmentReturnAmt
Tax Based On Investment Income$466TaxBasedOnInvestmentIncomeAmt
Total Tax$466TotalTaxAmt
Distributable Before Adj$12,855DistributableBeforeAdjAmt
Distributable Before Ded$12,855DistributableBeforeDedAmt
Distributable As Adjusted$12,855DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$31,372ExpensesAndContributionsAmt
Qualifying Distributions$31,372QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$12,855DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$798ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,210ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,008TotalExcessDistributionCyovAmt
Qualifying Distributions$31,372QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$12,855AppliedToCurrentYearAmt
Remaining Distri From Corpus$18,517RemainingDistriFromCorpusAmt
Total Corpus$20,525TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$20,525ExcessDistriCyovToNextYrAmt
Excess From Year2$798ExcessFromYear2Amt
Excess From Year1$1,210ExcessFromYear1Amt
Excess From Current Year$18,517ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPENG ZHANGContributingManagerNm
Contributing ManagerNANNAN HEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Bowers Museum
2002 North Main StreetSanta AnaCA92706DonationPCTo enriche lives through the world's finest arts and cultures.$286
California Academy of Sciences
55 Music Concourse DriveSan FranciscoCA94118DonationPCTo regenerate the natural world through science, learning, and collaboration.$299
CuriOdyssey
1651 Coyote Point DrSan MateoCA94401DonationPCTo inspire love for science and curiosity about the world to create a brighter future.$160
Discovery Cube
2500 N Main StreetSanta AnaCA92705DonationPCFor inspire and educate young minds through engaging science-based programs and exhibits to create a meaningful impact on the communities we serve.$295
Happy Hollow Park Zoo
748 Story RdSan JoseCA95112DonationPCTo connect people to nature through play.$550
Helios School
597 Central AveSunnyvaleCA94086DonationPCTo provide engaging and imaginative education that meets the unique intellectual, social and emotional needs of gifted students and their families and to empower authenticity through respect for self and others.$1,267
Monterey Bay Aquarium
886 Cannery RowMontereyCA93940DonationPCTo inspire conservation of the ocean.$875
MVLA Soccer Club
339 S San Antonio Rd 1dLos AltosCA94022DonationPCTo develop exceptional players to maximize their potential as athletes and leaders.$2,275
San Francisco Zoo and Gardens
Sloat Blvd Upper Great HwySan FranciscoCA94132DonationPCTo connect all people with wildlife, inspire caring for nature and advance conservation action.$143
Santa Cruz Childrens Museum of Disc
1855 41st Ave 10CapitolaCA95010DonationPCCultivating curiosity and connection through discovery, learning, and creative playwhere all families explore their world together, building wonder and community that lasts a lifetime.$290
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,440TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,236RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$32,287RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$33,523RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$33,523TotalIncomeProducingActyAmt

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 PersonPENG ZHANG NANNAN HEContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line122353 RIVERSIDE DRAddressLine1Txt
CityCUPERTINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95014ZIPCd
FieldValueIRS element (for citing)
Total Contributions$107,082TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property398 SH APPLE STOCK TRADED ON NASDAQNoncashPropertyDesc
Fair Market Value$107,082FairMarketValueAmt
Received2025-11-03ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeesCategoryTxt
Amt$1,461Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,461DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMorgan Stanley - 6204StockNm
EOY Book Value$98,495EOYBookValueAmt
EOYFMV$392,063EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Bank Services Charge$75$75
Computer and Internet Expense$1,156$1,156
Dues & Subscribtions$95$95
Filing Fee$25$25
Meals & Entertainment$4,287$4,287
Parking Expense$131$131

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescChase CC-9301Desc
BOY Book Value$433BOYBookValueAmt
EOY Book Value$13,495EOYBookValueAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonPENG ZHANG NANNAN HEPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line122353 RIVERSIDE DRAddressLine1Txt
CityCUPERTINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95014ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryIncome Tax - IRSCategoryTxt
Amt$68Amt
Disbursements Charitable Prps$68DisbursementsCharitablePrpsAmt

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