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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-18T11:01:27-07:00 | ReturnTs |
| Tax Period End | 2025-11-30 | 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 | 1621A S MAIN ST | AddressLine1Txt |
| City | MILPITAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 844010133 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZHFA | BusinessNameControlTxt |
| Phone | 4086556610 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22353 RIVERSIDE DR | AddressLine1Txt |
| City | CUPERTINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95014 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PENG ZHANG | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Signature | 2026-03-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
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 | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $414,564 | 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 | $51,750 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,236 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,236 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,236 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $32,287 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $33,759 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $32,287 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $32,287 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $85,273 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,523 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $33,523 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,461 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,461 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $68 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $68 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $17,634 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $17,634 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,769 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $5,769 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,932 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,932 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,440 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,440 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $31,372 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $31,372 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $53,901 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,523 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $33,523 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,816 | CashBOYAmt |
| Cash EOY | $22,501 | CashEOYAmt |
| Cash EOYFMV | $22,501 | CashEOYFMVAmt |
| Corporate Stock BOY | $48,217 | CorporateStockBOYAmt |
| Corporate Stock EOY | $98,495 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $392,063 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $54,033 | TotalAssetsBOYAmt |
| Total Assets EOY | $120,996 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $414,564 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,981 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $17,043 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,981 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,043 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $50,052 | RetainedEarningBOYAmt |
| Retained Earning EOY | $103,953 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $50,052 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $103,953 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $54,033 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $120,996 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $50,052 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $53,901 | ExcessRevenueOverExpensesAmt |
| Subtotal | $103,953 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $103,953 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Morgan Stanley - 6204 | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2024-12-01 | AcquiredDt |
| Sold | 2024-12-01 | SoldDt |
| Gross Sales Price | $33,759 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,472 | CostOrOtherBasisAmt |
| Gain Or Loss | $32,287 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $32,287 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $32,287 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $32,287 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $466 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $466 | SubtotalAmt |
| Tax Based On Investment Income | $466 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $466 | 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 | PENG ZHANG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4086556610 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10197 COLBY AVE | AddressLine1Txt |
| City | CUPERTINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95014 | 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 |
|---|---|---|---|---|---|---|
| PENG ZHANG | ||||||
| 22353 RIVERSIDE DR | CUPERTINO | CA | 95014 | President & CEO | 1.00 | $0 |
| NANNAN HE | ||||||
| 22353 RIVERSIDE DR | CUPERTINO | CA | 95014 | 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 | $265,204 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,263 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $270,467 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $270,467 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,057 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $266,410 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,321 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,321 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $466 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $466 | TotalTaxAmt |
| Distributable Before Adj | $12,855 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $12,855 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $12,855 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $31,372 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $31,372 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,855 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $798 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,210 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,008 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $31,372 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,855 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $18,517 | RemainingDistriFromCorpusAmt |
| Total Corpus | $20,525 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $20,525 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $798 | ExcessFromYear2Amt |
| Excess From Year1 | $1,210 | ExcessFromYear1Amt |
| Excess From Current Year | $18,517 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PENG ZHANG | ContributingManagerNm |
| Contributing Manager | NANNAN HE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Bowers Museum | |||||||
| 2002 North Main Street | Santa Ana | CA | 92706 | Donation | PC | To enriche lives through the world's finest arts and cultures. | $286 |
| California Academy of Sciences | |||||||
| 55 Music Concourse Drive | San Francisco | CA | 94118 | Donation | PC | To regenerate the natural world through science, learning, and collaboration. | $299 |
| CuriOdyssey | |||||||
| 1651 Coyote Point Dr | San Mateo | CA | 94401 | Donation | PC | To inspire love for science and curiosity about the world to create a brighter future. | $160 |
| Discovery Cube | |||||||
| 2500 N Main Street | Santa Ana | CA | 92705 | Donation | PC | For 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 Rd | San Jose | CA | 95112 | Donation | PC | To connect people to nature through play. | $550 |
| Helios School | |||||||
| 597 Central Ave | Sunnyvale | CA | 94086 | Donation | PC | To 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 Row | Monterey | CA | 93940 | Donation | PC | To inspire conservation of the ocean. | $875 |
| MVLA Soccer Club | |||||||
| 339 S San Antonio Rd 1d | Los Altos | CA | 94022 | Donation | PC | To develop exceptional players to maximize their potential as athletes and leaders. | $2,275 |
| San Francisco Zoo and Gardens | |||||||
| Sloat Blvd Upper Great Hwy | San Francisco | CA | 94132 | Donation | PC | To connect all people with wildlife, inspire caring for nature and advance conservation action. | $143 |
| Santa Cruz Childrens Museum of Disc | |||||||
| 1855 41st Ave 10 | Capitola | CA | 95010 | Donation | PC | Cultivating curiosity and connection through discovery, learning, and creative playwhere all families explore their world together, building wonder and community that lasts a lifetime. | $290 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,440 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,236 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $32,287 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $33,523 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,523 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | PENG ZHANG NANNAN HE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22353 RIVERSIDE DR | AddressLine1Txt |
| City | CUPERTINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $107,082 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 398 SH APPLE STOCK TRADED ON NASDAQ | NoncashPropertyDesc |
| Fair Market Value | $107,082 | FairMarketValueAmt |
| Received | 2025-11-03 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $1,461 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,461 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Morgan Stanley - 6204 | StockNm |
| EOY Book Value | $98,495 | EOYBookValueAmt |
| EOYFMV | $392,063 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Chase CC-9301 | Desc |
| BOY Book Value | $433 | BOYBookValueAmt |
| EOY Book Value | $13,495 | EOYBookValueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PENG ZHANG NANNAN HE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22353 RIVERSIDE DR | AddressLine1Txt |
| City | CUPERTINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95014 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Income Tax - IRS | CategoryTxt |
| Amt | $68 | Amt |
| Disbursements Charitable Prps | $68 | DisbursementsCharitablePrpsAmt |
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