GREEN MOUNTAIN FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- GREEN MOUNTAIN FOUNDATION (EIN 27-4175885)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-16
- IRS object ID
- 202641979349100109
- Schema version
- 2025v4.2
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-16T12:13:02-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 475284605 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIC ZHANG & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 860 HILLVIEW CT STE 230 | AddressLine1Txt |
| City | MILPITAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274175885 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN MOUNTAIN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREE | BusinessNameControlTxt |
| Phone | 4084899081 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 415 CAMILLE CIR UNIT 17 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95134 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HONG-GEN CHEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4084899081 | PhoneNum |
| Signature | 2026-07-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC ZHANG CPA | PreparerPersonNm |
| PTIN | P00548506 | PTIN |
| Phone | 4084358828 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $3,816,301 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $144,900 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $144,900 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$37,439 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $313,453 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,824 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $109,285 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $144,900 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $40,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $40,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,620 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,620 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,519 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,519 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $130 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $130 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $44,269 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,519 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $41,750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $114,843 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $114,843 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $159,112 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,519 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $156,593 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$49,827 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $142,381 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $309,970 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $239,953 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $239,953 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,746,690 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,764,261 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,574,535 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,813 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,813 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,056,660 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,006,027 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,816,301 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $121 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | -$685 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $121 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | -$685 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,477,707 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,477,707 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $578,832 | RetainedEarningBOYAmt |
| Retained Earning EOY | $529,005 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,056,539 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,006,712 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,056,660 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,006,027 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,056,539 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$49,827 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,006,712 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,006,712 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 593.285 SHARES BNY MELLON SMALL CAP | P | 2025-12-23 | 2025-12-26 | $13,462 | $16,139 | -$2,677 | -$2,677 |
| 489.911 SHARES FID SELECT ENTERPRISETECH | P | 2024-12-31 | 2025-12-31 | $23,609 | $25,070 | -$1,461 | -$1,461 |
| 306.609 SHARES FIDELITY NEW MARKETSINCOME | P | 2024-12-26 | 2025-12-26 | $4,222 | $4,688 | -$466 | -$466 |
| 3926.766 SHARES BNY MELLON SMALL CAP | P | 2025-12-26 | $89,098 | $106,822 | -$17,724 | -$17,724 | |
| 2281.499 SHARES FID SELECT ENTERPRISETECH | P | 2025-12-31 | $109,945 | $116,752 | -$6,807 | -$6,807 | |
| 5309.894 SHARES FIDELITY NEW MARKETSINCOME | P | 2025-12-26 | $73,117 | $81,180 | -$8,063 | -$8,063 | |
| COST BASIS CHANGES | P | 2025-01-01 | 2025-12-31 | $241 | -$241 | -$241 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$37,439 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,979 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,979 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,979 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $90 | EsPenaltyAmt |
| Tax Due | $2,069 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KE WU | IndividualWithBooksNm |
| Phone | 4084899081 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 415 CAMILLE CIR UNIT 17 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | Yes (1) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KE WU | ||||||||
| 415 CAMILLE CIR UNIT 17 | SAN JOSE | CA | 95134 | SECRETARY | 2.00 | $15,000 | $0 | $0 |
| HONG-GEN CHEN | ||||||||
| 415 CAMILLE CIR UNIT 17 | SAN JOSE | CA | 95134 | PRESIDENT & CEO | 4.00 | $25,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,320,070 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $263,215 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,583,285 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,583,285 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $53,749 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,529,536 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $176,477 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $176,477 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,979 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,979 | TotalTaxAmt |
| Distributable Before Adj | $174,498 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $174,498 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $174,498 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $156,593 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $156,593 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $174,498 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $154,925 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $156,593 | QualifyingDistributionsAmt |
| Applied To Year1 | $154,925 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,668 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $172,830 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KE WU | ContributingManagerNm |
| Contributing Manager | HONG-GEN CHEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AARP FOUNDATION | ||||||||
| POBOX 93207 | LONG BEACH | CA | 90809 | N/A | PC | DONATION | $512 | |
| ALUMNI ASSOCIATION OF SOUTHERN MEDICAL UNIVERSITY -NORTH AMERICAN | ||||||||
| 6824 N BRENTMEAD AVE | AECADIA | CA | 91007 | N/A | PC | DONATION | $3,000 | |
| ALUMNI NETWORK OF SYSU NC | ||||||||
| 8407 CENTRAL AVE | NEWARK | CA | 94560 | N/A | PC | DONATION | $500 | |
| ALZHEIMER'S ASSOCIATION ASIAN COMMUNITY FUND | ||||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | N/A | PC | DONATION | $1,000 | |
| AMERICAN RED CROSS CENTRAL COAST CHAPTER DISASTER RELIEF | ||||||||
| 2960 SOQUEL AVE | SANTA CRUZ | CA | 95062 | N/A | PC | DONATION | $5,000 | |
| ASIAN AMERICAN DONOR PROGRAM (AADP) | ||||||||
| 2169 HARBOR BAY PARKWAY | ALAMEDA | CA | 94502 | N/A | PC | DONATION | $1,000 | |
| ASIAN AMERICAN UNITY COALITION (AAUC) | ||||||||
| 6428 MARGARETS LN | EDINA | MN | 55439 | N/A | PC | DONATION | $1,000 | |
| ASIAN ART MUSEUM FOUNDATION OF SAN FRANCISCO | ||||||||
| 200 LARKIN ST | SAN FRANCISCO | CA | 94102 | N/A | PC | DONATION | $500 | |
| ASIAN PACIFIC ISLANDER AMERICAN PUBLIC AFFAIRS ASSOCIATION (APAPA) | ||||||||
| 20111 STEVENS CREEK BOULEVARD STE | CUPERTINO | CA | 95014 | N/A | PC | DONATION | $1,000 | 280 |
| BERKELEY ART MUSEUM AND PACIFIC FILM ARCHIVEBRIDGE | ||||||||
| 2155 CENTER STREET | BERKELEY | CA | 94704 | N/A | PC | DONATION | $1,000 | |
| BRIDGE ROAD INTERNATIONAL (BRI) FOUNDATION | ||||||||
| 2090 WARM SPRINGS COURT SUITE 256 | FREMONT | CA | 94539 | N/A | PC | DONATION | $1,500 | |
| CABRILLO COLLEGE FOUNDATION | ||||||||
| STROKE AND DISABILITY LEARNING | APTOS | CA | 95003 | N/A | PC | DONATION | $1,000 | CENTER |
| CALIFORNIA STATE RAILROAD MUSEUM FOUNDATION (CSRMF) | ||||||||
| 125 I STREET | SACRAMENTO | CA | 95814 | N/A | PC | DONATION | $515 | |
| CDC FOUNDATION | ||||||||
| 600 PEACHTREE ST NE 1000 | ATLANTA | GA | 30308 | N/A | PC | DONATION | $1,050 | |
| CHINESE AMERICAN COALITION FOR COMPASSIONATE CARE | ||||||||
| 9440 TELSTAR AVE | EL MONTE | CA | 91731 | N/A | PC | DONATION | $1,000 | |
| CHINESE PERFORMANCE ARTS OF AMERICA (CPAA) | ||||||||
| 6148 BOLLINGER ROAD | SAN JOSE | CA | 95129 | N/A | PC | DONATION | $3,000 | |
| COMMINUTY BRIDGES | ||||||||
| 519 MAIN STREET | WATSONVILLE | CA | 95076 | N/A | PC | DONATION | $2,000 | |
| COMMITTEE OF 100 | ||||||||
| 6 ST JOHNS LANE 5TH FL | NEW YORK | NY | 10013 | N/A | PC | DONATION | $1,000 | |
| CUPERTINO ROTARY ENDOWMENT FOUNDATION (CREF) | ||||||||
| P O BOX 637 | CUPERTINO | CA | 95015 | N/A | PC | DONATION | $500 | |
| FALLEN OFFICER FOUNDATION | ||||||||
| PO BOX 67281 | SCOTTS VALLEY | CA | 95067 | N/A | PC | DONATION | $1,000 | |
| FRIENDS OF CHILDREN WITH SPECIAL NEEDS (FCSN) | ||||||||
| 2300 PERALTA BLVD | FREMONT | CA | 94536 | N/A | PC | DONATION | $2,000 | |
| GASTRIC CANCER FOUNDATION | ||||||||
| 14600 WESTON PKWY | CARY | NC | 27513 | N/A | PC | DONATION | $1,000 | |
| GLOBAL GREEN DEVELOPMENT ALLIANCE | ||||||||
| 1710 S AMPHLETT BLVD SUITE 108 | SAN MATEO | CA | 94402 | N/A | PC | DONATION | $2,000 | |
| HEART OF HOPE ASIAN AMERICAN HOSPICE CARE (HEARTOFHOPE) | ||||||||
| 1879 LUNDY AVE STE 223 | SAN JOSE | CA | 95131 | N/A | PC | DONATION | $1,000 | |
| HOSPICE OF SANTA CRUZ COUNTY | ||||||||
| 940 DISC DRIVE | SCOTTS VALLEY | CA | 95066 | N/A | PC | DONATION | $1,500 | |
| HUA YI PERFORMING GROUP | ||||||||
| 97 ISABELLA AVE | ATHERTON | CA | 94027 | N/A | PC | DONATION | $2,000 | |
| KQED | ||||||||
| POBOX 7618 | SAN FRANCISCO | CA | 94120 | N/A | PC | DONATION | $515 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | N/A | PC | DONATION | $1,000 | |
| MUSEUM OF CHINESE IN AMERICA (MOCA) | ||||||||
| 215 CENTRE STREET | NEW YORK | NY | 10013 | N/A | PC | DONATION | $1,021 | |
| NEW HOPE CHINESE CANCER CARE FOUNDATION (NHCCCF) | ||||||||
| E 500 CALAVERAS BLVD SUITE 307 | MILPITAS | CA | 95035 | N/A | PC | DONATION | $1,000 | |
| NEXTSTAGE PRODUCTIONS-(STAGEBRIDGE SANTA CRUZ) | ||||||||
| 826 BAY AVE PO BOX 1955 | CAPITOLA | CA | 95010 | N/A | PC | DONATION | $515 | |
| ON LOK DAY SERVICES | ||||||||
| 30TH STREET SENIOR CENTER | SAN FRANCISCO | CA | 94131 | N/A | PC | DONATION | $500 | |
| SANTA CRUZ COUNTY YOUTH SYMPHONY | ||||||||
| POBOX 566 | SANTA CRUZ | CA | 95061 | N/A | PC | DONATION | $500 | |
| SANTA CRUZ PARKINSON'S COMMUNITY (EASE PD INC) | ||||||||
| 3848 VIENNA DRIVE | APTOS | CA | 95003 | N/A | PC | DONATION | $500 | |
| SANTA CRUZ SPCA (SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS) | ||||||||
| 2601 CHANTICLEER AVE | SANTA CRUZ | CA | 95065 | N/A | PC | DONATION | $535 | |
| SECOND HAVEST FOOD BANK SANTA CRUZ COUNTY | ||||||||
| 800 ONLONE PARKWAY | WATSONVILLE | CA | 95014 | N/A | PC | DONATION | $1,000 | |
| SHIN SHIN EDUCATIONAL FOUNDATION | ||||||||
| POBOX 399 | CUPERTINO | CA | 95015 | N/A | PC | DONATION | $11,000 | |
| SILICON VALLEY WOMAN'S ALLIANCE - SVWA | ||||||||
| POBOX 611655 | SAN JOSE | CA | 95161 | N/A | PC | DONATION | $2,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| POBOX 50 | MEMPHIS | TN | 38101 | N/A | PC | DONATION | $1,500 | |
| STANFORD UNIVERSITYSTANFORD MEDICINE | ||||||||
| 326 GALVEZ STREET | STANFORD | CA | 94305 | N/A | PC | DONATION | $4,000 | |
| THE CHINESE AMERICAN PROFESSORS & PROFESSIONALS NET | ||||||||
| PO BOX 236 | BARSTOW | CA | 32312 | N/A | PC | DONATION | $1,500 | |
| TZU CHI FOUNDATIONDISASTER FUND | ||||||||
| 2355 OAKLAND RD | SAN JOSE | CA | 95131 | N/A | PC | DONATION | $5,000 | |
| UNIVERSITY OF FLORIDA FOUNDATIONCOLLEGE OF ENGINEERING | ||||||||
| POBOX 14425 | GANESVILLE | FL | 32604 | N/A | PC | DONATION | $1,000 | |
| UNIVERSITY OF FLORIDA FOUNDATIONCOLLEGE OF MEDICINE | ||||||||
| POBOX 14425 | GANESVILLE | FL | 32604 | N/A | PC | DONATION | $1,000 | |
| UNIVERSITY OF ILLINOIS FOUNDATION | ||||||||
| PO BOX 734500 | CHICAGO | IL | 60673 | N/A | PC | DONATION | $1,032 | |
| WIKIMEDIA FOUNDATION INC | ||||||||
| PO BOX 98204 | WASHINGTON | CA | 20090 | N/A | PC | DONATION | $345 | |
| WWII PACIFIC WAR MEMORIAL HALL | ||||||||
| 809 SACRAMENTO ST | SAN FRANCISCO | CA | 94108 | N/A | PC | DONATION | $20,280 | |
| CALIFORNIA COMMUNITY FOUNDATION | ||||||||
| 717 WEST TEMPLE STREET | LOS ANGELES | CA | 90012 | N/A | PC | DONATION | $5,500 | |
| CALIFORNIA FIRE FOUNDATION | ||||||||
| 1780 CREEKSIDE OAKS DR | SACRAMENTO | CA | 95833 | N/A | PC | DONATION | $5,000 | |
| FRIENDS OF CHINA CAMP (FOCC) | ||||||||
| 101 PEACOCK GAP TRAIL | SAN RAFAEL | CA | 94901 | N/A | PC | DONATION | $1,000 | |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO (UCSF) FOUNDATION | ||||||||
| PO BOX 45339 | SAN FRANCISCO | CA | 94145 | N/A | PC | DONATION | $1,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75321 | N/A | PC | DONATION | $523 | |
| WALK TO END ALZHEIMER'S | ||||||||
| 2290 N FIRST ST SUITE 212 | SAN JOSE | CA | 95131 | N/A | PC | DONATION | $500 | |
| ADVOCACY INC | ||||||||
| 1500 41ST AVENUE SUITE 222 | CAPITOLA | CA | 95010 | N/A | PC | DONATION | $1,000 | |
| VALLEYRAIN INTERNATIONAL | ||||||||
| 340 E MIDDLEFIELD RD | MOUNTAIN VIEW | CA | 94043 | N/A | PC | DONATION | $3,000 | |
| HOMELESS SERVICE CENTERENCOMPASS COMMUNITY SERVICES | ||||||||
| POBOX 1319 | SANTA CRUZ | CA | 95061 | N/A | PC | DONATION | $2,000 | |
| RIVER OF LIFE FOUNDATION | ||||||||
| 1177 LAURELWOOD RD | SANTA CLARA | CA | 95054 | N/A | PC | DONATION | $1,000 | |
| 1882 PROJECT FOUNDATION | ||||||||
| PO BOX 2492 | FAIRFAX | VA | 22031 | N/A | PC | DONATION | $1,000 | |
| CHINESE FOR AFFIRMATIVE ACTION | ||||||||
| 17 WALTER U LUM PLACE | SAN FRANCISCO | CA | 94108 | N/A | PC | DONATION | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $114,843 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $144,900 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$37,439 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AMEX CARD CASH REWARD | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,824 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $109,285 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $109,285 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $1,620 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,620 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIDELITY INVESTMENT ACCOUNT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,764,261 | BookValueAmt |
| EOYFMV | $3,574,535 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND RECEIVABLES | Desc |
| EOY Book Value | $1,813 | EOYBookValueAmt |
| EOYFMV | $1,813 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEE | $75 | $0 | $75 |
| POSTAGE | $15 | $0 | $15 |
| SUPPLIES | $36 | $0 | $36 |
| SUBSCRIPTION | $4 | $0 | $4 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AMEX CARD CASH REWARD | Desc |
| Revenue And Expenses Per Books | $1,824 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $1,824 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ADVANCE FROM S/H | $121 | $136 |
| CREDIT CARD | $0 | -$821 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IRS TAX | $1,925 | $1,925 | $0 |
| FOREIGN TAX | $594 | $594 | $0 |