C & C STEWARD: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- C & C STEWARD (EIN 20-1629639)
- Tax period
- 2021-09-01 to 2022-08-31
- Filed
- 2023-01-13
- IRS object ID
- 202300139349100825
- Schema version
- 2021v4.2
- 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
- Dissolution Stmt
- Liquidation Explanation Stmt
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-01-13T13:39:04-06:00 | ReturnTs |
| Tax Period End | 2022-08-31 | 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 | 920 HILLVIEW CT 180 | AddressLine1Txt |
| City | MILPITAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201629639 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | C & C STEWARD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | C&CS | BusinessNameControlTxt |
| Phone | 4083238046 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7063 ANJOU CREEK CIRCLE | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95120 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VICTOR GE | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 4083238046 | PhoneNum |
| Signature | 2023-01-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | VICTOR | PersonFirstNm |
| Person Last | GE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC ZHANG CPA | PreparerPersonNm |
| PTIN | P00548506 | PTIN |
| Phone | 6265812266 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | 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 |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,115 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,115 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,622 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $105 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $82 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,842 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,197 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $131,705 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $131,705 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $137,547 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $135,902 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$137,546 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,991 | SavAndTempCashInvstBOYAmt |
| Other Assets BOY | $131,705 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $137,696 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $150 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $150 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $763,865 | CapitalStockBOYAmt |
| Capital Stock EOY | $763,865 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$626,319 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$763,865 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $137,546 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $137,696 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $137,546 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$137,546 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $0 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | 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 | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | 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 | VICTOR GE | IndividualWithBooksNm |
| Phone | 4083238046 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7063 ANJOU CREEK CIRCLE | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95120 | 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 | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| VICTOR GE | ||||||||
| 7063 ANJOU CREEK CIRCLE | SAN JOSE | CA | 95120 | PRESIDENT & CEO | 2.00 | $0 | $0 | $0 |
| LILY TIAN | ||||||||
| 7063 ANJOU CREEK CIRCLE | SAN JOSE | CA | 95120 | SECRETARY | 2.00 | $0 | $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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,742 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,742 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,742 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $86 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,656 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $283 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $283 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $283 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $283 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $283 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $135,902 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $135,902 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $283 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $11,948 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $14,041 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $2,707 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $28,696 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $135,902 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $283 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $135,619 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $164,315 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $11,948 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $152,367 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $14,041 | ExcessFromYear4Amt |
| Excess From Year2 | $2,707 | ExcessFromYear2Amt |
| Excess From Current Year | $135,619 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | VICTOR GE | ContributingManagerNm |
| Contributing Manager | LILY TIAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AVIVO INC | ||||||||
| 70 WAWONA ST | SAN FRANCISCO | CA | 94127 | N/A | PUBLIC CHARITY | DONATIONS | $10,000 | |
| PALO ALTO PHILHARMONIC ASSOCIATION | ||||||||
| PO BOX 50490 | PALO ALTO | CA | 94303 | N/A | PUBLIC CHARITY | DONATIONS | $6,000 | |
| NOVA VISTA SYMPHONY | ||||||||
| PO BOX 60312 | SUNNYVALE | CA | 94088 | N/A | PUBLIC CHARITY | DONATIONS | $5,000 | |
| RONALD MCDONALD HOUSE CHARITIES-BAY AREA | ||||||||
| 520 SAND HILL ROAD | PALO ALTO | CA | 94304 | N/A | PUBLIC CHARITY | DONATIONS | $3,000 | |
| PENINSULA SYMPHONY | ||||||||
| 146 MAIN STREET SUITE 102 | LOS ALTOS | CA | 94022 | N/A | PUBLIC CHARITY | DONATIONS | $5,000 | |
| YOUNG CHAMBER MUSICIANS INC | ||||||||
| 1530 7TH AVE | SAN FRANCISCO | CA | 94122 | N/A | PUBLIC CHARITY | DONATIONS | $1,500 | |
| PIANO ARTS OF WISCONSIN | ||||||||
| 2642 NORTH SUMMIT AVENUE | MILWAUKEE | WI | 53211 | N/A | PUBLIC CHARITY | DONATIONS | $3,500 | |
| ROSS MCKEE FOUNDATION | ||||||||
| 257 DORLAND STREET | SAN FRANCISCO | CA | 94114 | N/A | PUBLIC CHARITY | DONATIONS | $3,239 | |
| SAN FRANCISCO INTERNATIONAL PIANO FESTIVAL | ||||||||
| 330 VIRGINIA ST | VALLEJO | CA | 94590 | N/A | PUBLIC CHARITY | DONATIONS | $5,000 | |
| ARTCIAL MUSIC FOUNDATION | ||||||||
| 191 E EL CAMINO REAL SPC 289 | MOUNTAIN VIEW | CA | 94040 | N/A | PUBLIC CHARITY | DONATIONS | $1,500 | |
| KOREAN METHODIST CHURCH & INSTITUTE | ||||||||
| 633 WEST 115TH STREET | NER YORK | NY | 10025 | N/A | PUBLIC CHARITY | DONATIONS | $7,500 | |
| BIBLE STUDY FELLOWSHIP | ||||||||
| 19001 HUEBNER ROAD | SAN ANTONIO | TX | 78258 | N/A | PUBLIC CHARITY | DONATIONS | $5,000 | |
| OKIZU FOUNDATION | ||||||||
| 83 HAMILTON DRIVE SUITE 200 | NOVATO | CA | 94949 | N/A | PUBLIC CHARITY | DONATIONS | $5,000 | |
| HECARES FOUNDATION INC | ||||||||
| 500 E REMINGTON SUITE 25 | SUNNYVALE | CA | 94087 | N/A | PUBLIC CHARITY | DONATIONS | $2,000 | |
| WARPITECT | ||||||||
| 5825 VARGAS CT | SAN JOSE | CA | 95120 | N/A | PUBLIC CHARITY | DONATIONS | $1,500 | |
| ASCENDO FOUNDATION | ||||||||
| 860 S EL MONTE AVE | LOS ALTOS | CA | 94022 | N/A | PRIVATE OPERATING FO | DONATIONS | $2,000 | |
| CENTER FOR BECOMING | ||||||||
| 533 PACIFIC AVENUE | SOLANA BEACH | CA | 92075 | N/A | PUBLIC CHARITY | DONATIONS | $1,500 | |
| THE CHURCH IN SAN JOSE | ||||||||
| 124 SOUTH ELEVENTH STREET | SAN JOSE | CA | 95112 | N/A | PUBLIC CHARITY | DONATIONS | $55,466 | |
| BAY AREA YOUTH MUSIC SOCIETY | ||||||||
| 3417 MONTE SERENO TERRACE | FREMONT | CA | 94539 | N/A | PUBLIC CHARITY | DONATIONS | $2,000 | |
| WALDEN SCHOOL | ||||||||
| THE WALDEN SCHOOL 30 MONTEREY | SAN FRANCISCO | CA | 94131 | N/A | PUBLIC CHARITY | DONATIONS | $3,000 | BOULEVARD SUITE E |
| SAN JOSE YOUTH SYMPHONY | ||||||||
| 5671 SANTA TERESA BLVD STE 210 | SAN JOSE | CA | 95123 | N/A | PUBLIC CHARITY | DONATIONS | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $131,705 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1 | 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 | $4,115 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,115 | DisbursementsCharitablePrpsAmt |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp (21 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Short ExplanationShortExplanationTxt | DissolutionDissolutionAmt |
|---|---|---|---|---|---|
| AVIVO INC | |||||
| 70 WAWONA ST | SAN FRANCISCO | CA | 94127 | CASH DONATION | $10,000 |
| PALO ALTO PHILHARMONIC ASSOCIATION | |||||
| PO BOX 50490 | PALO ALTO | CA | 94303 | CASH DONATION | $6,000 |
| NOVA VISTA SYMPHONY | |||||
| PO BOX 60312 | SUNNYVALE | CA | 94088 | CASH DONATION | $5,000 |
| RONALD MCDONALD HOUSE CHARITIES-BAYAREA | |||||
| 520 SAND HILL ROAD | PALO ALTO | CA | 94304 | CASH DONATION | $3,000 |
| PENINSULA SYMPHONY | |||||
| 146 MAIN STREET SUITE 102 | LOS ALTOS | CA | 94022 | CASH DONATION | $5,000 |
| YOUNG CHAMBER MUSICIANS INC | |||||
| 1530 7TH AVE | SAN FRANCISCO | CA | 94122 | CASH DONATION | $1,500 |
| PIANO ARTS OF WISCONSIN | |||||
| 2642 NORTH SUMMIT AVENUE | MILWAUKEE | WI | 53211 | CASH DONATION | $3,500 |
| ROSS MCKEE FOUNDATION | |||||
| 257 DORLAND STREET | SAN FRANCISCO | CA | 94144 | CASH DONATION | $3,239 |
| SAN FRANCISCO INTERNATIONAL PIANO FESTIVAL | |||||
| 330 VIRGINIA ST | VALLEJO | CA | 94590 | CASH DONATION | $5,000 |
| ARTCIAL MUSIC FOUNDATION | |||||
| 191 E EL CAMINO REAL SPC 289 | MOUNTAIN VIEW | CA | 94040 | CASH DONATION | $1,500 |
| KOREAN METHODIST CHURCH & INSTITUTE | |||||
| 633 WEST 115TH STREET | NER YORK | NY | 10025 | CASH DONATION | $7,500 |
| BIBLE STUDY FELLOWSHIP | |||||
| 19001 HUEBNER ROAD | SAN ANTONIO | TX | 78258 | CASH DONATION | $5,000 |
| OKIZU FOUNDATION | |||||
| 83 HAMILTON DRIVE SUITE 200 | NOVATO | CA | 94949 | CASH DONATION | $5,000 |
| HECARES FOUNDATION INC | |||||
| 500 E REMINGTON SUITE 25 | SUNNYVALE | CA | 94087 | CASH DONATION | $2,000 |
| WARPITECT | |||||
| 5825 VARGAS CT | SAN JOSE | CA | 95120 | CASH DONATION | $1,500 |
| ASCENDO FOUNDATION | |||||
| 860 S EL MONTE AVE | LOS ALTOS | CA | 94022 | CASH DONATION | $2,000 |
| CENTER FOR BECOMING | |||||
| 533 PACIFIC AVENUE | SOLANA BEACH | CA | 92075 | CASH DONATION | $1,500 |
| THE CHURCH IN SAN JOSE | |||||
| 124 SOUTH ELEVENTH STREET | SAN JOSE | CA | 95112 | CASH DONATION | $55,466 |
| BAY AREA YOUTH MUSIC SOCIETY | |||||
| 3417 MONTE SERENO TERRACE | FREMONT | CA | 94539 | CASH DONATION | $2,000 |
| SAN JOSE YOUTH SYMPHONY | |||||
| 5671 SANTA TERESA BLVD STE 210 | SAN JOSE | CA | 95123 | CASH DONATION | $3,000 |
| WALDEN SCHOOL | |||||
| THE WALDEN SCHOOL 30 MONTEREY BOULE | SAN FRANCISCO | CA | 94131 | CASH DONATION | $3,000 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | ALL OF FOUNDATION'S ASSETS HAVE BEEN DISTRIBUTED AS OF 8/31/2022 THROUGH THE OPERATION OF ALL THESE YEARS. | ExplanationTxt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLE | Desc |
| BOY Book Value | $131,705 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEE | $25 | $0 | $25 |
| OFFICE EXPENSE | $57 | $0 | $57 |
| PENALTY | $23 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER PAYABLE | Desc |
| BOY Book Value | $150 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FTB TAX | CategoryTxt |
| Amt | $1,622 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |