PHAM FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PHAM FOUNDATION (EIN 86-1609883)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-14
- IRS object ID
- 202531349349105238
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T16:31:15-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454711256 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Chen & Associates | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 880 E Campbell Ave Suite 202 | AddressLine1Txt |
| City | Campbell | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 861609883 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHAM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PHAM | BusinessNameControlTxt |
| Phone | 5108960089 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2721 MARSH DR | AddressLine1Txt |
| City | SAN RAMON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94583 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Scott Pham | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 5108960089 | PhoneNum |
| Signature | 2025-04-22 | SignatureDt |
| 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 | YanYan Maggie Chen | PreparerPersonNm |
| PTIN | P01513463 | PTIN |
| Phone | 4083782300 | PhoneNum |
| Preparation | 2025-05-14 | PreparationDt |
| 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 | $494,688 | 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 | $465,826 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,545 | DividendsRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $27,901 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $27,901 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $467,371 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,901 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $27,901 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $865 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $216 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $777 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $11,858 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,749 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $24,607 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $442,764 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,901 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $27,901 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,487 | CashBOYAmt |
| Cash EOY | $7,925 | CashEOYAmt |
| Cash EOYFMV | $7,925 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $22,969 | SavAndTempCashInvstBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock EOY | $485,400 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $486,763 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $28,456 | TotalAssetsBOYAmt |
| Total Assets EOY | $493,325 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $494,688 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $28,456 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $493,325 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,456 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $493,325 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,456 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $493,325 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,456 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $442,764 | ExcessRevenueOverExpensesAmt |
| Other Increases | $22,105 | OtherIncreasesAmt |
| Subtotal | $493,325 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $493,325 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (37 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 27.519 SHS ABBBIR INC | P | 2024-10-25 | 2024-10-31 | $5,613 | $0 | $5,070 | $543 | $0 | $0 | $0 | $543 |
| 5.746 SHS ADOBE INC | P | 2024-10-25 | 2024-11-20 | $2,846 | $0 | $2,808 | $38 | $0 | $0 | $0 | $38 |
| 1.147 SHS ADVANCED MICRO | P | 2024-06-25 | 2024-07-11 | $210 | $0 | $183 | $27 | $0 | $0 | $0 | $27 |
| 90.675 SHS ALPHABET INC | P | 2024-10-25 | 2024-10-31 | $16,405 | $0 | $15,012 | $1,393 | $0 | $0 | $0 | $1,393 |
| 157.319 SHS ALPHBET INC | P | 2024-07-12 | 2024-10-25 | $27,425 | $175 | $26,504 | $1,096 | $0 | $0 | $0 | $1,096 |
| 229.27 SHS AMAZON | P | 2024-10-25 | 2024-11-06 | $45,876 | $0 | $42,749 | $3,127 | $0 | $0 | $0 | $3,127 |
| 25.557 SHS APPLE | P | 2024-06-25 | 2024-07-11 | $4,970 | $0 | $4,470 | $500 | $0 | $0 | $0 | $500 |
| 17.419 SHS APPLIED MATERIALS | P | 2024-10-22 | 2024-11-26 | $2,983 | $0 | $3,466 | -$483 | $0 | $0 | $0 | -$483 |
| 113.98 SHS BANK OF AMERICA | P | 2024-10-25 | 2024-11-06 | $5,172 | $0 | $4,734 | $438 | $0 | $0 | $0 | $438 |
| 43.251 SHS BERKSHIRE HATHWWAY INC | P | 2024-10-25 | 2024-11-06 | $20,089 | $4 | $19,380 | $713 | $0 | $0 | $0 | $713 |
| 38.148 SHS BROADCOM INC | P | 2024-10-25 | 2024-11-06 | $7,153 | $0 | $6,812 | $341 | $0 | $0 | $0 | $341 |
| 38.564 SHS CHEVRON CORP | P | 2024-10-25 | 2024-11-06 | $6,025 | $76 | $5,920 | $181 | $0 | $0 | $0 | $181 |
| 0.685 SHS COCA-COLA | P | 2024-06-25 | 2024-07-11 | $43 | $1 | $44 | $0 | $0 | $0 | $0 | $0 |
| 7.321 SHS COSTCO WHOLESALE CORP | P | 2024-10-22 | 2024-11-20 | $6,768 | $0 | $6,468 | $300 | $0 | $0 | $0 | $300 |
| 39.268 SHS DISNEY WALT | P | 2024-10-25 | 2024-11-20 | $4,444 | $0 | $3,787 | $657 | $0 | $0 | $0 | $657 |
| 1.238 SHS ELI LILLY & CO | P | 2024-06-25 | 2024-07-11 | $1,124 | $0 | $1,015 | $109 | $0 | $0 | $0 | $109 |
| 17.834 SHS EXXON MOBIL CORP | P | 2024-07-11 | 2024-11-20 | $2,128 | $0 | $2,030 | $98 | $0 | $0 | $0 | $98 |
| 26.272 SHS HOME DEPOT | P | 2024-10-25 | 2024-11-20 | $9,820 | $33 | $9,694 | $159 | $0 | $0 | $0 | $159 |
| 9.686 SHS JOHNSON & JOHNSON COMMUS | P | 2024-06-25 | 2024-11-20 | $1,476 | $0 | $1,427 | $49 | $0 | $0 | $0 | $49 |
| 48.529 JPMORGAN CHASE | P | 2024-10-25 | 2024-11-06 | $11,827 | $0 | $10,526 | $1,301 | $0 | $0 | $0 | $1,301 |
| 13.048 SHS MASTERCARD | P | 2024-10-25 | 2024-11-06 | $6,800 | $3 | $6,473 | $330 | $0 | $0 | $0 | $330 |
| 0.671 SHS MERCK & CO | P | 2024-06-25 | 2024-07-22 | $86 | $3 | $89 | $0 | $0 | $0 | $0 | $0 |
| 74.502 SHS META PLATFORMS INC | P | 2024-06-25 | 2024-07-11 | $44,977 | $0 | $42,077 | $2,900 | $0 | $0 | $0 | $2,900 |
| 164.139 SHS MICROSOFT | D | 2024-06-21 | 2024-06-25 | $73,880 | $0 | $70,451 | $3,429 | $0 | $0 | $0 | $3,429 |
| 88.77 SHS MICROSOFT | P | 2024-06-25 | 2024-06-25 | $37,530 | $0 | $36,787 | $743 | $0 | $0 | $0 | $743 |
| 6.787 SHS NETFLIX INC | P | 2024-10-25 | 2024-11-20 | $5,710 | $0 | $5,014 | $696 | $0 | $0 | $0 | $696 |
| 420.831 SHS NVIDIA CORPORATION | P | 2024-07-11 | 2024-10-07 | $69,147 | $100 | $61,699 | $7,548 | $0 | $0 | $0 | $7,548 |
| 0.116 SHS PEPSICO INC | P | 2024-06-25 | 2024-07-11 | $19 | $1 | $19 | $1 | $0 | $0 | $0 | $1 |
| 41.562 SHS PROCTER AND GAMBLE CO | P | 2024-10-25 | 2024-11-20 | $7,079 | $4 | $7,015 | $68 | $0 | $0 | $0 | $68 |
| 14.14 SHS SALESFORCE INC | P | 2024-10-25 | 2024-11-06 | $4,279 | $0 | $3,886 | $393 | $0 | $0 | $0 | $393 |
| 116.641 SHS TESLA | P | 2024-10-25 | 2024-11-06 | $23,443 | $240 | $26,885 | -$3,202 | $0 | $0 | $0 | -$3,202 |
| 0.072 SHS TEERMO FISHER SCIENTIFIC INC | P | 2024-06-25 | 2024-07-11 | $39 | $1 | $40 | $0 | $0 | $0 | $0 | $0 |
| 14.404 SHS UNITEDHEALTH GROUP | P | 2024-10-25 | 2024-10-31 | $8,146 | $24 | $7,895 | $275 | $0 | $0 | $0 | $275 |
| 523.338 SHS VANGUARD INDEX | P | 2024-11-21 | 2024-12-09 | $152,694 | $0 | $149,644 | $3,050 | $0 | $0 | $0 | $3,050 |
| 26.74 SHS VISA INC | P | 2024-10-25 | 2024-10-31 | $7,780 | $2 | $7,526 | $256 | $0 | $0 | $0 | $256 |
| 62.3 SHS WALMART INC | P | 2024-10-25 | 2024-10-31 | $5,123 | $17 | $4,881 | $259 | $0 | $0 | $0 | $259 |
| 57.967 SHS WELLS FARGO CO | P | 2024-10-22 | 2024-11-06 | $4,256 | $0 | $3,688 | $568 | $0 | $0 | $0 | $568 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $27,901 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $27,901 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $388 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $388 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $388 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $388 | 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | false | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Scott Pham | IndividualWithBooksNm |
| Phone | 5108960089 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2721 Marsh Dr | AddressLine1Txt |
| City | San Ramon | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94583 | 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 | Yes (true) | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| Scott Pham | ||||||||
| 2721 Marsh Dr | San Ramon | CA | 94583 | President | 40.00 | $5,000 | $0 | $0 |
| Tam Duong | ||||||||
| 2721 Marsh Dr | San Ramon | CA | 94583 | Vice President | 40.00 | $5,000 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $388 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $388 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | ExpensesAndContributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Scott Pham | ContributingManagerNm |
| Shareholder Manager | Scott Pham | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| The University of California Berkeley | ||||||
| Unversity avenue and Oxfor St | Berkeley | CA | 94720 | non profit | education donation | $500 |
| Twin Creek Elementary | ||||||
| 2785 Marsh Dr | San Ramon | CA | 94583 | non profit | support to help children | $500 |
| National Public Radio | ||||||
| 1111 North Capitol Street NE | Washington | CA | 20002 | non profit | public service | $50 |
| California Academy of Science | ||||||
| 55 Music Concourse Dr | San Francisco | CA | 94118 | non profit | public service | $1,403 |
| Conservation Society of California | ||||||
| 9777 Golf Links Rd | Oakland | CA | 94605 | non profit | public service | $1,000 |
| Monterey Bay Aquarium | ||||||
| 886 Cannery Row | Monteney | CA | 93940 | non profit | ocean education | $844 |
| The Exploratorium | ||||||
| Exploratorium Pier 17 Suite 100 | San Francisco | CA | 94111 | non profit | education | $938 |
| The Gardens of Golden Gate Park | ||||||
| 1199 9th Ave | San Francisco | CA | 94122 | non profit | educaton | $1,000 |
| Happy Hollow Zoo&Park | ||||||
| 1300 Senter Rd | San Jose | CA | 95112 | non profit | educaton | $664 |
| The Marine Mammal Center | ||||||
| 2000 Bunker Rd | Sausalito | CA | 94965 | non profit | education | $200 |
| Unicef | ||||||
| 125 Maiden Lane | New York | NY | 10038 | non profit | education | $500 |
| Hakone Garden | ||||||
| 21000 Big Basin Way | Saratoga | CA | 95070 | non profit | education | $450 |
| DVHS Sports Donation | ||||||
| 10550 Albion Rd | San Ramon | CA | 94582 | non profit | education | $500 |
| Dublin High School-Consumer & Family Studies | ||||||
| 8151 Village Parkway | Dublin | CA | 94568 | non profit | education | $200 |
| DVHS Snap Raise | ||||||
| 10550 Albion Rd | San Ramon | CA | 94582 | non profit | education | $2,000 |
| DVHS Education Fund | ||||||
| 10550 Albion Rd | San Ramon | CA | 94582 | non profit | education | $500 |
| Iron Horse Middle School Ed Fund | ||||||
| 12601 Alcosta Blvd | San Ramon | CA | 94583 | non profit | education | $500 |
| Chabot Elementary | ||||||
| 6886 Chabot Rd | Oakland | CA | 94518 | non profit | education | $500 |
| Smile Day School | ||||||
| 5701 Thornhill Dr | Oakland | CA | 94611 | non profit | educaiton | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,749 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,545 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,545 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,545 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (7 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1 | The investment income generated by foundation has been used to advance the |
| 2 | mission of supporting education and social causes by donating |
| 3 | to public institutions or organizations to enhance educational |
| 4 | opportunites, youth sports programs, and to support scientific |
| 5 | research and public educion initiatives. These contributions |
| 6 | help further foundations commitment to education and social |
| 7 | betterment through impactful community and scientific program. |
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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| Scott Pham | |||||||
| 1 | 2721 Marsh Dr | San Ramon | CA | 94583 | $73,826 | Yes (X) | |
| Scott Pham | |||||||
| 2 | 2721 Marsh Dr | San Ramon | CA | 94583 | $367,000 | Yes (X) | |
| Thu Duong | |||||||
| 3 | 6655 Ebensburg Ln | Dublin | CA | 94568 | $25,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 164.139 SHS of Microsoft Stock | NoncashPropertyDesc |
| Fair Market Value | $73,826 | FairMarketValueAmt |
| Received | 2024-06-21 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Fidelity 533 | StockNm |
| EOY Book Value | $485,400 | EOYBookValueAmt |
| EOYFMV | $486,763 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Permit and License | $20 |
| other expenses | $757 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | value in change | Desc |
| Amt | $22,105 | Amt |