STRATEGY STUDIO / PUBLIC DATA EXPLORER

JINSHAN LI AND CECILIA ZHAO FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
JINSHAN LI AND CECILIA ZHAO FOUNDATION (EIN 20-1332295)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-04-26
IRS object ID
201931169349100018
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-04-26T11:46:12-07:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN263000418PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ABEST TAX SERVICES INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11621A S MAIN STAddressLine1Txt
CityMILPITASCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95035ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201332295EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JINSHAN LI AND CECILIA ZHAO FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJINSBusinessNameControlTxt
Phone4082239262PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16065 WHITEHAVEN CTAddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95138ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJINSHAN LIPersonNm
Person TitlePresidentPersonTitleTxt
Signature2019-04-26SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHUANG MAOPreparerPersonNm
PTINP00660082PTIN
Phone4083929977PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$311,743FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$29,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$302InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$302InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$302InterestOnSavingsAdjNetIncmAmt
Other Income Rev And Expnss$1,000OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$30,302TotalRevAndExpnssAmt
Total Net Invst Incm$302TotalNetInvstIncmAmt
Total Adj Net Incm$302TotalAdjNetIncmAmt
Interest Rev And Expnss$6,033InterestRevAndExpnssAmt
Interest Dsbrs Chrtbl$6,033InterestDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$12,225DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$3,136OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$3,136OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$21,394TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$9,169TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$21,394TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$9,169TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$8,908ExcessRevenueOverExpensesAmt
Net Investment Income$302NetInvestmentIncomeAmt
Adjusted Net Income$302AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$21,371CashBOYAmt
Cash EOY$24,839CashEOYAmt
Cash EOYFMV$24,839CashEOYFMVAmt
Corporate Stock BOY$6,177CorporateStockBOYAmt
Corporate Stock EOY$6,177CorporateStockEOYAmt
Corporate Stock EOYFMV$5,546CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$522,631LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$241,677LandBldgEquipAccumDeprecAmt
Land BOY$293,179LandBOYAmt
Land EOY$280,954LandEOYAmt
Land EOYFMV$281,358LandEOYFMVAmt
Total Assets BOY$320,727TotalAssetsBOYAmt
Total Assets EOY$311,970TotalAssetsEOYAmt
Total Assets EOYFMV$311,743TotalAssetsEOYFMVAmt
Accounts Payable BOY$5,363AccountsPayableBOYAmt
Accounts Payable EOY$5,421AccountsPayableEOYAmt
Mortgages And Notes Payable BOY$144,000MortgagesAndNotesPayableBOYAmt
Mortgages And Notes Payable EOY$126,277MortgagesAndNotesPayableEOYAmt
Total Liabilities BOY$149,363TotalLiabilitiesBOYAmt
Total Liabilities EOY$131,698TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$171,364RetainedEarningBOYAmt
Retained Earning EOY$180,272RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$171,364TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$180,272TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$320,727TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$311,970TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$171,364TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$8,908ExcessRevenueOverExpensesAmt
Subtotal$180,272SubtotalAmt
Tot Net Ast Or Fund Balances EOY$180,272TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6InvestmentIncomeExciseTaxAmt
Subtotal$6SubtotalAmt
Tax Based On Investment Income$6TaxBasedOnInvestmentIncomeAmt
Tax Due$6TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JINSHAN LIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4082239262PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16065 WHITEHAVEN CTAddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95138ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JINSHAN LI
6065 WHITEHAVEN CTSAN JOSECA95138President10.00$0
CECILIA X ZHAO
6065 WHITEHAVEN CTSAN JOSECA95138Secretary10.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$10,409AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$15,511AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$25,920TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$25,920AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$389CashDeemedCharitableAmt
Net Vl Noncharitable Assets$25,531NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,277MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,277MinimumInvestmentReturnAmt
Tax Based On Investment Income$6TaxBasedOnInvestmentIncomeAmt
Total Tax$6TotalTaxAmt
Distributable Before Adj$1,271DistributableBeforeAdjAmt
Distributable Before Ded$1,271DistributableBeforeDedAmt
Distributable As Adjusted$1,271DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$9,169ExpensesAndContributionsAmt
Qualifying Distributions$9,169QualifyingDistributionsAmt
Adjusted Qualifying Distri$9,169AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,271DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$20,385ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$19,712ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$25,878ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$24,418ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$9,639ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$100,032TotalExcessDistributionCyovAmt
Qualifying Distributions$9,169QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,271AppliedToCurrentYearAmt
Remaining Distri From Corpus$7,898RemainingDistriFromCorpusAmt
Total Corpus$107,930TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$20,385ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$87,545ExcessDistriCyovToNextYrAmt
Excess From Year4$19,712ExcessFromYear4Amt
Excess From Year3$25,878ExcessFromYear3Amt
Excess From Year2$24,418ExcessFromYear2Amt
Excess From Year1$9,639ExcessFromYear1Amt
Excess From Current Year$7,898ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJINSHAN LIContributingManagerNm
Contributing ManagerCECILIA X ZHAOContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$302RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOther IncomeDesc
Business900099BusinessCd
Unrelated Business Taxbl Incm$1,000UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$1,000UnrelatedBusinessTaxblIncmAmt
Related Or Exempt Function Incm$302RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,302TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJINSHAN LI CECILIA ZHAOContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line16065 WHITEHAVEN CTAddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95138ZIPCd
FieldValueIRS element (for citing)
Total Contributions$29,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtRtRtCurrent Year ExpenseCurrentYearExpenseAmt
BUILDING2007-12-31$467,110$174,435SL0.0256$11,977
COMPUTER2013-08-01$1,363$1,285200DB0.0576$78
COMPUTER2015-07-22$1,480$1,054200DB0.1152$170

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockE*TRADEStockNm
EOY Book Value$6,177EOYBookValueAmt
EOYFMV$5,546EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (5 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtEOYFMVEOYFMVAmtBook ValueBookValueAmt
Auto./Transportation Equip.$36,314$36,314$500
Furniture and Fixtures$202$202$10
Machinery and Equipment$7,267$7,011$50$256
Buildings$467,110$186,412$280,698$280,698
Improvements$11,738$11,738$100

Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch

FieldValueIRS element (for citing)
Mortgage$126,277MortgageAmt

Note Payable NotePayableGrp

Lender Name LenderNameGrp

FieldValueIRS element (for citing)
PersonSHANGHAI HSBCPersonNm
FieldValueIRS element (for citing)
Balance Due$126,277BalanceDueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Accounting Fees$2,570$2,570
Bank Service Charge$106$106
Filling Fee$71$71
Meals and Entertainment$341$341
Office Expense$48$48

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther IncomeDesc
Revenue And Expenses Per Books$1,000RevenueAndExpensesPerBooksAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonJINSHAN LI CECILIA ZHAOPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16065 WHITEHAVEN CTAddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95138ZIPCd