C & C STEWARD: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- C & C STEWARD (EIN 20-1629639)
- Tax period
- 2017-09-01 to 2018-08-31
- Filed
- 2019-07-09
- IRS object ID
- 201931909349100613
- Schema version
- 2017v2.3
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-07-09T16:46:14-05:00 | ReturnTs |
| Tax Period End | 2018-08-31 | 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 | 2017-09-01 | 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 | 2019-07-09 | 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 | 6265812266 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.64.198.97 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-07-09 | IPDt |
| IP Tm | 16:32:44 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4CAE72542A262F9FBDD8DBD4539554288907703D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $125,612 | 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 | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,105 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $130,779 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$4,099 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6 | 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 |
| Legal Fees Rev And Expnss | $2,500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,500 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,290 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,290 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,825 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,825 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,825 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $20,825 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$24,924 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $54,103 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $27,152 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $27,152 | SavAndTempCashInvstEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $12,909 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,909 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $96,433 | OtherAssetsBOYAmt |
| Other Assets EOY | $98,460 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $98,460 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $150,536 | TotalAssetsBOYAmt |
| Total Assets EOY | $125,612 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $125,612 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | -$613,329 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$638,253 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $150,536 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $125,612 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $150,536 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $125,612 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $150,536 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$24,924 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $125,612 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $125,612 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (98 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 50 SHARES COSTCO WHOLESALE | P | 2017-09-01 | 2017-09-08 | $7,760 | $7,926 | -$166 | -$166 |
| 50 SHARES ADOBE SYSTEMS INC | P | 2017-08-30 | 2017-09-20 | $7,463 | $7,715 | -$252 | -$252 |
| 50 SHARES TESLA INC | P | 2017-09-26 | 2017-10-03 | $17,110 | $17,041 | $69 | $69 |
| 30 SHARES APPLE INC | P | 2017-10-16 | 2017-10-25 | $4,693 | $4,796 | -$103 | -$103 |
| 50 SHARES LEA | P | 2017-09-12 | 2017-10-25 | $8,514 | $7,769 | $745 | $745 |
| 300 SHARES TESLA CALL | P | 2017-12-11 | 2017-12-11 | $1,260 | $1,224 | $36 | $36 |
| 300 SHARES TESLA CALL | P | 2017-12-12 | 2017-12-12 | $1,150 | $1,292 | -$142 | -$142 |
| 300 SHARES TESLA CALL | P | 2017-12-12 | 2017-12-12 | $2,181 | $1,998 | $183 | $183 |
| 300 SHARES APPLE CALL | P | 2017-12-11 | 2017-12-13 | $843 | $777 | $66 | $66 |
| 300 SHARES TESLA CALL | P | 2017-12-18 | 2017-12-22 | $1,299 | -$1,299 | -$1,299 | |
| 200 SHARES NVDA CALL | P | 2018-01-02 | 2018-01-03 | $1,762 | $464 | $1,298 | $1,298 |
| 200 SHARES NVDA CALL | P | 2018-01-02 | 2018-01-03 | $1,776 | $1,175 | $601 | $601 |
| 500 SHARES SPY PUT | P | 2018-01-05 | 2018-01-08 | $120 | -$120 | -$120 | |
| 400 SHARES NVDA CALL | P | 2018-01-05 | 2018-01-08 | $1,924 | $1,174 | $750 | $750 |
| 200 SHARES TESLA CALL | P | 2018-01-08 | 2018-01-11 | $1,173 | $2,525 | -$1,352 | -$1,352 |
| 200 SHARES TESLA CALL | P | 2018-01-05 | 2018-01-08 | $1,172 | $258 | $914 | $914 |
| 200 SHARES TESLA CALL | P | 2018-01-08 | 2018-01-09 | $712 | $608 | $104 | $104 |
| 200 SHARES TESLA CALL | P | 2018-01-08 | 2018-01-11 | $3,296 | $1,676 | $1,620 | $1,620 |
| 400 SHARES TESLA CALL | P | 2018-01-10 | 2018-01-11 | $1,191 | $769 | $422 | $422 |
| 200 SHARES TESLA CALL | P | 2018-01-11 | 2018-01-11 | $66 | $348 | -$282 | -$282 |
| 200 SHARES TESLA CALL | P | 2018-01-22 | 2018-01-12 | $438 | -$438 | -$438 | |
| 200 SHARES NVDA CALL | P | 2018-01-05 | 2018-01-16 | $912 | $1,183 | -$271 | -$271 |
| 20 SHARES TESLA INC | P | 2017-11-17 | 2018-01-16 | $6,702 | $6,778 | -$76 | -$76 |
| 20 SHARES NVDA INC | P | 2017-11-09 | 2018-01-16 | $4,351 | $4,118 | $233 | $233 |
| 200 SHARES NVDA CALL | P | 2018-01-17 | 2018-01-18 | $508 | $781 | -$273 | -$273 |
| 1000 SHARES SPY PUT | P | 2018-01-18 | 2018-01-18 | $167 | $375 | -$208 | -$208 |
| 200 SHARES APPLE CALL | P | 2018-01-17 | 2018-01-19 | $640 | $336 | $304 | $304 |
| 600 SHARES APPLE CALL | P | 2018-01-17 | 2018-01-19 | $536 | $557 | -$21 | -$21 |
| 200 SHARES TESLA CALL | P | 2018-01-16 | 2018-01-19 | $70 | $348 | -$278 | -$278 |
| 1000 SHARES SPY PUT | P | 2018-01-17 | 2018-01-19 | $263 | -$263 | -$263 | |
| 1000 SHARES NVDA CALL | P | 2018-01-23 | 2018-01-26 | $5,787 | $6,572 | -$785 | -$785 |
| 200 SHARES TESLA CALL | P | 2018-01-22 | 2018-01-23 | $400 | $558 | -$158 | -$158 |
| 200 SHARS EXPE CALL | P | 2018-01-23 | 2018-01-26 | $222 | $713 | -$491 | -$491 |
| 500 SHARES NVDA CALL | P | 2018-01-22 | 2018-01-24 | $4,965 | $2,310 | $2,655 | $2,655 |
| 500 SHARES NVDA CALL | P | 2018-01-25 | 2018-01-29 | $1,836 | $2,953 | -$1,117 | -$1,117 |
| 200 SHARS EXPE CALL | P | 2018-01-19 | 2018-01-26 | $1,296 | $388 | $908 | $908 |
| 500 SHARES NVDA CALL | P | 2018-01-26 | 2018-02-02 | $2,282 | $2,282 | $2,282 | |
| 400 SHARES APPLE CALL | P | 2018-01-19 | 2018-01-26 | $509 | -$509 | -$509 | |
| 200 SHARES TESLA CALL | P | 2018-01-22 | 2018-01-26 | $574 | -$574 | -$574 | |
| 200 SHARES TESLA CALL | P | 2018-01-26 | 2018-01-29 | $1,118 | $608 | $510 | $510 |
| 300 SHARES TESLA CALL | P | 2018-01-29 | 2018-01-31 | $651 | $219 | $432 | $432 |
| 500 SHARES TESLA CALL | P | 2018-01-31 | 2018-02-02 | $1,070 | $1,070 | $1,070 | |
| 500 SHARES APPLE CALL | P | 2018-01-29 | 2018-02-02 | $610 | -$610 | -$610 | |
| 500 SHARES NVDA CALL | P | 2018-01-26 | 2018-02-02 | $2,970 | -$2,970 | -$2,970 | |
| 500 SHARES TESLA CALL | P | 2018-01-31 | 2018-02-02 | $1,223 | -$1,223 | -$1,223 | |
| 300 SHARES AVGO CALL | P | 2018-01-26 | 2018-02-02 | $564 | -$564 | -$564 | |
| 1200 SHARES QQQ CALL | P | 2018-01-31 | 2018-02-06 | $1,054 | $529 | $525 | $525 |
| 500 SHARES QQQ PUT | P | 2018-02-07 | 2018-02-08 | $1,260 | $220 | $1,040 | $1,040 |
| 500 SHARES NVDA PUT | P | 2018-02-09 | 2018-02-09 | $265 | $265 | $265 | |
| 500 SHARES QQQ PUT | P | 2018-02-09 | 2018-02-09 | $490 | $490 | $490 | |
| 1000 SHARES QQQ PUT | P | 2018-02-06 | 2018-02-09 | $1,063 | -$1,063 | -$1,063 | |
| 500 SHARES QQQ PUT | P | 1919-02-08 | 2018-02-09 | $758 | -$758 | -$758 | |
| 500 SHARES NVDA PUT | P | 2018-02-09 | 2018-02-09 | $178 | -$178 | -$178 | |
| 1000 SHARES QQQ CALL | P | 2018-02-13 | 2018-02-13 | $1,898 | $1,170 | $728 | $728 |
| 1000 SHARES QQQ PUT | P | 2018-02-15 | 2018-02-16 | $117 | $117 | $117 | |
| 500 SHARES QQQ CALL | P | 2018-02-13 | 2018-02-14 | $676 | $978 | -$302 | -$302 |
| 1000 SHARES QQQ CALL | P | 2018-02-14 | 2018-02-15 | $1,862 | $1,280 | $582 | $582 |
| 200 SHARES QQQ CALL | P | 2018-02-14 | 2018-02-15 | $468 | $197 | $271 | $271 |
| 200 SHARES QQQ CALL | P | 2018-02-15 | 2018-02-15 | $314 | $198 | $116 | $116 |
| 1200 SHARES QQQ CALL | P | 2018-02-15 | 2018-02-20 | $195 | $531 | -$336 | -$336 |
| 700 SHARES QQQ CALL | P | 2018-02-16 | 2018-02-16 | $883 | $645 | $238 | $238 |
| 2000 SHARES QQQ CALL | P | 2018-02-16 | 2018-02-23 | $3,145 | $3,087 | $58 | $58 |
| 200 SHARES TESLA CALL | P | 2018-02-16 | 2018-02-16 | $22 | $274 | -$252 | -$252 |
| 2000 SHARES QQQ CALL | P | 2018-02-16 | 2018-02-16 | $478 | -$478 | -$478 | |
| 1000 SHARES QQQ PUT | P | 2018-02-16 | 2018-02-16 | $313 | -$313 | -$313 | |
| 4000 SHARES QQQ PUT | P | 2018-02-20 | 2018-02-21 | $1,123 | $478 | $645 | $645 |
| 2000 SHARES QQQ PUT | P | 2018-02-20 | 2018-02-20 | $505 | $978 | -$473 | -$473 |
| 1500 SHARES QQQ CALL | P | 2018-02-21 | 2018-02-21 | $2,819 | $2,022 | $797 | $797 |
| 1000 SHARES AMD CALL | P | 2018-02-20 | 2018-02-23 | $494 | $663 | -$169 | -$169 |
| 2000 SHARES QQQ CALL | P | 2018-02-23 | 2018-02-23 | $1,382 | $2,456 | -$1,074 | -$1,074 |
| 2000 SHARES QQQ PUT | P | 2018-02-16 | 2018-02-23 | $858 | -$858 | -$858 | |
| 1000 SHARES AMD CALL | P | 2018-02-23 | 2018-02-26 | $898 | $612 | $286 | $286 |
| 500 SHARES FSLR CALL | P | 2018-02-26 | 2018-03-02 | $392 | $392 | $392 | |
| 1500 SHARES AMD CALL | P | 2018-02-27 | 2018-02-27 | $1,200 | $740 | $460 | $460 |
| 1000 SHARES QQQ CALL | P | 2018-02-27 | 2018-03-02 | $228 | $228 | $228 | |
| 2000 SHARES AMD CALL | P | 2018-03-01 | 2018-03-01 | $280 | $838 | -$558 | -$558 |
| 500 SHARES FSLR CALL | P | 2018-02-26 | 2018-03-02 | $117 | $830 | -$713 | -$713 |
| 1000 SHARES QQQ CALL | P | 2018-03-01 | 2018-03-02 | $632 | -$632 | -$632 | |
| 500 SHARES QQQ CALL | P | 2018-02-27 | 2018-03-02 | $495 | -$495 | -$495 | |
| 1000 SHARES QQQ CALL | P | 2018-02-27 | 2018-03-02 | $212 | -$212 | -$212 | |
| 500 SHARES FSLR CALL | P | 2018-03-02 | 2018-03-05 | $1,245 | $770 | $475 | $475 |
| 500 SHARES NVDA CALL | P | 2018-03-06 | 2018-03-09 | $1,567 | $1,533 | $34 | $34 |
| 500 SHARES FSLR CALL | P | 2018-03-06 | 2018-03-06 | $1,101 | $628 | $473 | $473 |
| 500 SHARES FSLR CALL | P | 2018-03-06 | 2018-03-08 | $420 | $168 | $252 | $252 |
| 2000 SHARES AMD CALL | P | 2018-03-07 | 2018-03-08 | $909 | $669 | $240 | $240 |
| 1000 SHARES QQQ PUT | P | 2018-03-07 | 2018-03-08 | $238 | $50 | $188 | $188 |
| 500 SHARES FSLR CALL | P | 2018-03-06 | 2018-03-08 | $355 | $768 | -$413 | -$413 |
| 500 SHARES NVDA CALL | P | 2018-03-06 | 2018-03-09 | $2,720 | $2,180 | $540 | $540 |
| 2000 SHARES AMD CALL | P | 1919-03-08 | 2018-03-19 | $543 | $1,018 | -$475 | -$475 |
| 1000 SHARES QQQ PUT | P | 2018-03-07 | 2018-03-09 | $223 | -$223 | -$223 | |
| 200 SHARES TESLA CALL | P | 2018-03-12 | 2018-03-12 | $840 | $368 | $472 | $472 |
| 1000 SHARES QQQ CALL | P | 2018-03-15 | 2018-03-16 | $388 | $459 | -$71 | -$71 |
| 1000 SHARES QQQ CALL | P | 2018-03-15 | 2018-03-16 | $392 | -$392 | -$392 | |
| 500 SHARES TESLA CALL | P | 2018-03-19 | 2018-03-19 | $889 | -$889 | -$889 | |
| 500 SHARES APPLE CALL | P | 2018-03-28 | 2018-03-29 | $402 | $650 | -$248 | -$248 |
| 500 SHARES APPLE CALL | P | 2018-04-02 | 2018-04-03 | $405 | $729 | -$324 | -$324 |
| 500 SHARES APPLE CALL | P | 2018-03-29 | 2018-04-06 | $760 | -$760 | -$760 | |
| 2000 SHARES MRVL CALL | P | 2018-05-18 | 2018-05-21 | $2,015 | -$2,015 | -$2,015 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$4,105 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $20,835 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $149,681 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.139196 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $9,632 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $115,419 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.083452 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $27,281 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $21,711 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.256552 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $32,384 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $53,781 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.602146 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $29,802 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $41,551 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.717239 | DistributionYr5Rt |
| Total Distribution | 2.798585 | TotalDistributionRt |
| Average Distribution | 0.559717 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $135,689 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $75,947 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $75,947 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $20,825 | QualifyingDistributionsAmt |
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 |
| 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 |
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 | 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) |
|---|---|---|
| Tax Exempt Interest | $0 | TaxExemptInterestAmt |
| 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 |
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 | $3,809 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,486 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $98,460 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $137,755 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $137,755 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,066 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $135,689 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,784 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,784 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $6,784 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,784 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,784 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $20,825 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $20,825 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $20,825 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,784 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $27,724 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $29,714 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $26,195 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,861 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $13,361 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $100,855 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $20,825 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,784 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,041 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $114,896 | 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 | $27,724 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $87,172 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $29,714 | ExcessFromYear4Amt |
| Excess From Year3 | $26,195 | ExcessFromYear3Amt |
| Excess From Year2 | $3,861 | ExcessFromYear2Amt |
| Excess From Year1 | $13,361 | ExcessFromYear1Amt |
| Excess From Current Year | $14,041 | 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 (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE CHURCH IN SAN JOSE | |||||||
| 124 S 11TH STREET | SAN JOSE | CA | 95112 | N/A | PUBLIC CHARITY | DONATION | $15,000 |
| CAMPUS CRUSADE FOR CHRIST INC | |||||||
| 100 LAKE HART DR | ORLANDO | FL | 32832 | N/A | GROUP | DONATION | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,000 | 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 | $6 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$4,105 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$4,099 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$4,099 | 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 | $1,290 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,290 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEE | CategoryTxt |
| Legal Fees | $2,500 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER RECEIVABLE | $9,533 | $98,460 | $98,460 |
| ADVANCE TO FOUNDER | $86,900 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING EXPENSE | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35 | DisbursementsCharitablePrpsAmt |