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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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-07-09T16:46:14-05:00ReturnTs
Tax Period End2018-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN475284605PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERIC ZHANG & ASSOCIATES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1920 HILLVIEW CT 180AddressLine1Txt
CityMILPITASCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95035ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201629639EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1C & C STEWARDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlC&CSBusinessNameControlTxt
Phone4083238046PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17063 ANJOU CREEK CIRCLEAddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95120ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonVICTOR GEPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Phone4083238046PhoneNum
Signature2019-07-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonERIC ZHANG CPAPreparerPersonNm
PTINP00548506PTIN
Phone6265812266PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address96.64.198.97IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-07-09IPDt
IP Tm16:32:44IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id4CAE72542A262F9FBDD8DBD4539554288907703DAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$125,612FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$6InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$4,105NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$130,779GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss-$4,099TotalRevAndExpnssAmt
Total Net Invst Incm$6TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,500LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$2,500LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,290AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,290AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$35OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$35OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,825TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,825TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$17,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$17,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$20,825TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$20,825TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$24,924ExcessRevenueOverExpensesAmt
Net Investment Income$6NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$54,103SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$27,152SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$27,152SavAndTempCashInvstEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$12,909LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$12,909LandBldgEquipAccumDeprecAmt
Other Assets BOY$96,433OtherAssetsBOYAmt
Other Assets EOY$98,460OtherAssetsEOYAmt
Other Assets EOYFMV$98,460OtherAssetsEOYFMVAmt
Total Assets BOY$150,536TotalAssetsBOYAmt
Total Assets EOY$125,612TotalAssetsEOYAmt
Total Assets EOYFMV$125,612TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$763,865CapitalStockBOYAmt
Capital Stock EOY$763,865CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$613,329RetainedEarningBOYAmt
Retained Earning EOY-$638,253RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$150,536TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$125,612TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$150,536TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$125,612TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$150,536TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$24,924ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$125,612SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$125,612TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (98 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
50 SHARES COSTCO WHOLESALEP2017-09-012017-09-08$7,760$7,926-$166-$166
50 SHARES ADOBE SYSTEMS INCP2017-08-302017-09-20$7,463$7,715-$252-$252
50 SHARES TESLA INCP2017-09-262017-10-03$17,110$17,041$69$69
30 SHARES APPLE INCP2017-10-162017-10-25$4,693$4,796-$103-$103
50 SHARES LEAP2017-09-122017-10-25$8,514$7,769$745$745
300 SHARES TESLA CALLP2017-12-112017-12-11$1,260$1,224$36$36
300 SHARES TESLA CALLP2017-12-122017-12-12$1,150$1,292-$142-$142
300 SHARES TESLA CALLP2017-12-122017-12-12$2,181$1,998$183$183
300 SHARES APPLE CALLP2017-12-112017-12-13$843$777$66$66
300 SHARES TESLA CALLP2017-12-182017-12-22$1,299-$1,299-$1,299
200 SHARES NVDA CALLP2018-01-022018-01-03$1,762$464$1,298$1,298
200 SHARES NVDA CALLP2018-01-022018-01-03$1,776$1,175$601$601
500 SHARES SPY PUTP2018-01-052018-01-08$120-$120-$120
400 SHARES NVDA CALLP2018-01-052018-01-08$1,924$1,174$750$750
200 SHARES TESLA CALLP2018-01-082018-01-11$1,173$2,525-$1,352-$1,352
200 SHARES TESLA CALLP2018-01-052018-01-08$1,172$258$914$914
200 SHARES TESLA CALLP2018-01-082018-01-09$712$608$104$104
200 SHARES TESLA CALLP2018-01-082018-01-11$3,296$1,676$1,620$1,620
400 SHARES TESLA CALLP2018-01-102018-01-11$1,191$769$422$422
200 SHARES TESLA CALLP2018-01-112018-01-11$66$348-$282-$282
200 SHARES TESLA CALLP2018-01-222018-01-12$438-$438-$438
200 SHARES NVDA CALLP2018-01-052018-01-16$912$1,183-$271-$271
20 SHARES TESLA INCP2017-11-172018-01-16$6,702$6,778-$76-$76
20 SHARES NVDA INCP2017-11-092018-01-16$4,351$4,118$233$233
200 SHARES NVDA CALLP2018-01-172018-01-18$508$781-$273-$273
1000 SHARES SPY PUTP2018-01-182018-01-18$167$375-$208-$208
200 SHARES APPLE CALLP2018-01-172018-01-19$640$336$304$304
600 SHARES APPLE CALLP2018-01-172018-01-19$536$557-$21-$21
200 SHARES TESLA CALLP2018-01-162018-01-19$70$348-$278-$278
1000 SHARES SPY PUTP2018-01-172018-01-19$263-$263-$263
1000 SHARES NVDA CALLP2018-01-232018-01-26$5,787$6,572-$785-$785
200 SHARES TESLA CALLP2018-01-222018-01-23$400$558-$158-$158
200 SHARS EXPE CALLP2018-01-232018-01-26$222$713-$491-$491
500 SHARES NVDA CALLP2018-01-222018-01-24$4,965$2,310$2,655$2,655
500 SHARES NVDA CALLP2018-01-252018-01-29$1,836$2,953-$1,117-$1,117
200 SHARS EXPE CALLP2018-01-192018-01-26$1,296$388$908$908
500 SHARES NVDA CALLP2018-01-262018-02-02$2,282$2,282$2,282
400 SHARES APPLE CALLP2018-01-192018-01-26$509-$509-$509
200 SHARES TESLA CALLP2018-01-222018-01-26$574-$574-$574
200 SHARES TESLA CALLP2018-01-262018-01-29$1,118$608$510$510
300 SHARES TESLA CALLP2018-01-292018-01-31$651$219$432$432
500 SHARES TESLA CALLP2018-01-312018-02-02$1,070$1,070$1,070
500 SHARES APPLE CALLP2018-01-292018-02-02$610-$610-$610
500 SHARES NVDA CALLP2018-01-262018-02-02$2,970-$2,970-$2,970
500 SHARES TESLA CALLP2018-01-312018-02-02$1,223-$1,223-$1,223
300 SHARES AVGO CALLP2018-01-262018-02-02$564-$564-$564
1200 SHARES QQQ CALLP2018-01-312018-02-06$1,054$529$525$525
500 SHARES QQQ PUTP2018-02-072018-02-08$1,260$220$1,040$1,040
500 SHARES NVDA PUTP2018-02-092018-02-09$265$265$265
500 SHARES QQQ PUTP2018-02-092018-02-09$490$490$490
1000 SHARES QQQ PUTP2018-02-062018-02-09$1,063-$1,063-$1,063
500 SHARES QQQ PUTP1919-02-082018-02-09$758-$758-$758
500 SHARES NVDA PUTP2018-02-092018-02-09$178-$178-$178
1000 SHARES QQQ CALLP2018-02-132018-02-13$1,898$1,170$728$728
1000 SHARES QQQ PUTP2018-02-152018-02-16$117$117$117
500 SHARES QQQ CALLP2018-02-132018-02-14$676$978-$302-$302
1000 SHARES QQQ CALLP2018-02-142018-02-15$1,862$1,280$582$582
200 SHARES QQQ CALLP2018-02-142018-02-15$468$197$271$271
200 SHARES QQQ CALLP2018-02-152018-02-15$314$198$116$116
1200 SHARES QQQ CALLP2018-02-152018-02-20$195$531-$336-$336
700 SHARES QQQ CALLP2018-02-162018-02-16$883$645$238$238
2000 SHARES QQQ CALLP2018-02-162018-02-23$3,145$3,087$58$58
200 SHARES TESLA CALLP2018-02-162018-02-16$22$274-$252-$252
2000 SHARES QQQ CALLP2018-02-162018-02-16$478-$478-$478
1000 SHARES QQQ PUTP2018-02-162018-02-16$313-$313-$313
4000 SHARES QQQ PUTP2018-02-202018-02-21$1,123$478$645$645
2000 SHARES QQQ PUTP2018-02-202018-02-20$505$978-$473-$473
1500 SHARES QQQ CALLP2018-02-212018-02-21$2,819$2,022$797$797
1000 SHARES AMD CALLP2018-02-202018-02-23$494$663-$169-$169
2000 SHARES QQQ CALLP2018-02-232018-02-23$1,382$2,456-$1,074-$1,074
2000 SHARES QQQ PUTP2018-02-162018-02-23$858-$858-$858
1000 SHARES AMD CALLP2018-02-232018-02-26$898$612$286$286
500 SHARES FSLR CALLP2018-02-262018-03-02$392$392$392
1500 SHARES AMD CALLP2018-02-272018-02-27$1,200$740$460$460
1000 SHARES QQQ CALLP2018-02-272018-03-02$228$228$228
2000 SHARES AMD CALLP2018-03-012018-03-01$280$838-$558-$558
500 SHARES FSLR CALLP2018-02-262018-03-02$117$830-$713-$713
1000 SHARES QQQ CALLP2018-03-012018-03-02$632-$632-$632
500 SHARES QQQ CALLP2018-02-272018-03-02$495-$495-$495
1000 SHARES QQQ CALLP2018-02-272018-03-02$212-$212-$212
500 SHARES FSLR CALLP2018-03-022018-03-05$1,245$770$475$475
500 SHARES NVDA CALLP2018-03-062018-03-09$1,567$1,533$34$34
500 SHARES FSLR CALLP2018-03-062018-03-06$1,101$628$473$473
500 SHARES FSLR CALLP2018-03-062018-03-08$420$168$252$252
2000 SHARES AMD CALLP2018-03-072018-03-08$909$669$240$240
1000 SHARES QQQ PUTP2018-03-072018-03-08$238$50$188$188
500 SHARES FSLR CALLP2018-03-062018-03-08$355$768-$413-$413
500 SHARES NVDA CALLP2018-03-062018-03-09$2,720$2,180$540$540
2000 SHARES AMD CALLP1919-03-082018-03-19$543$1,018-$475-$475
1000 SHARES QQQ PUTP2018-03-072018-03-09$223-$223-$223
200 SHARES TESLA CALLP2018-03-122018-03-12$840$368$472$472
1000 SHARES QQQ CALLP2018-03-152018-03-16$388$459-$71-$71
1000 SHARES QQQ CALLP2018-03-152018-03-16$392-$392-$392
500 SHARES TESLA CALLP2018-03-192018-03-19$889-$889-$889
500 SHARES APPLE CALLP2018-03-282018-03-29$402$650-$248-$248
500 SHARES APPLE CALLP2018-04-022018-04-03$405$729-$324-$324
500 SHARES APPLE CALLP2018-03-292018-04-06$760-$760-$760
2000 SHARES MRVL CALLP2018-05-182018-05-21$2,015-$2,015-$2,015
FieldValueIRS element (for citing)
Capital Gain Net Income-$4,105CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$20,835AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$149,681NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.139196DistributionYr1Rt
Adjusted Qlfy Distri Yr2$9,632AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$115,419NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.083452DistributionYr2Rt
Adjusted Qlfy Distri Yr3$27,281AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$21,711NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.256552DistributionYr3Rt
Adjusted Qlfy Distri Yr4$32,384AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$53,781NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.602146DistributionYr4Rt
Adjusted Qlfy Distri Yr5$29,802AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$41,551NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.717239DistributionYr5Rt
Total Distribution2.798585TotalDistributionRt
Average Distribution0.559717AverageDistributionRt
Net Vl Noncharitable Assets$135,689NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$75,947AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$75,947AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$20,825QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksVICTOR GEIndividualWithBooksNm
Phone4083238046PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17063 ANJOU CREEK CIRCLEAddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95120ZIPCd
FieldValueIRS element (for citing)
Tax Exempt Interest$0TaxExemptInterestAmt
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
VICTOR GE
7063 ANJOU CREEK CIRCLESAN JOSECA95120PRESIDENT & CEO2.00$0$0$0
LILY TIAN
7063 ANJOU CREEK CIRCLESAN JOSECA95120SECRETARY2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,809AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$35,486AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$98,460FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$137,755TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$137,755AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,066CashDeemedCharitableAmt
Net Vl Noncharitable Assets$135,689NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,784MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,784MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$6,784DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$6,784DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$6,784DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$20,825ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$20,825QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$20,825AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,784DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$27,724ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$29,714ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$26,195ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$3,861ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$13,361ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$100,855TotalExcessDistributionCyovAmt
Qualifying Distributions$20,825QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$6,784AppliedToCurrentYearAmt
Remaining Distri From Corpus$14,041RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$114,896TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$27,724ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$87,172ExcessDistriCyovToNextYrAmt
Excess From Year4$29,714ExcessFromYear4Amt
Excess From Year3$26,195ExcessFromYear3Amt
Excess From Year2$3,861ExcessFromYear2Amt
Excess From Year1$13,361ExcessFromYear1Amt
Excess From Current Year$14,041ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerVICTOR GEContributingManagerNm
Contributing ManagerLILY TIANContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE CHURCH IN SAN JOSE
124 S 11TH STREETSAN JOSECA95112N/APUBLIC CHARITYDONATION$15,000
CAMPUS CRUSADE FOR CHRIST INC
100 LAKE HART DRORLANDOFL32832N/AGROUPDONATION$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$17,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$4,105ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$4,099ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$4,099TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEECategoryTxt
Amt$1,290Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,290DisbursementsCharitablePrpsAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryATTORNEY FEECategoryTxt
Legal Fees$2,500LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,500DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
OTHER RECEIVABLE$9,533$98,460$98,460
ADVANCE TO FOUNDER$86,900

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFILING EXPENSEDesc
Revenue And Expenses Per Books$35RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$35DisbursementsCharitablePrpsAmt