JEN-HSUN & LORI HUANG FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JEN-HSUN & LORI HUANG FOUNDATION (EIN 26-1551239)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202523219349107292
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T17:01:52-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941341042 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK RIMERMAN CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PAGE MILL RD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | 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 | 261551239 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JEN-HSUN & LORI HUANG FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | % FRANK RIMERMAN CO LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEN- | BusinessNameControlTxt |
| Phone | 6508458100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PAGE MILL ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FERNANDO SUCRE | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 6508458100 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL A CHOJNACKI | PreparerPersonNm |
| PTIN | P00428607 | PTIN |
| Phone | 6508458100 | PhoneNum |
| Preparation | 2025-11-17 | 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 | $9,212,451,171 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $159,686,325 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,148,944 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,148,944 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,509,739 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,509,739 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $615,413,382 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $683,856,298 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $619,854,465 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,145,274,230 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$8,025 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,930,032,620 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $629,505,123 | 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 | $5,790 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,790 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $55,875 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $55,875 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $68,209 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $68,209 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $35,922,775 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $36,052,649 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $68,209 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $61,665 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $109,716,856 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $126,274,451 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $145,769,505 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $68,209 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $126,336,116 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,784,263,115 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $629,436,914 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,040,545 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,478,428 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,478,428 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $9,223,428 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $9,223,428 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,412,831,927 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,592,136,328 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,592,136,328 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $34,248,563 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $34,248,563 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $0 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $32,603,781 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $32,603,781 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $538,384,219 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $538,384,219 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,376,424 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,376,424 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,413,872,472 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,212,451,171 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,212,451,171 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $28,789,593 | GrantsPayableBOYAmt |
| Grants Payable EOY | $12,212,223 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $42,792,802 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $73,685,756 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $71,582,395 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $85,897,979 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,342,290,077 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $9,126,553,192 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,342,290,077 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,126,553,192 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,413,872,472 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,212,451,171 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,342,290,077 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,784,263,115 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,126,553,192 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,126,553,192 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| 4,801,615 SHS - NVIDIA CORP | D | 2007-12-27 | 2024-12-31 | $619,666,746 | $619,666,746 | $619,666,746 | |
| PUBLICLY TRADED SECURITIES | P | 2024-01-01 | 2024-12-31 | $63,787,648 | $182,703 | $182,703 | $63,604,945 |
| PUBLICLY TRADED SECURITIES | P | 2023-01-01 | 2024-12-31 | $401,904 | $5,016 | $5,016 | $396,888 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $619,854,465 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,749,173 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,749,173 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,749,173 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,868,161 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,968,161 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $218,988 | OverpaymentAmt |
| Applied To ES Tax | $218,988 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MICHAEL CHOJNACKI | IndividualWithBooksNm |
| Phone | 6508458100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FRANK RIMERMAN 1801 PAGE MILL RD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LORI L HUANG | ||||||||
| FRANK RIMERMAN 1801 PAGE MILL RD | PALO ALTO | CA | 94304 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JEN-HSUN HUANG | ||||||||
| FRANK RIMERMAN 1801 PAGE MILL RD | PALO ALTO | CA | 94304 | SECRETARY & CFO | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MORGAN STANLEY | |||||
| 1 NEW YORK PLAZA 7TH FLOOR | NEW YORK | NY | 10004 | INVESTMENT MANAGMENT | $57,923 |
| FRANK RIMERMAN CO | |||||
| 1801 PAGE MILL ROAD STE 100 | PALO ALTO | CA | 94304 | ACCOUNTING | $55,875 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $7,282,335,336 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,712,965 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,285,048,301 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,285,048,301 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $109,275,725 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,175,772,576 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $358,788,629 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $358,788,629 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,749,173 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,749,173 | TotalTaxAmt |
| Distributable Before Adj | $350,039,456 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $350,039,456 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $350,039,456 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $126,336,116 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $126,336,116 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $350,039,456 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $120,910,620 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $126,336,116 | QualifyingDistributionsAmt |
| Applied To Year1 | $120,910,620 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,425,496 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $344,613,960 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LORI L HUANG | ContributingManagerNm |
| Contributing Manager | JEN-HSUN HUANG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ASIAN PACIFIC COMMUNITY FUND | |||||||||||
| 1145 WILSHIRE BOULEVARD STE 105 | LOS ANGELES | CA | 90017 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,000 | |||||
| COLLEGE OF ADAPTIVE ARTS | |||||||||||
| 14000 FRUITVALE AVE | SARATOGA | CA | 95070 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $100,000 | |||||
| COLLEGE TRACK | |||||||||||
| 483 9TH STREET | OAKLAND | CA | 94607 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $25,000 | |||||
| CRISIS TEXT LINE | |||||||||||
| 225 WEST 34TH STREET FLOOR 9 - PMB | NEW YORK | NY | 10122 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $1,742,620 | 9135 | ||||
| CRISIS TEXT LINE | |||||||||||
| 225 WEST 34TH STREET FLOOR 9 - PMB | NEW YORK | NY | 10122 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $9,009,320 | 9135 | ||||
| DOCTORS WITHOUT BORDERSMEDECINS SANS FRONTIERES | |||||||||||
| 40 RECTOR STREET 16TH FL | NEW YORK | NY | 10006 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $100,000 | |||||
| HOPE FOR PDCD FOUNDATION | |||||||||||
| 1106 BUCKBRUSH DR | FOLSOM | CA | 95630 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,000 | |||||
| KAHA KUKAHI FOUNDATION | |||||||||||
| 657 KAI HELE STREET | LAHAINA | CA | 96761 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $50,000 | |||||
| MENTAL HEALTH INNOVATIONS | |||||||||||
| PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $1,676,952 | PO BOX 78319 | LONDON | UK | W10 9FE | |||||
| OREGON STATE UNIVERSITY | |||||||||||
| 850 SW 35TH STREET | CORVALLIS | OR | 97333 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $61,065 | |||||
| OREGON STATE UNIVERSITY | |||||||||||
| 850 SW 35TH STREET | CORVALLIS | OR | 97333 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $9,938,808 | |||||
| OREGON STATE UNIVERSITY | |||||||||||
| 850 SW 35TH STREET | CORVALLIS | OR | 97333 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $20,535,950 | |||||
| SCHWAB CHARITABLE FUND | |||||||||||
| PO BOX 628298 | ORLANDO | FL | 32862 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $41,426,125 | |||||
| SCHWAB CHARITABLE FUND | |||||||||||
| PO BOX 628298 | ORLANDO | FL | 32862 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $41,071,900 | |||||
| SECOND HARVEST OF SILICON VALLEY | |||||||||||
| 750 CURTNER AVENUE | SAN JOSE | CA | 95125 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $516,711 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $126,274,451 | 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 | $2,148,944 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,509,739 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,145,274,230 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $615,413,382 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,770,346,295 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,770,346,295 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 7 | LineNumberTxt |
| Relationship Statement | OTHER INCOME REPRESENTS MARK-TO-MARKET INCOME RELATED TO THE INVESTMENTS HELD WITHIN THE FOUNDATION'S ENDOWMENT, AS WELL AS DEEMED GAIN FROM THE GRANTING OF APPRECIATED SECURITIES HELD BY THE FOUNDATION TO OTHER CHARITABLE ORGANIZATIONS. | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| JEN-HSUN AND LORI HUANG | ||||||
| 1 | FRANK RIMERMAN 1801 PAGE MILL ROAD | PALO ALTO | CA | 94304 | $56,721,925 | Yes (X) |
| JEN-HSUN AND LORI HUANG | ||||||
| 2 | FRANK RIMERMAN 1801 PAGE MILL ROAD | PALO ALTO | CA | 94304 | $102,964,400 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 445,000 SHS - NVIDIA, INC COMMON STOCK | $56,721,925 | 2024-06-21 |
| 2 | 880,000 SHS - NVIDIA, INC COMMON STOCK | $102,964,400 | 2024-09-20 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES - AUDIT | $39,000 | $0 | $39,000 |
| ACCOUNTING FEES - TAX PLANNING & COMPLIANCE | $16,875 | $0 | $16,875 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MENTAL HEALTH INNOVATIONS | |||||||||||
| PO BOX 78319 | LONDON | UK | W10 9FE | 2024-01-16 | $701,628 | TO IMPROVE THE MENTAL HEALTH OF THE UK POPULATION THROUGH THE PROVISION OF DIGITAL TOOLS, SUPPORT AND RESOURCES | $701,628 | NONE | DECEMBER 31, 2024 | 2024-12-31 | THE GRANTEE ORGANIZATION PROVIDES THE GRANTOR FOUNDATION WITH ANNUAL REPORTING OF ITS ONGOING CHARITABLE EFFORS TO THE MANAGEMENT TEAM OF THE GRANTOR FOUNDATION. |
| MENTAL HEALTH INNOVATIONS | |||||||||||
| PO BOX 78319 | LONDON | UK | W10 9FE | 2024-12-23 | $975,325 | TO IMPROVE THE MENTAL HEALTH OF THE UK POPULATION THROUGH THE PROVISION OF DIGITAL TOOLS, SUPPORT AND RESOURCES | $0 | NONE | DECEMBER 31, 2024 | 2024-12-31 | THE GRANTEE ORGANIZATION PROVIDES THE GRANTOR FOUNDATION WITH ANNUAL REPORTING OF ITS ONGOING CHARITABLE EFFORS TO THE MANAGEMENT TEAM OF THE GRANTOR FOUNDATION. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE FIXED INCOME | BondNm |
| EOY Book Value | $34,248,563 | EOYBookValueAmt |
| EOYFMV | $34,248,563 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY SECURITIES | StockNm |
| EOY Book Value | $8,592,136,328 | EOYBookValueAmt |
| EOYFMV | $8,592,136,328 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $9,223,428 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $9,223,428 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $538,384,219 | BookValueAmt |
| EOYFMV | $538,384,219 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,790 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,790 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SALES PROCEEDS RECEIVABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $2,376,424 | EOYBookValueAmt |
| EOYFMV | $2,376,424 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| DEEMED GAIN ON DISTRIBUTED SECURITIES | $123,338,440 | $0 | $123,338,440 |
| FOREIGN EXCHANGE GAIN/LOSS | $11,750 | -$8,025 | $11,750 |
| UNREALIZED GAIN/LOSS | $5,021,924,040 | $0 | $5,021,924,040 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED FEDERAL EXCISE TAX | $42,641,267 | $69,804,744 |
| FEDERAL EXCISE TAX PAYABLE | $151,535 | $3,881,012 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEES | CategoryTxt |
| Amt | $68,209 | Amt |
| Net Investment Income | $68,209 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCRUED FEDERAL EXCISE TAX EXPENSE | CategoryTxt |
| Amt | $35,922,775 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |