JHGM FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JHGM FOUNDATION (EIN 47-2533778)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2025-10-15
- IRS object ID
- 202532889349100128
- Schema version
- 2023v6.0
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-15T11:48:15-05:00 | ReturnTs |
| Tax Period End | 2024-11-30 | 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 | 860 HILLVIEW CT STE 230 | AddressLine1Txt |
| City | MILPITAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472533778 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JHGM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JHGM | BusinessNameControlTxt |
| Phone | 6509069290 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 TRINITY DR | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIANG HU | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 6509069290 | PhoneNum |
| Signature | 2025-10-15 | 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 | ERIC ZHANG CPA | PreparerPersonNm |
| PTIN | P00548506 | PTIN |
| Phone | 4084358828 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $1,554,192 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $26,493 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $22 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $22 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $18,376 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,376 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $62,168 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $114,273 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $62,168 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $107,059 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $80,566 | 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 |
| Accounting Fees Rev And Expnss | $2,122 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,122 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,314 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,314 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $5,457 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $23,871 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,055 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,816 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,764 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,369 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,938 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $39,569 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $39,569 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $72,333 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,369 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $60,507 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $34,726 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $74,197 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $62,942 | CashBOYAmt |
| Cash EOY | $85,972 | CashEOYAmt |
| Cash EOYFMV | $85,972 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $24,203 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,543 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,545 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $345,742 | CorporateStockBOYAmt |
| Corporate Stock EOY | $370,738 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,303,492 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $125,152 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $135,178 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $126,787 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $42,696 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $21,923 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $17,466 | LandBOYAmt |
| Land EOY | $20,773 | LandEOYAmt |
| Land EOYFMV | $20,773 | LandEOYFMVAmt |
| Other Assets BOY | $1,623 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,623 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,623 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $577,128 | TotalAssetsBOYAmt |
| Total Assets EOY | $629,827 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,554,192 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $26,522 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $44,495 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $26,522 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $44,495 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $506,604 | CapitalStockBOYAmt |
| Capital Stock EOY | $533,096 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $44,002 | RetainedEarningBOYAmt |
| Retained Earning EOY | $52,236 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $550,606 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $585,332 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $577,128 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $629,827 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $550,606 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $34,726 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $585,332 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $585,332 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (28 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 415 SHARES ORACLE | P | 2022-12-13 | 2024-10-09 | $71,793 | $16,305 | $55,488 | $55,488 |
| 342.42 SHARES STRATEGIC ADVISERS FIDELITY | P | 2018-10-26 | 2024-01-17 | $3,116 | $3,423 | -$307 | -$307 |
| 165.882 SHARES FID SAI LONG TERM TREASURY BOND INDEX | P | 2023-12-16 | 2024-01-17 | $1,201 | $1,123 | $78 | $78 |
| 27.074 SHARES STRATEGIC ADVISERS FID US | P | 2018-04-11 | 2024-02-21 | $418 | $295 | $123 | $123 |
| 46.830 SHARES STRATEGIC ADVISERS FIDELITY | P | 2018-04-11 | 2024-02-21 | $421 | $468 | -$47 | -$47 |
| 127.597 SHARES STRATEGIC ADVISERS FID US | P | 2018-04-11 | 2024-04-05 | $2,049 | $1,389 | $660 | $660 |
| 84.551 SHARES STRATEGIC ADVISERS FIDELITY INTL FUND | P | 2018-10-26 | 2024-04-05 | $1,035 | $862 | $173 | $173 |
| 224.219 SHARES STRATEGIC ADVISERS FIDELITY | P | 2018-04-11 | 2024-04-05 | $2,022 | $2,243 | -$221 | -$221 |
| 66.526 SHARES STRATEGIC ADVISERS FID EMERGING | P | 2018-11-29 | 2024-05-08 | $818 | $783 | $35 | $35 |
| 67.651 SHARES FIDELITY SAI US TREASURY BOND INDEX | P | 2024-03-16 | 2024-05-08 | $580 | $588 | -$8 | -$8 |
| 6.799 SHARES FIDELITY SAI INFLATION FOCUSED FD | P | 2018-09-11 | 2024-06-26 | $622 | $723 | -$101 | -$101 |
| 152.758 SHARES STRATEGIC ADVISERS FID US | P | 2018-04-11 | 2024-06-26 | $2,586 | $1,668 | $918 | $918 |
| 249.638 SHARES STRATEGIC ADVISERS FIDELITY | P | 2018-04-12 | 2024-06-26 | $2,264 | $2,495 | -$231 | -$231 |
| 94.724 SHARES STRATEGIC ADVISERS FID US | P | 2018-04-13 | 2024-09-12 | $1,593 | $1,045 | $548 | $548 |
| 22.932 SHARES FIDELITY ADVISOR STRATEGIC INC CL I | P | 2021-02-25 | 2024-09-12 | $269 | $258 | $11 | $11 |
| 278.236 SHARES STRATEGIC ADVISERS FIDELITY CORE INCOME | P | 2018-10-26 | 2024-09-12 | $2,624 | $2,781 | -$157 | -$157 |
| 24.615 SHARES FIDELITY SAI HIGH INCOME FUND | P | 2021-06-25 | 2024-09-12 | $226 | $244 | -$18 | -$18 |
| 2.642 SHARES FIDELITY SAI INFLATION FOCUSED FD | P | 2018-10-26 | 2024-10-10 | $231 | $281 | -$50 | -$50 |
| 123.820 SHARES STRATEGIC ADVISERS FID EMERGING MARKETS | P | 2018-11-29 | 2024-10-10 | $1,642 | $1,465 | $177 | $177 |
| 213.823 SHARES STRATEGIC ADVISERS FID US TOTAL STOCK | P | 2018-11-30 | 2024-10-10 | $3,759 | $2,358 | $1,401 | $1,401 |
| 175.857 SHARES STRATEGIC ADVISERS FID US TOTAL STOCK | P | 2018-04-11 | 2024-10-30 | $3,114 | $1,939 | $1,175 | $1,175 |
| 72.530 SHARES STRATEGIC ADVISERS FIDELITY INTL FUND | P | 2018-04-11 | 2024-10-10 | $941 | $751 | $190 | $190 |
| 16.648 SHARES FIDELITY SAI EMERG MARKETS INDEX | P | 2018-09-11 | 2024-10-10 | $248 | $226 | $22 | $22 |
| 46.554 SHARES FIDELITY SAI EMERG MARKETS INDEX | P | 2018-09-11 | 2024-10-30 | $682 | $632 | $50 | $50 |
| 496.937 SHARES FIDELITY SAI US TREASURY BOND INDEX | P | 2024-09-16 | 2024-10-10 | $4,398 | $4,322 | $76 | $76 |
| 25.250 SHARES FIDELITY SAI HIGH INCOME FUND | P | 2018-10-26 | 2024-10-30 | $233 | $250 | -$17 | -$17 |
| 265.693 SHARES STRATEGIC ADVISERS FID US TOTAL STOCK | P | 2018-10-26 | 2024-11-22 | $4,830 | $2,930 | $1,900 | $1,900 |
| 39.757 SHARES FIDELITY SAI EMERG MARKETS INDEX | P | 2018-03-26 | 2024-11-22 | $558 | $258 | $300 | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $62,168 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,031 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,031 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,031 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $36 | EsPenaltyAmt |
| Tax Due | $1,067 | 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 | JIANG HU | IndividualWithBooksNm |
| Phone | 6509069290 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 TRINITY DR | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | 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 | 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| JIANG HU | ||||||||
| 1250 TRINITY DR | MENLO PARK | CA | 94025 | PRESIDENT & CEO | 10.00 | $0 | $0 | $0 |
| YANCHENG MEI | ||||||||
| 1250 TRINITY DR | MENLO PARK | CA | 94025 | CFO | 10.00 | $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 | $1,249,861 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $60,512 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,623 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,311,996 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,311,996 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,680 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,292,316 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $64,616 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $64,616 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,031 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,031 | TotalTaxAmt |
| Distributable Before Adj | $63,585 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $63,585 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $63,585 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $60,507 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $8,764 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $69,271 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $63,585 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $11,917 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $69,271 | QualifyingDistributionsAmt |
| Applied To Year1 | $11,917 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $57,354 | 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 | $6,231 | 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 | JIANG HU | ContributingManagerNm |
| Contributing Manager | YANCHENG MEI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| KQED INC | |||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | N/A | PUBLIC CHARITY | DONATION | $2,060 |
| LAS LOMITAS EDUCATION FOUNDATION | |||||||
| PO BOX 7282 | MENLO PARK | CA | 94026 | N/A | PUBLIC CHARITY | DONATION | $7,616 |
| LAS LOMITAS EDUCATION FOUNDATION | |||||||
| 299 ALAMEDA DE LAS PULGAS | ATHERTON | CA | 94027 | N/A | PUBLIC CHARITY | DONATION | $200 |
| MONTEREY BAY AQUARIUM | |||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | N/A | PUBLIC CHARITY | DONATION | $1,000 |
| OSU FOUNDATION | |||||||
| 4238 SW RESEARCH WAY | CORVALLIS | OR | 97333 | N/A | PUBLIC CHARITY | DONATION | $5,000 |
| SANDY HOOK PROMISE | |||||||
| 13 CHURCH HILL ROAD | NEWTOWN | CT | 06470 | N/A | PUBLIC CHARITY | DONATION | $1,033 |
| STANFORD UNIVERSITY | |||||||
| 485 BROADWAY MAIL CODE 8838 | REDWOOD CITY | CA | 94063 | N/A | PUBLIC CHARITY | DONATION | $13,500 |
| USA VOLLEYBALL FOUNDATION | |||||||
| 4065 SINTON RD SUITE 200 | COLORADO SPRINGS | CO | 80907 | N/A | PUBLIC CHARITY | DONATION | $1,050 |
| WIKIPEDIA | |||||||
| 1 MONTGOMERY STREET SUITE 1600 | SAN FRANCISCO | CA | 94104 | N/A | PUBLIC CHARITY | DONATION | $2,080 |
| SF BALLET | |||||||
| 455 FRANKLIN STREET | SAN FRANCISCO | CA | 94102 | N/A | PUBLIC CHARITY | DONATION | $2,000 |
| SAN FRANCISCO OPERA ASSOCIATION | |||||||
| 301 VAN NESS AVENUE | SAN FRANCISCO | CA | 94102 | N/A | PUBLIC CHARITY | DONATION | $2,000 |
| PFLAG INC | |||||||
| PO BOX 186 | WAPITI | WY | 82450 | N/A | 501(C)(3) | DONATION | $1,030 |
| ACLU FOUNDATION OF SOUTHERN CALIF | |||||||
| 1313 WEST EIGHTH STREET | LOS ANGELES | CA | 90017 | N/A | PUBLIC CHARITY | DONATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $39,569 | 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 | $22 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,376 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $62,168 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $80,566 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $80,566 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JIANG HU | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 TRINITY DR | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $26,493 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 280 SHARES ORACLE CORP 259 SHARES ORACLE CORP | NoncashPropertyDesc |
| Fair Market Value | $57,239 | FairMarketValueAmt |
| Received | 2023-12-22 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $2,122 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,122 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (40 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| IPAD PRO X1 | 2015-12-19 | $1,014 | $1,014 | 200DB | 5.000000000000 | $0 | $0 |
| HUMIDIFIER | 2014-12-30 | $87 | $87 | 200DB | 5.000000000000 | $0 | $0 |
| PAPER SHREDER | 2015-12-19 | $163 | $163 | 200DB | 5.000000000000 | $0 | $0 |
| SPEAKERS | 2015-12-20 | $380 | $380 | 200DB | 5.000000000000 | $0 | $0 |
| IPAD PRO SMART KEYBOARD | 2016-01-09 | $184 | $184 | 200DB | 5.000000000000 | $0 | $0 |
| IPAD PRO PENCIL | 2016-01-28 | $108 | $108 | 200DB | 5.000000000000 | $0 | $0 |
| B&H PHOTO COMPUTER | 2014-12-19 | $5,145 | $5,145 | 200DB | 5.000000000000 | $0 | $0 |
| B&H PHOTO MAGIC TRACKPAD | 2014-12-24 | $66 | $66 | 200DB | 5.000000000000 | $0 | $0 |
| HEATER | 2014-12-30 | $293 | $293 | 200DB | 5.000000000000 | $0 | $0 |
| IPAD | 2018-04-25 | $564 | $564 | SL | 5.000000000000 | $0 | $0 |
| PRINTER | 2020-03-26 | $349 | $257 | SL | 5.000000000000 | $70 | $0 |
| LG MONITOR | 2020-08-31 | $495 | $322 | SL | 5.000000000000 | $99 | $0 |
| STANDING DESK | 2020-10-24 | $1,306 | $805 | SL | 5.000000000000 | $261 | $0 |
| IPAD PRO | 2021-08-01 | $1,311 | $611 | SL | 5.000000000000 | $262 | $0 |
| IPHONE 13 | 2021-11-11 | $1,421 | $592 | SL | 5.000000000000 | $284 | $0 |
| COMPUTER | 2021-11-12 | $2,519 | $1,050 | SL | 5.000000000000 | $504 | $0 |
| IPHONE 13 | 2021-11-13 | $1,421 | $592 | SL | 5.000000000000 | $284 | $0 |
| OFFICE CHAIR | 2021-01-08 | $881 | $514 | SL | 5.000000000000 | $176 | $0 |
| OTTOMAN | 2022-08-18 | $1,440 | $360 | SL | 5.000000000000 | $288 | $0 |
| OFFICE CHAIR | 2022-06-19 | $1,049 | $297 | SL | 5.000000000000 | $210 | $0 |
| MAC PRO | 2021-12-08 | $3,832 | $1,532 | SL | 5.000000000000 | $766 | $0 |
| GOOGLE NEST | 2021-12-13 | $416 | $166 | SL | 5.000000000000 | $83 | $0 |
| VERIFI BIOMETIRC SMART SAFE | 2021-12-13 | $372 | $148 | SL | 5.000000000000 | $74 | $0 |
| GOOGLE NEST CAM | 2021-12-16 | $252 | $96 | SL | 5.000000000000 | $50 | $0 |
| DYSON | 2022-06-20 | $525 | $149 | SL | 5.000000000000 | $105 | $0 |
| BOSE SOUNDLINK | 2022-07-07 | $284 | $81 | SL | 5.000000000000 | $57 | $0 |
| IPHONE 14 PRO MAX | 2022-11-09 | $1,530 | $332 | SL | 5.000000000000 | $306 | $0 |
| OUTDOOR FURNITURE | 2023-06-05 | $3,083 | $308 | SL | 5.000000000000 | $617 | $0 |
| OUTDOOR FURNITURE | 2023-06-03 | $873 | $87 | SL | 5.000000000000 | $175 | $0 |
| DYSON AIR PURIFIER | 2023-06-21 | $416 | $35 | SL | 5.000000000000 | $83 | $0 |
| APPLE WATCH | 2023-07-13 | $359 | $30 | SL | 5.000000000000 | $72 | $0 |
| META QUEST | 2023-10-22 | $606 | $10 | SL | 5.000000000000 | $121 | $0 |
| B&O EARPODS | 2023-11-19 | $313 | SL | 5.000000000000 | $63 | $0 | |
| EPSON PRINTER | 2023-05-29 | $875 | $88 | SL | 5.000000000000 | $175 | $0 |
| IRESTORE AND BATTERY PACK | 2024-09-29 | $2,174 | SL | 5.000000000000 | $72 | $0 | |
| IPHONE 16 | 2024-10-02 | $1,745 | SL | 5.000000000000 | $58 | $0 | |
| IPHONE 16 | 2024-10-02 | $1,745 | SL | 5.000000000000 | $58 | $0 | |
| APPLE WATCH | 2024-10-14 | $981 | SL | 5.000000000000 | $33 | $0 | |
| TABLE AND BENCH | 2024-10-14 | $918 | SL | 5.000000000000 | $31 | $0 | |
| HERMAN MILLER | 2024-10-27 | $1,201 | SL | 5.000000000000 | $20 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIDELITY 4203 - BOND FUNDS | BondNm |
| EOY Book Value | $135,178 | EOYBookValueAmt |
| EOYFMV | $126,787 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY 4203 - STOCK FUNDS | $236,002 | $342,368 |
| FIDELITY 2010 | $134,736 | $961,124 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (40 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| IPAD PRO X1 | $1,014 | $1,014 | $0 | $0 |
| HUMIDIFIER | $87 | $87 | $0 | $0 |
| PAPER SHREDER | $163 | $163 | $0 | $0 |
| SPEAKERS | $380 | $380 | $0 | $0 |
| IPAD PRO SMART KEYBOARD | $184 | $184 | $0 | $0 |
| IPAD PRO PENCIL | $108 | $108 | $0 | $0 |
| B&H PHOTO COMPUTER | $5,145 | $5,145 | $0 | $0 |
| B&H PHOTO MAGIC TRACKPAD | $66 | $66 | $0 | $0 |
| HEATER | $293 | $293 | $0 | $0 |
| IPAD | $564 | $564 | $0 | $0 |
| PRINTER | $349 | $327 | $22 | $22 |
| LG MONITOR | $495 | $421 | $74 | $74 |
| STANDING DESK | $1,306 | $1,066 | $240 | $240 |
| IPAD PRO | $1,311 | $873 | $438 | $438 |
| IPHONE 13 | $1,421 | $876 | $545 | $545 |
| COMPUTER | $2,519 | $1,554 | $965 | $965 |
| IPHONE 13 | $1,421 | $876 | $545 | $545 |
| OFFICE CHAIR | $881 | $690 | $191 | $191 |
| OTTOMAN | $1,440 | $648 | $792 | $792 |
| OFFICE CHAIR | $1,049 | $507 | $542 | $542 |
| MAC PRO | $3,832 | $2,298 | $1,534 | $1,534 |
| GOOGLE NEST | $416 | $249 | $167 | $167 |
| VERIFI BIOMETIRC SMART SAFE | $372 | $222 | $150 | $150 |
| GOOGLE NEST CAM | $252 | $146 | $106 | $106 |
| DYSON | $525 | $254 | $271 | $271 |
| BOSE SOUNDLINK | $284 | $138 | $146 | $146 |
| IPHONE 14 PRO MAX | $1,530 | $638 | $892 | $892 |
| OUTDOOR FURNITURE | $3,083 | $925 | $2,158 | $2,158 |
| OUTDOOR FURNITURE | $873 | $262 | $611 | $611 |
| DYSON AIR PURIFIER | $416 | $118 | $298 | $298 |
| APPLE WATCH | $359 | $102 | $257 | $257 |
| META QUEST | $606 | $131 | $475 | $475 |
| B&O EARPODS | $313 | $63 | $250 | $250 |
| EPSON PRINTER | $875 | $263 | $612 | $612 |
| IRESTORE AND BATTERY PACK | $2,174 | $72 | $2,102 | $2,102 |
| IPHONE 16 | $1,745 | $58 | $1,687 | $1,687 |
| IPHONE 16 | $1,745 | $58 | $1,687 | $1,687 |
| APPLE WATCH | $981 | $33 | $948 | $948 |
| TABLE AND BENCH | $918 | $31 | $887 | $887 |
| HERMAN MILLER | $1,201 | $20 | $1,181 | $1,181 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLE | Desc |
| BOY Book Value | $1,623 | BOYBookValueAmt |
| EOY Book Value | $1,623 | EOYBookValueAmt |
| EOYFMV | $1,623 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $4,753 | $0 | $4,753 |
| BANK CHARGE | $794 | $0 | $794 |
| FILING FEE | $50 | $0 | $50 |
| ADVISORY FEE | $5,055 | $5,055 | $0 |
| INTERNET FEE | $1,691 | $0 | $1,691 |
| DUE AND SUBCRIPTIONS | $739 | $0 | $739 |
| TELEPHONE EXPENSE | $2,048 | $0 | $2,048 |
| POSTAGE | $40 | $0 | $40 |
| AUTO EXPENSE | $3,198 | $0 | $3,198 |
| TRAVEL EXPENSE | $5,503 | $0 | $5,503 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS TAX | CategoryTxt |
| Amt | $1,314 | Amt |
| Net Investment Income | $1,314 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |