GEORGE AND HELENA SHEN FOUNDATION: Form 990PF, tax year 2025
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- Organization
- GEORGE AND HELENA SHEN FOUNDATION (EIN 45-2019336)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-03-12
- IRS object ID
- 202630719349100323
- Schema version
- 2025v4.0
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-12T17:24:23-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452019336 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | George and Helena Shen Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % George C Shen | InCareOfNm |
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 3105628008 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 304 S Jones Blvd STE 8878 | AddressLine1Txt |
| City | Las Vegas | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89107 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE C SHEN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 3105628008 | PhoneNum |
| Signature | 2026-03-12 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $904,051 | 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 | $164,451 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $8,857 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,857 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $81,593 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $21,100 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $173,308 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $90,450 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $21,100 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $130 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $86 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,004 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $51 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,271 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $38,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $38,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $39,271 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $38,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $134,037 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $90,450 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $21,100 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $126,513 | CashBOYAmt |
| Cash EOY | $156,834 | CashEOYAmt |
| Cash EOYFMV | $156,834 | CashEOYFMVAmt |
| Corporate Stock BOY | $276,918 | CorporateStockBOYAmt |
| Corporate Stock EOY | $462,227 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $747,217 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $403,431 | TotalAssetsBOYAmt |
| Total Assets EOY | $619,061 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $904,051 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $403,431 | CapitalStockBOYAmt |
| Capital Stock EOY | $619,061 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $403,431 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $619,061 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $403,431 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $619,061 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $403,431 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $134,037 | ExcessRevenueOverExpensesAmt |
| Other Increases | $81,593 | OtherIncreasesAmt |
| Subtotal | $619,061 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $619,061 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 600 shs FNGU | P | 2025-03-06 | 2025-06-24 | $13,296 | $10,080 | $3,216 | $3,216 |
| 400 shs FNGU | P | 2025-03-06 | 2025-06-24 | $8,864 | $6,400 | $2,464 | $2,464 |
| 500 shs FNGU | P | 2025-03-10 | 2025-07-24 | $12,660 | $7,000 | $5,660 | $5,660 |
| 500 shs FNGU | P | 2025-03-28 | 2025-07-29 | $13,000 | $6,752 | $6,248 | $6,248 |
| 1000 shs FNGU | P | 2025-09-08 | 2025-09-10 | $28,540 | $27,970 | $570 | $570 |
| 100 shs AAPL | P | 2022-12-16 | 2025-06-25 | $20,116 | $13,475 | $6,641 | $6,641 |
| 300 shs ARES | P | 2025-12-05 | 2025-12-09 | $52,719 | $49,638 | $3,081 | $3,081 |
| 100 shs BRKB | P | 2025-12-15 | 2025-12-24 | $49,989 | $50,638 | -$649 | -$649 |
| 100 shs AVGO | P | 2025-10-27 | 2025-10-28 | $36,715 | $36,205 | $510 | $510 |
| 50 shs LLY | P | 2023-06-14 | 2025-02-25 | $9,016 | $4,474 | $4,542 | $4,542 |
| 25 shs MA | P | 2018-10-16 | 2025-02-25 | $14,146 | $5,117 | $9,029 | $9,029 |
| 25 shs MA | P | 2019-09-27 | 2025-06-30 | $13,875 | $6,788 | $7,087 | $7,087 |
| 100 shs NVDA | P | 2024-04-04 | 2025-06-25 | $15,357 | $8,660 | $6,697 | $6,697 |
| 40 shs LLY | P | 2023-06-14 | 2025-06-25 | $31,644 | $17,897 | $13,747 | $13,747 |
| 50 shs MA | P | 2020-02-26 | 2025-06-30 | $27,750 | $15,000 | $12,750 | $12,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $81,593 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $21,100 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,257 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,257 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,257 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $38 | EsPenaltyAmt |
| Tax Due | $1,295 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | George C Shen | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3105628008 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 3670 | AddressLine1Txt |
| City | Rolling Hills Estates | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90274 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| GEORGE C SHEN | ||||||||
| 5337 Bayridge Rd | Rancho Palos Verdes | CA | 90275 | President | 0.10 | $0 | $0 | $0 |
| HELENA SHEN | ||||||||
| 5337 Bayridge Rd | Rancho Palos Verdes | CA | 90275 | Secretary | 0.10 | $0 | $0 | $0 |
| ELIZABETH SU | ||||||||
| 1037 Woodbine Way | San Jose | CA | 95117 | Treasurer | 0.10 | $0 | $0 | $0 |
| JIM SU | ||||||||
| 1037 Woodbine Way | San Jose | CA | 95117 | Director | 0.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $608,560 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $161,205 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $769,765 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $769,765 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,546 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $758,219 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,911 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,911 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,257 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,257 | TotalTaxAmt |
| Distributable Before Adj | $36,654 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $36,654 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $36,654 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $38,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $38,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,654 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $555 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,210 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,517 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,117 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,634 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,033 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $38,000 | QualifyingDistributionsAmt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $36,654 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,346 | RemainingDistriFromCorpusAmt |
| Total Corpus | $11,379 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $555 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,824 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,210 | ExcessFromYear4Amt |
| Excess From Year3 | $1,517 | ExcessFromYear3Amt |
| Excess From Year2 | $1,117 | ExcessFromYear2Amt |
| Excess From Year1 | $4,634 | ExcessFromYear1Amt |
| Excess From Current Year | $1,346 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GEORGE SHEN | ContributingManagerNm |
| Contributing Manager | HELENA SHEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| From the Heart Foundation | |||||||
| 1013 Harbor Bl Ste 53 | Oxnard | CA | 93035 | NA | PF | Funding films to benefi society | $21,000 |
| CalTech | |||||||
| 12000 E California Bl Ste MC5-32 | Pasadena | CA | 91125 | NA | PC | Contribute to graduate scholarship and Visiting Professorship | $15,000 |
| Soar Foundation | |||||||
| 39812 Mission Bl Ste 203 | Fremont | CA | 94539 | NA | PF | Scholarship for impoverished chuildren | $1,000 |
| Wilmington Community Evangelical Church | |||||||
| 1512 Brackenville RD | Hockessin | DE | 19707 | NA | PC | Enhance the educational work | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $38,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $8,857 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $8,857 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,857 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| GEORGE HELENA SHEN | ||||||
| 1 | 5337 Bayridge Rd | Palos Verdes Peninsula | CA | 90275 | $27,970 | Yes (X) |
| GEORGE HELENA SHEN | ||||||
| 2 | 5337 Bayridge Rd | Palos Verdes Peninsula | CA | 90275 | $36,205 | Yes (X) |
| GEORGE HELENA SHEN | ||||||
| 3 | 5337 Bayridge Rd | Palos Verdes Peninsula | CA | 90275 | $49,638 | Yes (X) |
| GEORGE HELENA SHEN | ||||||
| 4 | 5337 Bayridge Rd | Palos Verdes Peninsula | CA | 90275 | $50,638 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1000 shs FNGU | $27,970 | 2025-09-08 |
| 2 | 100 shs AVGO | $36,205 | 2025-10-27 |
| 3 | 300 shs ARES | $49,638 | 2025-12-05 |
| 4 | 100 shs BRKB | $50,638 | 2025-12-15 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Taxact | CategoryTxt |
| Amt | $130 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 600 shs XLK | $63,900 | $86,382 |
| 800 shs CHAT | $42,849 | $47,168 |
| 400 shs GOOGL | $21,508 | $125,200 |
| 200 shs ARES | $12,714 | $32,326 |
| 125 shs BRKB | $42,276 | $62,831 |
| 200 shs AVGO | $25,000 | $69,220 |
| 80 shs META | $53,181 | $52,807 |
| 200 shs JPM | $28,294 | $64,444 |
| 100 shs JNJ | $20,732 | $20,695 |
| 100 shs MSFT | $47,047 | $48,362 |
| 400 shs NVDA | $51,887 | $74,600 |
| 200 shs ORCL | $24,520 | $38,982 |
| 150 shs VST | $28,319 | $24,200 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Nevada State Annual List | Desc |
| Revenue And Expenses Per Books | $51 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Capital gain | Desc |
| Amt | $81,593 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Physical Address | CategoryTxt |
| Amt | $86 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Tax | CategoryTxt |
| Amt | $1,004 | Amt |