LUN WANG FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- LUN WANG FAMILY FOUNDATION (EIN 83-1644349)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202611359349103126
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T14:32:01-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 475284605 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIC ZHANG & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 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 | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 831644349 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUN WANG FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUNW | BusinessNameControlTxt |
| Phone | 9495240777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5552 VIA CALLADO | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LUN WANG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9495240777 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC ZHANG CPA | PreparerPersonNm |
| PTIN | P00548506 | PTIN |
| Phone | 4084358828 | PhoneNum |
| 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 | $976,652 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $54 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $54 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $13,691 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,691 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $176,514 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,699,386 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $176,514 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $190,259 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $190,259 | 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 | $1,180 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,180 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $8,773 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,748 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,953 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,928 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $120,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $120,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $129,953 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,928 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $120,025 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $60,306 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $180,331 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $16,507 | CashBOYAmt |
| Cash EOY | $12,303 | CashEOYAmt |
| Cash EOYFMV | $12,303 | CashEOYFMVAmt |
| Corporate Stock BOY | $738,380 | CorporateStockBOYAmt |
| Corporate Stock EOY | $802,890 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $964,349 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $754,887 | TotalAssetsBOYAmt |
| Total Assets EOY | $815,193 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $976,652 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $6,600 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $6,600 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $6,600 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,600 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $340,583 | CapitalStockBOYAmt |
| Capital Stock EOY | $340,583 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $407,704 | RetainedEarningBOYAmt |
| Retained Earning EOY | $468,010 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $748,287 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $808,593 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $754,887 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $815,193 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $748,287 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $60,306 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $808,593 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $808,593 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (65 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 130 SHARES ISHARES MSCI EAFE ETF | P | 2021-03-16 | 2025-03-24 | $10,858 | $9,943 | $915 | $915 |
| 30 SHARES SPDR DJIA TRUST | P | 2021-03-16 | 2025-03-24 | $12,756 | $9,863 | $2,893 | $2,893 |
| 45 SHARES SPDR S&P 500 ETF TRUST | P | 2020-12-02 | 2025-03-24 | $25,808 | $16,497 | $9,311 | $9,311 |
| 68 SHARES SPDR S&P 500 ETF TRUST | P | 2021-03-16 | 2025-03-24 | $38,999 | $26,953 | $12,046 | $12,046 |
| 12 SHARES SPDR S&P 500 ETF TRUST | P | 2021-10-20 | 2025-03-24 | $6,882 | $5,426 | $1,456 | $1,456 |
| 21 SHARES INVESCO QQQ TRUST SERIES 1 | P | 2021-10-20 | 2025-04-02 | $10,017 | $7,883 | $2,134 | $2,134 |
| 528 SHARES ISHARES CORE MSCI EMERGING | P | 2021-03-16 | 2025-04-02 | $28,677 | $34,582 | -$5,905 | -$5,905 |
| 25 SHARES ISHARES CORE MSCI EMERGING | P | 2021-10-20 | 2025-04-02 | $1,358 | $1,609 | -$251 | -$251 |
| 252 SHARES ISHARES MSCI EAFE ETF | P | 2021-03-16 | 2025-04-02 | $20,685 | $19,275 | $1,410 | $1,410 |
| 53 SHARES ISHARES MSCI EAFE ETF | P | 2021-10-20 | 2025-04-02 | $4,350 | $4,261 | $89 | $89 |
| 74 SHARES ISHARES RUSSELL 2000 ETF | P | 2021-03-16 | 2025-04-02 | $14,998 | $17,113 | -$2,115 | -$2,115 |
| 24 SHARES SPDR DJIA TRUST | P | 2021-03-16 | 2025-04-02 | $10,138 | $7,890 | $2,248 | $2,248 |
| 17 SHARES SPDR S&P 500 ETF TRUST | P | 2021-10-20 | 2025-04-02 | $9,610 | $7,687 | $1,923 | $1,923 |
| 597 SHARES ISHARES CORE MSCI EMERGING | P | 2021-10-20 | 2025-09-09 | $37,984 | $38,434 | -$450 | -$450 |
| 303 SHARES ISHARES MSCI EAFE ETF | P | 2021-10-20 | 2025-09-09 | $27,983 | $24,358 | $3,625 | $3,625 |
| 20 SHARES ISHARES RUSSELL 2000 ETF | P | 2021-03-16 | 2025-09-09 | $4,723 | $4,625 | $98 | $98 |
| 128 SHARES ISHARES RUSSELL 2000 ETF | P | 2021-10-20 | 2025-09-09 | $30,230 | $29,081 | $1,149 | $1,149 |
| 23 SHARES SPDR DJIA TRUST | P | 2021-03-16 | 2025-09-09 | $10,515 | $7,561 | $2,954 | $2,954 |
| 33 SHARES SPDR DJIA TRUST | P | 2021-10-20 | 2025-09-09 | $15,087 | $11,744 | $3,343 | $3,343 |
| 35 SHARES SPDR S&P 500 ETF TRUST | P | 2021-10-20 | 2025-09-09 | $22,727 | $15,826 | $6,901 | $6,901 |
| 14 SHARES INVESCO QQQ TRUST SERIES 1 | P | 2021-10-20 | 2025-10-09 | $8,524 | $5,255 | $3,269 | $3,269 |
| 187 SHARES ISHARES CORE MSCI EMERGING | P | 2021-10-20 | 2025-10-09 | $12,442 | $12,039 | $403 | $403 |
| 128 SHARES ISHARES MSCI EAFE ETF | P | 2021-10-20 | 2025-10-09 | $12,024 | $10,290 | $1,734 | $1,734 |
| 36 SHARES ISHARES RUSSELL 2000 ETF | P | 2021-10-20 | 2025-10-09 | $8,807 | $8,179 | $628 | $628 |
| 19 SHARES SPDR DJIA TRUST | P | 2021-10-20 | 2025-10-09 | $8,805 | $6,761 | $2,044 | $2,044 |
| 13 SHARES SPDR S&P 500 ETF TRUST | P | 2021-10-20 | 2025-10-09 | $8,713 | $5,878 | $2,835 | $2,835 |
| 6 SHARES INVESCO QQQ TRUST SERIES 1 | P | 2021-10-20 | 2025-12-16 | $3,672 | $2,252 | $1,420 | $1,420 |
| 3 SHARES INVESCO QQQ TRUST SERIES 1 | P | 2022-12-21 | 2025-12-16 | $1,836 | $820 | $1,016 | $1,016 |
| 194 SHARES ISHARES CORE MSCI EMERGING | P | 2021-10-20 | 2025-12-16 | $12,633 | $12,489 | $144 | $144 |
| 133 SHARES ISHARES MSCI EAFE ETF | P | 2021-10-20 | 2025-12-16 | $12,639 | $10,692 | $1,947 | $1,947 |
| 35 SHARES ISHARES RUSSELL 2000 ETF | P | 2021-10-20 | 2025-12-16 | $8,753 | $7,952 | $801 | $801 |
| 21 SHARES SPDR DJIA TRUST | P | 2021-10-20 | 2025-12-16 | $10,132 | $7,473 | $2,659 | $2,659 |
| 13 SHARES SPDR S&P 500 ETF TRUST | P | 2021-10-20 | 2025-12-16 | $8,831 | $5,878 | $2,953 | $2,953 |
| 400 SHARES COREWEAVE INC CL A | P | 2025-03-28 | 2025-05-21 | $40,187 | $16,000 | $24,187 | $24,187 |
| 300 SHARES LOAR HOLDINGS INC | P | 2025-05-15 | 2025-05-27 | $25,817 | $25,023 | $794 | $794 |
| 80 SHARES LPL FINL HLDGS INC COM | P | 2025-03-31 | 2025-05-01 | $26,120 | $25,600 | $520 | $520 |
| 1800 SHARES QXO INC | P | 2025-05-22 | 2025-05-28 | $30,192 | $29,700 | $492 | $492 |
| 110011 SHARES LEGG MASON | P | 2025-04-01 | 2025-05-15 | $110,000 | $110,000 | $0 | $0 |
| 350 SHARES COREWEAVE INC CL A | P | 2025-03-28 | 2025-07-11 | $45,832 | $14,000 | $31,832 | $31,832 |
| 200 SHARES LIVE NATION ENTERTAINMENT INC | P | 2025-05-28 | 2025-07-29 | $30,196 | $27,650 | $2,546 | $2,546 |
| 100 SHARES MNTN INC CL A | P | 2025-05-22 | 2025-07-29 | $2,763 | $1,600 | $1,163 | $1,163 |
| 600 SHARES MNTN INC CL A | P | 2025-05-22 | 2025-07-30 | $16,647 | $9,600 | $7,047 | $7,047 |
| 500 SHARES OMADA HEALTH INC | P | 2025-06-06 | 2025-07-29 | $9,270 | $9,500 | -$230 | -$230 |
| 3500 SHARES QXO INC | P | 2025-06-24 | 2025-07-29 | $73,967 | $77,875 | -$3,908 | -$3,908 |
| 300 SHARES STANDARDAERO INC | P | 2025-05-22 | 2025-07-29 | $8,384 | $8,400 | -$16 | -$16 |
| 34527.122 SAHRES LEGG MASON | P | 2025-04-01 | 2025-07-08 | $34,524 | $34,524 | $0 | $0 |
| 600 SHARES BRIGHTSPRING | P | 2025-06-11 | 2025-08-07 | $12,232 | $13,050 | -$818 | -$818 |
| 3500 SHARES RAMACO RES | P | 2025-08-06 | 2025-08-07 | $72,969 | $65,625 | $7,344 | $7,344 |
| 800 SHARES ACADIAN ASSET MANAGEMENT INC | P | 2025-09-03 | 2025-09-11 | $38,570 | $38,520 | $50 | $50 |
| 2000 SHARES COREBRIDGE FINL INC | P | 2025-08-07 | 2025-09-09 | $67,295 | $67,300 | -$5 | -$5 |
| 150 SHARES CUSTOMERS BANCORP INC COM | P | 2025-09-04 | 2025-09-10 | $10,275 | $10,275 | $0 | $0 |
| 2400 SHARES IMMUNOVANT INC | P | 2025-07-25 | 2025-09-04 | $39,561 | $42,840 | -$3,279 | -$3,279 |
| 500 SHARES SHOULDER INNOVATIONS INC | P | 2025-07-31 | 2025-09-04 | $7,583 | $7,500 | $83 | $83 |
| 3000 SHARES SMITHFIELD FOODS INC | P | 2025-09-05 | 2025-09-08 | $70,589 | $69,750 | $839 | $839 |
| 850 SHARES FOX CORP CL B | P | 2025-09-08 | 2025-10-27 | $46,121 | $46,112 | $9 | $9 |
| 7000 SHARES JOBY AVIATION INC | P | 2025-10-08 | 2025-10-09 | $119,031 | $117,950 | $1,081 | $1,081 |
| 150 SHARES LEGENCE CORP-CL A | P | 2025-09-12 | 2025-10-09 | $4,584 | $4,200 | $384 | $384 |
| 1800 SHARES MCGRAW HILL INC | P | 2025-07-24 | 2025-10-09 | $22,617 | $30,600 | -$7,983 | -$7,983 |
| 670 SHARES NEPTUNE INS HLDGS INC CL A | P | 2025-09-30 | 2025-10-09 | $17,908 | $13,400 | $4,508 | $4,508 |
| 1090 SHARES NETSKOPE INC CL A | P | 2025-09-18 | 2025-10-09 | $24,124 | $20,710 | $3,414 | $3,414 |
| 1000 SHARES ANDERSEN GROUP INC CL A | P | 2025-12-17 | 2025-12-19 | $25,236 | $16,000 | $9,236 | $9,236 |
| 1600 SHARES MEDLINE INC CL A | P | 2025-12-17 | 2025-12-19 | $67,886 | $46,400 | $21,486 | $21,486 |
| 400 SHARES MEDLINE INC CL A | P | 2025-12-17 | 2025-12-22 | $17,001 | $11,600 | $5,401 | $5,401 |
| 385 SHARES ROLLINS INC | P | 2025-11-11 | 2025-12-16 | $22,959 | $22,137 | $822 | $822 |
| 1615 SHARES ROLLINS INC | P | 2025-11-11 | 2025-12-17 | $96,750 | $92,862 | $3,888 | $3,888 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $176,514 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,507 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,507 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,507 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,262 | 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 | $5,262 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,755 | OverpaymentAmt |
| Applied To ES Tax | $2,755 | 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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BIN ZHANG | IndividualWithBooksNm |
| Phone | 9495240777 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5552 VIA CALLADO | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | 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 |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| LUN WANG | ||||||||
| 5552 VIA CALLADO | LA JOLLA | CA | 92037 | PRESIDENT, DIRECTOR | 0.00 | $0 | $0 | $0 |
| BIN ZHANG | ||||||||
| 5552 VIA CALLADO | LA JOLLA | CA | 92037 | SECRETARY, TREASURER, DIRE | 0.50 | $0 | $0 | $0 |
| GUANJUN HU | ||||||||
| 5552 VIA CALLADO | LA JOLLA | CA | 92037 | 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 |
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 | $826,165 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $104,970 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $931,135 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $931,135 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,967 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $917,168 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $45,858 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $45,858 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,507 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,507 | TotalTaxAmt |
| Distributable Before Adj | $43,351 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $43,351 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $43,351 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $120,025 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $120,025 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $43,351 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $52,293 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $66,607 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $118,900 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $120,025 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $43,351 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $76,674 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $195,574 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $195,574 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $52,293 | ExcessFromYear2Amt |
| Excess From Year1 | $66,607 | ExcessFromYear1Amt |
| Excess From Current Year | $76,674 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LUN WANG | ContributingManagerNm |
| Contributing Manager | BIN ZHANG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE BISHOP'S SCHOOL | |||||||
| 7607 LA JOLLA BLVD | LA JOLLA | CA | 92037 | N/A | PC | DONATION | $60,000 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||
| 84 MASSACHUSETTS AVENUE W20-549 | CAMBRIDGE | MA | 02139 | N/A | PC | DONATIONS | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $120,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $54 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,691 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $176,514 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $190,259 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $190,259 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $1,180 | Amt |
| Net Investment Income | $1,180 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENT - MORGAN STANLEY | StockNm |
| EOY Book Value | $802,890 | EOYBookValueAmt |
| EOYFMV | $964,349 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY FEE | $8,748 | $8,748 | $0 |
| FILING FEE | $25 | $0 | $25 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER PAYABLES | Desc |
| BOY Book Value | $6,600 | BOYBookValueAmt |
| EOY Book Value | $6,600 | EOYBookValueAmt |