TIDEMARK 10 FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- TIDEMARK 10 FOUNDATION (EIN 85-4039046)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-01
- IRS object ID
- 202621219349100542
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-01T11:04:08-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 854039046 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tidemark 10 Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | D&GY | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Grace Yuan | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2026-04-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | 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 | $11,430,589 | 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 | $703,713 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,341 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,341 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $82,501 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $82,501 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,260,551 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,956,330 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,927,525 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,054,106 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,017,367 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $28,335 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $32,884 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $32,884 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $61,219 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $32,884 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,396,970 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,396,970 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,458,189 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,429,854 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,595,917 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,017,367 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $18,863 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $251,646 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $251,646 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,663,161 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,026,295 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,078,947 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $99,996 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $99,996 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $99,996 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,782,020 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,377,937 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,430,589 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $7,782,020 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,377,937 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,782,020 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,377,937 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,782,020 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,377,937 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,782,020 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,595,917 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,377,937 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,377,937 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $9,956,330 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,028,805 | CostOrOtherBasisAmt |
| Gain Or Loss | $8,927,525 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $8,927,525 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,927,525 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $125,341 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $125,341 | SubtotalAmt |
| Tax Based On Investment Income | $125,341 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $28,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $28,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $97,141 | TaxDueAmt |
| Refund | $0 | RefundAmt |
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 |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| 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 | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| David Li Yuan | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Grace Yuan | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres, Sec, Treas | 5.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,629,273 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $363,460 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $99,996 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,092,729 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,092,729 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $166,391 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,926,338 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $546,317 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $546,317 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $125,341 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $125,341 | TotalTaxAmt |
| Distributable Before Adj | $420,976 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $420,976 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $420,976 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,429,854 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,429,854 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $420,976 | DistributableAsAdjustedAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $615,683 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $615,683 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,429,854 | QualifyingDistributionsAmt |
| Applied To Current Year | $420,976 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,008,878 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,624,561 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,624,561 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $615,683 | ExcessFromYear2Amt |
| Excess From Current Year | $1,008,878 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN NATIONAL RED CROSS | |||||||
| PO BOX 37839 | BOONE | IA | 50037 | N/A | PC | LA Wildfire Relief | $4,500 |
| CARNEGIE ENDOWMENT FOR INTERNATIONAL PEACE | |||||||
| 1779 MASSACHUSETTS AV NW | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $10,000 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | |||||||
| 245 SUMMER ST MZ NM43A | BOSTON | MA | 02210 | N/A | PC | GENERAL & UNRESTRICTED | $300,000 |
| KQED INC | |||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | N/A | PC | General & Unrestricted | $10,000 |
| LA COCINA INC | |||||||
| 2948 FOLSOM ST | SAN FRANCISCO | CA | 94110 | N/A | PC | General & Unrestricted | $2,250 |
| LIFEMOVES | |||||||
| 2550 GREAT AMERICA WAY STE 201 | SANTA CLARA | CA | 95054 | N/A | PC | General & Unrestricted | $2,500 |
| LOS ANGELES FIRE DEPARTMENT FOUNDATION | |||||||
| 1700 STADIUM WAY STE 100 | LOS ANGELES | CA | 90012 | N/A | PC | LA Wildfire Relief | $5,000 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 40 WEST 20TH ST 11TH FLOOR | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $10,000 |
| NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DRIVE STE 100 | ARLINGTON | VA | 22203 | N/A | PC | California Oceans Program | $20,000 |
| PBS FOUNDATION | |||||||
| 1225 S CLARK ST | ARLINGTON | VA | 22202 | N/A | SO I | General & Unrestricted | $10,000 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||
| PO BOX 419209 | BOSTON | MA | 02241 | N/A | PC | General & Unrestricted | $1,000 |
| REFED INC | |||||||
| 122 S MICHIGAN AVE STE 1390 L74 | CHICAGO | IL | 60603 | N/A | PC | General & Unrestricted | $10,000 |
| STANFORD UNIVERSITY | |||||||
| PO BOX 20466 | STANFORD | CA | 94309 | N/A | PC | FOR THE CENTER FOR OCEAN SOLUTIONS | $1,000,000 |
| SUSTAINABLE SURF | |||||||
| 754 26TH ST | MANHATTAN BCH | CA | 90266 | N/A | PC | General & Unrestricted | $5,720 |
| TRUSTEES OF PRINCETON UNIVERSITY | |||||||
| PO BOX 5357 | PRINCETON | NJ | 08543 | N/A | PC | General & Unrestricted | $1,000 |
| WORLD CENTRAL KITCHEN INCORPORATED | |||||||
| PO BOX 96538 | WASHINGTON | DC | 20090 | N/A | PC | LA Wildfire Relief | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,396,970 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,341 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $82,501 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,260,551 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,350,393 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,350,393 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Yuan Family Trust | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Grace Yuan 1140 Arbor Rd | AddressLine1Txt |
| City | Menlo Park | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $703,713 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SPOTIFY TECHNOLOGY SA SPOT, 1402 sh. | NoncashPropertyDesc |
| Fair Market Value | $703,713 | FairMarketValueAmt |
| Received | 2025-01-22 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESCO QQQ TRUST | $1,377,561 | $2,300,591 |
| SPDR S&P 500 ETF TRUST | $7,648,734 | $8,778,356 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | REMATTER SERIES A PFD | CategoryOrItemTxt |
| Book Value | $99,996 | BookValueAmt |
| EOYFMV | $99,996 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $32,859 | $32,859 |
| State or Local Filing Fees | $25 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2025 | $28,200 |
| 990-PF Excise Tax for 2024 | $135 |