HYSSOP FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- HYSSOP FOUNDATION (EIN 99-1990452)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-05
- IRS object ID
- 202631269349100118
- 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
- Cash Deemed Charitable Expln Stmt
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-05T16:23:09-04:00 | 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 | 991990452 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hyssop Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HYSS | BusinessNameControlTxt |
| Phone | 2133730458 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5706 SULTANA AVE APT 10 | AddressLine1Txt |
| City | TEMPLE CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91780 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Yingpeng Hou | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2133730458 | PhoneNum |
| Signature | 2026-05-06 | 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 | $134,934 | 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 | $76,360 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,295 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,295 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $0 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$5,297 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $178,770 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,146 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $0 | IncmModificationsAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $0 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $73,358 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,441 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $0 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $0 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $36 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $36 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $0 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $0 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,331 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,331 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $0 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $50 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,428 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,381 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,437 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,437 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,865 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,818 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $66,493 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,405 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $0 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $1,040 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,096 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,096 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Grants Receivable BOY | $0 | GrantsReceivableBOYAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Inventories BOY | $0 | InventoriesBOYAmt |
| Prepaid Expenses BOY | $0 | PrepaidExpensesBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| Corporate Stock BOY | $60,367 | CorporateStockBOYAmt |
| Corporate Stock EOY | $106,777 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $119,047 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Mortgage Loans BOY | $0 | MortgageLoansBOYAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $19,027 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,791 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $61,407 | TotalAssetsBOYAmt |
| Total Assets EOY | $127,900 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $134,934 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Grants Payable BOY | $0 | GrantsPayableBOYAmt |
| Grants Payable EOY | $0 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $0 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $0 | DeferredRevenueEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $61,407 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $127,900 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $61,407 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $127,900 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $61,407 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $127,900 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $61,407 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $66,493 | ExcessRevenueOverExpensesAmt |
| Subtotal | $127,900 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $127,900 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (95 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Public Traded Securities | $1,236 | $0 | $784 | $452 | $452 |
| Public Traded Securities | $1,205 | $0 | $784 | $421 | $421 |
| Public Traded Securities | $2,409 | $0 | $1,562 | $847 | $847 |
| Public Traded Securities | $1,205 | $0 | $736 | $469 | $469 |
| Public Traded Securities | $1,205 | $0 | $743 | $462 | $462 |
| Public Traded Securities | $2,438 | $0 | $1,486 | $952 | $952 |
| Public Traded Securities | $1,219 | $0 | $725 | $494 | $494 |
| Public Traded Securities | $1,219 | $0 | $721 | $498 | $498 |
| Public Traded Securities | $1,219 | $0 | $745 | $474 | $474 |
| Public Traded Securities | $1,206 | $0 | $846 | $360 | $360 |
| Public Traded Securities | $1,206 | $0 | $829 | $377 | $377 |
| Public Traded Securities | $603 | $0 | $407 | $196 | $196 |
| Public Traded Securities | $604 | $0 | $407 | $197 | $197 |
| Public Traded Securities | $96 | $0 | $91 | $5 | $5 |
| Public Traded Securities | $6,281 | $0 | $5,909 | $372 | $372 |
| Public Traded Securities | $5,097 | $0 | $4,818 | $279 | $279 |
| Public Traded Securities | $1,186 | $0 | $1,119 | $67 | $67 |
| Public Traded Securities | $67 | $0 | $63 | $4 | $4 |
| Public Traded Securities | $93 | $0 | $88 | $5 | $5 |
| Public Traded Securities | $968 | $0 | $912 | $56 | $56 |
| Public Traded Securities | $60 | $0 | $56 | $4 | $4 |
| Public Traded Securities | $1,257 | $0 | $1,187 | $70 | $70 |
| Public Traded Securities | $4,968 | $0 | $4,756 | $212 | $212 |
| Public Traded Securities | $1,001 | $0 | $984 | $17 | $17 |
| Public Traded Securities | $529 | $0 | $408 | $121 | $121 |
| Public Traded Securities | $9,176 | $0 | $9,061 | $115 | $115 |
| Public Traded Securities | $211 | $0 | $163 | $48 | $48 |
| Public Traded Securities | $20 | $0 | $15 | $5 | $5 |
| Public Traded Securities | $3,069 | $0 | $2,359 | $710 | $710 |
| Public Traded Securities | $1,320 | $0 | $1,006 | $314 | $314 |
| Public Traded Securities | $1,320 | $0 | $1,137 | $183 | $183 |
| Public Traded Securities | $990 | $0 | $825 | $165 | $165 |
| Public Traded Securities | $464 | $0 | $492 | -$28 | -$28 |
| Public Traded Securities | $1,160 | $0 | $944 | $216 | $216 |
| Public Traded Securities | $1,160 | $0 | $945 | $215 | $215 |
| Public Traded Securities | $1,160 | $0 | $949 | $211 | $211 |
| Public Traded Securities | $260 | $0 | $232 | $28 | $28 |
| Public Traded Securities | $519 | $0 | $463 | $56 | $56 |
| Public Traded Securities | $649 | $0 | $528 | $121 | $121 |
| Public Traded Securities | $390 | $0 | $317 | $73 | $73 |
| Public Traded Securities | $779 | $0 | $586 | $193 | $193 |
| Public Traded Securities | $519 | $0 | $400 | $119 | $119 |
| Public Traded Securities | $1,299 | $0 | $1,065 | $234 | $234 |
| Public Traded Securities | $1,805 | $0 | $1,784 | $21 | $21 |
| Public Traded Securities | $1,805 | $0 | $1,852 | -$47 | -$47 |
| Public Traded Securities | $1,266 | $0 | $906 | $360 | $360 |
| Public Traded Securities | $1,266 | $0 | $912 | $354 | $354 |
| Public Traded Securities | $1,266 | $0 | $960 | $306 | $306 |
| Public Traded Securities | $1,266 | $0 | $945 | $321 | $321 |
| Public Traded Securities | $1,266 | $0 | $945 | $321 | $321 |
| Public Traded Securities | $6,102 | $0 | $7,266 | -$1,164 | -$1,164 |
| Public Traded Securities | $5,085 | $0 | $5,891 | -$806 | -$806 |
| Public Traded Securities | $2,542 | $0 | $2,931 | -$389 | -$389 |
| Public Traded Securities | $2,542 | $0 | $2,869 | -$327 | -$327 |
| Public Traded Securities | $1 | $0 | $1 | $0 | $0 |
| Public Traded Securities | $5 | $0 | $5 | $0 | $0 |
| Public Traded Securities | $5,720 | $0 | $4,995 | $725 | $725 |
| Public Traded Securities | $5 | $0 | $5 | $0 | $0 |
| Public Traded Securities | $2,807 | $0 | $2,393 | $414 | $414 |
| Public Traded Securities | $3,051 | $0 | $2,603 | $448 | $448 |
| Public Traded Securities | $5 | $0 | $5 | $0 | $0 |
| Public Traded Securities | $3,458 | $0 | $2,995 | $463 | $463 |
| Public Traded Securities | $5 | $0 | $4 | $1 | $1 |
| Public Traded Securities | $458 | $0 | $386 | $72 | $72 |
| Public Traded Securities | $3 | $0 | $3 | $0 | $0 |
| Public Traded Securities | $1,210 | $0 | $997 | $213 | $213 |
| Public Traded Securities | $2,451 | $0 | $1,992 | $459 | $459 |
| Public Traded Securities | $9 | $0 | $8 | $1 | $1 |
| Public Traded Securities | $7 | $0 | $5 | $2 | $2 |
| Public Traded Securities | $3,783 | $0 | $2,995 | $788 | $788 |
| Public Traded Securities | $1,322 | $0 | $992 | $330 | $330 |
| Public Traded Securities | $10 | $0 | $8 | $2 | $2 |
| Public Traded Securities | $10 | $0 | $7 | $3 | $3 |
| Public Traded Securities | $4,190 | $0 | $2,993 | $1,197 | $1,197 |
| Public Traded Securities | $1 | $0 | $1 | $0 | $0 |
| Public Traded Securities | $1,444 | $0 | $999 | $445 | $445 |
| Public Traded Securities | $1,233 | $0 | $800 | $433 | $433 |
| Public Traded Securities | $2,466 | $0 | $1,584 | $882 | $882 |
| Public Traded Securities | $139 | $0 | $106 | $33 | $33 |
| Public Traded Securities | $3,803 | $0 | $2,894 | $909 | $909 |
| Public Traded Securities | $2,098 | $0 | $1,827 | $271 | $271 |
| Public Traded Securities | $139 | $0 | $121 | $18 | $18 |
| Public Traded Securities | $59 | $0 | $51 | $8 | $8 |
| Public Traded Securities | $20 | $0 | $15 | $5 | $5 |
| Public Traded Securities | $6,366 | $0 | $4,985 | $1,381 | $1,381 |
| Public Traded Securities | $14 | $0 | $10 | $4 | $4 |
| Public Traded Securities | $7,137 | $0 | $4,981 | $2,156 | $2,156 |
| Public Traded Securities | $14 | $0 | $10 | $4 | $4 |
| Public Traded Securities | $621 | $0 | $9,399 | -$8,778 | -$8,778 |
| Public Traded Securities | $7,401 | $0 | $7,401 | $0 | $0 |
| Public Traded Securities | $10,169 | $0 | $10,161 | $8 | $8 |
| Public Traded Securities | $15,597 | $0 | $22,897 | -$7,300 | -$7,300 |
| Public Traded Securities | $1,290 | $0 | $4,031 | -$2,741 | -$2,741 |
| Public Traded Securities | $58 | $0 | $61 | -$3 | -$3 |
| Public Traded Securities | $937 | $0 | $983 | -$46 | -$46 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,146 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $61 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $61 | SubtotalAmt |
| Tax Based On Investment Income | $61 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Tax Due | $61 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| 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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| 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 | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N A | WebsiteAddressTxt |
| Individual With Books | Yingpeng Hou | IndividualWithBooksNm |
| Phone | 2133730458 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5706 SULTANA AVE | AddressLine1Txt |
| Address Line2 | APT 10 | AddressLine2Txt |
| City | TEMPLE CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91780 | 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 |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| Yingpeng Hou | |||||||||
| 5706 SULTANA AVE | APT 10 | Temple City | CA | 91780 | President | 2.00 | $0 | $0 | $0 |
| Wenliang Zhang | |||||||||
| 5706 SULTANA AVE | APT 10 | Temple City | CA | 91780 | Secretary | 2.00 | $0 | $0 | $0 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $94,836 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,541 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $96,377 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $96,377 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,000 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $91,377 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,569 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,569 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $61 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $61 | TotalTaxAmt |
| Distributable Before Adj | $4,508 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,508 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,508 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,818 | 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 | $6,818 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,508 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,578 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,578 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,818 | QualifyingDistributionsAmt |
| Applied To Current Year | $4,508 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,310 | RemainingDistriFromCorpusAmt |
| Total Corpus | $14,888 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $14,888 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $12,578 | ExcessFromYear1Amt |
| Excess From Current Year | $2,310 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Yingpeng Hou | 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 |
|---|---|---|---|---|---|---|---|
| Church in Arcadia | |||||||
| 630 Live Oak Ave | Arcadia | CA | 91006 | No Relationship | PC | Religion | $265 |
| Church in Alhambra | |||||||
| 11 N 2nd St | Alhambra | CA | 91801 | No Relationship | PC | Religion | $4,172 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,437 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (7 entries)
| Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
Membership Dues And Assmnt MembershipDuesAndAssmntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,295 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$5,297 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$3,002 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$3,002 | 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 | Yingpeng Hou | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5706 SULTANA AVE | AddressLine1Txt |
| Address Line2 | APT 10 | AddressLine2Txt |
| City | Temple City | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91780 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $76,360 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | IWM KWEB | NoncashPropertyDesc |
| Fair Market Value | $13,460 | FairMarketValueAmt |
| Received | 2025-02-11 | ReceivedDt |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | The foundation deems 5,000 held for charitable activities to pay grants administrative expenses. | ShortExplanationTxt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (20 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Sales ExpenseSalesExpenseAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|---|---|---|---|---|
| BILI | |||||||
| BILI | 2024-05 | Purchase | 2025-02 | $529 | $408 | $0 | $0 |
| IWM | |||||||
| IWM | 2025-08 | Purchase | 2025-11 | $9,176 | $9,061 | $0 | $0 |
| AGNC | |||||||
| AGNC | 2023-10 | Donations | 2025-02 | $29,956 | $27,541 | $0 | $0 |
| BABA | |||||||
| BABA | 2024-05 | Purchase | 2025-05 | $3,699 | $2,384 | $0 | $0 |
| IWM | |||||||
| IWM | 2024-01 | Donations | 2025-02 | $6,239 | $6,294 | $0 | $0 |
| KWEB | |||||||
| KWEB | 2024-01 | Donations | 2025-02 | $13,550 | $12,999 | $0 | $0 |
| NVDA Call 1 15 2027 | |||||||
| NVDA Call 1/15/2027 | 2025-08 | Purchase | 2025-12 | $10,169 | $10,161 | $0 | $0 |
| UNH Call 6 18 2026 | |||||||
| UNH Call 6/18/2026 | 2025-07 | Purchase | 2025-07 | $15,597 | $22,897 | $0 | $0 |
| UNH Call 1 16 2026 | |||||||
| UNH Call 1/16/2026 | 2025-05 | Purchase | 2025-07 | $1,290 | $4,031 | $0 | $0 |
| BABA | |||||||
| BABA | 2025-02 | Purchase | 2025-07 | $38,048 | $30,758 | $0 | $0 |
| KWEB | |||||||
| KWEB | 2025-01 | Purchase | 2025-02 | $6,930 | $5,505 | $0 | $0 |
| TCEHY | |||||||
| TCEHY | 2025-01 | Purchase | 2025-07 | $6,330 | $4,668 | $0 | $0 |
| NVDA Put 9 19 2025 | |||||||
| NVDA Put 9/19/2025 | 2025-07 | Purchase | 2025-08 | $58 | $61 | $0 | $0 |
| NVDA Put 9 19 2025 | |||||||
| NVDA Put 9/19/2025 | 2025-07 | Purchase | 2025-08 | $937 | $983 | $0 | $0 |
| LKNCY | |||||||
| LKNCY | 2024-06 | Purchase | 2025-01 | $4,415 | $3,592 | $0 | $0 |
| NTES | |||||||
| NTES | 2024-06 | Purchase | 2025-01 | $3,610 | $3,637 | $0 | $0 |
| UNH | |||||||
| UNH | 2025-07 | Purchase | 2025-07 | $16,271 | $18,958 | $0 | $0 |
| MSFT Call | |||||||
| MSFT Call | 2025-07 | Purchase | 2025-11 | $7,401 | $7,401 | $0 | $0 |
| BABA Call 9 19 25 | |||||||
| BABA Call 9/19/25 | 2025-09 | Purchase | 2025-09 | $621 | $9,398 | $0 | $0 |
| LI | |||||||
| LI | 2024-07 | Purchase | 2025-01 | $3,944 | $3,330 | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BILI | $0 | $0 |
| LI | $0 | $0 |
| LKNCY | $0 | $0 |
| NTES | $0 | $0 |
| TCEHY | $0 | $0 |
| AGNC | $0 | $0 |
| KWEB Contribution 193.592 shares | $0 | $0 |
| KWEB 140 shares | $0 | $0 |
| GOOG | $26,529 | $26,673 |
| MSFT | $7,739 | $7,738 |
| PDD | $5,240 | $5,670 |
| BABA | $62,364 | $73,775 |
| AVGO | $4,905 | $5,191 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MSFT Call Jan 15 2027 | AT COST | $13,315 | $7,895 |
| ETF- CHAT | AT COST | $5,712 | $5,896 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Government Fee | Desc |
| Revenue And Expenses Per Books | $50 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $50 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Account Fee | CategoryTxt |
| Amt | $36 | Amt |
| Net Investment Income | $36 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Yingpeng Hou | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5706 SULTANA AVE | AddressLine1Txt |
| Address Line2 | APT 10 | AddressLine2Txt |
| City | Temple City | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91780 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | excise tax | CategoryTxt |
| Amt | $11 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |