Civic Intelligence

J & H Foundation

EIN 45-4151901 • Cupertino, CA

10029 Judy AveCupertino, CA 95014
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.02x

Higher debt load relative to revenue than 35% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Net Margin

84th percentile

43%

Higher net margin than 84% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

44th percentile

2.0%

Faster asset growth than 44% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

4th percentile

-66%

Faster revenue growth than 4% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$5,760,409

Up $112,092 (+2.0%) from 2023

Liabilities

Down

$5,750

Down $1,167 (-17%) from 2023

Net Assets

Up

$5,754,659

Up $113,259 (+2.0%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin84th percentile

Revenue

Down

$261,659

Down $503,643 (-66%) from 2023

Expenses

Up

$148,400

Up $72,264 (+95%) from 2023

Net Income

Down

$113,259

Down $575,907 (-84%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2012: $152,000Liabilities 2012: $4,117Net Assets 2012: $147,8832012Assets 2013: $145,085Liabilities 2013: $4,117Net Assets 2013: $140,9682013Assets 2014: $488,264Liabilities 2014: $4,117Net Assets 2014: $484,1472014Assets 2015: $673,774Liabilities 2015: $4,117Net Assets 2015: $669,6572015Assets 2016: $1,667,649Liabilities 2016: $4,717Net Assets 2016: $1,662,9322016Assets 2017: $1,914,438Liabilities 2017: $4,717Net Assets 2017: $1,909,7212017Assets 2018: $2,335,229Liabilities 2018: $4,717Net Assets 2018: $2,330,5122018Assets 2019: $3,019,100Liabilities 2019: $4,447Net Assets 2019: $3,014,6532019Assets 2020: $3,401,314Liabilities 2020: $34,754Net Assets 2020: $3,366,5602020Assets 2021: $4,217,263Liabilities 2021: $6,080Net Assets 2021: $4,211,1832021Assets 2022: $4,959,627Liabilities 2022: $7,393Net Assets 2022: $4,952,2342022Assets 2023: $5,648,317Liabilities 2023: $6,917Net Assets 2023: $5,641,4002023Assets 2024: $5,760,409Liabilities 2024: $5,750Net Assets 2024: $5,754,6592024

Highlighted filing

2024

Assets$5,760,409
Liabilities$5,750
Net Assets$5,754,659
Open 2024 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0Expenses 2012: $4,1172012Expenses 2013: $6,9152013Revenue 2014: $350,483Expenses 2014: $7,304Net Income 2014: $343,1792014Revenue 2015: $200,833Expenses 2015: $15,323Net Income 2015: $185,5102015Revenue 2016: $1,002,375Expenses 2016: $9,100Net Income 2016: $993,2752016Revenue 2017: $332,935Expenses 2017: $86,146Net Income 2017: $246,7892017Revenue 2018: $503,544Expenses 2018: $82,753Net Income 2018: $420,7912018Revenue 2019: $711,884Expenses 2019: $27,743Net Income 2019: $684,1412019Revenue 2020: $416,080Expenses 2020: $64,173Net Income 2020: $351,9072020Revenue 2021: $936,176Expenses 2021: $91,553Net Income 2021: $844,6232021Revenue 2022: $225,452Expenses 2022: $1,917Net Income 2022: $223,5352022Revenue 2023: $765,302Expenses 2023: $76,136Net Income 2023: $689,1662023Revenue 2024: $261,659Expenses 2024: $148,400Net Income 2024: $113,2592024

Highlighted filing

2024

Revenue$261,659
Expenses$148,400
Net Income$113,259
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,760,409
Liabilities
$5,750
Net assets
$5,754,659
Revenue
$261,659
Expenses
$148,400
Net income
$113,259
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.76$0.01$5.75$0.26$0.15$0.11
2023Detailed filing. Detailed filing data is available for this year.$5.65$0.01$5.64$0.77$0.08$0.69
2022Detailed filing. Detailed filing data is available for this year.$4.96$0.01$4.95$0.23$0.00$0.22
2021Detailed filing. Detailed filing data is available for this year.$4.22$0.01$4.21$0.94$0.09$0.84
2020Detailed filing. Detailed filing data is available for this year.$3.40$0.03$3.37$0.42$0.06$0.35
2019Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.01$0.71$0.03$0.68
2018Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.33$0.50$0.08$0.42
2017Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.33$0.09$0.25
2016Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.66$1.00$0.01$0.99
2015Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.20$0.02$0.19
2014Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.48$0.35$0.01$0.34
2013Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.14$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PEICHEN HSUCEOPT$0--
YINGTZU JANGSecretaryPT$0--
JACQUELINE CHAOCFOPT$0--
Filing and Contact Details

Filer

Filer Name
J & H Foundation
EIN
45-4151901
Phone
4088883339
Address
10029 JUDY AVE, CUPERTINO, CA 95014

Signing Officer

Name
Yingtzu Jang
Title
Secretary
Phone
4088883339
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Eric Zhang & Associates Llp
Address
860 HILLVIEW CT STE 230, MILPITAS, CA 95035
Preparer
Eric Zhang CPA
Phone
4084358828
Raw XML AppendixShowing 400 of 449 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt02135
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02135
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990PF/PART VIII-A
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1FORM 990PF/PART VIII-A
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc2FORM 990PF/PART VIII-A
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc3FORM 990PF/PART VIII-A
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0SUMMARY OF DIRECT CHARITABLE ACTIVITIES
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1SUMMARY OF DIRECT CHARITABLE ACTIVITIES
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt2SUMMARY OF DIRECT CHARITABLE ACTIVITIES
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt3SUMMARY OF DIRECT CHARITABLE ACTIVITIES
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0OVERVIEWIN FISCAL YEAR 2024, THE J&H FOUNDATION DELIVERED A WIDE RANGE OF PROGRAMS TO SUPPORT AND ENRICH OUR LOCAL COMMUNITIES. OUR WORK FOCUSED ON FOUR PILLARSCULTURAL CELEBRATION, CLASSES AND WEEKLY PROGRAMS, HEALTH EDUCATION AND CLINICAL SERVICES, AND COMMUNITY ENGAGEMENTEACH DESIGNED TO IMPROVE PUBLIC WELL BEING AND STRENGTHEN COMMUNITY TIES.1. CHINESE LUNAR NEW YEAR FESTIVAL YEAR OF THE DRAGON (JANUARY 28, 2024)THE FOUNDATION PRESENTED A FREE, INTERGENERATIONAL FESTIVAL AT THE QUINLAN COMMUNITY CENTER IN CUPERTINO FEATURING LIVE DEMONSTRATIONS, PERFORMANCES, AND HANDS ON ACTIVITIES.HIGHLIGHTS MASTER MING LEE AND HER TEAM GAVE LIVE CHINESE BRUSH PAINTING DEMONSTRATIONS AND DECORATED SILK FANS THAT WERE DISTRIBUTED TO ATTENDEES. YOUNG ARTISTS LED CARTOON DRAWING WORKSHOPS FOR CHILDREN. FOUR CALLIGRAPHY MASTERS DEMONSTRATED BRUSH CALLIGRAPHY AND HANDED OUT SPRING COUPLETS.PERFORMANCES AND DEMONSTRATIONS FASCA & LELAND HIGH SCHOOL DRAGON DANCE PALO ALTO DRUM AND TAICHI (PADDT) DRUMMING DEMONSTRATION JOLLY DANCERS "IRON FEN" DANCE FREMONT CHINESE SCHOOL CHINESE YOYO TEAM (AGES 516) YOYO PERFORMANCE SINGER JIMMY SHAO AND STUDENTS LUNAR NEW YEAR SONGS SARATOGA CHINESE CHAMBER MUSIC TRADITIONAL CHINESE CHAMBER PIECES GUZHENG AND DIZI ENSEMBLE INSTRUMENTAL PERFORMANCE BY CHILDREN RIBBON DANCE ENERGETIC GROUP PERFORMANCE SHAOLIN DOUBLE BROADSWORD MARTIAL DEMONSTRATION TAI CHI SWORD DANCE AND A GUIDED BEGINNERS' TAI CHI SESSION LED BY AN INSTRUCTOR FROM FREMONT AGE WELL COMMUNITY CENTER "FEATHERS IN THE WIND" DANCE PERFORMANCE LED BY MS. LORRAINE CHEN, WHICH RECEIVED A STANDING OVATIONTHE PROGRAM CONCLUDED WITH A COMMUNITY SING ALONG LED BY JIMMY SHAO, AUDIENCE GAMES, AND A FINAL LUCKY DRAW. THE FESTIVAL EMPHASIZED INTERGENERATIONAL CONNECTION: SENIORS REVISITED JOYFUL MEMORIES WHILE CHILDREN LEARNED CULTURAL TRADITIONS WITH THEIR FAMILIES. ALL ACTIVITIES WERE OFFERED FREE BY THE J&H FOUNDATION.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt12. CLASSES AND WEEKLY PROGRAMSTHE FOUNDATION RAN FREE WEEKLY CLASSES TO PROMOTE PHYSICAL, MENTAL, AND ARTISTIC WELL BEING.ONGOING WEEKLY CLASSES (FREE) YOGA (BEGAN JULY 11, 2024) INSTRUCTOR: MING SUPURPOSE: STRESS MANAGEMENT, IMPROVED BALANCE AND FLEXIBILITY, MUSCLE STRENGTHENING, LOWER BACK CARE, AND BETTER SLEEP. STRUCTURE: WARM UP, STANDING AND SEATED POSTURES, SUPINE LOWER BACK WORK, AND CLOSING BREATHING EXERCISES. TAI CHI (BEGAN SEPTEMBER 22, 2024) INSTRUCTOR: ONG KEE (FUHSD ADULT SCHOOL)OVERVIEW: PROGRESSIVE PRACTICE OF EXTERNAL RELAXATION AND INTERNAL CALM THROUGH JOINT MOBILITY, ABDOMINAL BREATHING, AND THE EIGHTEEN FORMS OF TAI CHI. BENEFITS: DEEP RELAXATION, IMPROVED CIRCULATION OF QI AND BLOOD, REDUCED FATIGUE, ENHANCED VITALITY, AND IMPROVED BALANCEESPECIALLY BENEFICIAL FOR SENIORS. CHINESE BRUSH PAINTING (BEGAN AUGUST 22, 2024) INSTRUCTOR: MING LEETEN WEEKLY SESSIONS COVERING COLOR MIXING, INK APPLICATION, COMPOSITION, XUAN PAPER TYPES, SEASONAL BOTANICALS, AND SIMPLE LANDSCAPES. THE CLASS FOSTERED CONCENTRATION, CALM, AND SELF CULTIVATION.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt23. PREVENTION AND ANTI CANCER TCM LECTURE AND ONE MONTH FREE CLINIC (NOVEMBER 10, 2024)ON NOVEMBER 10, 2024, THE FOUNDATION HOSTED DR. JEFFREY MA, PRESIDENT OF VITALITY UNIVERSITY, FOR A PUBLIC SEMINAR ON TRADITIONAL CHINESE MEDICINE APPROACHES TO CANCER PREVENTION AND CARE, FOLLOWED BY A ONE MONTH CHARITY CLINIC OFFERING COMPLIMENTARY CONSULTATIONS.LECTURE TOPICS TCM UNDERSTANDING OF CANCER CAUSES OF CANCER FORMATION FROM A TCM PERSPECTIVE HISTORY OF TCM IN CANCER PREVENTION AND TREATMENT CLINICAL EXPERIENCE AND CASE SHARING INTRODUCTION TO KANG SUO THERAPY AND ITS APPLICATIONS IMPORTANCE OF HEALTH MAINTENANCE AND SELF CARE FOR PREVENTION AND RECOVERYCLINICAL OBSERVATIONS AND GUIDANCE REPORTED COMPLEMENTARY BENEFITS: SYMPTOM RELIEF; REDUCED CHEMO/RADIATION SIDE EFFECTS (NAUSEA, FATIGUE, MUCOSITIS); IMPROVED QUALITY OF LIFE; AND, IN SOME CASES, LONGER SYMPTOM FREE INTERVALS WHEN TCM WAS USED ALONGSIDE CONVENTIONAL CARE. PRACTICAL APPROACH: INDIVIDUALIZED PATTERN DIAGNOSIS, TAILORED SUPPORTIVE THERAPIES, MONITORING FOR INTERACTIONS AND TOXICITY, AND COORDINATION WITH ONCOLOGY TEAMS. CAUTION: ANECDOTAL EXPERIENCE SHOULD BE BALANCED WITH CONTROLLED EVIDENCE AND SAFETY MONITORING.KANG SUO THERAPY (CLINICAL NOTE) "KANG SUO" MAY REFER TO A SPECIFIC PROTOCOL, LINEAGE, OR REHABILITATIVE APPROACH RATHER THAN A STANDARDIZED TCM TERM. IT GENERALLY DENOTES AN INTEGRATED PROGRAM OF HERBAL MEDICINE, EXTERNAL THERAPIES, DIETARY AND LIFESTYLE GUIDANCE, AND MIND BODY PRACTICES AIMED AT RECOVERY AND RESILIENCE. CLINICIANS AND PATIENTS SHOULD REQUEST EXPLICIT PROTOCOL DETAILS, SUPPORTING EVIDENCE, CONTRAINDICATIONS, AND SAFETY INFORMATION BEFORE REFERRAL OR APPLICATION.FREE CLINIC ON SITE CONSULTATIONS ADDRESSED A RANGE OF CONDITIONS INCLUDING HIGH CHOLESTEROL, FATTY LIVER, DIABETES, HYPERTENSION, KIDNEY ISSUES, INSOMNIA, ANXIETY, DEPRESSION, INFERTILITY, CANCER, AND OTHER COMMON CONCERNS. DUE TO LIMITED ON SITE TIME, COMPLIMENTARY CONSULTATION VOUCHERS VALID FOR ONE MONTH WERE ISSUED TO EXTEND FOLLOW UP CARE.SPEAKER DR. JEFFREY MA, PH.D. (BEIJING UNIVERSITY OF CHINESE MEDICINE); PRESIDENT OF VITALITY UNIVERSITY; SPECIALIST IN TCM CLINICAL PRACTICE FOR CANCER AND COMPLEX CONDITIONS, AND ACTIVE IN PRACTITIONER EDUCATION.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt34. JHF CHOIR 2.0 (JANUARYDECEMBER 2024)FOLLOWING THE SUCCESS OF CHOIR 1.0 (2022), WE RECONVENED WITH ONE MUSIC DIRECTOR, TWO CONDUCTORS, AND TWO PIANISTS, COMPRISING 39 ADULT SINGERS AND 32 CHILDREN. THE CHOIR IS ORGANIZED INTO FOUR SECTIONSSOPRANO, ALTO, TENOR, AND BASSEACH WITH A SECTION LEADER.REHEARSAL SUPPORT AND REPERTOIRE PRODUCED PIANO BACKED AUDIO DEMOS AND PRONUNCIATION GUIDES IN TAIWANESE, ENGLISH, MANDARIN, AND HAKKA. CONCERT THEME: "ON WINGS OF SONG: FANTASY FROM SCENES OF NATURE." REPERTOIRE SELECTED AND SCORES PURCHASED; SEVERAL JOINT ADULT CHILD PIECES WERE PLANNED TO ENHANCE PROGRAM VARIETY.REHEARSALS AND PREPARATION SEASON OPENED WITH AN ORIENTATION, SECTION ASSIGNMENTS, LEADER SELECTION, SCORE DISTRIBUTION, AND THE FIRST REHEARSAL. WEEKLY REHEARSALS BEGAN IN CUPERTINO ON FEBRUARY 25, 2024. SECTIONAL EXCERPTS RECORDED BY MEMBERS WERE UPLOADED TO A SHARED GOOGLE DRIVE FOR PRACTICE ACCESS. MEMBERS ALSO SUBMIT PERSONAL RECORDINGS TO THE DRIVE SO CONDUCTORS, PIANISTS, AND THE MUSIC DIRECTOR CAN MONITOR PROGRESS AND PROVIDE TARGETED FEEDBACK BETWEEN REHEARSALS. DIRECTOR FEEDBACK AND MEMBER INPUT GUIDED ONGOING ADJUSTMENTS.CHILDREN'S ENSEMBLE AND SCHEDULING THE CHILDREN'S ENSEMBLE REHEARSES AFTER SCHOOL AT SEPARATE CUPERTINO LOCATIONS. COORDINATING SCHEDULES AND WORKING WITH PARENTS REQUIRED SUBSTANTIAL TIME, PARTICULARLY FOR COMBINED REHEARSALS WITH ADULTS. TO ALLOW ADDITIONAL PREPARATION AND COORDINATION, THE CONCERTS WERE RESCHEDULED FOR MARCH 1, 2025.FACILITIES AND OPERATIONS WE ARE PURSUING A LARGER REHEARSAL SPACE TO ACCOMMODATE FULL ENSEMBLE PRACTICES. THROUGHOUT THE YEAR, MEMBERS' DEDICATIONSUPPORTED BY BREATHING, CHORAL COACHING, AND VOCAL TECHNIQUE INSTRUCTIONHAS PRODUCED STEADY PROGRESS AND GROWING CONFIDENCE FOR THE 2025 CONCERT.2025 CONCERT PLANNING THE "2025 CONCERT PLANNING & OPERATION TEAM" WAS ESTABLISHED IN JANUARY 2024 TO OVERSEE CONCERT LOGISTICS. THE FOUNDATION ACTS AS ORGANIZER AND SPONSOR AND COORDINATES ROLES INCLUDING: PROGRAM BOOKLET EDITOR; PROGRAM NOTES AUTHOR; COVER/POSTER DESIGNER AND PROOFREADER; SLIDE PRODUCTION AND PROOFREADING; WEB SUPPORT; TICKETING; PROPS AND COSTUMES; PUBLICITY; AND GENERAL AFFAIRS. TEAM MEMBERS WORKED DILIGENTLY THROUGHOUT THE YEAR TO ENSURE SMOOTH OPERATION AND STRONG RESULTS.CLOSING REMARKSIN 2024 THE J&H FOUNDATION DELIVERED ACCESSIBLE CULTURAL, EDUCATIONAL, AND HEALTH PROGRAMS FREE TO THE COMMUNITY. WE REMAIN COMMITTED TO REFINING OUR OFFERINGS, EXPANDING PARTNERSHIPS, AND CONTINUING SERVICE THAT NURTURES CULTURAL HERITAGE, PREVENTIVE HEALTH, AND COMMUNITY COHESION.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02259980
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12687584
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02257689
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12725821
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CHARLES SCHWAB - 7958
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1CHARLES SCHWAB - 7960
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0254242
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0CD ACCOUNT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0254242
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0203566
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt023794
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt033949
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0261309
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0261309
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02135
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02135
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0253012
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt023794
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0350
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0203566
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0203566
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0203566
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0113259
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt08241059
IRS990PF/AnalysisOfRevenueAndExpenses/InterestAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt023991
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt033949
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt033949
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt033949
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt023991
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt023794
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0230059
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt022756
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0115015
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0115015
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt07259
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt07259
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt07259
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0260271
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt07259
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0117150
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt031250
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0148400
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0261309
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0261659
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt07259
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0117150
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt031250
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0148400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-12-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-12-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22022-10-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32024-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42023-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52023-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62022-10-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72023-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82022-10-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92023-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102022-10-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112024-08-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0105789
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1105802
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21670
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3300111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4682233
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5781927
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt61417647
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7196232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8189426
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9334523
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt102144900
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt111957005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-1438
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-1451
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt34889
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt417767
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt516
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6409
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt73768
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt838
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10590
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-782
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-1438
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-1451
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt34889
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt417767
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt516
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6409
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt73768
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt838
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10590
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-782
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0104351
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1104351
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21671
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3305000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4700000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5781943
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt61418056
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8189464
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9334510
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt102145490
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt111956223
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0US TREASURE NOTE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1US TREASURE NOTE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21669.88 SHARES SCHWAB VARIABLE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3US TREASURE NOTE REDEEMPTION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4US TREASURE NOTE REDEEMPTION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5SUVXX SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6SUVXX LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7US TREASURE NOTE REDEEMPTION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8SVUXX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9SVUXX SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10SVUXX LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11SGUXX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-04-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-08-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-08-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72024-09-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82024-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92024-08-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102024-08-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112024-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt023794
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt022756
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0113259
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05754659
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05641400
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05754659
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0245
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt085
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03528
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03198
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0245
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03198
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03198
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03528
IRS990PF/FMVAssetsEOYAmt05796355
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt06917
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt05750
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt05877978
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt05878328
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0215184
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt010052
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt010052
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05130064
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04947564
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04983510
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt02070
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt02070
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0254242
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0254242
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-236578
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-123669
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0303069
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0548551
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0548551
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05648317
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05760409
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05796355
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt06917
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt05750
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05648317
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05760409
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05641400
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05754659
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05909853
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0413868
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05241743
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt088648
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0254242
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0291060
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05821205
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05909853
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt125.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PEICHEN HSU
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1YINGTZU JANG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JACQUELINE CHAO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt010029 JUDY AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt110029 JUDY AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt210029 JUDY AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CUPERTINO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CUPERTINO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2CUPERTINO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd095014
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd195014
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd295014
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0117150
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0117150
IRS990PF/PrivateOperatingFoundationsGrp/GrossInvestmentIncomeGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LargestSupportFromEOGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt0253012
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt0584010
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year1Amt0251527
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year2Amt020641
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year3Amt058830
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/CurrentYearAmt0215060
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/TotalAmt0496409
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year1Amt0213798
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year2Amt017545
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year3Amt050006
IRS990PF/PrivateOperatingFoundationsGrp/PublicSupportType/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt0117150
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt0277348
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt066584
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt01917
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt091697
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt0117150
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt0277148
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt066584
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt01917
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt091497
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/CurrentYearAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/TotalAmt0200
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year1Amt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year2Amt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year3Amt0200
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TotalSupportGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/CurrentYearAmt0194040
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt0520281
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year1Amt0167685
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year2Amt013761
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year3Amt0144795
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0PEICHEN HSU
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt010029 JUDY AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CUPERTINO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd095014
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04088883339
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd01
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0OVERVIEWIN FISCAL YEAR 2024, THE J&H FOUNDATION DELIVERED A WIDE RANGE OF PROGRAMS TO SUPPORT AND ENRICH OUR LOCAL COMMUNITIES. OUR WORK FOCUSED ON FOUR PILLARSCULTURAL CELEBRATION, CLASSES AND WEEKLY PROGRAMS, HEALTH EDUCATION AND CLINICAL SERVICES, AND COMMUNITY ENGAGEMENTEACH DESIGNED TO IMPROVE PUBLIC WELL BEING AND STRENGTHEN COMMUNITY TIES.1. CHINESE LUNAR NEW YEAR FESTIVAL YEAR OF THE DRAGON (JANUARY 28, 2024)THE FOUNDATION PRESENTED A FREE, INTERGENERATIONAL FESTIVAL AT THE QUINLAN COMMUNITY CENTER IN CUPERTINO FEATURING LIVE DEMONSTRATIONS, PERFORMANCES, AND HANDS ON ACTIVITIES.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt02. CLASSES AND WEEKLY PROGRAMSTHE FOUNDATION RAN FREE WEEKLY CLASSES TO PROMOTE PHYSICAL, MENTAL, AND ARTISTIC WELL BEING.A. YOGAB. TAI CHI C. CHINESE BRUSH PAINTING
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt03. PREVENTION AND ANTI CANCER TCM LECTURE AND ONE MONTH FREE CLINIC (NOVEMBER 10, 2024)ON NOVEMBER 10, 2024, THE FOUNDATION HOSTED DR. JEFFREY MA, PRESIDENT OF VITALITY UNIVERSITY, FOR A PUBLIC SEMINAR ON TRADITIONAL CHINESE MEDICINE APPROACHES TO CANCER PREVENTION AND CARE, FOLLOWED BY A ONE MONTH CHARITY CLINIC OFFERING COMPLIMENTARY CONSULTATIONS.LECTURE TOPICS TCM UNDERSTANDING OF CANCER CAUSES OF CANCER FORMATION FROM A TCM PERSPECTIVE HISTORY OF TCM IN CANCER PREVENTION AND TREATMENT CLINICAL EXPERIENCE AND CASE SHARING INTRODUCTION TO KANG SUO THERAPY AND ITS APPLICATIONS IMPORTANCE OF HEALTH MAINTENANCE AND SELF CARE FOR PREVENTION AND RECOVERY
IRS990PF/SummaryOfDirectChrtblActyGrp/Description4Txt04. JHF CHOIR 2.0 (JANUARYDECEMBER 2024)FOLLOWING THE SUCCESS OF CHOIR 1.0 (2022), WE RECONVENED WITH ONE MUSIC DIRECTOR, TWO CONDUCTORS, AND TWO PIANISTS, COMPRISING 39 ADULT SINGERS AND 32 CHILDREN. THE CHOIR IS ORGANIZED INTO FOUR SECTIONSSOPRANO, ALTO, TENOR, AND BASSEACH WITH A SECTION LEADER.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt08573
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt09446
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt036418
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses4Amt060370
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0PEICHEN HSU
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1YINGTZU JANG
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm2JACQUELINE CHAO
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30

Document Assets

No mirrored PDF or thumbnail assets are attached yet.