Civic Intelligence

Cny Global Foundation

990PF • Fiscal year 2021 • EIN 82-3132297

Sep 01, 2020 to Aug 31, 2021 • Filed on Jul 28, 2022

Organization Profile
256 Scotia CTFremont, CA 94539

(510) 579-5218

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

70th percentile

0.02x

Higher debt load relative to assets than 70% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

75th percentile

0.05x

Higher debt load relative to revenue than 75% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

96th percentile

87%

Higher net margin than 96% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

84th percentile

50%

Faster asset growth than 84% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

98th percentile

1504%

Faster revenue growth than 98% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$291,820

Up $97,716 (+50%) from 2020

Net Assets

$286,703

No earlier filing loaded for comparison.

Liabilities

Flat

$5,117

Flat from 2020

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin96th percentile

Revenue

Up

$112,328

Up $105,327 (+1504%) from 2020

Expenses

Up

$14,612

Up $8,158 (+126%) from 2020

Net Income

Up

$97,716

Up $97,169 (+17764%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2019: $193,557Liabilities 2019: $5,117Net Assets 2019: $188,4402019Assets 2020: $194,104Liabilities 2020: $5,1172020Assets 2021: $291,820Liabilities 2021: $5,117Net Assets 2021: $286,7032021Assets 2022: $298,790Liabilities 2022: $1Net Assets 2022: $298,7902022Assets 2023: $295,168Liabilities 2023: $1Net Assets 2023: $295,1682023Assets 2024: $297,823Liabilities 2024: $1Net Assets 2024: $297,8232024Assets 2025: $305,134Liabilities 2025: $0Net Assets 2025: $305,1342025

Highlighted filing

2021

Assets$291,820
Liabilities$5,117
Net Assets$286,703
Open 2021 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2019: $8,916Expenses 2019: $3,891Net Income 2019: $5,0252019Revenue 2020: $7,001Expenses 2020: $6,454Net Income 2020: $5472020Revenue 2021: $112,328Expenses 2021: $14,612Net Income 2021: $97,7162021Revenue 2022: $25,226Expenses 2022: $13,139Net Income 2022: $12,0872022Revenue 2023: $7,756Expenses 2023: $11,378Net Income 2023: -$3,6222023Revenue 2024: $15,314Expenses 2024: $12,659Net Income 2024: $2,6552024Revenue 2025: $20,335Expenses 2025: $13,024Net Income 2025: $7,3112025

Highlighted filing

2021

Revenue$112,328
Expenses$14,612
Net Income$97,716
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Jul 28, 2022
Return Version
2020v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHENG SHICEO-$0--
XIAOYU ZENGCFO And Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Cny Global Foundation
EIN
82-3132297
Phone
5105795218
Address
256 SCOTIA CT, FREMONT, CA 94539

Signing Officer

Name
Cheng Shi
Title
CEO
Phone
5105795218
Signed
2022-07-28
Discuss with paid preparer
Yes

Preparer

Firm
Eric Zhang & Associates Llp
Address
920 HILLVIEW CT 180, MILPITAS, CA 95035
Preparer
Eric Zhang CPA
Phone
6265812266
Raw XML AppendixShowing 400 of 584 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.

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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990PF PART IX-A SUMMARY OF DIRECT CHARITABLE ACTIVITIES
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1FORM 990PF PART IX-A SUMMARY OF DIRECT CHARITABLE ACTIVITIES
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc2FORM 990PF PART IX-A SUMMARY OF DIRECT CHARITABLE ACTIVITIES
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc3FORM 990PF PART IX-A SUMMARY OF DIRECT CHARITABLE ACTIVITIES
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0JOINT PROGRAM WITH CIP AND HUMAN-I-T
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1JOINT PROGRAM WITH MIRA FELLOWSHIP
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt2NEW SCIENCE CLASS AT ELEMENTARY SCHOOL
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt32021 BACK-TO-SCHOOL PROGRAM
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0PROGRAM OBJECTIVES: CNY GLOBAL FOUNDATION IS COMMITTED TO ORGANIZE ENHANCED EDUCATION AND ASSISTANCE PROGRAMS TO SCHOOLS AND STUDENTS WITH SUPPLIES FOR EDUCATION ENABLE MORE CHILDREN FROM LOW-INCOME FAMILIES ACROSS US TO BE ABLE TO ATTEND ONLINE TRAININGS AND LEARNING PROGRAMS ORGANIZED BY CONNECT-IN-PLACE (CIP) PROVIDE DEVICES TO THOSE FAMILIES IN-NEED FOR ONLINE LEARNING DURING THIS UNPRECEDENTED TIME OF PANDEMICPROGRAM DETAILS: CONNECT-IN-PLACE OFFERS ONLINE LEARNING TO STUDENTS SINCE PANDEMIC ACROSS THE US. HUMAN-I-T IS A NON-PROFIT ORGANIZATION PROVIDING REFURBISHED LAPTOPS, INTERNET AND TECH SUPPORT TO LOW-INCOME COMMUNITIES BY WORKING TOGETHER WITH BOTH CIP AND HUMAN-I-T, WE BOUGHT REFURBISHED LAPTOPS TO STUDENTS FROM QUALIFIED LOW-INCOME FAMILIES WHO ARE TAKING ONLINE TRAINING WITH CIP ORGANIZED MEETINGS, COMMUNICATIONS AND SET UP A 3-WAY PARTNERSHIP PROGRAM QUALIFIED 18 FAMILIES TO RECEIVE THE LAPTOPS, FOLLOWING THE LOW-INCOME CRITERIA SET BY HUMAN-I-T PURCHASED AND DELIVERED THE LAPTOPS TO SELECTED FAMILIES COLLECTED FEEDBACK FROM STUDENTS WHO RECEIVED THE LAPTOPSPROGRAM SCHEDULE: JULY AUGUST 2021PROGRAM OUTCOME: PROVIDED 20 REFURBISHED LAPTOPS TO STUDENTS FROM 18 LOW-INCOME FAMILIES WELL-APPRAISED JOINT PROGRAM BY MANAGEMENT FROM BOTH CIP AND HUMAN-I-TORGANIZERS AND PARTICIPANTS: CHENG SHI, CEO, CNY GLOBAL FOUNDATION EILEEN HARRIS, SENIOR RELATIONSHIPS MANAGER, HUMAN-I-T ANTARA GUPTA, DIRECTOR OF SOCIAL IMPACT, CONNECT-IN-PLACE QIANYI LOO, HEAD OF DIVERSITY, EQUITY AND INCLUSION, CONNECT-IN-PLACEPROGRAM EXPENSE 5X EBB ELIGIBLE-LENOVO THINKPAD CHROMEBOOK LAPTOPS $579.9 5X EBB ELIGIBLE-SAMSUNG CHROMEBOOK LAPTOPS $679.9 10X DELL LATITUDE 3340 INTEL CELERON LAPTOPS $1,249.5 TOTAL $2,509.3
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1PROGRAM OBJECTIVES: CNY GLOBAL FOUNDATION IS COMMITTED TO ORGANIZE ENHANCED EDUCATION AND ASSISTANCE PROGRAMS TO SCHOOLS AND STUDENTS WITH SUPPLIES FOR EDUCATION DEVELOP WORKSHOP KITS FOR TEACHERS AND STUDENTS TO DEVELOP NEW IDEAS, TEST AND VALIDATE ENABLE CHILDREN TO DEVELOP MORE CREATIVITY AND ENCOURAGE LEARNING COMMUNITIES AT SCHOOLSPROGRAM DETAILS: PROVIDE FEEDBACK TO THE REQUIREMENTS FOR THE REFRAME STUDIO SESSION DONATE FUNDS TO PURCHASE MATERIALS FOR CREATING THE KITS COLLECT FEEDBACK FROM STUDENTS AND TEACHERS FOR IMPROVING THE KITSPROGRAM SCHEDULE: AUGUST DECEMBER 2021PROGRAM OUTCOME: DONATED FUNDS TO CREATING 100 REFRAME STUDIO KITS WELL-APPRAISED BY MIRA FELLOWSHIP, WHO ORIGINATED THE IDEA OF THE REFRAME STUDIO SESSIONORGANIZERS AND PARTICIPANTS: LIN SHI, DIRECTOR, CNY GLOBAL FOUNDATION CHENG SHI, CEO, CNY GLOBAL FOUNDATION COEYLEN BARRY, CO-FOUNDER, MIRA FELLOWSHIPPROGRAM EXPENSE REFRAME STUDIO KIT DEVELOPMENT $300 100X REFRAME STUDIO KIT FOR KIDS (INCLUDING BOOK, CARD PRINTING, ENVELOPES, POSTAGE) $2,200 TOTAL $2,500
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt2PROGRAM OBJECTIVES: CNY GLOBAL FOUNDATION IS COMMITTED TO ORGANIZE ENHANCED EDUCATION AND ASSISTANCE PROGRAMS TO SCHOOLS AND STUDENTS WITH SUPPLIES FOR EDUCATION PROVIDE ESSENTIAL MATERIALS TO MISSION SAN JOSE ELEMENTARY SCHOOL FOR CREATING A NEW SCIENCE CLASSPROGRAM DETAILS: DISCUSSED WITH SCHOOL PRINCIPAL ABOUT THE REQUIREMENTS FOR THEIR NEW SCIENCE CLASS GATHERED THE ESSENTIAL MATERIAL ITEMS AND POPULATED ITEMS ON A SINGLE SPREADSHEET DECIDED ON VENDORS AND ORDERED THOSE SELECTED ITEMS THROUGH ONLINE STORES TRACK LARGE AND COMPLEX ORDERS TO ENSURE DELIVERIES OF ALL ORDERED ITEMS TO THE SCHOOL COLLECTING FEEDBACK FROM SCHOOL FOR FUTURE COLLABORATIONSPROGRAM SCHEDULE: AUGUST 2021PROGRAM OUTCOME: ORDERED AND SHIPPED ESSENTIAL MATERIAL ITEMS TO THE SCHOOL BEFORE SCHOOL YEAR STARTED WELL-APPRAISED BY SCHOOL PRINCIPAL AND SCIENCE CLASS TEACHER FOR THE DONATION AND EFFORTORGANIZERS AND PARTICIPANTS: CHENG SHI, CEO, CNY GLOBAL FOUNDATION KATHERINE CARTER, PRINCIPAL, MISSION SAN JOSE ELEMENTARY SCHOOL IAN SQUIBB, SCIENCE CLASS TEACHER, MISSION SAN JOSE ELEMENTARY SCHOOLPROGRAM EXPENSE MSJE SCHOOL NEW SCIENCE CLASS SUPPLIES - PACKAGE 1 $101.06 MSJE SCHOOL NEW SCIENCE CLASS SUPPLIES - PACKAGE 2 $2,317.53 CLEANING SUPPLIES AND NON-CONTACT THERMOMETERS $393.49 TOTAL $2,812.08
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt3PROGRAM OBJECTIVES: CNY GLOBAL FOUNDATION IS COMMITTED TO ORGANIZE ENHANCED EDUCATION AND ASSISTANCE PROGRAMS TO SCHOOLS AND STUDENTS WITH BACK-TO-SCHOOL DRIVE AND SUPPLIES FOR EDUCATION ENABLE SCHOOL READINESS OF YOUNG CHILDREN FROM DISADVANTAGED COMMUNITIES AND LOW-INCOME FAMILIES IN LOS ANGELES AREA PROVIDE ESSENTIAL SCHOOL SUPPLIES TO THOSE FAMILIES IN NEED DURING THIS UNPRECEDENTED YEAR OF PANDEMIC BEFORE SCHOOL STARTSPROGRAM DETAILS: CONTINUE PARTNERSHIP WITH PATHWAY LA WHO ALREADY HAS THE CHANNELS AND STAFFS FOR DISTRIBUTION HOST MEETINGS WITH PATHWAYS LA FOR 2021 BACK-TO-SCHOOL PROGRAM IDENTIFY LIST OF ESSENTIAL SCHOOL SUPPLIES FOR FAMILIES IN NEED PURCHASE SCHOOL SUPPLIES TO MEET THE OVERALL GOALS THIS YEAR DISTRIBUTE BACKPACKS DIRECTLY TO FAMILIES AT THE DISTRIBUTION CENTER REVIEW THE OUTCOME OF THE PROGRAM WITH PATHWAYS LAPROGRAM SCHEDULE: AUGUST 2021PROGRAM OUTCOME: PROVIDED BACKPACKS AND SCHOOL SUPPLIES TO CHILDREN FROM 146 FAMILIES FOR THE NEW SCHOOL YEAR WELL-APPRAISED JOINT PROGRAM BY THE EXECUTIVE MANAGEMENT FROM PATHWAYS LAORGANIZERS AND PARTICIPANTS: LIN SHI, DIRECTOR, CNY GLOBAL FOUNDATION CHENG SHI, CEO, CNY GLOBAL FOUNDATION JASON HARRIS, DIRECTOR, PATHWAYS LA TAMIKA FARR, CEO, PATHWAYS LAPROGRAM EXPENSE 48X TEACHER PACK AND 24X SCHOOL PACK - PACKAGE 1 $1,226.06 48X TEACHER PACK AND 24X SCHOOL PACK - PACKAGE 2 $470.82 48X TEACHER PACK AND 24X SCHOOL PACK - PACKAGE 3 $761.89 TOTAL $2,458.77
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt010291
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt01915
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt010761
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01915
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt012676
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt0122
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0122
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0122
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt07733
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt02037
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt012061
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02037
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt014612
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt012328
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0112328
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt02037
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt012061
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02037
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt014612
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42018-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52018-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62018-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72018-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82018-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92018-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0135
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1764
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22675
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt31596
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt43785
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5833
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt62646
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7196
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt890
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9272
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1369
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2904
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt41439
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt557
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt61424
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt752
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt90
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1369
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2904
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt41439
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt557
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt61424
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt752
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt90
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0135
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23579
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31946
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt45224
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5890
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt64070
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7248
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt890
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9272
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/PropertyDesc0134.88 SHARES GOLDMAN SACHS TR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc151.48 SHARES ABERDEEN FDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc272.212 SHARES AMERICAN CENTY MUT FDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc348.594 SHARES BARON INVT FUNDS TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc448.429 SHARES HARBOR FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc524.505 SHARES HARTFORD MUTL FDS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc623.868 SHARES T ROWE PRICE BLUE CHIP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc717.091 SHARES VIRTUS FUNDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc890.39 SHARES GOLDMAN SACHS TR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9271.9 SHARES GOLDMAN SACHS TR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52021-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62021-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72021-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82021-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92021-07-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt04595
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt097716
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0286703
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0188987
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0286703
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0143
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0143
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0143
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0143
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0333261
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0151694
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0251694
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt029883
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt016103
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt016103
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt01156
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt04165
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt01926
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt03009
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt03009
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0162156
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0192635
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0234076
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt05117
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt05117
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt037293
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt035009
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0139
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt080073
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt080073
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0194104
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0291820
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0333261
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt05117
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt05117
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0194104
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0291820
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0188987
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0286703
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0292090
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt096878
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0195212
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04381
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt014385
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0287709
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0292090
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CHENG SHI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1XIAOYU ZENG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CFO AND SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0256 SCOTIA CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1256 SCOTIA CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0FREMONT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1FREMONT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094539
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194539
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PrivateOperatingFoundationsGrp/GrossInvestmentIncomeGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LargestSupportFromEOGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt05696
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt025035
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year1Amt06095
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year2Amt06687
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year3Amt06557
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/CurrentYearAmt04842
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/TotalAmt021280
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year1Amt05181
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year2Amt05684
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year3Amt05573
IRS990PF/PrivateOperatingFoundationsGrp/PublicSupportType/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt013658
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt028195
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt05432
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt01341
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt07764
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt013658
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt028195
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt05432
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt01341
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt07764
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/CurrentYearAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year1Amt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year2Amt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year3Amt00
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/TotalAmt00

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$291,820
Liabilities
$5,117
Net assets
$286,703
Revenue
$112,328
Expenses
$14,612
Net income
$97,716
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.20$0.13$0.07
2024Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.15$0.13$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.08$0.11$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.25$0.13$0.12
2021Detailed filing. Detailed filing data is available for this year.$2.92$0.05$2.87$1.12$0.15$0.98
2020Summary only. Only limited summary data is available for this year.$1.94$0.05$0.07$0.06$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.94$0.05$1.88$0.09$0.04$0.05