2025-11-17T17:08:46-06:00 2024-12-31 475284605 ERIC ZHANG & ASSOCIATES LLP 860 HILLVIEW CT STE 230 MILPITAS CA 95035 990PF 2024-01-01 454151901 J & H FOUNDATION J&HF 4088883339 10029 JUDY AVE CUPERTINO CA 95014 YINGTZU JANG SECRETARY 4088883339 2025-11-17 1 0 ERIC ZHANG CPA P00548506 4084358828 2024 2025-03-06 01:10:19Z X 5796355 X 350 X 33949 33949 33949 203566 203566 203566 23794 8241059 23794 22756 261659 261309 260271 0 0 0 0 2135 0 0 2135 23991 23991 0 0 7259 7259 7259 0 115015 0 0 115015 148400 31250 7259 117150 0 0 148400 31250 7259 117150 113259 230059 253012 215184 10052 10052 303069 548551 548551 5130064 4947564 4983510 0 254242 254242 2070 2070 5648317 5760409 5796355 6917 5750 6917 5750 X 5877978 5878328 0 0 -236578 -123669 5641400 5754659 5648317 5760409 5641400 113259 0 5754659 0 5754659 US TREASURE NOTE P 2023-12-27 2024-01-05 104351 105789 -1438 -1438 US TREASURE NOTE P 2023-12-27 2024-01-05 104351 105802 -1451 -1451 1669.88 SHARES SCHWAB VARIABLE P 2022-10-14 2024-01-02 1671 1670 1 1 US TREASURE NOTE REDEEMPTION P 2024-01-02 2024-04-23 305000 300111 4889 4889 US TREASURE NOTE REDEEMPTION P 2023-12-21 2024-06-20 700000 682233 17767 17767 SUVXX SHORT TERM P 2023-09-15 2024-08-27 781943 781927 16 16 SUVXX LONG TERM P 2022-10-14 2024-08-27 1418056 1417647 409 409 US TREASURE NOTE REDEEMPTION P 2023-12-21 2024-09-03 200000 196232 3768 3768 SVUXX P 2022-10-14 2024-03-19 189464 189426 38 38 SVUXX SHORT TERM P 2023-09-15 2024-08-27 334510 334523 -13 -13 SVUXX LONG TERM P 2022-10-14 2024-08-27 2145490 2144900 590 590 SGUXX P 2024-08-29 2024-09-18 1956223 1957005 -782 -782 23794 22756 3198 0 3198 0 3198 3528 0 0 0 3528 85 245 245 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 1 0 0 0 1 N/A PEICHEN HSU 4088883339 10029 JUDY AVE CUPERTINO CA 95014 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PEICHEN HSU 10029 JUDY AVE CUPERTINO CA 95014 CEO 20.00 0 0 0 YINGTZU JANG 10029 JUDY AVE CUPERTINO CA 95014 SECRETARY 25.00 0 0 0 JACQUELINE CHAO 10029 JUDY AVE CUPERTINO CA 95014 CFO 10.00 0 0 0 NONE 0 NONE 0 OVERVIEWIN 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. 8573 2. 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 9446 3. 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 36418 4. 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. 60370 0 5241743 413868 254242 5909853 0 0 5909853 88648 5821205 291060 X 117150 0 117150 X 253012 251527 20641 58830 584010 215060 213798 17545 50006 496409 117150 66584 1917 91697 277348 0 0 0 200 200 117150 66584 1917 91497 277148 0 0 194040 167685 13761 144795 520281 0 0 0 0 PEICHEN HSU YINGTZU JANG JACQUELINE CHAO X 0 0 14 33949 14 203566 18 23794 0 261309 0 261309 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEE 2135 0 0 2135 SUMMARY OF DIRECT CHARITABLE ACTIVITIES FORM 990PF/PART VIII-A OVERVIEWIN 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. SUMMARY OF DIRECT CHARITABLE ACTIVITIES FORM 990PF/PART VIII-A 2. 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. SUMMARY OF DIRECT CHARITABLE ACTIVITIES FORM 990PF/PART VIII-A 3. 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. SUMMARY OF DIRECT CHARITABLE ACTIVITIES FORM 990PF/PART VIII-A 4. 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. CHARLES SCHWAB - 7958 2259980 2257689 CHARLES SCHWAB - 7960 2687584 2725821 CD ACCOUNT AT COST 254242 254242 PROGRAM EXPENSE 114806 0 0 114806 FILING FEE 100 0 0 100 POSTAGE FEE 7 0 0 7 BANK SERVICE CHAGRE 102 0 0 102 IRA TAX 7259 7259 7259 0