2025-08-01T12:52:29-05:00 2024-12-31 475284605 ERIC ZHANG & ASSOCIATES LLP 860 HILLVIEW CT STE 230 MILPITAS CA 95035 990PF 2024-03-11 992033061 ELIZABETH & MATTHEW FOUNDATION ELIZ 4693056415 2066 N CAPITAL AVE UNIT 8013 8013 SAN JOSE CA 95132 BEI WU CEO 4693056415 2025-08-01 1 0 ERIC ZHANG CPA P00548506 4084358828 2024 2025-03-06 01:10:19Z X X 853455 X 277732 7630 7630 7630 548913 738893 548913 548913 834275 556543 556543 0 0 0 0 6750 0 0 6750 239 0 0 38500 0 0 38500 367 0 0 367 45856 0 0 45617 0 0 45856 0 0 45617 788419 556543 556543 3300 3300 533431 541054 0 249513 306926 2414 239 0 2175 2175 0 788419 853455 0 0 X 0 277732 0 0 0 510687 0 788419 0 788419 0 788419 0 788419 0 788419 100 SHARES SMCI P 2024-05-30 2024-06-21 99997 6373 93624 93624 800.064 SHARES NVDIA P 2024-06-10 2024-08-23 104005 97070 6935 6935 260 SHARES NVDA P 2024-09-06 2024-09-12 28599 4297 24302 24302 500 SHARES NVDA P 2024-09-30 2024-10-08 62498 8263 54235 54235 1000 SHARES NVDA P 2024-09-30 2024-10-11 134606 15335 119271 119271 500 SHARES NVDA P 2024-09-30 2024-10-11 67364 7668 59696 59696 900 SHARES NVDA P 2024-09-30 2024-11-07 129496 26886 102610 102610 280 SHARES NVDA P 2024-09-30 2024-11-08 41159 12053 29106 29106 1000 SHARES SMCI P 2024-05-30 2024-11-19 20030 4814 15216 15216 1000 SHARES SMCI P 2024-05-30 2024-11-22 29499 4814 24685 24685 500 SHARES SMCI P 2024-05-30 2024-12-03 21640 2407 19233 19233 548913 548913 7736 0 7736 0 7736 0 0 0 0 0 356 8092 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 1 1 0 0 1 N/A BEI WU 4693056415 2066 N CAPITAL AVE UNIT 8013 SAN JOSE CA 95132 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BEI WU 2066 N CAPITAL AVE SAN JOSE CA 95132 CEO 3.00 0 0 0 MATTHEW LAZAROWITZ 2066 N CAPITAL AVE SAN JOSE CA 95132 CFO 1.00 0 0 0 MIRA LAZAROWITZ 2066 N CAPITAL AVE SAN JOSE CA 95132 SECRETARY 1.00 0 0 0 NONE 0 NONE 0 N/A 0 0 420482 261287 0 681769 0 0 681769 10227 671542 27230 X 45617 0 2414 48031 2024-03-11 X 27230 0 0 0 27230 23146 0 0 0 23146 48031 0 0 0 48031 0 0 0 0 0 48031 0 0 0 48031 0 0 18153 0 0 0 18153 0 0 0 0 BEI WU X 0 0 14 7630 18 548913 0 556543 0 556543 0 0 0 0 0 0 0 0 0 0 X X 1 BEI WU 2066 N CAPITAL AVE SAN JOSE CA 95132 129331 X 2 BEI WU 2066 N CAPITAL AVE SAN JOSE CA 95132 73899 X 3 MATTHEW LAZAROWITZ 2066 N CAPITAL AVE SAN JOSE CA 95132 412812 X 2 830 SHARES OF SMCI 121520 2024-05-30 3 3440 SHARES OF NVDA 74501 2024-09-30 ACCOUNTING FEE 6750 0 0 6750 LAPTOP 2024-05-06 1703 SL 5.000000000000 227 0 0 LAPTOP 2024-11-29 711 SL 5.000000000000 12 0 0 VANGUARD INVESTMENT ACCOUNT AT COST 249513 306926 LAPTOP 1703 227 1476 1476 LAPTOP 711 12 699 699 BANK SERVICE CHARGE 64 0 0 64 OFFICE EXPENSE 303 0 0 303 TO WHOM IT MAY CONCERN:WE ARE WRITING ON BEHALF OF ELIZABETH & MATTHEW FOUNDATION, A NEWLY ESTABLISHED TAX-EXEMPT ORGANIZATION, TO RESPECTFULLY REQUEST AN ABATEMENT OF PENALTIES ASSESSED FOR THE LATE FILING OF OUR FORM 990-PF FOR THE TAX YEAR ENDING 12/31.THIS WAS OUR FOUNDATION'S FIRST REQUIRED ANNUAL FILING. WE SUBMITTED OUR FORM 8868 EXTENSION REQUEST BY MAIL, AND BELIEVED IT HAD BEEN SUCCESSFULLY FILED. HOWEVER, WE DID NOT RECEIVE ANY ACKNOWLEDGMENT OR CONFIRMATION LETTER FROM THE IRS. AS A RESULT, WE FOLLOWED UP BY CALLING THE IRS TO CHECK THE STATUS OF OUR EXTENSION, AT WHICH POINT AN IRS AGENT INFORMED US THAT THERE WAS NO RECORD OF THE EXTENSION ON FILE.UPON LEARNING THIS, WE IMMEDIATELY COMPLETED AND FILED OUR FORM 990-PF AS SOON AS POSSIBLE. THE FAILURE TO TIMELY FILE WAS NOT DUE TO WILLFUL NEGLECT, BUT RATHER AN UNFORTUNATE MISUNDERSTANDING AND AN ADMINISTRATIVE OVERSIGHT RELATED TO OUR FIRST-YEAR FILING PROCESS.AS A NEWLY FORMED ORGANIZATION, WE ARE STILL LEARNING ABOUT THE FILING REQUIREMENTS FOR PRIVATE FOUNDATIONS AND NONPROFIT COMPLIANCE. WE ARE TAKING STEPS TO IMPROVE OUR INTERNAL CONTROLS AND FILING PROCEDURES GOING FORWARD TO ENSURE ALL FUTURE COMPLIANCE MATTERS ARE HANDLED TIMELY AND ACCURATELY.WE RESPECTFULLY REQUEST THAT THE LATE FILING PENALTIES BE ABATED UNDER THE IRS'S REASONABLE CAUSE PROVISIONS, AS OUTLINED IN IRS GUIDANCE. OUR ACTIONS DEMONSTRATE A GOOD-FAITH EFFORT TO COMPLY, AND THE CIRCUMSTANCES THAT LED TO THE DELAY WERE BEYOND OUR IMMEDIATE CONTROL.THANK YOU FOR YOUR TIME AND CONSIDERATION. PLEASE LET US KNOW IF ANY ADDITIONAL DOCUMENTATION OR EXPLANATION IS REQUIRED.SINCERELY,BEI WUCEO OF ELIZABETH & MATTHEW FOUNDATION BEI WU 2066 N CAPITAL AVE SAN JOSE CA 95132