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Nonprofit · EIN 20-4771028

SI FAMILY FOUNDATION

Tax-exempt · SAN JOSE, CA 95135

Financials

$3K$11K2022$4K$10K2023$9K$24K2024$7K$8K2025
Revenue Expenses · by fiscal year end
Financials of SI FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2026990-PF$6,983$7,555-$572$143,277$55$143,222
March 31, 2025990-PF$8,512$23,744-$15,232$145,615$1,821$143,794
March 31, 2024990-PF$4,385$10,129-$5,744$159,825$799$159,026
March 31, 2023990-PF$2,514$11,252-$8,738$165,569$799$164,770
Financial details: 990-PF for the year ended March 31, 2026

Revenue

Dividends
$3,850
Net gain from sales of assets
$3,088
Other income
$45

Expenses

Grants and similar amounts paid
$345
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$4,490
Excise tax on investment income
$57

Balance sheet and other

Total assets, start of year
$145,615
Total assets, end of year
$143,277
Total liabilities, end of year
$55
Net assets, end of year
$143,222
Fair market value of assets
$196,977
Qualifying distributions
$4,490
Net investment income
$6,938

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended March 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
JITAO SI
4620 BATTEN WAY, SAN JOSE, CA 95135
CEO10$0
SHAN ZHAO
4620 BATTEN WAY, SAN JOSE, CA 95135
SECRETARY & CFO10$0
990-PF for the year ended March 31, 2025: 2 people
NameTitleHours / weekCompensation
JITAO SI
4620 BATTEN WAY, SAN JOSE, CA 95135
CEO10$0
SHAN ZHAO
4620 BATTEN WAY, SAN JOSE, CA 95135
SECRETARY & CFO10$0
990-PF for the year ended March 31, 2024: 2 people
NameTitleHours / weekCompensation
JITAO SI
4620 BATTEN WAY, SAN JOSE, CA 95135
CEO10$0
SHAN ZHAO
4620 BATTEN WAY, SAN JOSE, CA 95135
SECRETARY & CFO10$0
990-PF for the year ended March 31, 2023: 2 people
NameTitleHours / weekCompensation
JITAO SI
4620 BATTEN WAY, SAN JOSE, CA 95135
CEO10$0
SHAN ZHAO
4620 BATTEN WAY, SAN JOSE, CA 95135
SECRETARY & CFO10$0

Address and contacts

Address (IRS master file)
4620 BATTEN WAY, SAN JOSE, CA 95135-1541
In care of
% JITAO SI
Signed the 990-PF
JITAO SI, CEO
Phone
(669) 254-7658
Return prepared by
ERIC ZHANG & ASSOCIATES LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 20-4771028 or by the name SI FAMILY FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026990-PF on file
2024March 31, 2025August 15, 2025990-PF on file
2023March 31, 2024August 15, 2024990-PF on file

IRS record

EIN
20-4771028
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2006
Accounting year ends
March
Files
Form 990-PF
Assets (IRS master file)
$143,277
Income (IRS master file)
$26,695

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMarch 2026$6,983$7,555$143,277XML
990-PFMarch 2025$8,512$23,744$145,615XML
990-PFMarch 2024$4,385$10,129$159,825XML
990-PFMarch 2023$2,514$11,252$165,569XML
990-PFMarch 2022–––IRS
990-PFMarch 2021–––IRS
990-PFMarch 2020–––IRS
990-PFMarch 2019–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-4771028).

Questions about SI FAMILY FOUNDATION

What is the EIN of SI FAMILY FOUNDATION?
The employer identification number (EIN) of SI FAMILY FOUNDATION is 20-4771028.
Is SI FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
Are donations to SI FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SI FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of SI FAMILY FOUNDATION due?
The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SI FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended March 2026.
Who are the officers and directors of SI FAMILY FOUNDATION?
The 990-PF for the year ended March 31, 2026 lists 2 people; 0 received compensation from the organization.
How much revenue does SI FAMILY FOUNDATION have?
On its 990-PF for the year ended March 31, 2026 it reported revenue of $6,983, expenses of $7,555 and total assets of $143,277 at year end.

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