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Nonprofit · EIN 47-2510344

JERRY & JACKIE ZHANG FAMILY FOUNDATION

Tax-exempt · PLEASANTON, CA 94566

Financials

$144K$26K2022$136K$42K2023
Revenue Expenses · by fiscal year end
Financials of JERRY & JACKIE ZHANG FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2024990-PF$136,498$41,617$94,881$561,584$14,315$547,269
October 31, 2023990-PF (amended)$144,330$26,224$118,106$466,035$13,647$452,388
Financial details: 990-PF for the year ended October 31, 2024

Revenue

Contributions, gifts and grants
$121,700
Dividends
$11,347
Net gain from sales of assets
$3,451

Expenses

Grants and similar amounts paid
$350
Disbursements for charitable purposes
$17,515
Excise tax on investment income
$62

Balance sheet and other

Total assets, start of year
$466,035
Total assets, end of year
$561,584
Total liabilities, end of year
$14,315
Net assets, end of year
$547,269
Fair market value of assets
$650,960
Qualifying distributions
$17,515
Net investment income
$14,798

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 October 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
YUNFEI ZHANG
1485 Whispering Oaks Way Ste 266, Pleasanton, CA 94566
CEO2$0
DAQING ZHANG
1485 Whispering Oaks Way Ste 266, Pleasanton, CA 94566
CFO2$0
990-PF for the year ended October 31, 2023: 2 people
NameTitleHours / weekCompensation
YUNFEI ZHANG
1485 Whispering Oaks Way Ste 266, Pleasanton, CA 94566
CEO2$0
DAQING ZHANG
1485 Whispering Oaks Way Ste 266, Pleasanton, CA 94566
CFO2$0

Address and contacts

Address (IRS master file)
1485 WHISPERING OAKS WAY, PLEASANTON, CA 94566-3513
In care of
% YUNFEI ZHANG
Signed the 990-PF
YUNFEI ZHANG, CEO
Phone
(650) 888-4521
Return prepared by
Entholpy EMC Inc

California records

California keeps its own records of charities and corporations. Search them by EIN 47-2510344 or by the name JERRY & JACKIE ZHANG 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 October, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025October 31, 2026March 15, 2027Not due yet
2024October 31, 2025March 16, 2026Not on file
2023October 31, 2024March 17, 2025990-PF on file

IRS record

EIN
47-2510344
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
2015
Accounting year ends
October
Files
Form 990-PF
Assets (IRS master file)
$561,584
Income (IRS master file)
$558,147

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFOctober 2024$136,498$41,617$561,584XML
990-PFOctober 2023$144,330$26,224$466,035XML
990-PFOctober 2022–––IRS
990-PFOctober 2021–––IRS
990-PFOctober 2020–––IRS
990-PFOctober 2018–––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 47-2510344).

Questions about JERRY & JACKIE ZHANG FAMILY FOUNDATION

What is the EIN of JERRY & JACKIE ZHANG FAMILY FOUNDATION?
The employer identification number (EIN) of JERRY & JACKIE ZHANG FAMILY FOUNDATION is 47-2510344.
Is JERRY & JACKIE ZHANG FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
Are donations to JERRY & JACKIE ZHANG FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JERRY & JACKIE ZHANG FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of JERRY & JACKIE ZHANG FAMILY FOUNDATION due?
The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JERRY & JACKIE ZHANG FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended October 2024.
Who are the officers and directors of JERRY & JACKIE ZHANG FAMILY FOUNDATION?
The 990-PF for the year ended October 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does JERRY & JACKIE ZHANG FAMILY FOUNDATION have?
On its 990-PF for the year ended October 31, 2024 it reported revenue of $136,498, expenses of $41,617 and total assets of $561,584 at year end.

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