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Nonprofit · EIN 85-4039687

JAMES AND KARENA XIE FAMILY FOUNDATION

Tax-exempt · LA CANADA FLT, CA 91011

Financials

$51K$84K2022$442K$115K2023$114K$160K2024
Revenue Expenses · by fiscal year end
Financials of JAMES AND KARENA XIE FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990-PF$113,727$160,346-$46,619$2,120,649$0$2,120,649
October 31, 2024990-PF$441,989$114,942$327,047$2,167,326$59$2,167,268
October 31, 2023990-PF$51,230$83,752-$32,522$1,845,421$5,200$1,840,221
Financial details: 990-PF for the year ended October 31, 2025

Revenue

Dividends
$58,480
Interest
$20,881
Net gain from sales of assets
$34,366

Expenses

Grants and similar amounts paid
$119,493
Disbursements for charitable purposes
$138,739
Excise tax on investment income
$1,280

Balance sheet and other

Total assets, start of year
$2,167,327
Total assets, end of year
$2,120,649
Total liabilities, end of year
$0
Net assets, end of year
$2,120,649
Fair market value of assets
$2,861,899
Qualifying distributions
$138,739
Net investment income
$113,727

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
KARENA XIE
345 Corona Dr, La Canada Flintridge, CA 91011
CEO2$0
JIAN XIE
345 Corona Dr, La Canada Flintridge, CA 91011
CFO2$0
990-PF for the year ended October 31, 2024: 2 people
NameTitleHours / weekCompensation
KARENA XIE
345 Corona Dr, La Canada Flintridge, CA 91011
CEO2$0
JIAN XIE
345 Corona Dr, La Canada Flintridge, CA 91011
CFO2$0
990-PF for the year ended October 31, 2023: 2 people
NameTitleHours / weekCompensation
KARENA XIE
345 Corona Dr, La Canada Flintridge, CA 91011
CEO2$0
JIAN XIE
345 Corona Dr, La Canada Flintridge, CA 91011
CFO2$0

Address and contacts

Address (IRS master file)
345 CORONA DR, LA CANADA FLT, CA 91011-4134
In care of
% KARENA XIE
Signed the 990-PF
KARENA XIE, CEO
Phone
(949) 331-8884
Return prepared by
Entholpy EMC Inc

California records

California keeps its own records of charities and corporations. Search them by EIN 85-4039687 or by the name JAMES AND KARENA XIE 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, 2026990-PF on file
2023October 31, 2024March 17, 2025990-PF on file

IRS record

EIN
85-4039687
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
2021
Accounting year ends
October
Files
Form 990-PF
Assets (IRS master file)
$2,120,649
Income (IRS master file)
$279,591

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFOctober 2025$113,727$160,346$2,120,649XML
990-PFOctober 2024$441,989$114,942$2,167,326XML
990-PFOctober 2023$51,230$83,752$1,845,421XML
990-PFOctober 2022–––IRS
990-PFOctober 2021–––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 85-4039687).

Questions about JAMES AND KARENA XIE FAMILY FOUNDATION

What is the EIN of JAMES AND KARENA XIE FAMILY FOUNDATION?
The employer identification number (EIN) of JAMES AND KARENA XIE FAMILY FOUNDATION is 85-4039687.
Is JAMES AND KARENA XIE FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
Are donations to JAMES AND KARENA XIE FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JAMES AND KARENA XIE FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of JAMES AND KARENA XIE 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 JAMES AND KARENA XIE FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended October 2025.
Who are the officers and directors of JAMES AND KARENA XIE FAMILY FOUNDATION?
The 990-PF for the year ended October 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does JAMES AND KARENA XIE FAMILY FOUNDATION have?
On its 990-PF for the year ended October 31, 2025 it reported revenue of $113,727, expenses of $160,346 and total assets of $2,120,649 at year end.

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