2024-10-07T15:46:08-05:00 2023-11-30 475284605 ERIC ZHANG & ASSOCIATES LLP 920 HILLVIEW CT 180 MILPITAS CA 95035 990PF 2022-12-01 861896162 JIANG AND LIU FAMILY FOUNDATION JIAN 4089312284 19161 TWIG LN CUPERTINO CA 95014 YI JIANG CEO 4089312284 2024-10-07 1 0 ERIC ZHANG CPA P00548506 6265812266 2022 2024-10-15 13:58:12Z X 705757 X 434708 17 17 17 302 302 302 28511 377406 28511 3470 463538 28830 3789 0 0 0 0 980 0 0 980 35891 0 0 35891 36871 0 0 36871 315 315 37186 0 0 37186 426352 28830 3789 240315 355685 355685 0 344934 350072 240315 700619 705757 5000 38952 5000 38952 X 241500 676208 0 0 -6185 -14541 235315 661667 240315 700619 235315 426352 0 661667 0 661667 196 APPLE INC: AAPL P 2017-10-15 2023-01-20 26655 30217 -3562 -3562 173 APPLE INC: AAPL P 2017-10-15 2023-01-27 24219 30217 -5998 -5998 100 DIREXION SHARES ETF: SOXS P 2023-01-27 2023-01-27 2604 5160 -2556 -2556 300 DIREXION SHARES ETF: SOXS P 2023-01-27 2023-01-27 7810 5160 2650 2650 283 APPLE INC: AAPL P 2017-10-15 2023-02-01 40468 30217 10251 10251 100 UNITED STATES TREASURY BILL P 2023-04-17 2023-08-08 100000 98452 1548 1548 100 UNITED STATES TREASURY BILL P 2023-04-17 2023-08-31 100000 98172 1828 1828 425 APPLE INC: AAPL P 2016-10-15 2023-09-14 75650 51300 24350 24350 28511 3470 401 0 401 0 401 0 0 0 0 0 0 401 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 1 1 0 0 1 N/A YI JIANG 4089312284 19161 TWIG LN CUPERTINO CA 95014 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 YI JIANG 19161 TWIG LN CUPERTINO CA 95014 CEO 10.00 0 0 0 JINGYI LIU 19161 TWIG LN CUPERTINO CA 95014 CFO & SECRETARY 10.00 0 0 0 NONE 0 NONE 0 SEE GENERAL EXPLANATION 35450 0 183949 464205 0 648154 0 0 648154 9722 638432 31922 X 37186 0 37186 2020-12-21 X 3789 0 0 0 3789 3221 0 0 0 3221 37186 1185 5000 0 43371 1340 165 0 0 1505 35846 1020 5000 0 41866 0 0 21281 7593 17 0 28891 0 0 0 0 YI JIANG JINGYI LIU X MONTEREY BAY AQUARIUM 886 CANNERY ROW MONTEREY CA 93940 N/A PUBLIC CHARITY DONATIONS 295 FRIENDS OF THE PALO ALTO JR MUSEUM AND ZOO 1451 MIDDLEFIELD ROAD PALO ALTO CA 94301 N/A PUBLIC CHARITY DONATIONS 20 315 0 14 17 14 302 18 28511 0 28830 0 28830 0 0 0 0 0 0 0 0 0 0 X X 1 YI JIANG 19161 TWIG LN CUPERTINO CA 95014 204287 X 2 YI JIANG 19161 TWIG LN CUPERTINO CA 95014 141952 X 3 YI JIANG 19161 TWIG LN CUPERTINO CA 95014 48468 X 2 1077 APPLE SHARES 139935 2022-12-20 ACCOUNTING FEE 980 0 0 980 SUMMARY OF DIRECT CHARITABLE ACTIVITIES FORM 990-PF/PART VIII-A CHAPTER 1 BOOK DONATION PROGRAM PLAN FOR SCHOOLS AND LIBRARIES IN US AND CHINA ________________________________________1. VISION AND GOALS VISION: TO PROMOTE LITERACY, EDUCATIONAL DEVELOPMENT, AND CULTURAL EXCHANGE BY PROVIDING DIVERSE, QUALITY BOOKS TO SCHOOLS IN CHINA AND THE US. GOALS:O DONATE BOOKS THAT SUPPORT LITERACY IN UNDER-RESOURCED SCHOOLS AND LIBRARY.O ENCOURAGE CROSS-CULTURAL UNDERSTANDING BY PROVIDING BOOKS THAT INTRODUCE STUDENTS TO THE CULTURES OF CHINA AND THE US.O INSPIRE A LOVE FOR READING AND KNOWLEDGE IN STUDENTS.2. TARGET SCHOOLS AND LIBRARY CHINA:O FOCUS ON RURAL OR UNDER-RESOURCED SCHOOLS THAT HAVE LIMITED ACCESS TO NEW BOOKS AND LIBRARIES, ESPECIALLY EDUCATIONAL AND ENGLISH CONTENTS.O IDENTIFY SCHOOLS WITH PROGRAMS OR CURRICULUMS THAT WOULD BENEFIT FROM ENGLISH-LANGUAGE OR TRANSLATED BOOKS. US:O INCLUDE BILINGUAL OR MULTILINGUAL SCHOOLS WHERE CHINESE-LANGUAGE BOOKS MAY BE BENEFICIAL FOR CULTURAL STUDIES OR LANGUAGE PROGRAMS.O TARGET PUBLIC SCHOOLS OR LIBRARY IN CALIFORNIA UNDERSERVED COMMUNITIES, PARTICULARLY THOSE WITH LIMITED LIBRARY FUNDING. 3. BOOK SELECTION CRITERIA QUALITY: BOOKS MUST BE IN GOOD CONDITION, FREE OF DAMAGE, AND SUITABLE FOR SCHOOL-AGED CHILDREN. RELEVANCE: BOOKS SHOULD ALIGN WITH EDUCATIONAL CURRICULUMS, LITERACY GOALS, AND CULTURAL EXCHANGE.O CHINA: FOCUS ON ENGLISH-LANGUAGE LEARNING, WORLD LITERATURE, AND CHILDREN'S BOOKS TRANSLATED INTO CHINESE.O US: INCLUDE BILINGUAL BOOKS (ENGLISH-CHINESE), DIVERSE CULTURAL NARRATIVES, AND CLASSIC LITERATURE. CULTURAL SENSITIVITY: ENSURE BOOKS ARE CULTURALLY APPROPRIATE AND RESPECTFUL, FOSTERING POSITIVE CROSS-CULTURAL UNDERSTANDING.4. LOGISTICS AND DISTRIBUTION BOOK COLLECTION:O ORGANIZE BOOK DRIVES IN BOTH COUNTRIES, FOCUSING ON COLLECTING GENTLY USED OR NEW BOOKS.O COLLABORATE WITH LOCAL LIBRARIES, SCHOOLS, AND COMMUNITY CENTERS FOR COLLECTION POINTS. SHIPPING:O IDENTIFY COST-EFFECTIVE SHIPPING SOLUTIONS FOR SENDING BOOKS BETWEEN COUNTRIES. LOOK INTO NON-PROFIT SHIPPING RATES AND PARTNERSHIPS WITH LOGISTICS COMPANIES.O PARTNER WITH LOCAL COURIER SERVICES IN CHINA AND THE US FOR LAST-MILE DELIVERY TO SCHOOLS. CUSTOMS AND IMPORT REGULATIONS:O RESEARCH CUSTOMS POLICIES FOR SHIPPING BOOKS TO CHINA AND THE US, ENSURING COMPLIANCE WITH ANY RESTRICTIONS OR DUTIES.5. TIMELINE PHASE 1 (2023 JULY DECEMBER): PLANNING, IDENTIFYING PARTNERS, AND FUNDRAISING. PHASE 2 (2024 JAN - JUNE): BOOK COLLECTION PURCHASE, FINALIZING LOGISTICS, AND SHIPPING. PHASE 3 (2024 - ): DISTRIBUTION OF BOOKS, MONITORING, AND FEEDBACK.6. BUDGET AND FUNDING ESTIMATED COSTS:O BOOK PURCHASES ESTIMATION $80,000, TARGET FOR 5,000 BOOKS.O SHIPPING AND LOGISTICS, $8000O PACKAGING AND MATERIALS $2000O EVENT COSTS AND OTHER LOGISTICS $10,0007. STAFFS AND VOLUNTEERS ALL PEOPLE IN THE FOUNDATION, INCLUDING EXTENDED TEAM AND VOLUNTEERS HONGZHAO LIU, DANING YUAN, HONG WANG, LI WANG, CHENG LIU, RUI WANG, MINGJIA JIANG, MINGYU JIANG________________________________________CHAPTER 2 LOCAL COMMUNITY SERVICE PROGRAM PLAN________________________________________1. VISION AND GOALS VISION: TO FOSTER A STRONGER, MORE CONNECTED COMMUNITY BY EMPOWERING INDIVIDUALS TO GIVE BACK THROUGH SERVICE PROJECTS THAT ADDRESS LOCAL NEEDS. GOALS:O ENCOURAGE VOLUNTEERISM AND ACTIVE PARTICIPATION IN COMMUNITY BETTERMENT.O SUPPORT LOCAL CAUSES, SUCH AS EDUCATION, ENVIRONMENTAL CONSERVATION, AND SOCIAL WELFARE.O CREATE LASTING PARTNERSHIPS BETWEEN COMMUNITY MEMBERS, LOCAL BUSINESSES, AND ORGANIZATIONS.2. TARGET AREAS FOR SERVICE LOCAL SCHOOLS AND EDUCATION:O ORGANIZE TUTORING OR MENTORING PROGRAMS FOR STUDENTS.O HELP IMPROVE SCHOOL FACILITIES BY PAINTING, CLEANING, OR FUNDRAISING FOR SUPPLIES. ENVIRONMENTAL CONSERVATION:O CONDUCT NEIGHBORHOOD CLEAN-UP DAYS, PLANT TREES, OR CREATE COMMUNITY GARDENS.O PARTNER WITH LOCAL PARKS TO MAINTAIN AND ENHANCE GREEN SPACES. COMMUNITY ARTS, CULTURE AND NATURAL RESERVE:O SUPPORT LOCAL CULTURAL EVENTS OR ART PROJECTS, SUCH AS MURAL PAINTING OR PERFORMANCES.O CREATE SPACES FOR LOCAL ARTISTS TO SHOWCASE THEIR WORK AND ENGAGE WITH THE COMMUNITY.O HELP LOCAL COMMUNITY FOR THE ENVIRONMENT AND NATURE RESERVE SUCH AS PUBLIC PARK, ZOO, AQUARIUM, AND SO ON. 3. PARTNERSHIP AND COLLABORATION LOCAL ORGANIZATIONS:O NON-PROFITS: PARTNER WITH LOCAL NON-PROFITS THAT ARE ALREADY ENGAGED IN SERVICE WORK, SUCH AS FOOD BANKS, SHELTERS, AND ENVIRONMENTAL GROUPS.O SCHOOLS AND LIBRARIES: WORK WITH EDUCATIONAL INSTITUTIONS TO SET UP TUTORING PROGRAMS OR LIBRARY REFURBISHMENTS. LOCAL BUSINESSES:O INVOLVE LOCAL BUSINESSES BY ENCOURAGING THEM TO SPONSOR SERVICE PROJECTS OR PROVIDE VOLUNTEERS.O PARTNER WITH CAFES OR RESTAURANTS TO HOST FUNDRAISING EVENTS OR DONATE FOOD FOR COMMUNITY SERVICE DAYS.4. LOGISTICS AND RESOURCES VOLUNTEERS:O CREATE AN ONLINE SIGNUP SYSTEM (USING PLATFORMS LIKE GOOGLE FORMS OR VOLUNTEER MANAGEMENT SOFTWARE).O PROVIDE TRAINING OR ORIENTATION FOR CERTAIN SERVICE ACTIVITIES (E.G., WORKING WITH CHILDREN, ELDERLY CARE). MATERIALS AND SUPPLIES:O IDENTIFY AND PROCURE MATERIALS NEEDED FOR EACH PROJECT (E.G., CLEANING SUPPLIES FOR CLEAN-UP DAYS, EDUCATIONAL MATERIALS FOR TUTORING).O REQUEST DONATIONS FROM LOCAL BUSINESSES, OR USE PART OF YOUR BUDGET TO PURCHASE NECESSARY ITEMS.5. BUDGET AND FUNDRAISING BUDGET ESTIMATE:O MATERIALS AND SUPPLIES (E.G., TRASH BAGS, GARDENING TOOLS, PAINT) $2,000O MARKETING AND PROMOTIONAL MATERIALS (FLYERS, BANNERS). $1,000O TRANSPORTATION FOR VOLUNTEERS (IF NECESSARY). $2,000O ALL OTHER LOGISTICS, $5,000 FUNDRAISING IDEAS:O SPONSORSHIP: REACH OUT TO LOCAL BUSINESSES FOR SPONSORSHIP OR IN-KIND DONATIONS (E.G., TOOLS, FOOD FOR EVENTS).O CROWDFUNDING: SET UP A CROWDFUNDING PAGE TO RAISE MONEY FOR SERVICE PROJECT EXPENSES.O EVENT FUNDRAISERS: HOST A COMMUNITY EVENT (BAKE SALE, CONCERT, OR RAFFLE) TO RAISE FUNDS AND AWARENESS FOR YOUR PROGRAM.6. TIMELINE PHASE 1 JULY DECEMBER 2023 PLANNING, SECURING PARTNERS, AND VOLUNTEER RECRUITMENT. PHASE 2 (NOW - 2024): LAUNCHING THE FIRST SERVICE EVENTS (E.G., CLEAN-UP DAYS, TUTORING PROGRAMS). PHASE 3 (JUNE 2024 AND FUTURE ): SCALING UP TO LARGER OR MORE COMPLEX SERVICE PROJECTS. PHASE 4 (ONGOING): EVALUATION AND REGULAR, SUSTAINED ACTIVITIES WITH CONTINUOUS FEEDBACK AND IMPROVEMENT. 7. STAFFS AND VOLUNTEERS ALL PEOPLE IN THE FOUNDATION, INCLUDING EXTENDED TEAM AND VOLUNTEERS HONGZHAO LIU, DANING YUAN, HONG WANG, LI WANG, CHENG LIU, RUI WANG, MINGJIA JIANG, MINGYU JIANG________________________________________CHAPTER 3 OTHER COLLABORATION ________________________________________1. VISION AND GOALSCOLLABORATION WITH XINGXING FOUNDATION, NANBO FOUNDATION AND STAR LEGACY FOUNDATION FOR DIFFERENT ACTIVITIES AND EXTEND INFLUENCE TO DIFFERENT AREA, COMMUNITY AND COUNTRIES PHASE 1 OCTOBER JUNE 2024 ENGAGING, PLANNING, SECURING PARTNERS, AND VOLUNTEER RECRUITMENT. PHASE 2 (JUNE 2024 AND FUTURE ): LAUNCH COLLABORATION PROJECT INVESTMENT FROM ETRADE 344934 350072 FILING FEE 95 0 0 95 OFFICE EXPENSE 346 0 0 346 PROGRAM EXPENSE 35450 0 0 35450 ADVANCE FROM FOUNDER 5000 38952 YI JIANG 19161 TWIG LN CUPERTINO CA 95014