2025-10-15T13:20:50-05:00 2024-11-30 475284605 ERIC ZHANG & ASSOCIATES LLP 860 HILLVIEW CT STE 230 MILPITAS CA 95035 990PF 2023-12-01 861896162 JIANG AND LIU FAMILY FOUNDATION JIAN 4089312284 19161 TWIG LN CUPERTINO CA 95014 YI JIANG CEO 4089312284 2025-10-15 1 0 ERIC ZHANG CPA P00548506 4084358828 2023 2025-03-06 01:10:19Z X 1107936 X 309214 33 33 33 1881 1881 1881 13791 383270 13791 13791 324919 15705 15705 0 0 0 0 1220 0 0 1220 401 401 401 0 8374 0 0 8374 9995 401 401 9594 2290 2290 12285 401 401 11884 312634 15304 15304 355685 431588 431588 158029 158029 344934 403718 518319 700619 993335 1107936 38952 19034 38952 19034 X 676208 985422 0 0 -14541 -11121 661667 974301 700619 993335 661667 312634 0 974301 0 974301 100000 SHARES OF US TREASURY BILL P 2023-10-11 2023-12-05 100000 100000 0 0 200000 SHARES OF US TREASURY BILL P 2023-10-17 2024-01-16 200000 200000 0 0 100 SHARES OF NVIDIA P 2024-11-05 2024-11-11 14490 13779 711 711 200 SHARES OF TESLA P 2024-11-06 2024-11-12 68780 55700 13080 13080 13791 13791 213 0 213 0 213 0 0 0 0 0 0 213 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 1 0 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 8122 0 313723 608073 0 921796 0 0 921796 13827 907969 45398 X 11884 0 11884 2020-12-21 X 15304 3789 0 0 19093 13008 3221 0 0 16229 11884 37186 1185 5000 55255 2290 1340 165 0 3795 9594 35846 1020 5000 51460 0 0 30265 21281 7593 17 59156 0 0 0 0 YI JIANG JINGYI LIU X ARGONAUT ELEMENTARY PTA 13200 SHADOW MOUNTAIN DRIVE SARATOGA CA 95070 N/A 501C3 DONATION 250 SARATOGA EDUCATION FOUNDATION PO BOX 2392 SARATOGA CA 95070 N/A PUBLIC CHARITY DONATION 2000 SARATOGA UNION SCHOOL DISTRICT 20460 FORREST HILLS DRIVE SARATOGA CA 95070 N/A 501C3 DONATION 40 2290 0 14 33 14 1881 18 13791 0 15705 0 15705 0 0 0 0 0 0 0 0 0 0 X X 1 YI JIANG 19161 TWIG LN CUPERTINO CA 95014 162354 X 2 YI JIANG 19161 TWIG LN CUPERTINO CA 95014 146860 X 1 1067 SHARES OF AAPL 206091 2023-12-27 ACCOUNTING FEE 1220 0 0 1220 SUMMARY OF DIRECT CHARTIABLE ACTIVITIES FORM 990PF / PART VIII-A JIANG AND LIU FAMILY FOUNDATION ACTIVITIES PLANNING MEMOSEPTEMBER 1 2024________________________________________CHAPTER 1 BOOK DONATION PROGRAM PLAN FOR SCHOOLS AND LIBRARIES IN US AND CHINA ________________________________________1. VISION AND GOALSVISIONTO PROMOTE LITERACY, EDUCATIONAL DEVELOPMENT, AND CULTURAL EXCHANGE BY PROVIDING DIVERSE, HIGH-QUALITY BOOKS TO SCHOOLS AND LIBRARIES IN CHINA AND THE UNITED STATES.GOALS DONATE BOOKS THAT SUPPORT LITERACY IN UNDER-RESOURCED SCHOOLS AND LIBRARIES. ENCOURAGE CROSS-CULTURAL UNDERSTANDING THROUGH BOOKS THAT INTRODUCE STUDENTS TO THE CULTURES OF CHINA AND THE US. INSPIRE A LIFELONG LOVE FOR READING AND KNOWLEDGE IN STUDENTS.2. TARGET SCHOOLS AND LIBRARIESCHINA RURAL OR UNDER-RESOURCED SCHOOLS WITH LIMITED ACCESS TO NEW BOOKS. SCHOOLS WITH ENGLISH-LANGUAGE PROGRAMS OR NEEDS FOR TRANSLATED EDUCATIONAL CONTENT. PRIORITY REGIONS: WESTERN AND CENTRAL PROVINCES WITH LIMITED EDUCATIONAL RESOURCES.UNITED STATES BILINGUAL OR MULTILINGUAL SCHOOLS WHERE CHINESE-LANGUAGE BOOKS SUPPORT CULTURAL OR LANGUAGE PROGRAMS. UNDERSERVED SCHOOLS AND LIBRARIES IN CALIFORNIA, ESPECIALLY DISTRICTS WITH LIMITED LIBRARY BUDGETS. SCHOOLS WITH AFTER-SCHOOL LITERACY PROGRAMS THAT CAN INTEGRATE DONATED BOOKS.3. LOGISTICS AND DISTRIBUTIONBOOK COLLECTION ORGANIZE SEMI-ANNUAL BOOK DRIVES IN BOTH COUNTRIES, FOCUSED ON GENTLY USED OR NEW BOOKS. PARTNER WITH COMMUNITY CENTERS, SCHOOLS, AND LIBRARIES AS COLLECTION POINTS. CONDUCT TWO FIELD TRIPS TO CHINA TO OVERSEE QUALITY CONTROL OF DONATED MATERIALS.SHIPPING SECURE NONPROFIT OR DISCOUNTED RATES WITH LOGISTICS COMPANIES FOR CROSS-BORDER SHIPMENTS. PARTNER WITH LOCAL COURIERS FOR EFFICIENT LAST-MILE DELIVERY IN BOTH CHINA AND THE US. TRACK SHIPMENTS DIGITALLY TO ENSURE TRANSPARENCY AND DELIVERY CONFIRMATION.CUSTOMS AND IMPORT REGULATIONS RESEARCH AND COMPLY WITH CUSTOMS RULES FOR BOOK IMPORTS IN BOTH COUNTRIES. PREPARE BILINGUAL DOCUMENTATION FOR CUSTOMS CLEARANCE TO MINIMIZE DELAYS.4. STATUS AND PHASESPHASE 1 (JULY DECEMBER 2023): PLANNING, IDENTIFYING SCHOOL/LIBRARY PARTNERS, AND FUNDRAISING. ESTABLISHING LOGISTICS PARTNERSHIPS AND COLLECTION PROCESSES.PHASE 2 (JANUARY DECEMBER 2024): BOOK COLLECTION AND PURCHASE. QUALITY CHECKS AND SORTING. FINALIZING LOGISTICS AND INITIATING SHIPMENTS.PHASE 3 (2025 AND BEYOND): DISTRIBUTION OF BOOKS TO SCHOOLS AND LIBRARIES. COLLECTION OF FEEDBACK FROM TEACHERS, LIBRARIANS, AND STUDENTS. ANNUAL REPORTING OF PROGRAM OUTCOMES (BOOKS DONATED, SCHOOLS REACHED, IMPACT STORIES). CONTINUOUS IMPROVEMENT AND POTENTIAL PROGRAM EXPANSION TO ADDITIONAL REGIONS.SUCCESS METRICS YEAR 1: 5,000 BOOKS DONATED ACROSS CHINA AND THE US. YEAR 2: 10,000+ BOOKS, WITH AT LEAST A 30% INCREASE IN BILINGUAL/CROSS-CULTURAL MATERIALS. POSITIVE FEEDBACK FROM 80% OF PARTICIPATING SCHOOLS AND LIBRARIES.________________________________________CHAPTER 2: LOCAL COMMUNITY SERVICE PROGRAM PLAN________________________________________1. VISION AND GOALSVISIONTO FOSTER A STRONGER, MORE CONNECTED COMMUNITY BY EMPOWERING INDIVIDUALS TO GIVE BACK THROUGH SERVICE PROJECTS THAT ADDRESS LOCAL NEEDS.GOALS ENCOURAGE VOLUNTEERISM AND ACTIVE PARTICIPATION IN COMMUNITY BETTERMENT. SUPPORT LOCAL CAUSES SUCH AS EDUCATION, ENVIRONMENTAL CONSERVATION, AND SOCIAL WELFARE. CREATE LASTING PARTNERSHIPS BETWEEN COMMUNITY MEMBERS, LOCAL BUSINESSES, AND ORGANIZATIONS.SUCCESS METRICS TOTAL NUMBER OF VOLUNTEERS RECRUITED AND ACTIVE. NUMBER OF SERVICE PROJECTS LAUNCHED ANNUALLY. COMMUNITY PARTICIPATION RATES IN EVENTS AND INITIATIVES. MEASURABLE IMPROVEMENTS (E.G., AMOUNT OF WASTE COLLECTED, NUMBER OF STUDENTS MENTORED, FUNDS RAISED).________________________________________2. TARGET AREAS FOR SERVICELOCAL SCHOOLS AND EDUCATION ORGANIZE TUTORING AND MENTORING PROGRAMS FOR STUDENTS IN NEED. IMPROVE SCHOOL FACILITIES BY PAINTING, CLEANING, OR FUNDRAISING FOR EDUCATIONAL SUPPLIES.ENVIRONMENTAL CONSERVATION CONDUCT NEIGHBORHOOD CLEAN-UP DAYS, TREE-PLANTING DRIVES, OR ESTABLISH COMMUNITY GARDENS. PARTNER WITH LOCAL PARKS TO MAINTAIN AND ENHANCE GREEN SPACES.COMMUNITY ARTS, CULTURE, AND NATURAL RESERVES SUPPORT CULTURAL EVENTS AND COMMUNITY ART PROJECTS SUCH AS MURALS, EXHIBITIONS, OR PERFORMANCES. PROVIDE SPACES FOR LOCAL ARTISTS TO SHOWCASE THEIR WORK AND ENGAGE WITH RESIDENTS. COLLABORATE WITH PUBLIC PARKS, ZOOS, AQUARIUMS, AND NATURE RESERVES FOR EDUCATIONAL AND CONSERVATION EFFORTS.SUCCESS METRICS AT LEAST 10 SCHOOLS SUPPORTED THROUGH TUTORING OR FACILITY PROJECTS IN THE FIRST 2 YEARS. REDUCTION IN LITTER AND IMPROVED GREEN COVERAGE IN TARGETED NEIGHBORHOODS. ANNUAL PARTICIPATION IN AT LEAST 3 ARTS OR CULTURAL EVENTS.________________________________________3. PARTNERSHIP AND COLLABORATIONLOCAL ORGANIZATIONS PARTNER WITH NON-PROFITS ALREADY ENGAGED IN SERVICE WORK (E.G., FOOD BANKS, SHELTERS, ENVIRONMENTAL GROUPS). WORK WITH SCHOOLS AND LIBRARIES TO RUN TUTORING PROGRAMS OR LIBRARY REFURBISHMENTS.LOCAL BUSINESSES ENCOURAGE BUSINESSES TO SPONSOR SERVICE PROJECTS OR PROVIDE VOLUNTEERS. PARTNER WITH CAFES AND RESTAURANTS TO HOST FUNDRAISING EVENTS OR DONATE FOOD FOR COMMUNITY DAYS.SUCCESS METRICS AT LEAST 15 COMMUNITY PARTNERSHIPS ESTABLISHED WITHIN THE FIRST YEAR. ANNUAL SPONSORSHIP CONTRIBUTIONS FROM AT LEAST 5 LOCAL BUSINESSES.________________________________________4. LOGISTICS AND RESOURCESVOLUNTEERS CREATE AN ONLINE SIGNUP AND MANAGEMENT SYSTEM (E.G., GOOGLE FORMS OR VOLUNTEER PLATFORMS). PROVIDE TRAINING OR ORIENTATION FOR SPECIFIC SERVICE ACTIVITIES (E.G., CHILD MENTORSHIP, ELDERLY CARE, ENVIRONMENTAL WORK).MATERIALS AND SUPPLIES IDENTIFY AND SECURE RESOURCES FOR EACH PROJECT (E.G., CLEANING TOOLS, EDUCATIONAL SUPPLIES, ART MATERIALS). REQUEST DONATIONS FROM BUSINESSES, OR ALLOCATE BUDGET FUNDS AS NEEDED. HOST FUNDRAISING EVENTS (E.G., BAKE SALES, CONCERTS, RAFFLES) TO SUPPORT ONGOING EFFORTS.SUCCESS METRICS VOLUNTEER RETENTION RATE OF 70% OR HIGHER YEAR-OVER-YEAR. ALL SERVICE EVENTS EQUIPPED WITH NECESSARY SUPPLIES THROUGH DONATIONS OR BUDGET ALLOCATION.________________________________________5. TIMELINEPHASE 1 (JULY DECEMBER 2024): PLANNING, SECURING PARTNERS, AND VOLUNTEER RECRUITMENT (COMPLETED).PHASE 2 (2025): LAUNCHING INITIAL SERVICE EVENTS (CLEAN-UP DAYS, TUTORING PROGRAMS) AND SCALING TO LARGER PROJECTS.PHASE 3 (ONGOING, 2025+): REGULAR EVALUATION, SUSTAINED ACTIVITIES, AND CONTINUOUS IMPROVEMENT BASED ON COMMUNITY FEEDBACK.SUCCESS METRICS MINIMUM OF 2 SERVICE EVENTS IN YEAR 1, GROWING TO 6+ EVENTS ANNUALLY BY YEAR 3.________________________________________6. STAFF AND VOLUNTEERS ALL FOUNDATION MEMBERS ACTIVELY INVOLVED. VOLUNTEERS RECRUITED FROM SCHOOLS, BUSINESSES, AND LOCAL ORGANIZATIONS. LEADERSHIP TEAM RESPONSIBLE FOR COORDINATION, COMMUNICATION, AND EVENT OVERSIGHT.________________________________________CHAPTER 3 AI PEDESTRIAN TRAFFIC LIGHT APP DEVELOPMENT FOR THE VISUALLY IMPAIRED INTELLIGENT BARRIER________________________________________1. VISION AND GOALSSPONSOR AND SUPPORT AI-DRIVEN PEDESTRIAN TRAFFIC LIGHT ASSISTANT FREE AI APP (IPHONE) DEVELOPMENT FOR WORLDWIDE THE VISUALLY IMPAIRED COMMUNITY. TWO FREE APPS (TRAFFIC LIGHT, AND 3D SMART CANE FOR THE VISUALLY IMPAIRED HAS BEEN DEVELOPED AND RELEASED INTO APPLE STORE TO HELP THOUSANDS OF PEOPLE IN 39 COUNTRIES AND REGION TO PASS ACROSS ZEBRA PEDESTRIAN ZONE LIGHT SAFELY. MISSION: ENHANCE SAFE, BARRIER-FREE TRAVEL FOR ALL PEDESTRIANS, WITH A FOCUS ON VISUALLY IMPAIRED USERS. SCOPE: SMARTPHONE-BASED APP + SMART ASSISTIVE DEVICES (E.G., 3D SMART CANE) PROVIDING AI-DRIVEN DETECTION, COUNTDOWNS, AND ORIENTATION GUIDANCE. TARGET USERS: GENERAL PEDESTRIANS, VISUALLY IMPAIRED USERS, ELDERLY, AND TRAFFIC SAFETY ORGANIZATIONS.KEY FEATURES: WORLD'S FIRST AI TRAFFIC LIGHT COUNTDOWN SYSTEMO AI-DRIVEN LIGHT RECOGNITIONO ZEBRA CROSSING ORIENTATION ASSISTANCEO TESTED ON 186K ROADS WITH 98.29% ACCURACY ACCESSIBILITY FOCUSO SPECIALLY DESIGNED FOR VISUALLY IMPAIRED USERSO USES A VERTICAL MOBILE PHONE WITH REAR CAMERA DETECTIONO PROVIDES REAL-TIME VOICE BROADCASTS: RED LIGHT / GREEN LIGHT STATUS COUNTDOWN TIMERS ORIENTATION GUIDANCE FOR ZEBRA CROSSINGS DUAL-LIGHT INTELLIGENT SYSTEMO HELPS WHEN TWO PEOPLE ARE NEAR DIFFERENT TRAFFIC LIGHTSO ANNOUNCES DISTANCE AND STATUS (E.G., "RED LIGHT NEAR, GREEN LIGHT FAR")O IMPROVES SAFETY BY REDUCING CONFUSION CAR TRAFFIC LIGHT ASSISTANCEO WORKS AT INTERSECTIONS WITHOUT PEDESTRIAN SIGNALSO PROVIDES AUXILIARY REFERENCE FOR CROSSING SAFELY________________________________________DEVICE & LANGUAGE SUPPORT: COMPATIBLE DEVICES (15 MODELS):IPHONE XS MAX, IPHONE 11, 12 MINI, 12 PRO, 13, 13 MINI, 14+, 14 PRO, 14 PRO MAX, 15+, 15 PRO, 15 PRO MAX, 16+, 16 PRO MAX, IPAD MINI 6 SUPPORTED LANGUAGES (12):CHINESE (SIMPLIFIED & TRADITIONAL), ENGLISH, FRENCH, PORTUGUESE, SPANISH, ARABIC, GERMAN, JAPANESE, RUSSIAN, THAI, VIETNAMESE________________________________________GLOBAL REACH: DOWNLOADED IN 34 COUNTRIES/REGIONS PROMOTED IN 39 REGIONS WORLDWIDE, INCLUDING:MAINLAND CHINA, TAIWAN, U.S., HONG KONG, MALAYSIA, U.K., AUSTRALIA, CANADA, JAPAN, MAC INVESTMENT FROM ETRADE 403718 518319 FILING FEE 100 0 0 100 OFFICE EXPENSE 152 0 0 152 PROGRAM EXPENSE 8122 0 0 8122 ADVANCE FROM FOUNDER 38952 19034 IRS 401 401 401 0