The Chi Zhang and Jin Liu Family Foundation Charitable Trust
The Chi Zhang and Jin Liu Family Foundation Charitable Trust is a private foundation, based in East Setauket, NY. IRS filing data is available from 2019 through 2023. In 2023, it awarded 1 grant totaling $56K. Net investment income was $3.
Key facts about The Chi Zhang and Jin Liu Family Foundation Charitable Trust
In short: The Chi Zhang and Jin Liu Family Foundation Charitable Trust gave $56K across 1 grant in 2023 (avg $56K), mostly in Massachusetts. Source: 2023 IRS Form 990-PF.
- EIN
- 82-7100264
- Latest 990 filing
- Form 990-PF, 2023
- Annual giving (2023)
- $56,063
- Grants made (2023)
- 1
- Average grant
- $56,063
- Median grant
- $56,063
- Primary geography
- Massachusetts (100% of itemized 2023 grant dollars)
Data from IRS Form 990-PF, 2023; updated September 2026.
Financial Overview
From 2023 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$56K
-92.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$56K
-92.0% YoY
Under IRS private-foundation payout rules, The Chi Zhang and Jin Liu Family Foundation Charitable Trust reported a distributable amount of $369 for 2023 — the minimum it must pay out in qualifying distributions.
How The Chi Zhang and Jin Liu Family Foundation Charitable Trust gives
- Giving grew 84% from 2020 to 2023. Method
- In 2023 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2023 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2023, annual grant giving ranged from $31K (2020) to $700K (2022). In 2023 it made 1 grant totaling $56K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2023
The largest 2023 recipient was Fidelity Charitable Giving Fund ($56K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 2 grants of 5 (40%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Fidelity Charitable Giving Fund Boston, MA | Unrestricted | $56,063 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | — | $55,414 | $179,484 |
| Revenue | $10,004 | $579,245 | $40 |
| Expenses | $65,418 | $703,315 | $80,000 |
| Qualifying Distributions | $56,063 | $700,000 | $80,000 |
| Net Investment Income | $3 | $579,194 | $40 |
| Distributable Amount | $369 | $13,218 | $25,878 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 3, 2020)
- IRS filings on file for fiscal years 2020–2023
Leadership & Key People
Officers and directors from IRS filings
The Chi Zhang and Jin Liu Family Foundation Charitable Trust is led by Chi Zhang, Trustee on every filing since 2019 — the only officer listed, and uncompensated.
Officers on the 2023 filing
Chi Zhang
Trustee
On filings since 2019
2 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2019–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Chi Zhang and Jin Liu Family Foundation Charitable Trust
How much does The Chi Zhang and Jin Liu Family Foundation Charitable Trust give each year?
The Chi Zhang and Jin Liu Family Foundation Charitable Trust gave $56K across 1 grant in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $700K across 1 grant.
Where does The Chi Zhang and Jin Liu Family Foundation Charitable Trust operate?
The Chi Zhang and Jin Liu Family Foundation Charitable Trust has awarded grants in Massachusetts.
How much is The Chi Zhang and Jin Liu Family Foundation Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, The Chi Zhang and Jin Liu Family Foundation Charitable Trust reported a distributable amount of $369 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Chi Zhang and Jin Liu Family Foundation Charitable Trust's EIN?
The Chi Zhang and Jin Liu Family Foundation Charitable Trust's EIN (Employer Identification Number) is 82-7100264. IRS Form 990 filing data is available on this page for 2019–2023.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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