GENE CHIU FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GENE CHIU FOUNDATION (EIN 05-0598399)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202443209349106084
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T14:47:16-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 270472389 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CGUCPA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 46560 FREMONT BLVD SUITE 403 | AddressLine1Txt |
| City | FREMONT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94538 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050598399 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GENE CHIU FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GENE | BusinessNameControlTxt |
| Phone | 6508582734 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1637 | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | POLLY JAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6508582734 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PEGGY H CHEN | PreparerPersonNm |
| PTIN | P00910398 | PTIN |
| Phone | 5107708680 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,970,445 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $18,131 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18,131 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $241,931 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $241,931 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$382,865 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,665 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,603 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,603 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$121,200 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $261,665 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $38,400 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $38,400 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $38,400 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $38,400 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,900 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $24,624 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $6,099 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $15,414 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $163,295 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $51,916 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $111,379 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $297,933 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,916 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $203,178 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $256,079 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $256,079 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $554,012 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,916 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $459,257 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$675,212 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $209,749 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $592,249 | CashBOYAmt |
| Cash EOY | $484,855 | CashEOYAmt |
| Cash EOYFMV | $484,855 | CashEOYFMVAmt |
| Acct Rcvbl | $4,898 | AcctRcvblAmt |
| Acct Rcvbl BOY | $3,130 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $4,898 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $4,898 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $68,053 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $284,630 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $286,761 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $100,342 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $707,531 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $721,415 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $6,223,678 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,765,730 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,907,112 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,202,290 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $170,196 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,047,508 | LandBOYAmt |
| Land EOY | $1,032,094 | LandEOYAmt |
| Land EOYFMV | $1,565,404 | LandEOYFMVAmt |
| Total Assets BOY | $8,034,960 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,279,738 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,970,445 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $936 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $926 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $380,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $300,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $380,936 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $300,926 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,654,024 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,978,812 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,654,024 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,978,812 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,034,960 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,279,738 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,654,024 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$675,212 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,978,812 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,978,812 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTION | P | 2022-01-01 | 2023-12-31 | $2,665 | $2,665 | $2,665 | |
| CHARLES SCHWAB 1218 (SEE ATTACHMENT) | P | 2023-01-01 | 2023-12-31 | -$10,139 | -$10,139 | $10,139 | |
| CHARLES SCHWAB 1218 (SEE ATTACHMENT) | P | 2022-01-01 | 2023-12-31 | -$369,527 | -$369,527 | $369,527 | |
| CHARLES SCHWAB 8475 (SEE ATTACHMENT) | P | 2023-01-01 | 2023-12-31 | -$1,498 | -$1,498 | $1,498 | |
| CHARLES SCHWAB 8475 (SEE ATTACHMENT) | P | 2022-01-01 | 2023-12-31 | -$4,366 | -$4,366 | $4,366 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$382,865 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,916 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,916 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,916 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,120 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,120 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,204 | OverpaymentAmt |
| Applied To ES Tax | $2,204 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | POLLY JAN | IndividualWithBooksNm |
| Phone | 6508582734 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1637 | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | POLLY JAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1637 | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $38,400 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GCF WEB READING ROOM PROJECT - POST FAIRY TALE AND FOLK STORIES TO THE WEBSITE IN ENGLISH AND CHINESE, MAINTAIN THE WEBSITE AND BUILD CONTENTS | Description1Txt |
| Expenses1 | $31,161 | Expenses1Amt |
| Description2 | GCF BOOKS PROJECT - PROVIDE FREE BOOKS AND EDUCATION MATERIALS FOR ELEMENTARY AND HIGH SCHOOL STUDENTS TO PROMOTE READING, LITERACY, AND EDUCATION. BOOKS ARE EITHER SHIPPED TO GUIZHOU SCHOOLS LIBRARIES OR MADE AVAILABLE ON WEBSITE | Description2Txt |
| Expenses2 | $29,331 | Expenses2Amt |
| Description3 | GCF STUDENT SCHOLARSHIP PROJECT - ESTABLISH SCHOLARSHIP FOR LOW INCOME COLLEGE STUDENTS IN GUIZHOU PROVINCE. | Description3Txt |
| Expenses3 | $10,984 | Expenses3Amt |
| Description4 | GCF SCHOOL FACILITIES PROJECT - TO ASSIST AND HELP SUPPORTING OF SCHOOL FACILITIES | Description4Txt |
| Expenses4 | $7,323 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,274,779 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $862,022 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,735,600 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,872,401 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,872,401 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $193,086 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,679,315 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $633,966 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $633,966 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,916 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,916 | TotalTaxAmt |
| Distributable Before Adj | $631,050 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $631,050 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $631,050 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $459,257 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $459,257 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $631,050 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $408,575 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $459,257 | QualifyingDistributionsAmt |
| Applied To Year1 | $408,575 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $50,682 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $580,368 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|
| CAPITAL UNIV FOR ECON & TRADE | |||||||
| 121 SHOUJINGMAO S RD HUAXIANG | FENGTAI DISTRICT | BEIJING | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN BEIJING, CHINA | $1,480 | |
| FUJIAN TEACHERS UNIVERSITY | |||||||
| NO 9 NINHUA RD TAIJIANG DISTRICT | FUZHOU | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN FUJIAN, CHINA | $1,350 | FUJIAN | |
| GAN-NAN NORMAL UNIVERSITY | |||||||
| SHANGXUE SOUTH AVENUE ZHANGGONG | DISTRICT | GANZHOU | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN JIANGXI, CHINA | $1,200 | JIANGXI |
| GUIYANG HEALTHCARE MEDICAL UNIV | |||||||
| NO 2 SHILIN WEST RD GUANSHANHU DIST | GUIYANG | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $1,263 | GUIZHOU | |
| GUIZHOU FINANCE & MANAGEM'T UNIV | |||||||
| NO 288 HUAYAN RD HUAXI DIST | GUIYANG | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $1,747 | GUIZHOU | |
| GUIZHOU FOOD SCIENCE COLLEGE | |||||||
| NO 1 TAOLIN RD QINGZHEN | GUIYANG | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $1,713 | GUIZHOU | |
| GUIZHOU MEDICAL UNIV | |||||||
| NO 6 ANKANG AVENUE GUIAN NEW | DISTRICT | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $3,781 | GUIZHOU | |
| GUIZHOU NORMAL UNIV | |||||||
| NO 115 GAOXIN ROAD WUDANG DISTRICT | GUIYANG | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $1,960 | GUIZHOU | |
| GUIZHOU UNIVIT | |||||||
| GUIZHOU UNIVERSITY | GUIYANG | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $1,685 | GUIZHOU | |
| GUIZHOU UNIVERSITY-CHEM | |||||||
| GUIZHOU UNIVERSITY | GUIYANG | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $1,620 | GUIZHOU | |
| HEFAI INDUSTRIAL TECH UNIV | |||||||
| NO 193 TUNXI ROAD | HEFEI | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN ANHUI, CHINA | $1,849 | ANHUI | |
| HUISHUI HIGH SCHOOL | |||||||
| HUISHUI COUNTY | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN QIANNAN BUYEI AND MIAO AUTONOMOUS PREFECTURE, CHINA | $776 | QIANNAN BUYEI AND | ||
| JIANSU TECHNOLOGY COLLEGE | |||||||
| NO 1801 ZHONGWU AVENUE | CHANGZHOU | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN JIANGSU, CHINA | $2,026 | JIANGSU | |
| KAILI COLLEGE | |||||||
| NO3 KAIYUAN AVENUE KAILI ECONOMIC | DEVELOPMENT AREA | KAILI | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $3,103 | GUIZHOU |
| LANZHOU TECHNOLOGY UNIVERSITY | |||||||
| NO 287 LANGONGPING ROAD QILIHE | DISTRICT | LANZHOU | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN GANSU, CHINA | $1,919 | GANSU |
| MINGJIAN TEACHERS COLLEGE | |||||||
| NO 1 XUEFU S RD MINHOU COUNTY | FUZHOU | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN FUJIAN, CHINA | $1,517 | FUJIAN | |
| NANJING NORMAL COLLEGE FOR TRAINNIG SPECIAL EDTEACHERS | |||||||
| NO 1 SHENNONG ROAD QIXIA DISTRICT | NANJING | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN JIANGSU, CHINA | $1,520 | JIANGSU | |
| NANJING TEACHERS UNIVERSITY | |||||||
| NO 122 NINHAI RD GULOU DISTRICT | NANJING | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN JIANGSU, CHINA | $1,310 | JIANGSU | |
| QINNAN MINZU TEACHERS COLLEGE | |||||||
| NO 5 MIDDLE SECTION OF JIANJIANG | AVENUE | DUYUN | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $1,325 | GUIZHOU |
| SHIHEZEE UNIV | |||||||
| NO8 DAXUE ROAD | YICHANG | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN HUBEI, CHINA | $1,150 | HUBEI | |
| SOUTHWEST MINZU UNIV | |||||||
| NO 168 WENXING SECTION DAJIAN ROAD | AIRPORT DEVELOPMENT ZONE SHUANGLIU | CHENGDU | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN CHENGDU, CHINA | $1,540 | |
| THREE GORGES UNIV PHARMACY TECH | |||||||
| NO 8 DAXUE RD | YICHANG | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN HUBEI, CHINA | $1,550 | HUBEI | |
| TIANJIN UNIV OF FINANCE & ECON | |||||||
| 25 ZHUJIANG ROADHEXI DISTRICT | TIANJIN | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN TIANJIN, CHINA | $2,780 | ||
| GUIZHOU MEDICAL UNIV(PHARM) | |||||||
| NO 6 ANKANG AVENUE GUIAN NEW | DISTRICT | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $1,690 | GUIZHOU | |
| HUBEI SAN-SHIA UNIVERSITY(COMMERCE) | |||||||
| NO 8 DAXUE RD | YICHANG | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN HUBEI, CHINA | $1,560 | HUBEI | |
| XINJIANG NORMAL UNIV | |||||||
| 239 KASHI E RD XINSHI DISTRICT | URUMQI | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN XINJIANG, CHINA | $1,290 | XINJIANG | |
| ZUNYI MEDICAL UNIV MD | |||||||
| 201 DALIAN ROAD HUICHUAN DISTRICT | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $1,375 | GUIZHOU | ||
| NATIONAL TAIWAN UNIVERSITY DEPARTMENT OF MATH | |||||||
| NO1 SEC4 ROOSEVELT RD | TAIPEI | TW | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN TAIPEI, TAIWAN | $100,000 | ||
| NATIONAL TAIWAN UNIVERSITY | |||||||
| NO1 SEC4 ROOSEVELT RD | TAIPEI | TW | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN TAIPEI, TAIWAN | $10,000 | ||
| NATIONAL TAIWAN UNIVERSITY HOSPITAL | |||||||
| NO7 CHUNG SHAN S RD ZHONGZHENG DIST | TAIPEI | TW | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN TAIPEI, TAIWAN | $100,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $256,079 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $18,131 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $241,931 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,603 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$382,865 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | -$121,200 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$121,200 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 13 | LineNumberTxt |
| Relationship Statement | INCOME IS ALL USED FOR EXEMPT PURPOSES TO ESTABLISH COMPUTER CLASSROOM, ELECTRONIC BOOKS, WEBSITES, SCHOLARSHIP AND LIBRARY IN UNIVERSITY AND JUNIOR HIGH AND HIGH SCHOOLS IN CHINA AND TAIWAN. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $17,800 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,900 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|
| LAND | 2012-12-19 | $601,145 | L | $0 | $0 | ||
| BUILDING | 2012-12-19 | $601,145 | SL | $15,414 | $0 | $154,782 | 39.000000000000 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENTS #8475 | BondNm |
| EOY Book Value | $707,531 | EOYBookValueAmt |
| EOYFMV | $721,415 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $284,630 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $286,761 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENTS #1218 | AT COST | $992,541 | $924,042 |
| INVESTMENTS #1218 | AT COST | $2,518,267 | $4,712,911 |
| INVESTMENTS #8475 | AT COST | $946,324 | $922,250 |
| INVESTMENTS #8475 | AT COST | $28,591 | $27,632 |
| INVESTMENTS #8475 | AT COST | $119,439 | $122,527 |
| INVESTMENTS #1218 | AT COST | $160,568 | $197,750 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LAND | $601,145 | $0 | $601,145 |
| BUILDING | $601,145 | $170,196 | $430,949 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INTEREST EXPENSE | $9,297 | $9,297 | $0 |
| INVESTMENT MANAGEMENT FEES | $42,619 | $42,619 | $0 |
| UTILITIES | $7,491 | $0 | $7,491 |
| GCF SCHOLARSHIP PROJECT | $10,984 | $0 | $10,984 |
| HOA FEES | $12,274 | $0 | $12,274 |
| GCF READING PROJECT | $31,161 | $0 | $31,161 |
| GCF ADVISOR PROJECT | $1,831 | $0 | $1,831 |
| GCF WEBSITE | $1,831 | $0 | $1,831 |
| GCF SCHOOL FACILITIES PROJECT | $7,323 | $0 | $7,323 |
| GCF GRADUATE STUDY PROGRAM PROJECT | $3,661 | $0 | $3,661 |
| GCF BOOKS PROJECT | $29,331 | $0 | $29,331 |
| GCF SENIOR WELFARE PROJECT | $5,492 | $0 | $5,492 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VARIOUS INVESTMENT GAIN | Desc |
| Revenue And Expenses Per Books | $1,603 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,603 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,603 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DISTRIBUTION PAYABLE | Desc |
| BOY Book Value | $380,000 | BOYBookValueAmt |
| EOY Book Value | $300,000 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX - CY | $804 | $0 | $0 |
| PAYROLL TAX | $6,099 | $0 | $6,099 |
| PROPERTY TAX | $17,721 | $0 | $0 |
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