NTNU HERITAGE FOUNDATION OF NORTH AMERICA: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
NTNU HERITAGE FOUNDATION OF NORTH AMERICA (EIN 84-5057100)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-15
IRS object ID
202301359349312085
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-15T14:24:21-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN845057100EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NTNU HERITAGE FOUNDATION OF NORTH AMERICA INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Yen-hwa HsuInCareOfNm
Business Name ControlNTNUBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1947 Hensley StreetAddressLine1Txt
CityRichmondCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94801ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonYEN-HWA HSUPersonNm
Person TitleAssistant Treasurer SecretaryPersonTitleTxt
Phone8584571441PhoneNum
Signature2023-05-15SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstYEN-HWAPersonFirstNm
Person LastHSUPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL2AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJING TSANG LINPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12077 Skyline DriveAddressLine1Txt
CityMilpitasCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95035ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$260,319GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addressntnuhf.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2020FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionProviding direct and indirect educational and financial assistances to StudentsActivityOrMissionDesc
Voting Members Governing Body16VotingMembersGoverningBodyCnt
Voting Members Independent16VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$154,094PYContributionsGrantsAmt
CY Contributions Grants$258,404CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
CY Investment Income$1,915CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$154,094PYTotalRevenueAmt
CY Total Revenue$260,319CYTotalRevenueAmt
CY Grants And Similar Paid$199,910CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$272PYOtherExpensesAmt
CY Other Expenses$490CYOtherExpensesAmt
PY Total Expenses$272PYTotalExpensesAmt
CY Total Expenses$200,400CYTotalExpensesAmt
PY Revenues Less Expenses$153,822PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$59,919CYRevenuesLessExpensesAmt
Total Assets BOY$153,932TotalAssetsBOYAmt
Total Assets EOY$206,317TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$153,932NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$206,317NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionProvide educational and financial assistance to studentsMissionDesc
Significant New Program SrvcYes (true)SignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$130,950ExpenseAmt
Grant$130,900GrantAmt
Revenue$130,900RevenueAmt
DescDonors designated contributions toward to the building funds for new construction of "International Teaching and Research Building " at National Taiwan Normal University in Taipei, TaiwanDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$36,045ExpenseAmt
Grant$36,000GrantAmt
Revenue$36,045RevenueAmt
DescEstablished "Wei Lu Kun Memorial Distinguished Chemistry Lectureship" at department of chemistry of National Taiwan Normal University in Taipei, TaiwanDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$29,590ExpenseAmt
Grant$29,500GrantAmt
Revenue$29,500RevenueAmt
DescSeveral Scholarships for the students at National Taiwan Normal University in Taipei, TaiwanDesc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$3,500ExpenseAmt
Grant$3,500GrantAmt
Revenue$3,500RevenueAmt
DescAcademic ResearchesDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$3,500TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$3,500TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$3,500TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$200,085TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Excs Tax Sect4951 Or4952 Or4953falseExcsTaxSect4951Or4952Or4953Ind
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members16GoverningBodyVotingMembersCnt
Independent Voting Member16IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonYEN-HWA HSUPersonNm
Phone8584571441PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1520 Santa CarinaAddressLine1Txt
CitySolana BeachCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92075ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
JING TSANG LIN
Chairman of the BoardYes (X)$0$0$0
MAY LOU
Vice ChairwomanYes (X)$0$0$0
J C FANN
Vice ChairmanYes (X)$0$0$0
SHYN-GENE CHERNG
Director TreasurerYes (X)$0$0$0Yes (X)
YEN-HWA HSU
Director SecretaryYes (X)$0$0$0Yes (X)
CHING-LAI HUOH
Director Web MasterYes (X)$0$0$0Yes (X)
SHU MIN P YANG
Director public RelatYes (X)$0$0$0Yes (X)
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$258,404AllOtherContributionsAmt
Total Contributions$258,404TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,915TotalRevenueColumnAmt
Related Or Exempt Func Income$1,915RelatedOrExemptFuncIncomeAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$260,319TotalRevenueColumnAmt
Related Or Exempt Func Income$1,915RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$199,910TotalAmt
Program Services$199,910ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$58TotalAmt
Management And General$58ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$390TotalAmt
Program Services$205ProgramServicesAmt
Management And General$185ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$42TotalAmt
Management And General$42ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$200,400TotalAmt
Program Services$200,115ProgramServicesAmt
Management And General$285ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$153,932BOYAmt
EOY$38,537EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY$69,627EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
EOY$98,153EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$153,932BOYAmt
EOY$206,317EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$113,932BOYAmt
EOY$127,273EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$40,000BOYAmt
EOY$79,044EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$153,932BOYAmt
EOY$206,317EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$153,932BOYAmt
EOY$206,317EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$59,919ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$7,534NetUnrlzdGainsLossesInvstAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$200CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$154,094CurrentTaxYearMinus1YearAmt
Current Tax Year$258,404CurrentTaxYearAmt
Total$412,698TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$200CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$154,094CurrentTaxYearMinus1YearAmt
Current Tax Year$258,404CurrentTaxYearAmt
Total$412,698TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$375,745SubstantialContributorsTotAmt
Public Support Total170$36,953PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year$1,915CurrentTaxYearAmt
Total$1,915TotalAmt
FieldValueIRS element (for citing)
Total Support$414,613TotalSupportAmt
First5 Years170Yes (X)First5Years170Ind
Public Support CY1700.00000PublicSupportCY170Pct

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Disclosed Org Leg CtrlfalseDisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsfalseDisclosedForCharitablePrpsInd
Written Policy MonitoringfalseWrittenPolicyMonitoringInd
Section170h Rqr StsfdfalseSection170hRqrStsfdInd
Solicited Assets SalefalseSolicitedAssetsSaleInd
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabfalseInclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$40,000BeginningYearBalanceAmt
Contributions$40,150ContributionsAmt
Investment Earnings Or Losses-$1,106InvestmentEarningsOrLossesAmt
End Year Balance$79,044EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Contributions$40,000ContributionsAmt
End Year Balance$40,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Grants To Org Outside US GrantsToOrgOutsideUSGrp

FieldValueIRS element (for citing)
RegionEast Asia and the PacificRegionTxt
Purpose Of GrantStudents EducationPurposeOfGrantTxt
Cash Grant$199,910CashGrantAmt
Manner Of Cash DisbursementWire transferMannerOfCashDisbursementTxt
Valuation Method UsedBookValuationMethodUsedDesc
FieldValueIRS element (for citing)
Total Other Org1TotalOtherOrgCnt
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
OtherPartII,Line1,
OtherName of organization: National Taiwan Normal Univisity
OtherAddress: 162, Section 1, Heping E. Rd,. Taipei City 106 Taiwan

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (16 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part III Line 2Scholarships for students in NTNU
Part III Line 2Donors designated funds toward new construction of a building at NTNU
Part VI Line 11bTreasurer, chairman and secretary of organization will conduct the review
Part VI Line 11bbefore filing the form
Part VI Line 19Only form 990 is required by IRS for public inspection
Part III Line 4dExpenses: $3500.00 including grants of: $3500.00 Revenue: $3500.00
Part III Line 4dIncludes foreign grants
Part III Line 4dAcademic Researches
PartIX,Line 11g2021 Tax Return efile, Federal: $90
PartIX,Line 11g2021 Tax Return efile, State: $10
PartIX,Line 11gDomain Name anual fee: $15
PartIX,Line 11gFees required paid to CA State: $70
PartIX,Line 11gBank wiring fees: $205
PartVI,Line 8aMinutes are maintained
PartVI,Line 8bCommittees are created by board directors
PartVI,Line 19Only Form 990 is required by IRS for public inspection

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