GENE CHIU FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- GENE CHIU FOUNDATION (EIN 05-0598399)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-16
- IRS object ID
- 202313209349101621
- 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
- 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 Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-16T15:37:13-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | C G UHLENBERG 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 | 2022-01-01 | 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 | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | POLLY | PersonFirstNm |
| Person Last | JAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,495,967 | 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 | $5,575 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,575 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $246,444 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $246,444 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $165,279 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,897,725 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $165,279 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $417,298 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $417,298 | 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 | $17,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,800 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $23,372 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,564 | 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 | $88,138 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $46,883 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $41,255 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $221,324 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,447 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $132,954 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $359,447 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $359,447 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $580,771 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,447 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $492,401 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$163,473 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $367,851 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,416 | CashBOYAmt |
| Cash EOY | $592,249 | CashEOYAmt |
| Cash EOYFMV | $592,249 | CashEOYFMVAmt |
| Acct Rcvbl | $3,130 | AcctRcvblAmt |
| Acct Rcvbl BOY | $68 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $3,130 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,130 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $70,937 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $68,053 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $53,911 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $108,379 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $100,342 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $91,178 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $6,658,737 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,223,678 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,131,281 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,202,290 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $154,782 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,062,922 | LandBOYAmt |
| Land EOY | $1,047,508 | LandEOYAmt |
| Land EOYFMV | $1,624,218 | LandEOYFMVAmt |
| Total Assets BOY | $7,912,459 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,034,960 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,495,967 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,962 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $936 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $90,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $380,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $94,962 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $380,936 | 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 | $7,817,497 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,654,024 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,817,497 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,654,024 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,912,459 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,034,960 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,817,497 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$163,473 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,654,024 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,654,024 | 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 | 2021-01-01 | 2022-12-31 | $16,005 | $16,005 | $16,005 | |
| CHARLES SCHWAB 1218 (SEE ATTACHMENT) | P | 2022-01-01 | 2022-12-31 | $69,094 | $3,312 | $3,312 | $65,782 |
| CHARLES SCHWAB 1218 (SEE ATTACHMENT) | P | 2021-01-01 | 2022-12-31 | $1,787,501 | $147,742 | $147,742 | $1,639,759 |
| CHARLES SCHWAB 8475 (SEE ATTACHMENT) | P | 2022-01-01 | 2022-12-31 | $2,471 | -$547 | -$547 | $3,018 |
| CHARLES SCHWAB 8475 (SEE ATTACHMENT) | P | 2021-01-01 | 2022-12-31 | $22,654 | -$1,233 | -$1,233 | $23,887 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $165,279 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,113 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,113 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,113 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,520 | 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 | $9,520 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $91 | EsPenaltyAmt |
| Overpayment | $4,316 | OverpaymentAmt |
| Applied To ES Tax | $4,316 | 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 | $0 | 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 STUDENT SCHOLARSHIP PROJECT- ESTABLISH SCHOLARSHIP FOR LOW INCOME COLLEGE STUDENTS IN GUIZHOU PROVINCE. | Description1Txt |
| Expenses1 | $7,140 | Expenses1Amt |
| Description2 | GCF SCHOOL FACILITIES PROJECT - TO ASSIST AND HELP SUPPORTING OF SCHOOL FACILITIES | Description2Txt |
| Expenses2 | $4,719 | Expenses2Amt |
| Description3 | GCF SUNSHINE READING ROOM PROJECT - POST FAIRY TALE AND FOLK STORIES TO THE WEBSITE IN ENGLISH AND CHINESE, MAINTAIN THE WEBSITE AND BUILD CONTENTS | Description3Txt |
| Expenses3 | $2,421 | Expenses3Amt |
| Description4 | GCF SENIOR WELFARE PROJECT - IMPROVE SENIOR WELFARE IN LUODONG. | Description4Txt |
| Expenses4 | $2,421 | 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 | $8,083,616 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $349,253 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,779,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,211,869 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,211,869 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $153,178 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,058,691 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $502,935 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $502,935 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,113 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,113 | TotalTaxAmt |
| Distributable Before Adj | $497,822 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $497,822 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $497,822 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $492,401 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $492,401 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $497,822 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $403,154 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $492,401 | QualifyingDistributionsAmt |
| Applied To Year1 | $403,154 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $89,247 | 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 | $408,575 | 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 (29 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| BEIJIENURSING VOCATIONAL COLLEGE | |||||||
| QIXINGGUAN DISTRICT | BIJIE | GUIZHOU | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $2,038 | |
| GUIYANG HEALTHCARE MEDICAL UNIV | |||||||
| NO 2 SHILIN WEST RD GUANSHANHU DIST | GUIYANG | GUIZHOU | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $2,163 | |
| ANSHUN COLLEGE | |||||||
| 25 COLLEGE ROAD | ANSHUN | GUIZHOU | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $600 | |
| CAPITAL UNIVERSITY FOR ECONOMICS & TRADE | |||||||
| 121 SHOUJINGMAO S RD HUAXIANG | BEIJING | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN BEIJING, CHINA | $2,400 | FENGTAI DISTRICT | |
| FUDAN UNIVERSITY | |||||||
| 220 HANDAN RDYANGPU DISTRICT | SHANGHAI | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN SHANGHAI, CHINA | $3,020 | ||
| FUJIAN TEACHERS UNIVERSITY | |||||||
| 9 NINHUA ROAD TAIJIANG DISTRICT | FUZHOU | FUJIAN | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN FUJIAN, CHINA | $2,480 | |
| GANNAN NORMAL UNIVERSITY | |||||||
| SHANGXUE SOUTH AVENUE ZHANGGONG | GANZHOU | JIANGXI | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN JIANXI, CHINA | $2,095 | DISTRICT |
| GUIYANG COLLEGE | |||||||
| NO103 JIANLONGDONG ROAD NANMING | GUIYANG | GUIZHOU | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $600 | DISTRICT |
| GUIZHOU MEDICAL UNIVERSITY | |||||||
| 1 CITY ROAD | GUIZHOU | GUIZHOU | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $3,890 | |
| GUIZHOU NORMAL UNIVERSITY | |||||||
| NO 116 BAOSHAN ROAD N | GUIYANG | GUIZHOU | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $600 | |
| GUIZHOU UNIVERSITY | |||||||
| JIAXIU S RD | GUIYANG | GUIZHOU | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $5,163 | |
| INNER MONGOLIA MINZU UNIVERSITY | |||||||
| NO996 XILA MULUN AVENUE HORQIN | TONGLIAO | INNER MONGOLIA | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN INNER MONGOLIA, CHINA | $2,135 | DISTRICT |
| KAILI TEACHERS COLLEGE | |||||||
| NO3 KAIYUAN AVENUE KAILI ECONOMIC | KAILI | GUIZHOU | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $2,440 | DEVELOPMENT AREA |
| LUODONG LONG-TERM CARE CENTER FOR SENIOR CITIZENS | |||||||
| 113 GONGYUAN ROAD LUODONG TOWNSHIP | YILAN | TW | CHARITY | GCF SENIOR WELFARE SUPPORT PROJECT IN YILAN, TAIWAN | $5,200 | ||
| MUDANJIAN MEDICAL COLLEGE | |||||||
| 3 TONGXIANG STREET AIMIN DISTRICT | MUDANJIANG | HEILONGJIANG | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN HEILONGJIANG, CHINA | $2,365 | |
| NANJING NORMAL UNIVERSITY OF SPECIAL EDUCATION | |||||||
| 1 SHENNONG ROAD QIXIA DISTRICT | NANJING | JIANGSU | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN JIANGSU, CHINA | $2,550 | |
| NANJING TEACHERS UNIVERSITY | |||||||
| 122 NINHAI ROAD GULOU DISTRICT | NANJING | JIANGSU | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN JIANGSU, CHINA | $2,310 | |
| NATIONAL TAIWAN UNIVERSITY | |||||||
| NO1 SEC4 ROOSEVELT RD | TAIPEI | TW | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN TAIPEI, TAIWAN | $290,000 | ||
| SHIHEZEE UNIVERSITY | |||||||
| 8 DAXUE ROAD | YICHANG | HUBEI | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN HUBEI, CHINA | $2,100 | |
| SOUTHWEST MINZU UNIVERSITY | |||||||
| NO 16 SOUTH SECTION 1ST RING ROAD | CHENGDU | SICHUAN | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN SICHUAN, CHINA | $950 | |
| TIANJIN UNIVERSITY OF FINANCE AND ECONOMICS | |||||||
| 25 ZHUJIANG ROADHEXI DISTRICT | TIANJIN | TIANJIN | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN TIANJIN, CHINA | $3,690 | |
| ZUNYI MEDICAL UNIVERSITY MD | |||||||
| 201 DALIAN ROAD HUICHUAN DISTRICT | GUIZHOU | GUIZHOU | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $2,330 | |
| HUBEI SAN-SHIA UNIVERSITY(COMMERCE) | |||||||
| NO 8 DAXUE RD | YICHANG | HUBEI | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN HUBEI, CHINA | $2,530 | |
| HUISHUI HIGH SCHOOL | |||||||
| HUISHUI COUNTY | QIANNAN BUYEI AND MIAO AU | GUIZHOU | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $2,396 | |
| MINGJIAN TEACHERS COLLEGE | |||||||
| NO 1 XUEFU S RD MINHOU COUNTY | FUZHOU | FUJIAN | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN FUJIAN, CHINA | $2,417 | |
| QINNAN MINZU TEACHERS COLLEGE | |||||||
| DOUPENGSHAN RDDUYUN | QIANNAN BUYEI AND MIAO AU | GUIZHOU | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $2,225 | |
| THREE GORGES UNIV | |||||||
| NO 8 DAXUE RD | YICHANG | HUBEI | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN HUBEI, CHINA | $2,003 | |
| XINJIANG NORMAL UNIV | |||||||
| 239 KASHI E RD XINSHI DISTRICT | URUMQI | XINJIANG | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN XINJIANG, CHINA | $2,045 | URUMQI |
| ZHON-XING KINDERGARTEN | |||||||
| HUANGPING COUNTY | QIANDONGNAN MIAO AND DONG | GUIZHOU | CH | EDUCATION | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $4,712 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $359,447 | 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 | $5,575 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $246,444 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $165,279 | 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 | $417,298 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $417,298 | 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 | $17,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,800 | 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 | $139,368 | 39.000000000000 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENTS #8475 | BondNm |
| EOY Book Value | $100,342 | EOYBookValueAmt |
| EOYFMV | $91,178 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $68,053 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $53,911 | 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 | $2,915,662 | $2,495,811 |
| INVESTMENTS #1218 | AT COST | $2,934,517 | $4,336,231 |
| INVESTMENTS #8475 | AT COST | $191,980 | $142,649 |
| INVESTMENTS #8475 | AT COST | $6,046 | $4,624 |
| INVESTMENTS #8475 | AT COST | $14,905 | $13,720 |
| INVESTMENTS #1218 | AT COST | $160,568 | $138,246 |
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 | $154,782 | $446,363 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INTEREST EXPENSE | $52 | $52 | $0 |
| INVESTMENT MANAGEMENT FEES | $44,792 | $44,792 | $0 |
| UTILITIES | $5,521 | $0 | $5,521 |
| GCF SCHOLARSHIP PROJECT | $7,140 | $0 | $7,140 |
| HOA FEES | $11,954 | $0 | $11,954 |
| VARIOUS INVESTMENT LOSS | $2,039 | $2,039 | $0 |
| GCF READING PROJECT | $2,421 | $0 | $2,421 |
| GCF ADVISOR PROJECT | $1,180 | $0 | $1,180 |
| GCF COMPUTER CLASSROOM | $1,180 | $0 | $1,180 |
| GCF WEBSITE | $1,180 | $0 | $1,180 |
| GCF SCHOOL FACILITIES PROJECT | $4,719 | $0 | $4,719 |
| GCF GRADUATE STUDY PROGRAM PROJECT | $2,359 | $0 | $2,359 |
| GCF BOOKS PROJECT | $1,180 | $0 | $1,180 |
| GCF SENIOR WELFARE PROJECT | $2,421 | $0 | $2,421 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DISTRIBUTION PAYABLE | Desc |
| BOY Book Value | $90,000 | BOYBookValueAmt |
| EOY Book Value | $380,000 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX - CY | $14,709 | $0 | $0 |
| PAYROLL TAX | $6,099 | $0 | $6,099 |
| FOREIGN TAXES | $2,564 | $2,564 | $0 |
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