SHANGHAI JIAO TONG UNIVERSITY FOUNDATION OF AMERICA: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SHANGHAI JIAO TONG UNIVERSITY FOUNDATION OF AMERICA (EIN 76-0802983)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202243189349103764
- Schema version
- 2021v4.0
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T13:42:51-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 465656970 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRONTIER ADVISORS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16618 HONEYBEE DR | AddressLine1Txt |
| City | TUSTIN | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 927821920 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760802983 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHANGHAI JIAO TONG UNIVERSITY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION OF AMERICA (SJTUFA) | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAN | BusinessNameControlTxt |
| Phone | 9498363800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1462 VOYAGER DRIVE | AddressLine1Txt |
| City | TUSTIN | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92782 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHERINE HE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9499231129 | PhoneNum |
| Signature | 2022-11-13 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KATHERINE | PersonFirstNm |
| Person Last | HE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAGGIE W WU | PreparerPersonNm |
| PTIN | P00243480 | PTIN |
| Phone | 9497017068 | PhoneNum |
| Preparation | 2022-11-13 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $544,976 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $500,399 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $77 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $77 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $717 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $717 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $38,006 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $594,287 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $38,006 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $539,199 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $38,800 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $12,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $289 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $19 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $5,406 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,270 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,128 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,695 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,289 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,128 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $866,905 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $866,905 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $884,600 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,289 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $877,033 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$345,401 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,511 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,804 | CashBOYAmt |
| Cash EOY | $7,556 | CashEOYAmt |
| Cash EOYFMV | $7,556 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $793,757 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $426,851 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $426,851 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock EOY | $109,030 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $110,569 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $103,666 | CorporateBondsBOYAmt |
| Land Bldg Equip Cost Or Other Bss | $5,289 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,289 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $909,227 | TotalAssetsBOYAmt |
| Total Assets EOY | $543,437 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $544,976 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $50,474 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $30,080 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $50,474 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,080 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $437,680 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $458,790 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $421,073 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $54,567 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $858,753 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $513,357 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $909,227 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $543,437 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $858,753 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$345,401 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5 | OtherIncreasesAmt |
| Subtotal | $513,357 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $513,357 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 292 SHARES OF APPLE INC | P | 2021-05-17 | 2021-11-10 | $43,473 | $36,469 | $7,004 | $7,004 |
| 200 SHARES OF CHENIERE ENERGE INC | P | 2021-12-09 | 2021-12-16 | $20,776 | $20,600 | $176 | $176 |
| 1000 SHARES OF EDWARDS LIFESCIENSE | P | 2021-11-26 | 2021-12-21 | $123,999 | $109,000 | $14,999 | $14,999 |
| 11862.99 SHS OF FBNDX | P | 2020-11-20 | 2021-01-11 | $100,598 | $103,714 | -$3,116 | -$3,116 |
| 800 SHARES OF GM | P | 2021-05-11 | 2021-11-10 | $47,103 | $44,253 | $2,850 | $2,850 |
| 100 SHARES OF NVIDIA CORP | P | 2021-12-17 | 2021-12-20 | $27,900 | $27,800 | $100 | $100 |
| 200 SHARES OF QUALCOMM | P | 2021-05-11 | 2021-11-04 | $31,208 | $24,992 | $6,216 | $6,216 |
| 600 SHARES OF SPDR GOLD TR | P | 2021-01-08 | 2021-11-10 | $104,327 | $103,631 | $696 | $696 |
| 150 SHARES OF SPDR S&P500 TR | P | 2021-07-19 | 2021-11-04 | $69,927 | $64,050 | $5,877 | $5,877 |
| 200 SHARES OF TSM | P | 2021-05-12 | 2021-09-07 | $24,976 | $21,772 | $3,204 | $3,204 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $38,006 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $38,006 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $438 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $438 | SubtotalAmt |
| Tax Based On Investment Income | $438 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $107 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $495 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $602 | TotalPaymentsAndCreditsAmt |
| Overpayment | $164 | OverpaymentAmt |
| Applied To ES Tax | $164 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.SJTUFA.ORG | WebsiteAddressTxt |
| Individual With Books | KATHERINE HE | IndividualWithBooksNm |
| Phone | 9498363800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1462 VOYAGER DRIVE | AddressLine1Txt |
| City | TUSTIN | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92782 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KATHERINE HE | ||||||||||||
| 1462 VOYAGER DRIVE | TUSTIN | CA | 92782 | PRESIDENT | 5.00 | $0 | $0 | $0 | ||||
| ZHONGQIN LIN | ||||||||||||
| CHAIRMAN | 000.00 | $0 | $0 | $0 | 800 DONGCHUAN ROAD | SHANGHAI | SHANGHAI | CH | ||||
| ANSHENG ZHANG | ||||||||||||
| DIRECTOR | 000.00 | $0 | $0 | $0 | 800 DONGCHUAN ROAD | SHANGHAI | SHANGHAI | CH | ||||
| WEIWEI MAO | ||||||||||||
| DIRECTOR | 000.00 | $0 | $0 | $0 | 800 DONGCHUNG ROAD | SHANGHAI | SHANGHAI | CH | ||||
| LEI MA | ||||||||||||
| DIRECTOR | 000.00 | $0 | $0 | $0 | 800 DONGCHUAN ROAD | SHANGHAI | SHANGHAI | CH | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $121,072 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $548,229 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $99,017 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $768,318 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $768,318 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,525 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $756,793 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,840 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,840 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $438 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $438 | TotalTaxAmt |
| Distributable Before Adj | $37,402 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $37,402 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $37,402 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $877,033 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $877,033 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,402 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,507,172 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,706,494 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,276,541 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,143,812 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,125,018 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,759,037 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $877,033 | QualifyingDistributionsAmt |
| Applied To Current Year | $37,402 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $839,631 | RemainingDistriFromCorpusAmt |
| Total Corpus | $13,598,668 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,507,172 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,091,496 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,706,494 | ExcessFromYear4Amt |
| Excess From Year3 | $2,276,541 | ExcessFromYear3Amt |
| Excess From Year2 | $2,143,812 | ExcessFromYear2Amt |
| Excess From Year1 | $3,125,018 | ExcessFromYear1Amt |
| Excess From Current Year | $839,631 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SJTU DEVELOPEMENT EDU FOUNDATION | BusinessNameLine1Txt |
Recipient Foreign Address RecipientForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 DONGCHUAN ROAD | AddressLine1Txt |
| City | SHANGHAI | CityNm |
| Country | CH | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Grant Or Contribution Purpose | EDUCATIONAL | GrantOrContributionPurposeTxt |
| Amt | $866,905 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $866,905 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $77 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $717 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $34,802 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,204 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $35,596 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,204 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $38,800 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| THE ROBERT N CHANG FOUNDATION | ||||||
| 1 | 737 RUSTIC LANE | MOUNTAIN VIEW | CA | 94040 | $69,853 | Yes (X) |
| CHEN ZHENDONG | ||||||
| 7 | 101 WALKING STICK | IRVINE | CA | 92618 | $15,500 | Yes (X) |
| CTUAFA | ||||||
| 2 | 70 WEST 36TH STREET SUITE 700 | NEW YORK | NY | 10018 | $37,030 | Yes (X) |
| YAN GUOJUE | ||||||
| 3 | 36 STONE RIDGE DR | BARRINGTON | IL | 60010 | $40,000 | Yes (X) |
| HUA PING | ||||||
| 4 | 3 RENFIELD DRIVE | PRINCETON | NJ | 08540 | $50,000 | Yes (X) |
| SON KEIBUN | ||||||
| 5 | PO BOX 700767 | SAN JOSE | CA | 95170 | $160,000 | Yes (X) |
| TU JAMES | ||||||
| 6 | 256 W LOS ANGELES AVE | MOORPARK | CA | 93201 | $92,664 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $12,000 | Amt |
| Net Investment Income | $6,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,000 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt |
|---|---|---|---|---|---|
| COMPUTER EQUIPMENT | 2015-02-05 | $2,702 | $2,702 | 200DB | 5.0000 |
| COMPUTER EQUIPMENT | 2020-03-11 | $1,080 | $1,080 | 200DB | 5.0000 |
| COMPUTER EQUIPMENT | 2020-11-11 | $1,507 | $1,507 | 200DB | 5.0000 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIDELITY | BondNm |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY | StockNm |
| EOY Book Value | $109,030 | EOYBookValueAmt |
| EOYFMV | $110,569 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $5,289 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $5,289 | AccumulatedDepreciationAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| POSTAGE AND DELIVERY | $81 | $73 | |
| TELEPHONE AND INTERNET | $3,883 | $3,495 | $388 |
| BANK FEES | $153 | $153 | |
| SUPPLIES | $89 | $89 | |
| COMPUTER EXPENSE | $943 | $471 | $472 |
| PAYPAL FEE | $254 | $254 | |
| INVESTMENT EXP | $3 | $3 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PPA | Desc |
| Amt | $5 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| UNION BANK VISA | $474 | $80 |
| N/P | $50,000 | $30,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL INCOME TAX | $100 | |
| RRF-1 FILING FEE | $150 | |
| CA SOS | $20 | |
| FOREIGN TAX | $19 | $19 |
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