JIN AND XIAQING WU FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
JIN AND XIAQING WU FAMILY FOUNDATION (EIN 46-1542945)
Tax period
2019-12-01 to 2020-11-30
Filed
2021-04-19
IRS object ID
202141099349100534
Schema version
2019v5.0
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)
Return2021-04-19T16:30:47-07:00ReturnTs
Tax Period End2020-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN273731178PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WEBER & COMPANY INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12021 THE ALAMEDA STE 380AddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95126ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461542945EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Jin and Xiaqing Wu Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJINABusinessNameControlTxt
Phone6506784730PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11065 Jamaica StreetAddressLine1Txt
CityFoster CityCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94404ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonXIAQING WUPersonNm
Person TitlePresidentPersonTitleTxt
Signature2021-04-19SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNY RENPreparerPersonNm
PTINP00868207PTIN
Phone4089316201PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$214,622FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$4InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$4InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$3,435DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,435DividendsNetInvstIncmAmt
Dividends Adj Net Incm$3,435DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$20,738NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$23,914GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$20,496CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$24,177TotalRevAndExpnssAmt
Total Net Invst Incm$23,935TotalNetInvstIncmAmt
Total Adj Net Incm$3,439TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,950AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$975AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$975AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$17OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$10OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$7OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$26OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$26OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,993TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,011TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$982TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$23,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$23,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$25,693TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,011TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$24,682TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,516ExcessRevenueOverExpensesAmt
Net Investment Income$22,924NetInvestmentIncomeAmt
Adjusted Net Income$3,439AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$18,916CashBOYAmt
Cash EOY$19,762CashEOYAmt
Cash EOYFMV$18,762CashEOYFMVAmt
Corporate Stock BOY$77,938CorporateStockBOYAmt
Corporate Stock EOY$75,576CorporateStockEOYAmt
Corporate Stock EOYFMV$195,860CorporateStockEOYFMVAmt
Total Assets BOY$96,854TotalAssetsBOYAmt
Total Assets EOY$95,338TotalAssetsEOYAmt
Total Assets EOYFMV$214,622TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$140,831CapitalStockBOYAmt
Capital Stock EOY$140,831CapitalStockEOYAmt
Retained Earning BOY-$43,977RetainedEarningBOYAmt
Retained Earning EOY-$45,493RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$96,854TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$95,338TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$96,854TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$95,338TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$96,854TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,516ExcessRevenueOverExpensesAmt
Subtotal$95,338SubtotalAmt
Tot Net Ast Or Fund Balances EOY$95,338TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property50 Charles Schwab #2177 L/T CoveredPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2018-11-20AcquiredDt
Sold2020-08-31SoldDt
Gross Sales Price$23,914GrossSalesPriceAmt
Cost Or Other Basis$3,418CostOrOtherBasisAmt
Gain Or Loss$20,496GainOrLossAmt
Gains Minus Excess Or Losses$20,496GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$20,496CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$23,798AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$155,579NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.15296DistributionYr1Rt
Adjusted Qlfy Distri Yr2$9,951AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$165,639NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.06008DistributionYr2Rt
Adjusted Qlfy Distri Yr3$14,020AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$278,983NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.05025DistributionYr3Rt
Total Distribution0.263294TotalDistributionRt
Average Distribution0.087765AverageDistributionRt
Net Vl Noncharitable Assets$170,101NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$14,929AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$229NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$15,158AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$24,682QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$229InvestmentIncomeExciseTaxAmt
Subtotal$229SubtotalAmt
Tax Based On Investment Income$229TaxBasedOnInvestmentIncomeAmt
Tax Due$229TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JIN ZUOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6506784730PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11065 JAMAICA STREETAddressLine1Txt
CityFOSTER CITYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94404ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
XIAQING WU
1065 JAMAICA STREETFOSTER CITYCA94404President2.00$0
JIN ZUO
1065 JAMAICA STREETFOSTER CITYCA94404CFO2.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$158,394AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$14,297AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$172,691TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$172,691AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,590CashDeemedCharitableAmt
Net Vl Noncharitable Assets$170,101NetVlNoncharitableAssetsAmt
Minimum Investment Return$8,505MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$8,505MinimumInvestmentReturnAmt
Tax Based On Investment Income$229TaxBasedOnInvestmentIncomeAmt
Total Tax$229TotalTaxAmt
Distributable Before Adj$8,276DistributableBeforeAdjAmt
Distributable Before Ded$8,276DistributableBeforeDedAmt
Distributable As Adjusted$8,276DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$24,682ExpensesAndContributionsAmt
Qualifying Distributions$24,682QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$229PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$24,453AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$8,276DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$1,991ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$4,853ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,673ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$16,033ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$24,550TotalExcessDistributionCyovAmt
Qualifying Distributions$24,682QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$8,276AppliedToCurrentYearAmt
Remaining Distri From Corpus$16,406RemainingDistriFromCorpusAmt
Total Corpus$40,956TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$40,956ExcessDistriCyovToNextYrAmt
Excess From Year4$1,991ExcessFromYear4Amt
Excess From Year3$4,853ExcessFromYear3Amt
Excess From Year2$1,673ExcessFromYear2Amt
Excess From Year1$16,033ExcessFromYear1Amt
Excess From Current Year$16,406ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonXIAQING WURecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11065 Jamaica StreetAddressLine1Txt
CityFoster CityCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94404ZIPCd
FieldValueIRS element (for citing)
Form And Info And MaterialsREQUEST SHOULD BE SUBMITTED IN LETTER FORM DETAILING THE TYPE OF ORGANIZATION MAKING SUCH REQUEST, THE PURPOSE OF THE ORGANIZATION, AND WHOM TO CONTACT.FormAndInfoAndMaterialsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Living Water Chinese Christian Chur
1501 S El Camino RealSan MateoCA94402NONE501C3religion$22,500
Asia Christian Training Service
6931 Azalea DrSan JoseCA95120NONE501C3religion$1,000
Bowditch Middle School
1450 Tarpon StreetFoster CityCA94404501C3Education$200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$23,700TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,435ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$242ExclusionAmt
Related Or Exempt Function Incm$20,496RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$3,681ExclusionAmt
Related Or Exempt Function Incm$20,496RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$24,177TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryLegal and ProfessionalCategoryTxt
Amt$1,950Amt
Net Investment Income$975NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$975DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescInvestment expensesDesc
Revenue And Expenses Per Books$26RevenueAndExpensesPerBooksAmt
Net Investment Income$26NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FTB$7$0$0$7
IRS$10$10$0$0

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