SHANGHAI JIAO TONG UNIVERSITY FOUNDATION OF AMERICA: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SHANGHAI JIAO TONG UNIVERSITY FOUNDATION OF AMERICA (EIN 76-0802983)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-15
- IRS object ID
- 202003219349100200
- 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
- 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 Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-15T23:08:45-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-11-12 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAGGIE W WU | PreparerPersonNm |
| PTIN | P00243480 | PTIN |
| Phone | 9497017068 | PhoneNum |
| Preparation | 2020-11-11 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.187.160.148 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-15 | IPDt |
| IP Tm | 23:08:45 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 36FEE794555AE1409503F9EED115387CCD502DD4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 36FEE794555AE1409503F9EED115387CCD502DD4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,099,669 | 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 | $2,734,092 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,149 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,149 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,161 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,161 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,293 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $69,153 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,293 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,751,695 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,603 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $10,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $180 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $155 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $78 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $4,051 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,051 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $27,309 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $410 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,457 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $41,695 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,488 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,508 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,182,640 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,182,640 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,224,335 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,488 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,198,148 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $527,360 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,115 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,683 | CashBOYAmt |
| Cash EOY | $17,983 | CashEOYAmt |
| Cash EOYFMV | $17,983 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $221,859 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,081,677 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,081,686 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $63,860 | CorporateStockBOYAmt |
| Corporate Bonds BOY | $250,000 | CorporateBondsBOYAmt |
| Land Bldg Equip Cost Or Other Bss | $2,702 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,624 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $233 | LandBOYAmt |
| Land EOY | $78 | LandEOYAmt |
| Total Assets BOY | $553,635 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,099,738 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,099,669 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $31,641 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $50,384 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $31,641 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $50,384 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $100,602 | NoDonorRstrNetAssestsBOYAmt |
| Donor Rstr Net Assets BOY | $421,392 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $1,049,354 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $521,994 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,049,354 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $553,635 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,099,738 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $521,994 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $527,360 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,049,354 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,049,354 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | EDWARDS LIFESCIENCE | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2018-12-21 | AcquiredDt |
| Sold | 2019-01-15 | SoldDt |
| Gross Sales Price | $69,153 | GrossSalesPriceAmt |
| Cost Or Other Basis | $63,860 | CostOrOtherBasisAmt |
| Gain Or Loss | $5,293 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $5,293 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,293 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $5,293 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,310,434 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $691,905 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 3.339236 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,767,565 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,221,414 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 3.084593 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,560,294 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,062,482 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.468537 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $10,585,394 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,443,917 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 7.331027 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,598,433 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,475,622 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.760907 | DistributionYr5Rt |
| Total Distribution | 16.984300 | TotalDistributionRt |
| Average Distribution | 3.396860 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,091,560 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,707,877 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $121 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,707,998 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,198,148 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $242 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $242 | SubtotalAmt |
| Tax Based On Investment Income | $242 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $296 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $296 | TotalPaymentsAndCreditsAmt |
| Overpayment | $54 | OverpaymentAmt |
| Applied To ES Tax | $54 | 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,108,183 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,108,183 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,108,183 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,623 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,091,560 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $54,578 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $54,578 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $242 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $242 | TotalTaxAmt |
| Distributable Before Adj | $54,336 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $54,336 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $54,336 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,198,148 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,198,148 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $2,198,148 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $54,336 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $2,524,652 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,513,280 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,507,172 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,706,494 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,276,541 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $20,528,139 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,198,148 | QualifyingDistributionsAmt |
| Applied To Current Year | $54,336 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,143,812 | RemainingDistriFromCorpusAmt |
| Total Corpus | $22,671,951 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,524,652 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $20,147,299 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,513,280 | ExcessFromYear4Amt |
| Excess From Year3 | $1,507,172 | ExcessFromYear3Amt |
| Excess From Year2 | $3,706,494 | ExcessFromYear2Amt |
| Excess From Year1 | $2,276,541 | ExcessFromYear1Amt |
| Excess From Current Year | $2,143,812 | 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 | $2,182,640 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,182,640 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,149 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,161 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,293 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $17,603 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,603 | 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 (11 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Address Line2ContributorUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| JAMES HSU | |||||||
| 1 | 5405 TUCKERMAN LA 796 | ROCKVILLE | MD | 20854 | $80,002 | Yes (X) | |
| CHANG HSUN LI ZHI CHENG LI | |||||||
| 7 | 19642 ASCENSION DR | SARATOGA | CA | 95070 | $7,000 | Yes (X) | |
| LEO KOGUAN FOUNDATION | |||||||
| 2 | 33 KNIGHTSBRIDGE ROAD | PISCATAWAY | NJ | 08854 | $2,073,740 | Yes (X) | |
| BEI-TSE CHAO TRUST | |||||||
| 8 | C/O BUSEY WEALTH MANAGEMENT | URBANA | IL | 618012621 | $334,337 | Yes (X) | 201 W MAIN STREET |
| THE ROBERT N CHANG FOUNDATION | |||||||
| 3 | 737 RUSTIC LANE | MOUNTAIN VIEW | CA | 94040 | $69,853 | Yes (X) | |
| HAILING ZHAO | |||||||
| 9 | 5640 YUMA LANE NORTH | PLYMOUTH | MN | 55446 | $10,000 | Yes (X) | |
| CTUAFA | |||||||
| 4 | 70 WEST 36TH STREET SUITE 700 | NEW YORK | NY | 10018 | $10,000 | Yes (X) | |
| MICHELLE WU | |||||||
| 10 | 21164 GRENOLA DRIVE | CUPERTINO | CA | 95014 | $5,000 | Yes (X) | |
| KATHERINE HE | |||||||
| 5 | 1462 VOYAGER DRIVE | TUSTIN | CA | 92782 | $5,000 | Yes (X) | |
| JOHN WU AND JIE SUN | |||||||
| 11 | 455 LAKESHORE BLVD SUITE 3 | INCLINE VILLAGE | NV | 89450 | $100,000 | Yes (X) | |
| PEI LING CHARITABLE TRUST | |||||||
| 6 | 7500 S MEMORIAL PKWY SW | HUNTSVILLE | AL | 35802 | $6,000 | Yes (X) | |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $10,000 | Amt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,000 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | COMPUTER EQUIPMENT | PropertyDesc |
| Acquired | 2015-02-05 | AcquiredDt |
| Cost Or Other Basis | $2,702 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $2,469 | PriorYearDepreciationAmt |
| Computation Method | 200DB | ComputationMethodTxt |
| Life | 5.0000 | LifeRt |
| Current Year Expense | $155 | CurrentYearExpenseAmt |
| Net Investment Income | $78 | NetInvestmentIncomeAmt |
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 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $2,702 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $2,624 | AccumulatedDepreciationAmt |
| Book Value | $78 | BookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| POSTAGE AND DELIVERY | $52 | $47 | |
| TELEPHONE AND INTERNET | $4,385 | $3,947 | |
| BANK FEES | $127 | $127 | |
| SUPPLIES | $1,611 | $1,611 | |
| COMPUTER EXPENSE | $565 | $283 | $283 |
| DIRECTOR'S FEE | $400 | $400 | |
| MEAL | $105 | $105 | |
| PAYPAL FEE | $64 | $64 | |
| REVERSAL OF PY DONATION | $20,000 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| UNION BANK VISA | $1,641 | $384 |
| N/P | $30,000 | $50,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| STATE TAX | $10 |
| RRF-1 FILING FEE | $150 |
| CA SOS | $20 |
Comments