BETA

SHANGHAI JIAO TONG UNIVERSITY FOUNDATION OF AMERICA: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
SHANGHAI JIAO TONG UNIVERSITY FOUNDATION OF AMERICA (EIN 76-0802983)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-14
IRS object ID
201943189349102559
Schema version
2018v3.1
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)
Return2019-11-14T21:57:08-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN465656970PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FRONTIER ADVISORSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line116618 HONEYBEE DRAddressLine1Txt
CityTUSTINCityNm
State AbbreviationCAStateAbbreviationCd
ZIP927821920ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN760802983EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SHANGHAI JIAO TONG UNIVERSITYBusinessNameLine1Txt
Business Name Line2FOUNDATION OF AMERICA (SJTUFA)BusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSHANBusinessNameControlTxt
Phone9498363800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11462 VOYAGER DRIVEAddressLine1Txt
CityTUSTINCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92782ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATHERINE HEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9499231129PhoneNum
Signature2019-11-13SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMAGGIE W WUPreparerPersonNm
PTINP00243480PTIN
Phone9497017068PhoneNum
Preparation2019-11-13PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address70.175.130.136IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-14IPDt
IP Tm21:57:08IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id36FEE794555AE1409503F9EED115387CCD502DD4AtSubmissionCreationDeviceId
At Submission Filing Device Id36FEE794555AE1409503F9EED115387CCD502DD4AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$555,404FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,300,691ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$292InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$292InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$4,201DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,201DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$32,289NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$280,975GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$32,289CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,337,473TotalRevAndExpnssAmt
Total Net Invst Incm$36,782TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,000AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$260TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$156DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$78DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$6,680TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$6,680TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$8,616OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$644OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$7,505OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$17,712TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,722TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$15,185TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,295,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,295,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,313,312TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,722TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,310,785TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$24,161ExcessRevenueOverExpensesAmt
Net Investment Income$35,060NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$260,933CashBOYAmt
Cash EOY$17,683CashEOYAmt
Cash EOYFMV$17,683CashEOYFMVAmt
Sav And Temp Cash Invst BOY$257,804SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$221,859SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$221,859SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$29,462CorporateStockBOYAmt
Corporate Stock EOY$63,860CorporateStockEOYAmt
Corporate Stock EOYFMV$65,863CorporateStockEOYFMVAmt
Corporate Bonds EOY$250,000CorporateBondsEOYAmt
Corporate Bonds EOYFMV$249,999CorporateBondsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$2,702LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,469LandBldgEquipAccumDeprecAmt
Land BOY$389LandBOYAmt
Land EOY$233LandEOYAmt
Total Assets BOY$548,588TotalAssetsBOYAmt
Total Assets EOY$553,635TotalAssetsEOYAmt
Total Assets EOYFMV$555,404TotalAssetsEOYFMVAmt
Other Liabilities BOY$50,755OtherLiabilitiesBOYAmt
Other Liabilities EOY$31,641OtherLiabilitiesEOYAmt
Total Liabilities BOY$50,755TotalLiabilitiesBOYAmt
Total Liabilities EOY$31,641TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$59,792UnrestrictedBOYAmt
Unrestricted EOY$100,602UnrestrictedEOYAmt
Temporarily Restricted BOY$438,041TemporarilyRestrictedBOYAmt
Temporarily Restricted EOY$421,392TemporarilyRestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$497,833TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$521,994TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$548,588TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$553,635TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$497,833TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$24,161ExcessRevenueOverExpensesAmt
Subtotal$521,994SubtotalAmt
Tot Net Ast Or Fund Balances EOY$521,994TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
EDWARDS LIFESCIENCES CORPP2018-07-272018-09-24$54,145$46,825$7,320$7,320
EDWARDS LIFESCIENCES CORPP2018-10-152018-10-16$58,584$56,805$1,779$1,779
EDWARDS LIFESCIENCES CORPP2018-10-232018-10-23$59,394$57,877$1,517$1,517
EDWARDS LIFESCIENCES CORPP2018-10-242018-11-16$62,394$57,717$4,677$4,677
EDWARDS LIFESCIENCES CORPP2016-10-262018-07-25$46,458$29,462$16,996$16,996
FieldValueIRS element (for citing)
Capital Gain Net Income$32,289CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$15,293NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$3,767,565AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,221,414NetVlNoncharitableAssetsYr1Amt
Distribution Yr13.084593DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,560,294AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,062,482NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.468537DistributionYr2Rt
Adjusted Qlfy Distri Yr3$10,585,394AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,443,917NetVlNoncharitableAssetsYr3Amt
Distribution Yr37.331027DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,598,433AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,475,622NetVlNoncharitableAssetsYr4Amt
Distribution Yr41.760907DistributionYr4Rt
Adjusted Qlfy Distri Yr5$3,261,217AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,862,378NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.751104DistributionYr5Rt
Total Distribution15.396168TotalDistributionRt
Average Distribution3.079234AverageDistributionRt
Net Vl Noncharitable Assets$691,905NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,130,537AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$351NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,130,888AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,310,785QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$351InvestmentIncomeExciseTaxAmt
Subtotal$351SubtotalAmt
Tax Based On Investment Income$351TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$647EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$647TotalPaymentsAndCreditsAmt
Overpayment$296OverpaymentAmt
Applied To ES Tax$296AppliedToESTaxAmt

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 AddressWWW.SJTUFA.ORGWebsiteAddressTxt
Individual With BooksKATHERINE HEIndividualWithBooksNm
Phone9498363800PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11462 VOYAGER DRIVEAddressLine1Txt
CityTUSTINCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92782ZIPCd
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
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCd
KATHERINE HE
1462 VOYAGER DRIVETUSTINCA92782PRESIDENT5.00$0$0$0
ZHONGQIN LIN
CHAIRMAN000.00$0$0$0800 DONGCHUAN ROADSHANGHAISHANGHAICH
ZHANG ANSHENG
DIRECTOR000.00$0$0$0800 DONGCHUAN ROADSHANGHAISHANGHAICH
MAO WEIWEI
DIRECTOR000.00$0$0$0800 DONGCHUNG ROADSHANGHAISHANGHAICH
MA LEI
DIRECTOR000.00$0$0$0800 DONGCHUAN ROADSHANGHAISHANGHAICH
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$59,832AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$642,610AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$702,442TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$702,442AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,537CashDeemedCharitableAmt
Net Vl Noncharitable Assets$691,905NetVlNoncharitableAssetsAmt
Minimum Investment Return$34,595MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$34,595MinimumInvestmentReturnAmt
Tax Based On Investment Income$351TaxBasedOnInvestmentIncomeAmt
Total Tax$351TotalTaxAmt
Distributable Before Adj$34,244DistributableBeforeAdjAmt
Distributable Before Ded$34,244DistributableBeforeDedAmt
Distributable As Adjusted$34,244DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,310,785ExpensesAndContributionsAmt
Qualifying Distributions$2,310,785QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$351PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,310,434AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$34,244DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$3,168,164ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,524,652ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$10,513,280ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,507,172ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,706,494ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$21,419,762TotalExcessDistributionCyovAmt
Qualifying Distributions$2,310,785QualifyingDistributionsAmt
Applied To Current Year$34,244AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,276,541RemainingDistriFromCorpusAmt
Total Corpus$23,696,303TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$3,168,164ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$20,528,139ExcessDistriCyovToNextYrAmt
Excess From Year4$2,524,652ExcessFromYear4Amt
Excess From Year3$10,513,280ExcessFromYear3Amt
Excess From Year2$1,507,172ExcessFromYear2Amt
Excess From Year1$3,706,494ExcessFromYear1Amt
Excess From Current Year$2,276,541ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SJTU DEVELOPEMENT EDU FOUNDATIONBusinessNameLine1Txt

Recipient Foreign Address RecipientForeignAddress

FieldValueIRS element (for citing)
Address Line1800 DONGCHUAN ROADAddressLine1Txt
CitySHANGHAICityNm
CountryCHCountryCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Grant Or Contribution PurposeEDUCATIONALGrantOrContributionPurposeTxt
Amt$2,295,600Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,295,600TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$292ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,201ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$32,289ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$36,782ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$36,782TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (8 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
LEO KOGUAN FOUNDATION
133 KNIGHTSBRIDGE ROADPISCATAWAYNJ08854$2,087,800Yes (X)
CHANG HSUN LI ZHI CHENG LI
719642 ASCENSION DRSARATOGACA95070$8,013Yes (X)
YAN GUOJUE
238 STONE RIDGE DRBARRINGTONIL60010$40,000Yes (X)
HAO SHENG
8611 W 33RD STREETAUSTINTX78075$5,000Yes (X)
KATHERINE HE
31462 VOYAGER DRIVETUSTINCA92782$6,875Yes (X)
PEI LING CHARITABLE TRUST
47500 S MEMORIAL PKWY SWHUNTSVILLEAL35802$72,353Yes (X)
GATOR MACHINERY CO
511020 CHERRY AVEFONTANACA92337$30,000Yes (X)
GOSTART INT'L CO LTD
611020 CHERRY AVEFONTANACA92337$30,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEECategoryTxt
Amt$2,000Amt
Net Investment Income$1,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,000DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
PropertyCOMPUTER EQUIPMENTPropertyDesc
Acquired2015-02-05AcquiredDt
Cost Or Other Basis$2,702CostOrOtherBasisAmt
Prior Year Depreciation$2,313PriorYearDepreciationAmt
Computation Method200DBComputationMethodTxt
Life5.0000LifeRt
Current Year Expense$156CurrentYearExpenseAmt
Net Investment Income$78NetInvestmentIncomeAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIDELITYBondNm
EOY Book Value$250,000EOYBookValueAmt
EOYFMV$249,999EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockFIDELITYStockNm
EOY Book Value$63,860EOYBookValueAmt
EOYFMV$65,863EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Cost Or Other Basis$2,702CostOrOtherBasisAmt
Accumulated Depreciation$2,469AccumulatedDepreciationAmt
Book Value$233BookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
POSTAGE AND DELIVERY$10$9
TELEPHONE AND INTERNET$4,658$4,192
BANK FEES$364$364
SUPPLIES$800$800
COMPUTER EXPENSE$560$280$280
DIRECTOR'S FEE$900$900
MISCELLANEOUS$824$824
OUTSIDE SERVICE$500$500

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
UNION BANK VISA$755$1,641
N/P$50,000$30,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmt
STATE TAX$10
RRF-1 FILING FEE$150
FEDERAL INCOME TAX$100

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