JIN AND XIAQING WU FAMILY FOUNDATION: Form 990PF, tax year 2017

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Organization
JIN AND XIAQING WU FAMILY FOUNDATION (EIN 46-1542945)
Tax period
2017-12-01 to 2018-11-30
Filed
2019-04-12
IRS object ID
201921029349100327
Schema version
2017v2.2
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)
Return2019-04-12T16:40:19-07:00ReturnTs
Tax Period End2018-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN273731178PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12021 THE ALAMEDA STE 380AddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP951261128ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-12-01TaxPeriodBeginDt

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
Signature2019-04-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNY RENPreparerPersonNm
PTINP00868207PTIN
Phone4089316201PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$166,128FMVAssetsEOYAmt
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$136InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$136InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$136InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$1,298DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,298DividendsNetInvstIncmAmt
Dividends Adj Net Incm$1,298DividendsAdjNetIncmAmt
Total Rev And Expnss$1,434TotalRevAndExpnssAmt
Total Net Invst Incm$1,434TotalNetInvstIncmAmt
Total Adj Net Incm$1,434TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$2,325LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,162LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$1,163LegalFeesDsbrsChrtblAmt
Taxes Rev And Expnss$68TaxesRevAndExpnssAmt
Taxes Net Invst Incm$68TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$2,393TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,230TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,163TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$8,790ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$8,790ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$11,183TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,230TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$9,953TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$9,749ExcessRevenueOverExpensesAmt
Net Investment Income$204NetInvestmentIncomeAmt
Adjusted Net Income$1,434AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$83,381CashBOYAmt
Cash EOY$52,540CashEOYAmt
Cash EOYFMV$52,540CashEOYFMVAmt
Corporate Stock BOY$46,305CorporateStockBOYAmt
Corporate Stock EOY$67,397CorporateStockEOYAmt
Corporate Stock EOYFMV$113,588CorporateStockEOYFMVAmt
Total Assets BOY$129,686TotalAssetsBOYAmt
Total Assets EOY$119,937TotalAssetsEOYAmt
Total Assets EOYFMV$166,128TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$140,831CapitalStockBOYAmt
Capital Stock EOY$140,831CapitalStockEOYAmt
Retained Earning BOY-$11,145RetainedEarningBOYAmt
Retained Earning EOY-$20,894RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$129,686TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$119,937TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$129,686TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$119,937TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$129,686TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$9,749ExcessRevenueOverExpensesAmt
Subtotal$119,937SubtotalAmt
Tot Net Ast Or Fund Balances EOY$119,937TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$14,020AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$278,983NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.05025DistributionYr1Rt
Adjusted Qlfy Distri Yr4$268AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$151,479NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.00177DistributionYr4Rt
Total Distribution0.052023TotalDistributionRt
Average Distribution0.026012AverageDistributionRt
Net Vl Noncharitable Assets$165,639NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$4,309AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$4,311AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$9,953QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2InvestmentIncomeExciseTaxAmt
Subtotal$2SubtotalAmt
Tax Based On Investment Income$2TaxBasedOnInvestmentIncomeAmt
Tax Due$2TaxDueAmt

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
Form990 T FiledfalseForm990TFiledInd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

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$92,477AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$75,684AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$168,161TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$168,161AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,522CashDeemedCharitableAmt
Net Vl Noncharitable Assets$165,639NetVlNoncharitableAssetsAmt
Minimum Investment Return$8,282MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$8,282MinimumInvestmentReturnAmt
Tax Based On Investment Income$2TaxBasedOnInvestmentIncomeAmt
Total Tax$2TotalTaxAmt
Distributable Before Adj$8,280DistributableBeforeAdjAmt
Distributable Before Ded$8,280DistributableBeforeDedAmt
Distributable As Adjusted$8,280DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$9,953ExpensesAndContributionsAmt
Qualifying Distributions$9,953QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$9,951AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$8,280DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$5,878ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr2$1,991ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$4,853ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$12,722TotalExcessDistributionCyovAmt
Qualifying Distributions$9,953QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$8,280AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,673RemainingDistriFromCorpusAmt
Total Corpus$14,395TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$5,878ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$8,517ExcessDistriCyovToNextYrAmt
Excess From Year2$1,991ExcessFromYear2Amt
Excess From Year1$4,853ExcessFromYear1Amt
Excess From Current Year$1,673ExcessFromCurrentYearAmt

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 (2 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$7,790
Asia Christian Training Service
6931 Azalea DrSan JoseCA95120NONE501C3religion$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$8,790TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$136ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,298ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,434ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,434TotalIncomeProducingActyAmt

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

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLegal and professionalCategoryTxt
Legal Fees$2,325LegalFeesAmt
Net Investment Income$1,162NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,163DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FTB$10$10
IRS$58$58

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