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CHINESE UNIVERSITY OF HONG KONG FOUNDATION INC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
CHINESE UNIVERSITY OF HONG KONG FOUNDATION INC (EIN 98-0477422)
Tax period
2017-07-01 to 2018-06-30
Filed
2018-12-04
IRS object ID
201803389349300950
Schema version
2017v2.3
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)
Return2018-12-04T15:28:14-06:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042442519PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EDELSTEIN AND COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1160 FEDERAL STREET 9TH FLOORAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN980477422EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CHINESE UNIVERSITY OF HONG KONGBusinessNameLine1Txt
Business Name Line2FOUNDATION INC C/O GMA FOUNDATIONSBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCHINBusinessNameControlTxt
Phone6174267080PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12 LIBERTY SQUARE NO 500AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSALOME YP LAMPersonNm
Person TitleCLERKPersonTitleTxt
Phone6174267080PhoneNum
Signature2018-12-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSCOTT KAPLOWITCHPreparerPersonNm
PTINP00002440PTIN
Phone6172276161PhoneNum
Preparation2018-11-13PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.111.9.114IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-12-04IPDt
IP Tm12:19:58IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdC1284B650163F101757B7047818B4EE77766F5D2AtSubmissionCreationDeviceId
At Submission Filing Device IdC1284B650163F101757B7047818B4EE77766F5D2AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCHIEN LEEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12 LIBERTY SQUARE NO 500AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$431,595GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2005FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTO PROVIDE SUPPORT FOR THE ACTIVITIES AND THE BENEFIT OF THE CHINESE UNIVERSITY OF HONG KONG.ActivityOrMissionDesc
Voting Members Governing Body4VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers5TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$363,773PYContributionsGrantsAmt
CY Contributions Grants$229,219CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$699PYInvestmentIncomeAmt
CY Investment Income-$1,893CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$364,472PYTotalRevenueAmt
CY Total Revenue$227,326CYTotalRevenueAmt
PY Grants And Similar Paid$639,703PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$355,857CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$30,526PYOtherExpensesAmt
CY Other Expenses$28,485CYOtherExpensesAmt
PY Total Expenses$670,229PYTotalExpensesAmt
CY Total Expenses$384,342CYTotalExpensesAmt
PY Revenues Less Expenses-$305,757PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$157,016CYRevenuesLessExpensesAmt
Total Assets BOY$366,242TotalAssetsBOYAmt
Total Assets EOY$232,641TotalAssetsEOYAmt
Total Liabilities BOY$16,611TotalLiabilitiesBOYAmt
Total Liabilities EOY$20,026TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$349,631NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$212,615NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE SUPPORT FOR THE ACTIVITIES AND THE BENEFIT OF THE CHINESE UNIVERSITY OF HONG KONG.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$355,857ExpenseAmt
Grant$355,857GrantAmt
DescTO PROVIDE SUPPORT FOR THE ACTIVITIES AND THE BENEFIT OF THE CHINESE UNIVERSITY OF HONG KONG.Desc
Total Program Service Expenses$355,857TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members4GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GMA FOUNDATIONSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6174267080PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12 LIBERTY SQUARE SUITE 500AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
SHING-TUNG YAU
DIRECTOR0.10Yes (X)$0$0$0
CHIEN LEE
PRESIDENT/DIRECTOR0.10Yes (X)$0$0$0Yes (X)
BENJAMIN W WAH
TREASURER/DIRECTOR0.20Yes (X)$0$0$0Yes (X)
JOSEPH JY SUNG
DIRECTOR(RESIGNED 12/31/17)0.05Yes (X)$0$0$0
ROCKY S TUAN
DIRECTOR(APPOINTED 1/1/18)0.05Yes (X)$0$0$0
SALOME YP LAM
CLERK0.40$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$229,219AllOtherContributionsAmt
Noncash Contributions$204,269NoncashContributionsAmt
Total Contributions$229,219TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,469TotalRevenueColumnAmt
Exclusion$1,469ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$200,907SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$204,269SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$3,362SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$3,362TotalRevenueColumnAmt
Exclusion-$3,362ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$227,326TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$1,893ExclusionAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$355,857TotalAmt
Program Services$355,857ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$295TotalAmt
Management And General$295ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$20,755TotalAmt
Management And General$20,755ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$907TotalAmt
Management And General$907ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,173TotalAmt
Management And General$5,173ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescFILING FEESDesc
Total$1,355TotalAmt
Management And General$1,355ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$384,342TotalAmt
Program Services$355,857ProgramServicesAmt
Management And General$28,485ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$106,866BOYAmt
EOY$23,260EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,728BOYAmt
EOY$2,733EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$10,000EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,232BOYAmt
EOY$3,232EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$253,416BOYAmt
EOY$193,416EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$366,242BOYAmt
EOY$232,641EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$16,611BOYAmt
EOY$20,026EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$16,611BOYAmt
EOY$20,026EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$289,631BOYAmt
EOY$202,615EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$60,000BOYAmt
EOY$10,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$349,631BOYAmt
EOY$212,615EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$366,242BOYAmt
EOY$232,641EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$157,016ReconcilationRevenueExpnssAmt
Prior Period Adjustments$20,000PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$845,630CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$644,764CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,183,366CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$383,773CurrentTaxYearMinus1YearAmt
Current Tax Year$229,219CurrentTaxYearAmt
Total$3,286,752TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$845,630CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$644,764CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,183,366CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$383,773CurrentTaxYearMinus1YearAmt
Current Tax Year$229,219CurrentTaxYearAmt
Total$3,286,752TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$2,021,879SubstantialContributorsTotAmt
Public Support Total170$1,264,873PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$104CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$40CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$699CurrentTaxYearMinus1YearAmt
Current Tax Year$1,469CurrentTaxYearAmt
Total$2,325TotalAmt
FieldValueIRS element (for citing)
Total Support$3,289,077TotalSupportAmt
Public Support CY1700.38460PublicSupportCY170Pct
Public Support PY1700.42930PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$0RevenuesIncludedAmt
Assets Included$193,416AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$60,000BeginningYearBalanceAmt
Contributions$245,857ContributionsAmt
Grants Or Scholarships$295,857GrantsOrScholarshipsAmt
End Year Balance$10,000EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$411,300BeginningYearBalanceAmt
Contributions$196,873ContributionsAmt
Grants Or Scholarships$548,173GrantsOrScholarshipsAmt
End Year Balance$60,000EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$100BeginningYearBalanceAmt
Contributions$1,080,600ContributionsAmt
Grants Or Scholarships$669,400GrantsOrScholarshipsAmt
End Year Balance$411,300EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$95BeginningYearBalanceAmt
Contributions$507,786ContributionsAmt
Grants Or Scholarships$507,781GrantsOrScholarshipsAmt
End Year Balance$100EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,680BeginningYearBalanceAmt
Contributions$721,098ContributionsAmt
Investment Earnings Or Losses$4,044InvestmentEarningsOrLossesAmt
Grants Or Scholarships$734,727GrantsOrScholarshipsAmt
End Year Balance$95EndYearBalanceAmt
FieldValueIRS element (for citing)
Term Endowment Balance EOY1.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
WORKS OF ART$128,900
HISTORICAL TREASURE$64,516
FieldValueIRS element (for citing)
Total Book Value Other Assets$193,416TotalBookValueOtherAssetsAmt
Total Rev Etc Audited Fincl Stmt$256,511TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$29,185DonatedServicesAndUseFcltsAmt
Revenue Not Reported$29,185RevenueNotReportedAmt
Revenue Subtotal$227,326RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$227,326TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$413,527TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$29,185DonatedServicesUseFcltsAmt
Expenses Not Reported$29,185ExpensesNotReportedAmt
Expenses Subtotal$384,342ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$384,342TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 4:WORKS OF ART ARE COMPRISED OF THREE ANCIENT CHINESE RUBBINGS DONATED TO THE ORGANIZATION IN DECEMBER 2015 AND A SET OF CALIGRAPHY COUPLET DONATED TO THE ORGANIZATION IN DECEMBER 2016. THE FAIR VALUE OF THE THREE RUBBINGS ($64,516) AND THE FAIR VALUE OF THE CALIGRAPHY COUPLET ($128,900) WERE DERIVED FROM APPRAISALS CONDUCTED AT THE TIME OF THE DONATIONS OR SALES RECEIPTS FOR WORKS OF ART PURCHASED JUST PRIOR TO DONATION. THE THREE ANCIENT RUBBINGS ACQUIRED IN DECEMBER 2015 ARE ALSO ON LOAN TO THE UNIVERSITY AND ARE TEMPORARILY BEING STORED AT THE UNIVERSITY'S ART MUSEUM FOR RESEARCH PURPOSES, PURSUANT TO A LOAN AGREEMENT, WHOSE TERM EXPIRES IN DECEMBER 2018. THE CALIGRAPHY COUPLET ACQUIRED IN DECEMBER 2016 IS ALSO ON LOAN TO THE UNIVERSITY AND ARE TEMPORARILY BEING STORED AT THE UNIVERSITY'S ART MUSEUM FOR RESEARCH PURPOSES, PURSUANT TO A LOAN AGREEMENT, WHOSE TERM EXPIRES IN JANUARY 2020.
PART V, LINE 4:TEMPORARILY RESTRICTED NET ASSETS WERE AVAILABLE TO SUPPORT THE FOLLOWING PROGRAMS AT JUNE 30, 2018: MEMORIAL AWARD IN ORGANIC CHEMISTRY $ 10,000

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionEAST ASIA AND THE PACIFIC -RegionTxt
Offices0OfficesCnt
Employee0EmployeeCnt
Type Of Activities ConductedGRANTMAKING TO THE CHINESE UNIVERSITY OF HONG KONGTypeOfActivitiesConductedTxt
Specific Services ProvidedN/ASpecificServicesProvidedTxt
Region Total Expenditures$355,857RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$355,857SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$355,857TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

FieldValueIRS element (for citing)
RegionEAST ASIA AND THE PACIFIC -RegionTxt
Purpose Of GrantSUPPORT THE ACTIVITIES OF THE CHINESE UNIVERSITY OF HONG KONG.PurposeOfGrantTxt
Cash Grant$295,857CashGrantAmt
Manner Of Cash DisbursementCHECKMannerOfCashDisbursementTxt
Non Cash Assistance$60,000NonCashAssistanceAmt
Description Of Non Cash AsstA PAINTING GIVEN TO THE ORGANIZATION IN DECEMBER 2014 WITH ITS VALUES DERIVED FROM APPRAISALS CONDUCTED AT THE TIME OF THE DONATIONS OR SALES RECEIPTS FOR WORKS OF ART PURCHASED JUST PRIOR TO ORIGINAL RECEIPTS. THE PAINTING WAS GRANTED BY THE ORGANIZATION TO SUPPORT THE CONTINUED EDUCATIONAL AND RESEARCH PURPOSE AT THE ARTS MUSEUM AT THE CHINESE UNIVERSITY OF HONG KONG IN JANUARY 2018.DescriptionOfNonCashAsstTxt
Valuation Method UsedAPPRAISAL AT TIME OF DONATIONValuationMethodUsedDesc
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 2:THE ORGANIZATION ACTS AS A "FRIENDS OF ORGANIZATION THAT SUPPORTS THE CHINESE UNIVERSITY OF HONG KONG, WHICH IS A FOREIGN UNIVERSITY.
PART I, LINE 3:THE FOUNDATION USES THE ACCRUAL BASIS OF ACCOUNTING IN ACCORDANCE WITH U.S. GAAP TO ACCOUNT FOR ITS EXPENDITURES.

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$204,269NoncashContributionsRptF990Amt
Method Of Determining RevenuesPUBLICLY TRADED VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 8BTHE ORGANIZATION HAS ONLY 4 BOARD MEMBERS AT JUNE 30, 2018. THEREFORE THERE ARE NO SUCH COMMITTEES. ALL DECISIONS ARE MADE AT THE BOARD MEETINGS.
FORM 990, PART VI, SECTION B, LINE 11BWHEN EDELSTEIN & COMPANY, THE AUDITOR OF THE FOUNDATION, HAS COMPLETED THE FORM 990, THE COMPLETED FORM WILL BE SENT TO GMA AND THE FOUNDATION'S CLERK TO CHECK THE ACCURACY OF THE FIGURES AND CORRECTNESS OF INFORMATION. THE CLERK WILL THEN DISTRIBUTE THE COMPLETED FORM TO THE CHAIRMAN OF THE BOARD FOR REVIEW AND SIGNATURE ON BEHALF OF THE BOARD OF DIRECTORS BEFORE THE RETURN IS FILED WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CTHE FOUNDATION HAS ADOPTED A POLICY ON CONFLICTS OF INTEREST SETTING FORTH STANDARDS OF CONDUCT EXPECTED BY THE DIRECTORS AND OFFICERS OF THE FOUNDATION. THE FOUNDATION ALSO DEFINES THE ACTIVITIES THAT MAY GIVE RISE TO A POSSIBLE CONFLICT OF INTEREST AND REMINDS EACH AND EVERY DIRECTOR AND OFFICER ACCORDINGLY. EACH DIRECTOR OR OFFICER IS REQUESTED TO CONFIRM COMPLIANCE OF THIS POLICY BY SIGNING A STATEMENT ANNUALLY. THE BOARD OF DIRECTORS IS THE GOVERNING BODY TO ASSESS AND DECIDE IF A CONFLICT OF INTEREST EXISTS. SO FAR, THE BOARD HAS NOT DISCOVERED ANY TRANSACTIONS THAT GIVE RISE TO A CONFLICT OF INTEREST.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST. THE ORGANIZATION DOES NOT MAKE ITS CONFLICT OF INTEREST POLICY AVAILABLE FOR PUBLIC INSPECTION.

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