2018-12-04T15:28:14-06:00 2018-06-30 042442519 EDELSTEIN AND COMPANY LLP 160 FEDERAL STREET 9TH FLOOR BOSTON MA 02110 990 2017-07-01 980477422 THE CHINESE UNIVERSITY OF HONG KONG FOUNDATION INC C/O GMA FOUNDATIONS CHIN 6174267080 2 LIBERTY SQUARE NO 500 BOSTON MA 02109 SALOME YP LAM CLERK 6174267080 2018-12-04 1 SCOTT KAPLOWITCH P00002440 6172276161 2018-11-13 38.111.9.114 2018-12-04 12:19:58 ES P C1284B650163F101757B7047818B4EE77766F5D2 C1284B650163F101757B7047818B4EE77766F5D2 2017 2019-02-21 02:37:17Z CHIEN LEE 2 LIBERTY SQUARE NO 500 BOSTON MA 02109 431595 0 X N/A X 2005 MA TO PROVIDE SUPPORT FOR THE ACTIVITIES AND THE BENEFIT OF THE CHINESE UNIVERSITY OF HONG KONG. 4 4 0 5 0 0 363773 229219 0 0 699 -1893 0 0 364472 227326 639703 355857 0 0 0 0 0 0 0 30526 28485 670229 384342 -305757 -157016 366242 232641 16611 20026 349631 212615 TO PROVIDE SUPPORT FOR THE ACTIVITIES AND THE BENEFIT OF THE CHINESE UNIVERSITY OF HONG KONG. 0 0 355857 355857 TO PROVIDE SUPPORT FOR THE ACTIVITIES AND THE BENEFIT OF THE CHINESE UNIVERSITY OF HONG KONG. 355857 1 1 0 0 0 0 0 1 0 1 0 0 0 1 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 MA CA NJ IL X GMA FOUNDATIONS 6174267080 2 LIBERTY SQUARE SUITE 500 BOSTON MA 02109 X SHING-TUNG YAU DIRECTOR 0.10 X 0 0 0 CHIEN LEE PRESIDENT/DIRECTOR 0.10 X X 0 0 0 BENJAMIN W WAH TREASURER/DIRECTOR 0.20 X X 0 0 0 JOSEPH JY SUNG DIRECTOR(RESIGNED 12/31/17) 0.05 X 0 0 0 ROCKY S TUAN DIRECTOR(APPOINTED 1/1/18) 0.05 X 0 0 0 SALOME YP LAM CLERK 0.40 X 0 0 0 0 0 0 0 0 0 0 0 229219 204269 229219 1469 1469 200907 204269 -3362 -3362 -3362 227326 0 0 -1893 355857 355857 295 295 20755 20755 907 907 5173 5173 FILING FEES 1355 1355 384342 355857 28485 0 106866 23260 2728 2733 10000 3232 3232 253416 193416 366242 232641 16611 20026 16611 20026 X 289631 202615 60000 10000 349631 212615 366242 232641 -157016 20000 0 X 0 1 X 0 0 X 845630 644764 1183366 383773 229219 3286752 845630 644764 1183366 383773 229219 3286752 2021879 1264873 104 13 40 699 1469 2325 3289077 0.38460 0.42930 X 0 193416 X 0 60000 245857 295857 10000 411300 196873 548173 60000 100 1080600 669400 411300 95 507786 507781 100 9680 721098 4044 734727 95 1.00000 0 0 0 WORKS OF ART 128900 HISTORICAL TREASURE 64516 193416 256511 29185 29185 227326 0 227326 413527 29185 29185 384342 0 384342 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 0 EAST ASIA AND THE PACIFIC - 0 0 GRANTMAKING TO THE CHINESE UNIVERSITY OF HONG KONG N/A 355857 0 0 0 0 0 0 355857 0 355857 EAST ASIA AND THE PACIFIC - SUPPORT THE ACTIVITIES OF THE CHINESE UNIVERSITY OF HONG KONG. 295857 CHECK 60000 A 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. APPRAISAL AT TIME OF DONATION 1 0 0 0 0 0 0 0 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. X 1 204269 PUBLICLY TRADED VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE 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 11B WHEN 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 12C THE 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 19 THE 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.