LIXU FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
LIXU FAMILY FOUNDATION (EIN 26-3473646)
Tax period
2017-09-01 to 2018-08-31
Filed
2018-12-25
IRS object ID
201803599349100200
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)
Return2018-12-25T18:11:33-08:00ReturnTs
Tax Period End2018-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JUNQING DONG CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11154 CADILLAC CTAddressLine1Txt
CityMILPITASCityNm
State AbbreviationCAStateAbbreviationCd
ZIP950353057ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN263473646EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LIXU FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLIXUBusinessNameControlTxt
Phone6507997436PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12727 KIPLING STAddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94306ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFAYU LIPersonNm
Person TitleCEOPersonTitleTxt
Phone6507997436PhoneNum
Signature2018-12-09SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJUNQING DONGPreparerPersonNm
PTINP00463229PTIN
Phone5102261689PhoneNum
Preparation2018-12-25PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address71.132.206.199IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-12-25IPDt
IP Tm18:11:16IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id0B926CB04E40A3588DDF559D5E6E1B630E1EC5CCAtSubmissionCreationDeviceId
At Submission Filing Device Id371C6B40F3BCCE505D147736699822345476E443AtSubmissionFilingDeviceId
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$166,805FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$50,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Net Invst Incm$15InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$15InterestOnSavingsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$50,000TotalRevAndExpnssAmt
Total Net Invst Incm$15TotalNetInvstIncmAmt
Total Adj Net Incm$15TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$730AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$730AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$11TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$11TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$8,702TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$8,702TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,182OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$3,182OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,625TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$12,625TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,370ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$10,370ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$22,995TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$22,995TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$27,005ExcessRevenueOverExpensesAmt
Net Investment Income$15NetInvestmentIncomeAmt
Adjusted Net Income$15AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$124,280CashBOYAmt
Cash EOY$151,597CashEOYAmt
Cash EOYFMV$151,597CashEOYFMVAmt
Sav And Temp Cash Invst BOY$15,520SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$10,507SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$10,507SavAndTempCashInvstEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$9,267LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$4,566LandBldgEquipAccumDeprecAmt
Land EOY$4,701LandEOYAmt
Land EOYFMV$4,701LandEOYFMVAmt
Total Assets BOY$139,800TotalAssetsBOYAmt
Total Assets EOY$166,805TotalAssetsEOYAmt
Total Assets EOYFMV$166,805TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$240,050CapitalStockBOYAmt
Capital Stock EOY$240,050CapitalStockEOYAmt
Retained Earning BOY-$100,250RetainedEarningBOYAmt
Retained Earning EOY-$73,245RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$139,800TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$166,805TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$139,800TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$166,805TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$139,800TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$27,005ExcessRevenueOverExpensesAmt
Subtotal$166,805SubtotalAmt
Tot Net Ast Or Fund Balances EOY$166,805TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Adjusted Qlfy Distri Yr1$5,136AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$140,226NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.036627DistributionYr1Rt
Adjusted Qlfy Distri Yr2$3,783AdjustedQlfyDistriYr2Amt
Total Distribution0.036627TotalDistributionRt
Average Distribution0.036627AverageDistributionRt
Adj Nonchrtbl Net Invst Incm Pct$0AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$22,995QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Applied To ES Tax$0AppliedToESTaxAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
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
Individual With BooksWANJING XUIndividualWithBooksNm
Phone6507997436PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12727 KIPLING STAddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94036ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
FAYU LI
2727 KIPLING STPALO ALTOCA94036CEO1.00$0$0$0
WANJING XU
2727 KIPLING STPALO ALTOCA94036CFO1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$22,995ExpensesAndContributionsAmt
Qualifying Distributions$22,995QualifyingDistributionsAmt
Adjusted Qualifying Distri$22,995AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$3,783ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$5,136ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$8,919TotalExcessDistributionCyovAmt
Qualifying Distributions$22,995QualifyingDistributionsAmt
Remaining Distri From Corpus$22,995RemainingDistriFromCorpusAmt
Total Corpus$31,914TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$31,914ExcessDistriCyovToNextYrAmt
Excess From Year2$3,783ExcessFromYear2Amt
Excess From Year1$5,136ExcessFromYear1Amt
Excess From Current Year$22,995ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
No 4 High School
Yongzhou Hunan ChinaPALO ALTOCA94306501(c)EDUCATION$6,666
The Soar Foundation
4 Union Square Suite HUNION CITYCA94587501(c)DONATION$1,200
HomeFirst Services of Santa Clara County
507 Valley WaymilpitasCA95035501 (C)DONATION$1,029
Marathon
4181 Power Inn Rd Suite ASacramentoCA95826501(c)DONATION$275
GLOBALGIVING
1110 Vermont Avenue NW Suite 550WashingtonDC20005501(C)DONATION$700
OTHER DONATION
2727 KIPLING STPALO ALTOCA94306501(C)DONATION$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$10,370TotalGrantOrContriPdDurYrAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryJUNQING DONG RETURN PREPARATIONCategoryTxt
Amt$730Amt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (2 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
FURNITURE & FIXXTURES$2,984$2,984
MACHINERY & EQUIPMENT$6,283$1,582$4,701

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MOBILE SERVICE$377$377
TELEPHONE & INTERNET$1,133$1,133
UTILITIES$878$878
MISC$794$794

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CA STATE TAX$10$10
IRS$1$1

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.