CHU FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
CHU FAMILY FOUNDATION (EIN 81-0894741)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-08-14
IRS object ID
201842269349100109
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)
Return2018-08-14T10:20:46-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN132620561PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CORNICK GARBER & SANDLER LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1825 THIRD AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810894741EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHU FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHUFBusinessNameControlTxt
Phone2125573906PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CORNICK GARBER SANDLER 825 THIRD AVAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonARTHUR P CHUPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2125573906PhoneNum
Signature2018-07-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHELE ROSENBERGPreparerPersonNm
PTINP01346138PTIN
Phone2125573900PhoneNum
Preparation2018-07-18PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$24,105,693FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,524,013ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$34,099InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$34,099InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$49,700DividendsRevAndExpnssAmt
Dividends Net Invst Incm$49,700DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$265,904NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,091,571GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$265,904CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$5,873,716TotalRevAndExpnssAmt
Total Net Invst Incm$349,703TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,545LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$2,545LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,325AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,663AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,662AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$750OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$750OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,620TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,663TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,957TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,489,276ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,489,276ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,495,896TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,663TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,494,233TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,377,820ExcessRevenueOverExpensesAmt
Net Investment Income$348,040NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$8,699,892CashBOYAmt
Cash EOY$1,078,272CashEOYAmt
Cash EOYFMV$1,078,272CashEOYFMVAmt
Sav And Temp Cash Invst EOY$7,533,972SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$7,533,972SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$339,783CorporateStockBOYAmt
Corporate Stock EOY$1,560,545CorporateStockEOYAmt
Corporate Stock EOYFMV$3,777,671CorporateStockEOYFMVAmt
Other Investments BOY$8,954,000OtherInvestmentsBOYAmt
Other Investments EOY$10,237,901OtherInvestmentsEOYAmt
Other Investments EOYFMV$11,419,627OtherInvestmentsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$296,151OtherAssetsEOYAmt
Other Assets EOYFMV$296,151OtherAssetsEOYFMVAmt
Total Assets BOY$17,993,675TotalAssetsBOYAmt
Total Assets EOY$20,706,841TotalAssetsEOYAmt
Total Assets EOYFMV$24,105,693TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$17,993,675RetainedEarningBOYAmt
Retained Earning EOY$20,706,841RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$17,993,675TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$20,706,841TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$17,993,675TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$20,706,841TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$17,993,675TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,377,820ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$22,371,495SubtotalAmt
Other Decreases$1,664,654OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$20,706,841TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
JP MORGAN CHASE & CO.D2010-05-062017-12-08$421,144$164,351$256,793$256,793
QVT OFFSHORE LTD.D2016-01-082017-07-01$1,374,276$1,374,000$276$276
QVT SLV OFFSHORE LTD.D2017-12-012017-12-31$296,151$287,316$8,835$8,835
FieldValueIRS element (for citing)
Capital Gain Net Income$265,904CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,172,711AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$7,451,674NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.157376DistributionYr1Rt
Adjusted Qlfy Distri Yr2$8,271AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,955,738NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.002091DistributionYr2Rt
Total Distribution0.159467TotalDistributionRt
Average Distribution0.079734AverageDistributionRt
Net Vl Noncharitable Assets$18,795,149NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,498,612AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3,480NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,502,092AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,494,233QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6,961InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$6,961SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$6,961TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,000EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$13,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$14,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$39EsPenaltyAmt
Overpayment$7,000OverpaymentAmt
Applied To ES Tax$7,000AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CORNICK GARBER & SANDLER LLPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2125573906PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1825 THIRD AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

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
ARTHUR P CHU
1 WEST 72ND STREET APT 67NEW YORKNY10023TRUSTEE1.00$0$0$0
JARIYA WANAPUN
1 WEST 72ND STREET APT 67NEW YORKNY10023TRUSTEE1.00$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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$10,219,161AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,862,209AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$19,081,370TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$19,081,370AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$286,221CashDeemedCharitableAmt
Net Vl Noncharitable Assets$18,795,149NetVlNoncharitableAssetsAmt
Minimum Investment Return$939,757MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$939,757MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,961TaxBasedOnInvestmentIncomeAmt
Total Tax$6,961TotalTaxAmt
Distributable Before Adj$932,796DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$932,796DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$932,796DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,494,233ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,494,233QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,494,233AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$932,796DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$2,852ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$800,127ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$802,979TotalExcessDistributionCyovAmt
Qualifying Distributions$1,494,233QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$932,796AppliedToCurrentYearAmt
Remaining Distri From Corpus$561,437RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,364,416TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,364,416ExcessDistriCyovToNextYrAmt
Excess From Year2$2,852ExcessFromYear2Amt
Excess From Year1$800,127ExcessFromYear1Amt
Excess From Current Year$561,437ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerARTHUR P CHUContributingManagerNm
Contributing ManagerJARIYA WANAPUNContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALBUQUERQUE ACADAMY
6400 WYOMING BLVD NEALBUQUERQUENM87109NONEPUBLIC CHARITYTO CHANGE CHILDREN'S LIVES BY NUTURING THEIR NATURAL PASSION FOR LEARNING AND TO TRANSFORM THEIR PASSION INTO HABITS OF LIFE-LONG LEARNING AND REFLECTION.$1,374,276
NEW YORK PHILHARMONIC
10 LINCOLN SQUARENEW YORKNY10023NONEPUBLIC CHARITYTO MAINTAIN AND FOSTER AN INTEREST IN THE ENJOYMENT OF MUSIC AND MUSICAL AFFAIRS.$115,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,489,276TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$34,099ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$49,700ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$265,904ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$349,703ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$349,703TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonARTHUR P CHU AND JARIYA WANAPUNContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11 WEST 72ND STREET APT 67AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10023ZIPCd
FieldValueIRS element (for citing)
Total Contributions$5,524,013TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyFMV OF VARIOUS SECURITIESNoncashPropertyDesc
Fair Market Value$5,524,013FairMarketValueAmt
Received2017-12-01ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,325Amt
Net Investment Income$1,663NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,662DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MERRILL LYNCH - 22X - 63A11$936,421$2,006,757
MERRILL LYNCH - 7ZB - 32281$624,124$1,770,914

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
QVT OFFSHORE LTD.AT COST$7,580,000$8,672,666
QVT SLV OFFSHORE LTD.AT COST$2,657,901$2,746,961

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$2,545LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,545DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDISTRIBUTION RECEIVABLEDesc
EOY Book Value$296,151EOYBookValueAmt
EOYFMV$296,151EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
EXCESS OF FMV OVER COST OF CONTRIBUTED SECURITIES$1,664,501
VALUATION ADJUSTMENT$153

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescNYS FILING FEEDesc
Revenue And Expenses Per Books$750RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$750DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonARTHUR P CHU JARIYA WANAPUNPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 WEST 72ND STREET APT 67AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10023ZIPCd

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