LIXU FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
LIXU FAMILY FOUNDATION (EIN 26-3473646)
Tax period
2016-09-01 to 2017-08-31
Filed
2017-12-08
IRS object ID
201703439349100100
Schema version
2016v3.0
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)
Return2017-12-08T20:11:34-08:00ReturnTs
Tax Period End2017-08-31TaxPeriodEndDt

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 Begin2016-09-01TaxPeriodBeginDt

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
Signature2017-11-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJUNQING DONGPreparerPersonNm
Phone5102261689PhoneNum
Preparation2017-12-08PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address71.132.205.210IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-12-08IPDt
IP Tm20:11:21IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id0B926CB04E40A3588DDF559D5E6E1B630E1EC5CCAtSubmissionCreationDeviceId
At Submission Filing Device Id371C6B40F3BCCE505D147736699822345476E443AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$139,800FMVAssetsEOYAmt
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$13InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$13InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$13InterestOnSavingsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$13TotalRevAndExpnssAmt
Total Net Invst Incm$13TotalNetInvstIncmAmt
Total Adj Net Incm$13TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$700AccountingFeesRevAndExpnssAmt
Accounting Fees Adj Net Incm$700AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$700AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$29OtherProfFeesRevAndExpnssAmt
Other Prof Fees Adj Net Incm$29OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$29OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$11TaxesRevAndExpnssAmt
Taxes Adj Net Incm$11TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$11TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$645TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Adj Net Incm$645TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$645TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,251OtherExpensesRevAndExpnssAmt
Other Expenses Adj Net Incm$2,251OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$2,251OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,636TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$3,636TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,636TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,136TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$3,636TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$5,136TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$5,123ExcessRevenueOverExpensesAmt
Net Investment Income$13NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$129,407CashBOYAmt
Cash EOY$124,280CashEOYAmt
Cash EOYFMV$124,280CashEOYFMVAmt
Sav And Temp Cash Invst BOY$15,516SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$15,520SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$15,520SavAndTempCashInvstEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$9,267LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$9,267LandBldgEquipAccumDeprecAmt
Land EOY$0LandEOYAmt
Total Assets BOY$144,923TotalAssetsBOYAmt
Total Assets EOY$139,800TotalAssetsEOYAmt
Total Assets EOYFMV$139,800TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$240,050CapitalStockBOYAmt
Capital Stock EOY$240,050CapitalStockEOYAmt
Retained Earning BOY-$95,127RetainedEarningBOYAmt
Retained Earning EOY-$100,250RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$144,923TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$139,800TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$144,923TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$139,800TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$144,923TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$5,123ExcessRevenueOverExpensesAmt
Subtotal$139,800SubtotalAmt
Tot Net Ast Or Fund Balances EOY$139,800TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Adjusted Qlfy Distri Yr1$3,783AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets$140,226NetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$0AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$5,136QualifyingDistributionsAmt

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$142,361AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$142,361TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$142,361AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,135CashDeemedCharitableAmt
Net Vl Noncharitable Assets$140,226NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,011MinimumInvestmentReturnAmt

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$5,136ExpensesAndContributionsAmt
Qualifying Distributions$5,136QualifyingDistributionsAmt
Adjusted Qualifying Distri$5,136AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Undistributed Income PY$7,229UndistributedIncomePYAmt
Excess Distribution Cyov Yr5$1,084ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr1$3,783ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,867TotalExcessDistributionCyovAmt
Qualifying Distributions$5,136QualifyingDistributionsAmt
Remaining Distri From Corpus$5,136RemainingDistriFromCorpusAmt
Total Corpus$10,003TotalCorpusAmt
Taxable2$7,229Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,084ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$8,919ExcessDistriCyovToNextYrAmt
Excess From Year1$3,783ExcessFromYear1Amt
Excess From Current Year$5,136ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
March of Dimes
1275 Mamaroneck AvenueWHITE PLAINSNY10605501(c)DONATION$200
The Soar Foundation
4 Union Square Suite HUNION CITYCA94587501(c)DONATION$1,300
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$13RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$13RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$13TotalIncomeProducingActyAmt

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$700Amt
Adjusted Net Income$700AdjustedNetIncomeAmt
Disbursements Charitable Prps$700DisbursementsCharitablePrpsAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (2 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmt
FURNITURE & FIXXTURES$2,984$2,984
MACHINERY & EQUIPMENT$6,283$6,283

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MOBILE SERVICE$352$352$352
POSTAGE$2$2$2
TELEPHONE & INTERNET$1,351$1,351$1,351
UTILITIES$496$496$496
MISC$50$50$50

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CA STATE TAX$10$10$10
IRS$1$1$1

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