SHANGHAI JIAO TONG UNIVERSITY FOUNDATION OF AMERICA: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SHANGHAI JIAO TONG UNIVERSITY FOUNDATION OF AMERICA (EIN 76-0802983)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-13
- IRS object ID
- 201713189349100001
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-13T21:38:15-08:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 465656970 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRONTIER ADVISORS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16618 HONEYBEE DR | AddressLine1Txt |
| City | TUSTIN | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 927821920 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760802983 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHANGHAI JIAO TONG UNIVERSITY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION OF AMERICA (SJTUFA) | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAN | BusinessNameControlTxt |
| Phone | 9498363800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1462 VOYAGER DRIVE | AddressLine1Txt |
| City | TUSTIN | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92782 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHERINE HE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9499231129 | PhoneNum |
| Signature | 2017-11-12 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAGGIE W WU | PreparerPersonNm |
| PTIN | P00243480 | PTIN |
| Phone | 9497017068 | PhoneNum |
| Preparation | 2017-11-13 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 36FEE794555AE1409503F9EED115387CCD502DD4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 36FEE794555AE1409503F9EED115387CCD502DD4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $586,208 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,702,898 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $882 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $882 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,564 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,564 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,289 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $516,979 | GrossSalesPriceAmt |
| Total Rev And Expnss | $1,720,633 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,446 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $6,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,005 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,005 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $235 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $433 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $4,774 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,774 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $955,142 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $364 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,709 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $968,589 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,369 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,483 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,548,811 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,548,811 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,517,400 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,369 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,560,294 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$796,767 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $77 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,899 | CashBOYAmt |
| Cash EOY | $11,779 | CashEOYAmt |
| Cash EOYFMV | $11,779 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $841,642 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $289,138 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $289,138 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $277,286 | CorporateStockBOYAmt |
| Corporate Stock EOY | $29,462 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $28,110 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $270,086 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $276,906 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $256,533 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,702 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,054 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,081 | LandBOYAmt |
| Land EOY | $648 | LandEOYAmt |
| Land EOYFMV | $648 | LandEOYFMVAmt |
| Other Assets BOY | $679 | OtherAssetsBOYAmt |
| Total Assets BOY | $1,411,673 | TotalAssetsBOYAmt |
| Total Assets EOY | $607,933 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $586,208 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $90,170 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $70,653 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $90,170 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $70,653 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $906,328 | UnrestrictedBOYAmt |
| Temporarily Restricted BOY | $415,175 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $537,280 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,321,503 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $537,280 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,411,673 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $607,933 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,321,503 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$796,767 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,544 | OtherIncreasesAmt |
| Subtotal | $537,280 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $537,280 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $10,585,394 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,443,917 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 7.331027 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,598,433 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,475,622 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.760907 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,261,217 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,862,378 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.751104 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,903,778 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,402,455 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.792430 | DistributionYr4Rt |
| Total Distribution | 11.635468 | TotalDistributionRt |
| Average Distribution | 2.908867 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,062,482 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,090,619 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,090,620 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,560,294 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2 | SubtotalAmt |
| Tax Based On Investment Income | $2 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $59 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $490 | AppliedToEsTaxAmt |
| Total Payments And Credits | $549 | TotalPaymentsAndCreditsAmt |
| Overpayment | $547 | OverpaymentAmt |
| Applied To ES Tax | $547 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.SJTUFA.ORG | WebsiteAddressTxt |
| Individual With Books | KATHERIN HE | IndividualWithBooksNm |
| Phone | 9498363800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1462 VOYAGER DRIVE | AddressLine1Txt |
| Address Line2 | 1462 VOYAGER DRIVE | AddressLine2Txt |
| City | TUSTIN | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92782 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KATHERINE HE | ||||||||||||
| 1462 VOYAGER DRIVE | TUSTIN | CA | 92782 | PRESIDENT | 5.00 | $0 | $0 | $0 | ||||
| ZHONGQIN LIN | ||||||||||||
| CHAIRMAN | 000.00 | $0 | $0 | $0 | 800 DONGCHUAN ROAD | SHANGHAI | SHANGHAI | CH | ||||
| ZHANG ANSHENG | ||||||||||||
| DIRECTOR | 000.00 | $0 | $0 | $0 | 800 DONGCHUAN ROAD | SHANGHAI | SHANGHAI | CH | ||||
| MAO WEIWEI | ||||||||||||
| DIRECTOR | 000.00 | $0 | $0 | $0 | 800 DONGCHUNG ROAD | SHANGHAI | SHANGHAI | CH | ||||
| MA LEI | ||||||||||||
| DIRECTOR | 000.00 | $0 | $0 | $0 | 800 DONGCHUAN ROAD | SHANGHAI | SHANGHAI | CH | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $380,529 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $698,133 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,078,662 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,078,662 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,180 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,062,482 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $53,124 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $53,124 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2 | TotalTaxAmt |
| Distributable Before Adj | $53,122 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $53,122 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $53,122 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,560,294 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,560,294 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,560,294 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $53,122 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $1,783,655 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,168,164 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,524,652 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,513,280 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $17,989,751 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,560,294 | QualifyingDistributionsAmt |
| Applied To Current Year | $53,122 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,507,172 | RemainingDistriFromCorpusAmt |
| Total Corpus | $19,496,923 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $19,496,923 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,783,655 | ExcessFromYear4Amt |
| Excess From Year3 | $3,168,164 | ExcessFromYear3Amt |
| Excess From Year2 | $2,524,652 | ExcessFromYear2Amt |
| Excess From Year1 | $10,513,280 | ExcessFromYear1Amt |
| Excess From Current Year | $1,507,172 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SJTU DEVELOPEMENT EDU FOUNDATION | BusinessNameLine1Txt |
Recipient Foreign Address RecipientForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 DONGCHUAN ROAD | AddressLine1Txt |
| City | SHANGHAI | CityNm |
| Country | CH | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Grant Or Contribution Purpose | EDUCATIONAL | GrantOrContributionPurposeTxt |
| Amt | $1,548,811 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,548,811 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $882 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,564 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,289 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $17,735 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,735 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (9 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| LEO KOGUAN FOUNDATION | ||||||
| 1 | 33 KNIGHTSBRIDGE ROAD | PISCATAWAY | NJ | 08854 | $1,228,200 | Yes (X) |
| ERDONG CHEN | ||||||
| 7 | 1 MANDALAY COURT | REDWOOD CITY | CA | 94065 | $29,891 | Yes (X) |
| THE ROBERT N CHANG FOUNDATION | ||||||
| 2 | 737 RUSTIC LANE | MOUNTAIN VIEW | CA | 94040 | $69,853 | Yes (X) |
| PEI LING CHARITABLE TRUST | ||||||
| 8 | 7500 S MEMORIAL PKWY SW | HUNTSVILLE | AL | 35802 | $70,000 | Yes (X) |
| YAN GUOJUE | ||||||
| 3 | 38 STONE RIDGE DR | BARRINGTON | IL | 60010 | $20,000 | Yes (X) |
| GREGORY CHAN | ||||||
| 9 | 4174 SOPHIA WAY | SAN JOSE | CA | 95134 | $25,000 | Yes (X) |
| CTUAFA | ||||||
| 4 | 70 WEST 36TH STREET SUITE 700 | NEW YORK | NY | 10018 | $26,297 | Yes (X) |
| A LENDING HAND FOUNDATION | ||||||
| 5 | 327 CENTRAL AVENUE | LINWOOD | NJ | 08221 | $155,000 | Yes (X) |
| LIANG XUE | ||||||
| 6 | 1914 BARTRUM TRL | SUGARLAND | TX | 77479 | $10,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $6,000 | Amt |
| Net Investment Income | $3,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,000 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | COMPUTER EQUIPMENT | PropertyDesc |
| Acquired | 2015-02-05 | AcquiredDt |
| Cost Or Other Basis | $2,702 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $1,621 | PriorYearDepreciationAmt |
| Computation Method | 200DB | ComputationMethodTxt |
| Life | 5.0000 | LifeRt |
| Current Year Expense | $433 | CurrentYearExpenseAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| PUBLIC | ||||||
| CHIMERA INVT CORP COM NEW | 2015-02 | PURCHASE | 2016-01 | $22,700 | $22,101 | $599 |
| PUBLIC | ||||||
| FACEBOOK INC. COM | 2016-05 | DONATION | 2016-05 | $29,891 | $29,891 | |
| PUBLIC | ||||||
| UNION BANC INVESTMENT | PURCHASE | $157,102 | $152,115 | $4,987 | ||
| PUBLIC | ||||||
| UNION BANC INVESTMENT | PURCHASE | $307,286 | $300,583 | $6,703 | ||
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | UB INVESTMENT (7754) - CD | BondNm |
| EOY Book Value | $276,906 | EOYBookValueAmt |
| EOYFMV | $256,533 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UB INVESTMENT (0148) - MUTUAL FUNDS | ||
| FIDELITY | $29,462 | $28,110 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| $2,702 | $2,054 | $648 | |
| $648 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCE | Desc |
| BOY Book Value | $679 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| POSTAGE AND DELIVERY | $142 | $128 | |
| TELEPHONE AND INTERNET | $3,890 | $3,501 | |
| BANK FEES | $364 | $364 | |
| SUPPLIES | $80 | $80 | |
| MISCELLANEOUS | $200 | ||
| RETURN OF DONATION | $950,000 | ||
| COMPUTER EXPENSE | $466 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCREASE IN INVESTMENT | Desc |
| Amt | $12,544 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| UNION BANK VISA | $170 | $653 |
| N/P | $90,000 | $70,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ASSET MANAGEMENT FEE | CategoryTxt |
| Amt | $2,005 | Amt |
| Net Investment Income | $2,005 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| STATE TAX | $10 |
| RRF-1 FILING FEE | $225 |
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