GENE CHIU FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- GENE CHIU FOUNDATION (EIN 05-0598399)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201733189349103218
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T19:37:29-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 270472389 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | C G UHLENBERG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4032 CLIPPER COURT | AddressLine1Txt |
| City | FREMONT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94538 | 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 | 050598399 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GENE CHIU FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GENE | BusinessNameControlTxt |
| Phone | 6508582734 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1637 | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | POLLY JAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6508582734 | PhoneNum |
| Signature | 2017-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PEGGY H CHEN | PreparerPersonNm |
| PTIN | P00910398 | PTIN |
| Phone | 6502276799 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.49.60.82 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-14 | IPDt |
| IP Tm | 17:37:09 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E65E7A23D0F4622243DDC009DA3BC982E1625A33 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B33D878B4AB48462A4775E54453E1351F3908EB1 | 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 | $10,196,360 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $11,512 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,512 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $210,353 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $210,353 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $110,270 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $859,660 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $110,270 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $332,135 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $332,135 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $32,527 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $32,527 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $15,960 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $15,960 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,660 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $16,199 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $16,118 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $15,414 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $61,344 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $48,296 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,048 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $154,104 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $48,296 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $77,653 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $330,829 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $330,829 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $484,933 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $48,296 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $408,482 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$152,798 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $283,839 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $382,563 | CashBOYAmt |
| Cash EOY | $44,544 | CashEOYAmt |
| Cash EOYFMV | $44,544 | CashEOYFMVAmt |
| US Government Obligations BOY | $87,676 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $71,384 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $68,353 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $180,730 | CorporateStockBOYAmt |
| Corporate Stock EOY | $65,720 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $73,550 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $201,888 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $164,761 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $164,072 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $6,539,955 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,743,779 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,729,779 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,202,290 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $62,298 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,155,406 | LandBOYAmt |
| Land EOY | $1,139,992 | LandEOYAmt |
| Land EOYFMV | $2,116,062 | LandEOYFMVAmt |
| Total Assets BOY | $8,548,218 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,230,180 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,196,360 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $168,165 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,925 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $168,165 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,925 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $8,380,053 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,227,255 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,380,053 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,227,255 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,548,218 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,230,180 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,380,053 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$152,798 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,227,255 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,227,255 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTION | P | $17,334 | $17,334 | $17,334 | |||
| CHARLES SCHWAB 1218 (SEE ATTACHEMENT) | P | $50,000 | $4,992 | $4,992 | $45,008 | ||
| CHARLES SCHWAB 1218 (SEE ATTACHEMENT) | P | $466,808 | $60,363 | $60,363 | $406,445 | ||
| 1750 SHARES OF ELI LILLY & COMPANY | P | $140,907 | $25,897 | $25,897 | $115,010 | 2006-03-01 | 2016-09-27 |
| CHARLES SCHWAB 8475 (SEE ATTACHEMENT) | P | $40,683 | $1,449 | $1,449 | $39,234 | ||
| CHARLES SCHWAB 8475 (SEE ATTACHEMENT) | P | $143,928 | $235 | $235 | $143,693 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $110,270 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $370,680 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,163,643 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045406 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $206,674 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,176,083 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.025278 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $190,464 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,681,145 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.024796 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,323,528 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,538,246 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.175575 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $246,988 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,823,460 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.031570 | DistributionYr5Rt |
| Total Distribution | 0.302625 | TotalDistributionRt |
| Average Distribution | 0.060525 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,994,631 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $483,875 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,838 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $486,713 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $408,482 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,677 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,677 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,677 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,375 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,375 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $116 | EsPenaltyAmt |
| Tax Due | $4,418 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | POLLY JAN | IndividualWithBooksNm |
| Phone | 6508582734 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1637 | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | POLLY JAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1637 | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $32,527 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GCF SUNSHINE READING ROOM PROJECT - POST FAIRY TALE AND FOLK STORIES TO THE WEBSITE IN ENGLISH AND CHINESE, MAINTAIN THE WEBSITE AND BUILD CONTENTS | Description1Txt |
| Expenses1 | $177,135 | Expenses1Amt |
| Description2 | GCF COMPUTER CLASSROOM PROJECT- EQUIP GUIZHOU UNIVERSITY WITH COMPUTER EQUIPMENT AND INSTRUCTOR TO IMPROVE STUDNETS COMPUTER LITERACY. | Description2Txt |
| Expenses2 | $91,964 | Expenses2Amt |
| Description3 | GCF STUDENT SCHOLARSHIP PROJECT- ESTABLISH SCHOLARSHIP FOR LOW INCOME COLLEGE STUDENTS IN GUIZHOU PROVINCE. | Description3Txt |
| Expenses3 | $43,771 | Expenses3Amt |
| Description4 | GCF SCHOOL FACILITIES PROJECT- HELP ENHANCE GUIZHOU SCHOOL FACILITY. | Description4Txt |
| Expenses4 | $22,514 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $962,844 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $213,553 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,939,980 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,116,377 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,116,377 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $121,746 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,994,631 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $399,732 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $399,732 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,677 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,677 | TotalTaxAmt |
| Distributable Before Adj | $394,055 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $394,055 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $394,055 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $408,482 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $408,482 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $408,482 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $394,055 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $402,286 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $408,482 | QualifyingDistributionsAmt |
| Applied To Year1 | $402,286 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,196 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $387,859 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ANSHUN TEACHERS' COLLEGE | |||||
| 25 COLLEGE ROAD | ANSHUN | GUIZHOU | CH | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $1,230 |
| CHENGDU MEDICAL COLLEGE (INTERNAL MED) | |||||
| 601 TIANHUI ROAD | CHENGDU | SICHUAN | CH | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $1,500 |
| CHINA THREE GORGES UNIVERSITY | |||||
| 8 DAXUE ROAD | YICHANG | HUBEI | CH | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $1,480 |
| CHONGQING TECHNOLOGY & BUSINESS UNIVERSITY | |||||
| 19 XUEFU AVE | CHONGQING | CHONGQING | CH | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $1,014 |
| DY 10TH MIDDLE SCHOOL | |||||
| DUYUN CITY QIANNAN | QIANNAN | GUIZHOU | CH | GCF SUNSHINE READING ROOM PROJECT IN GUIZHOU, CHINA | $5,300 |
| FUQUAN 3RD MIDDLE SCHOOL | |||||
| 24 YUCAI ROAD | FUQUAN | GUIZHOU | CH | GCF SUNSHINE READING ROOM PROJECT IN GUIZHOU, CHINA | $5,500 |
| GUIYANG MED COLLEGE OF CHINESE MEDICINE | |||||
| DUSI ELEVATED BRIDGE | GUIYANG | GUIZHOU | CH | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $2,140 |
| GUIYANG MEDICAL UNIVERSITY (MEDICAL IMAGING) | |||||
| 9 BEIJING ROAD YUNYAN | GUIYANG | GUIZHOU | CH | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $2,762 |
| GUIZHOU NAITONALITY UNIVERSITY | |||||
| HUAXI AVE | GUIYANG | GUIZHOU | CH | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $1,760 |
| GUIZHOU NORMAL UNIVERSITY (MUSIC) | |||||
| SIXIAN ROAD | GUIYANG | GUIZHOU | CH | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $1,280 |
| GUIZHOU UNIVERSITY | |||||
| XUESHI ROAD | GUIYANG | GUIZHOU | CH | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINAGCF SUNSHINE READING PROJECT IN GUIZHOU, CHINA | $4,875 |
| GUIZHOU UNIVERSITY OF FINANCE AND ECONOMICS | |||||
| HUAYAN ROAD | GUIYANG | GUIZHOU | CH | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $1,515 |
| HPMZ MIDDLE SCHOOL | |||||
| XINZHOU BLVD | XINZHOU | GUIZHOU | CH | GCF SUNSHINE READING ROOM PROJECT IN GUIZHOU, CHINA | $2,000 |
| HUANG PING SPECIAL EDUCATION SCHOOL | |||||
| BEI MENG STREET HUANG PING | XINZHOU | GUIZHOU | CH | GCF SUNSHINE READING ROOM PROJECT IN GUIZHOU, CHINAGCF STUDENT MEAL PROJECT IN GUIZHOU, CHINA | $7,750 |
| HUNAN INSTITUTE OF ENGINEERING | |||||
| 88 E FUXING ROAD | XIANGTAN | HUNAN | CH | GCF STUDENT MEAL PROJECT IN GUIZHOU, CHINA | $1,550 |
| HUNAN NORMAL UNIVERSITY | |||||
| 36 LUSHAN ROAD | CHANGSHA | HUNAN | CH | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $1,330 |
| HUNAN UNIVERSITY OF HUMANITIES SCIENCE & TECHNOLOGY | |||||
| YUCAI ROAD | LOUDI | HUNAN | CH | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $1,420 |
| NORTHEN NATIONALITIES UNIVERSITY | |||||
| 204 N WENCHANG ST | YINCHUAN | NINGXIA | CH | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $1,271 |
| QINGDAO UNIVERSITY OF SCIENCE AND TECHNOLOGY | |||||
| 99 SONGLING ROAD | LAOSHAN | SHANDONG | CH | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $1,395 |
| WUHAN INSITITUTE OF PHYSICAL EDUCATION | |||||
| 461 LUOYU ROAD | WUHAN | HUBEI | CH | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $1,480 |
| ZUNYI MEDICAL COLLEGE | |||||
| 221 DALIAN ROAD | ZUNYI | GUIZHOU | CH | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $1,435 |
| YUNNAN COLLEGE OF CHINESE MEDICINE | |||||
| 76 YUHUA ROAD CHENGGONG DISTRICT | KUNMING | YUNNAN | CH | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $250 |
| SHANGHAI COLLEGE OF ELECTRICAL & MECHANICAL ENGINEERING | |||||
| 333 LONGTENG RDSONGJIANG QU | SHANGHAI | CH | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $250 | |
| ZUNYI NORMAL COLLEGE | |||||
| PINGAN AVE HONGHUAGANG QU | ZUNYI | GUIZHOU | CH | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $250 |
| UNIVERSITY OF SHANGHAI FOR SCIENCE AND TECHNOLOGY | |||||
| 516 JUNGONG RD YANGPU QU | SHANGHAI | CH | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,987 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $11,512 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $210,353 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $110,270 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $332,135 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $332,135 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 13 | LineNumberTxt |
| Relationship Statement | INCOME IS ALL USED FOR EXEMPT PURPOSES TO ESTABLISH COMPUTER CLASSROOM, ELECTRONIC BOOKS, WEBSITES, SCHOLARSHIP AND LIBRARY IN UNIVERSITY AND JUNIOR HIGH AND HIGH SCHOOLS IN GUIZHOU PROVICE OF CHINA. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $12,660 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|
| LAND | 2012-12-19 | $601,145 | L | $0 | $0 | ||
| BUILDING | 2012-12-19 | $601,145 | SL | $15,414 | $0 | $46,884 | 39.000000000000 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESTMENTS #1218 | $75,851 | $77,695 |
| INVESTMENTS #8475 | $88,910 | $86,377 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS #1218 | StockNm |
| EOY Book Value | $65,720 | EOYBookValueAmt |
| EOYFMV | $73,550 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $71,384 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $68,353 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENTS #1218 | AT COST | $3,769,605 | $3,854,179 |
| INVESTMENTS #1218 | AT COST | $2,823,741 | $3,732,597 |
| INVESTMENTS #8475 | AT COST | $142,876 | $136,070 |
| INVESTMENTS #8475 | AT COST | $7,557 | $6,933 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LAND | $601,145 | $0 | $601,145 |
| BUILDING | $601,145 | $62,298 | $538,847 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INTEREST EXPENSE | $484 | $484 | $0 |
| FOREIGN TAXES | $2,104 | $2,104 | $0 |
| INVESTMENT MANAGEMENT FEES | $43,918 | $43,918 | $0 |
| UTILITIES | $4,142 | $0 | $4,142 |
| HOA FEES | $8,870 | $0 | $8,870 |
| INTEREST EXPENSE - 2014 TAX | $36 | $0 | $36 |
| VARIOUS INVESTMENT LOSS | $1,790 | $1,790 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DISTRIBUTION PAYABLE | Desc |
| BOY Book Value | $168,165 | BOYBookValueAmt |
| EOY Book Value | $2,925 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX - PY | $71 | $0 | $0 |
| STATE TAX - PY | $10 | $0 | $0 |
| PROPERTY TAX | $16,118 | $0 | $16,118 |
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