JIN AND XIAQING WU FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
JIN AND XIAQING WU FAMILY FOUNDATION (EIN 46-1542945)
Tax period
2015-12-01 to 2016-11-30
Filed
2017-03-24
IRS object ID
201740839349100004
Schema version
2015v3.0
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)
Return2017-03-24T10:30:37-07:00ReturnTs
Tax Period End2016-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Mok Accountancy CorporationBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1181 2nd Avenue Suite 688AddressLine1Txt
CitySan MateoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94401ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461542945EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JIN AND XIAQING WU FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJINABusinessNameControlTxt
Phone6506784730PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11065 JAMAICA STREETAddressLine1Txt
CityFOSTER CITYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94404ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonXIAQING WUPersonNm
Person TitlePresident & CEOPersonTitleTxt
Signature2017-03-24SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonYANG YANGPreparerPersonNm
PTINP01690013PTIN
Phone6503422121PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$169,856FMVAssetsEOYAmt
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$2,213InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,213InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$2,213InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$1,261DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,261DividendsNetInvstIncmAmt
Dividends Adj Net Incm$1,261DividendsAdjNetIncmAmt
Total Rev And Expnss$3,474TotalRevAndExpnssAmt
Total Net Invst Incm$3,474TotalNetInvstIncmAmt
Total Adj Net Incm$3,474TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,225AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,225AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$73TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$73TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$678DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$320OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$320OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,296TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,618TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,190ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$7,190ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$9,486TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$8,808TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$6,012ExcessRevenueOverExpensesAmt
Net Investment Income$3,474NetInvestmentIncomeAmt
Adjusted Net Income$3,474AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,923CashBOYAmt
Sav And Temp Cash Invst BOY$2,436SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$99,596SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$99,596SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$45,519CorporateStockBOYAmt
Corporate Stock EOY$45,948CorporateStockEOYAmt
Corporate Stock EOYFMV$69,880CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$3,389LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,982LandBldgEquipAccumDeprecAmt
Land BOY$1,085LandBOYAmt
Land EOY$407LandEOYAmt
Land EOYFMV$380LandEOYFMVAmt
Other Assets BOY$100,001OtherAssetsBOYAmt
Other Assets EOY$1OtherAssetsEOYAmt
Total Assets BOY$151,964TotalAssetsBOYAmt
Total Assets EOY$145,952TotalAssetsEOYAmt
Total Assets EOYFMV$169,856TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$140,831CapitalStockBOYAmt
Capital Stock EOY$140,831CapitalStockEOYAmt
Retained Earning BOY$11,133RetainedEarningBOYAmt
Retained Earning EOY$5,121RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$151,964TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$145,952TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$151,964TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$145,952TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$151,964TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$6,012ExcessRevenueOverExpensesAmt
Subtotal$145,952SubtotalAmt
Tot Net Ast Or Fund Balances EOY$145,952TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$69InvestmentIncomeExciseTaxAmt
Subtotal$69SubtotalAmt
Tax Based On Investment Income$69TaxBasedOnInvestmentIncomeAmt
Tax Due$69TaxDueAmt

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
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JIN ZUOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6506784730PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11065 JAMAICA STREETAddressLine1Txt
CityFOSTER CITYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94404ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
XIAQING WU
1065 JAMAICA STREETFOSTER CITYCA94404President & CEO2.00$0
JIN ZUO
1065 JAMAICA STREETFOSTER CITYCA94404CFO2.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$90,762AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$49,048AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$139,810TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$139,810AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,097CashDeemedCharitableAmt
Net Vl Noncharitable Assets$137,713NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,886MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,886MinimumInvestmentReturnAmt
Tax Based On Investment Income$69TaxBasedOnInvestmentIncomeAmt
Total Tax$69TotalTaxAmt
Distributable Before Adj$6,817DistributableBeforeAdjAmt
Distributable Before Ded$6,817DistributableBeforeDedAmt
Distributable As Adjusted$6,817DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$8,808ExpensesAndContributionsAmt
Qualifying Distributions$8,808QualifyingDistributionsAmt
Adjusted Qualifying Distri$8,808AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,817DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$5,878ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$5,878TotalExcessDistributionCyovAmt
Qualifying Distributions$8,808QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$6,817AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,991RemainingDistriFromCorpusAmt
Total Corpus$7,869TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$7,869ExcessDistriCyovToNextYrAmt
Excess From Year3$5,878ExcessFromYear3Amt
Excess From Current Year$1,991ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LIVING WATER CHINESE CHRISTIAN CHUR
1501 S EL CAMINO REALSAN MATEOCA94402CHARITY$6,290
ASIAN CHRISTIAN TRANSFORMATION SOCI
6931 AZALEA DRSAN JOSECA95120CHARITY$800
SEA BREEZE SCHOOL
900 EDGEWATER BLVDFOSTER CITYCA94404CHARITY$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,190TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,213RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,261RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3,474RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,474TotalIncomeProducingActyAmt

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)
Amt$1,225Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,225DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
PropertyMACHINERY & EQUIPMENTPropertyDesc
Acquired2012-12-01AcquiredDt
Cost Or Other Basis$3,389CostOrOtherBasisAmt
Prior Year Depreciation$2,304PriorYearDepreciationAmt
Computation MethodSLComputationMethodTxt
Rt0.2000Rt
Current Year Expense$678CurrentYearExpenseAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (2 entries)

Category Or ItemCategoryOrItemTxtEOYFMVEOYFMVAmtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
Auto./Transportation Equip.$380
Machinery and Equipment$3,389$2,982$407

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescRoundingDesc
EOY Book Value$1EOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
AUTO EXPENSE$131$131
BANK CHARGE$102$102
OFFICE EXPENSE$87$87

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL$63$63
STATE$10$10

Comments

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