SHANGHAI JIAO TONG UNIVERSITY FOUNDATION OF AMERICA: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SHANGHAI JIAO TONG UNIVERSITY FOUNDATION OF AMERICA (EIN 76-0802983)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-10-30
- IRS object ID
- 201613049349100101
- Schema version
- 2015v2.1
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-30T21:54:55-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2015-01-01 | 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 | 2016-10-28 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAGGIE W WU | PreparerPersonNm |
| PTIN | P00243480 | PTIN |
| Phone | 9497017068 | PhoneNum |
| Preparation | 2016-10-30 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $1,396,031 | 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 | $10,582,491 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,346 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,346 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,733 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,733 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,131 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $85,190 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $463 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,596,701 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,542 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,640 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,640 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $280 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $100 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $1,621 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $92,837 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $92,837 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,164 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $240 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,486 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $108,542 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,480 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $98,823 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,486,612 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,486,612 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,595,154 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,480 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,585,435 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,547 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,062 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $21,412 | CashBOYAmt |
| Cash EOY | $20,899 | CashEOYAmt |
| Cash EOYFMV | $20,899 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $889,148 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $841,642 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $841,642 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $255,608 | CorporateStockBOYAmt |
| Corporate Stock EOY | $277,286 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $283,908 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $256,919 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $270,086 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $248,903 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,702 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,621 | LandBldgEquipAccumDeprecAmt |
| Land EOY | $1,081 | LandEOYAmt |
| Other Assets EOY | $679 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $679 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,423,087 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,411,673 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,396,031 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $110,395 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $90,170 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $110,395 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $90,170 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $971,580 | UnrestrictedBOYAmt |
| Unrestricted EOY | $906,328 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $341,112 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $415,175 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,312,692 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,321,503 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,423,087 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,411,673 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,312,692 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,547 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,264 | OtherIncreasesAmt |
| Subtotal | $1,321,503 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,321,503 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $463 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,598,433 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,475,622 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.760907 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,261,217 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,862,378 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.751104 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,903,778 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,402,455 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.792430 | DistributionYr3Rt |
| Total Distribution | 4.304441 | TotalDistributionRt |
| Average Distribution | 1.434814 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,443,917 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,071,752 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $41 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,071,793 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $10,585,435 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $41 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $41 | SubtotalAmt |
| Tax Based On Investment Income | $41 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $100 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $100 | TotalPaymentsAndCreditsAmt |
| Overpayment | $59 | OverpaymentAmt |
| Applied To ES Tax | $59 | 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 | Yes (true) | 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 | 10.00 | $0 | $0 | $0 | ||||
| ZHANG JIE | ||||||||||||
| CHAIRMAN | 0.50 | $0 | $0 | $0 | 800 DONGCHUAN ROAD | SHANGHAI | SHANGHAI | CH | ||||
| ZHANG ANSHENG | ||||||||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | 800 DONGCHUAN ROAD | SHANGHAI | SHANGHAI | CH | ||||
| MAO WEIWEI | ||||||||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | 800 DONGCHUNG ROAD | SHANGHAI | SHANGHAI | CH | ||||
| MA LEI | ||||||||||||
| DIRECTOR | 0.50 | $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 | $533,354 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $932,552 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,465,906 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,465,906 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,989 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,443,917 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $72,196 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $72,196 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $41 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $41 | TotalTaxAmt |
| Distributable Before Adj | $72,155 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $72,155 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $72,155 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,585,435 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $10,585,435 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $41 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $10,585,394 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $72,155 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $1,783,655 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,168,164 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,524,652 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,476,471 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,585,435 | QualifyingDistributionsAmt |
| Applied To Current Year | $72,155 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,513,280 | RemainingDistriFromCorpusAmt |
| Total Corpus | $17,989,751 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $17,989,751 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,783,655 | ExcessFromYear3Amt |
| Excess From Year2 | $3,168,164 | ExcessFromYear2Amt |
| Excess From Year1 | $2,524,652 | ExcessFromYear1Amt |
| Excess From Current Year | $10,513,280 | 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 | $10,486,612 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,486,612 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,346 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,733 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,131 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $14,210 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,210 | 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 (12 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MINGPIAO HSU | ||||||
| 1 | 8905 IVERLEIGH COURT | POTOMAC | MD | 208544469 | $20,000 | Yes (X) |
| JIE ZHAO | ||||||
| 7 | 18896 WOODLEIGH CT | SARATOGA | CA | 95070 | $15,000 | Yes (X) |
| LEO KOGUAN FOUNDATION | ||||||
| 2 | 33 KNIGHTSBRIDGE ROAD | PISCATAWAY | NJ | 08854 | $240,000 | Yes (X) |
| MING QU AND LING ZHANG | ||||||
| 8 | 2984 BRIONA CT | SAN JOSE | CA | 95124 | $20,000 | Yes (X) |
| THE ROBERT N CHANG FOUNDATION | ||||||
| 3 | 737 RUSTIC LANE | MOUNTAIN VIEW | CA | 94040 | $69,853 | Yes (X) |
| JACK CHEN | ||||||
| 9 | 1038 RACE STREET | PHILADELPHIA | PA | 19107 | $50,000 | Yes (X) |
| YAN GUOJUE | ||||||
| 4 | 38 STONE RIDGE DR | BARRINGTON | IL | 60010 | $40,000 | Yes (X) |
| SILICON VALLEY COMMUNITY FOUNDATION | ||||||
| 10 | 2440 WEST EL CAMINO REAL SUITE 300 | MOUNTAIN VIEW | CA | 940401498 | $12,000 | Yes (X) |
| TANG DEZHENG | ||||||
| 5 | 1625 VALLEY CREST DRIVE | SAN JOSE | CA | 95131 | $5,000 | Yes (X) |
| KATHERINE HE | ||||||
| 11 | 1462 VOYAGER DRIVE | TUSTIN | CA | 92782 | $10,000 | Yes (X) |
| CTUAFA | ||||||
| 6 | 70 WEST 36TH STREET SUITE 700 | NEW YORK | NY | 10018 | $50,000 | Yes (X) |
| JOHN WU AND JIE SUN | ||||||
| 12 | 455 LAKESHORE BLVD SUITE 3 | INCLINE VILLAGE | NV | 89450 | $10,000,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,500 | 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 |
| Computation Method | 200DB | ComputationMethodTxt |
| Life | 5.0000 | LifeRt |
| Current Year Expense | $1,621 | CurrentYearExpenseAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| UNION BANC INVESTMENT | 2015-02 | PURCHASE | 2015-09 | $366 | $444 | -$78 |
| UNION BANC INVESTMENT | 2014-02 | PURCHASE | 2015-09 | $84,361 | $81,615 | $2,746 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | UB INVESTMENT (7754) - CD | BondNm |
| EOY Book Value | $270,086 | EOYBookValueAmt |
| EOYFMV | $248,903 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UB INVESTMENT (0148) - MUTUAL FUNDS | $255,185 | $262,335 |
| FIDELITY -CHIMERA INVT CORP | $22,101 | $21,573 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCE | Desc |
| EOY Book Value | $679 | EOYBookValueAmt |
| EOYFMV | $679 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| AUTO | $59 | ||
| POSTAGE AND DELIVERY | $251 | $226 | |
| TELEPHONE AND INTERNET | $3,540 | $3,186 | |
| BANK FEES | $240 | $240 | |
| MISCELLANEOUS | $74 | $74 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $7,264 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| UNION BANK VISA | $395 | $170 |
| N/P | $110,000 | $90,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ASSET MANAGEMENT FEE | CategoryTxt |
| Amt | $4,640 | Amt |
| Net Investment Income | $4,640 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN WU AND JIE SUN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 LAKESHORE BLVD SUITE 3 | AddressLine1Txt |
| City | INCLINE VILLAGE | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89450 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| STATE TAX | $10 | |
| RRF-1 FILING FEE | $150 | |
| FEDERAL TAX | $100 | $100 |
| CA SOS SOI | $20 |
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