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JAMES AND SUSAN HE FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
JAMES AND SUSAN HE FOUNDATION (EIN 20-5282768)
Tax period
2015-07-01 to 2016-06-30
Filed
2016-11-11
IRS object ID
201633169349101003
Schema version
2015v2.0
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)
Return2016-11-11T11:29:38-08:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Jimmy J Chen & Associates IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1920 Hillview Court Suite 180AddressLine1Txt
CityMilpitasCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95035ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205282768EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JAMES AND SUSAN HE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJAMEBusinessNameControlTxt
Phone4084200974PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1874 PECAN COURTAddressLine1Txt
CitySUNNYVALECityNm
State AbbreviationCAStateAbbreviationCd
ZIP94087ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRUNSHENG HEPersonNm
Person TitleCEOPersonTitleTxt
Signature2016-11-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJIMMY J CHENPreparerPersonNm
PTINP01715847PTIN
Phone4084358828PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$599,591FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$22,859DividendsRevAndExpnssAmt
Dividends Net Invst Incm$22,859DividendsNetInvstIncmAmt
Dividends Adj Net Incm$22,859DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$78,936NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$191,094GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$78,936CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$101,795TotalRevAndExpnssAmt
Total Net Invst Incm$101,795TotalNetInvstIncmAmt
Total Adj Net Incm$22,859TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,265AccountingFeesRevAndExpnssAmt
Accounting Fees Adj Net Incm$1,265AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,265AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$555TaxesRevAndExpnssAmt
Taxes Adj Net Incm$555TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$555TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$366DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Adj Net Incm$366DeprecAndDpltnAdjNetIncmAmt
Other Expenses Rev And Expnss$683OtherExpensesRevAndExpnssAmt
Other Expenses Adj Net Incm$683OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$683OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,869TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$2,869TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,503TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$40,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$40,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$42,869TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$2,869TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$42,503TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$58,926ExcessRevenueOverExpensesAmt
Net Investment Income$101,795NetInvestmentIncomeAmt
Adjusted Net Income$19,990AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$36,921SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$101,482SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$101,482SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$516,034CorporateStockBOYAmt
Corporate Stock EOY$508,855CorporateStockEOYAmt
Corporate Stock EOYFMV$496,466CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$4,740LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,097LandBldgEquipAccumDeprecAmt
Land BOY$99LandBOYAmt
Land EOY$1,643LandEOYAmt
Land EOYFMV$1,643LandEOYFMVAmt
Total Assets BOY$553,054TotalAssetsBOYAmt
Total Assets EOY$611,980TotalAssetsEOYAmt
Total Assets EOYFMV$599,591TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$219,330CapitalStockBOYAmt
Capital Stock EOY$219,330CapitalStockEOYAmt
Retained Earning BOY$333,724RetainedEarningBOYAmt
Retained Earning EOY$392,650RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$553,054TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$611,980TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$553,054TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$611,980TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$553,054TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$58,926ExcessRevenueOverExpensesAmt
Subtotal$611,980SubtotalAmt
Tot Net Ast Or Fund Balances EOY$611,980TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
400 DIA SECURITIESP2011-01-122016-03-04$67,802$46,860$20,942$20,942
4000 GE SECURITIESP2008-12-232016-04-08$123,292$65,298$57,994$57,994
FieldValueIRS element (for citing)
Capital Gain Net Income$78,936CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,036InvestmentIncomeExciseTaxAmt
Subtotal$2,036SubtotalAmt
Tax Based On Investment Income$2,036TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$58EsPenaltyAmt
Tax Due$2,094TaxDueAmt

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 LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1RUNSHENG HEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4084200974PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1874 PECAN COURTAddressLine1Txt
CitySUNNYVALECityNm
State AbbreviationCAStateAbbreviationCd
ZIP94087ZIPCd
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
RUNSHENG HE
874 PECAN COURTSUNNYVALECA94087CEO2.00$0
FANG WU
874 PECAN COURTSUNNYVALECA94087Secretary2.00$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$551,203AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$551,203TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$551,203AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,268CashDeemedCharitableAmt
Net Vl Noncharitable Assets$542,935NetVlNoncharitableAssetsAmt
Minimum Investment Return$27,147MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$27,147MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,036TaxBasedOnInvestmentIncomeAmt
Total Tax$2,036TotalTaxAmt
Distributable Before Adj$25,111DistributableBeforeAdjAmt
Distributable Before Ded$25,111DistributableBeforeDedAmt
Distributable As Adjusted$25,111DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$42,503ExpensesAndContributionsAmt
Qualifying Distributions$42,503QualifyingDistributionsAmt
Adjusted Qualifying Distri$42,503AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$25,111DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$35,548ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$6,441ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$41,989TotalExcessDistributionCyovAmt
Qualifying Distributions$42,503QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$25,111AppliedToCurrentYearAmt
Remaining Distri From Corpus$17,392RemainingDistriFromCorpusAmt
Total Corpus$59,381TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$35,548ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$23,833ExcessDistriCyovToNextYrAmt
Excess From Year4$6,441ExcessFromYear4Amt
Excess From Current Year$17,392ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRUNSHENG HEContributingManagerNm
Contributing ManagerFANG WUContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonFUZHOU YIMIN ENVIRONMENTAL PROTECTIRecipientPersonNm

Recipient Foreign Address RecipientForeignAddress

FieldValueIRS element (for citing)
Address Line1273 WU-SI RDAddressLine1Txt
CityFUZHOUCityNm
Province Or StateFUJIANProvinceOrStateNm
CountryOCCountryCd
Foreign Postal350003ForeignPostalCd
FieldValueIRS element (for citing)
Recipient RelationshipN/ARecipientRelationshipTxt
Recipient Foundation Status501CRecipientFoundationStatusTxt
Grant Or Contribution PurposeCHARITYGrantOrContributionPurposeTxt
Amt$40,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$40,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$22,859UnrelatedBusinessTaxblIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$78,936RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$22,859UnrelatedBusinessTaxblIncmAmt
Related Or Exempt Function Incm$78,936RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$101,795TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEECategoryTxt
Amt$1,265Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$1,265AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,265DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSECURITIESStockNm
EOY Book Value$508,855EOYBookValueAmt
EOYFMV$496,466EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemMachinery and EquipmentCategoryOrItemTxt
Cost Or Other Basis$4,740CostOrOtherBasisAmt
Accumulated Depreciation$3,097AccumulatedDepreciationAmt
Book Value$1,643BookValueAmt
EOYFMV$1,643EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
AUTO EXPENSE$348$348$348
BANK CHARGES$105$105$105
FILLING FEE$35$35$35
OFFICE EXPENSE$195$195$195

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAX PAYMENTCategoryTxt
Amt$555Amt
Adjusted Net Income$555AdjustedNetIncomeAmt
Disbursements Charitable Prps$555DisbursementsCharitablePrpsAmt

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