2016-01-12T20:34:05-06:00 2015-06-30 042442519 EDELSTEIN AND COMPANY LLP 160 FEDERAL STREET 9TH FLOOR BOSTON MA 02110 990 2014-07-01 980477422 THE CHINESE UNIVERSITY OF HONG KONG FOUNDATION INC C/O GMA FOUNDATIONS CHIN 6174267080 77 SUMMER ST NO 800 BOSTON MA 021101006 SALOME YP LAM CLERK 6174267080 2016-01-11 1 ALFONSO PERILLO P00950491 6172276161 2016-01-11 2014 2016-04-25 22:37:26Z CHIEN LEE 77 SUMMER ST NO 800 BOSTON MA 021101006 644777 0 X N/A X 2005 MA TO PROVIDE SUPPORT FOR THE ACTIVITIES AND THE BENEFIT OF THE CHINESE UNIVERSITY OF HONG KONG. 4 4 0 6 0 0 845630 644764 0 0 4048 13 0 0 849678 644777 734727 507781 0 0 0 0 0 0 0 37610 28993 772337 536774 77341 108003 841970 921415 43945 15387 798025 906028 TO PROVIDE SUPPORT FOR THE ACTIVITIES AND THE BENEFIT OF THE CHINESE UNIVERSITY OF HONG KONG. 0 0 507781 507781 TO PROVIDE SUPPORT FOR THE ACTIVITIES AND THE BENEFIT OF THE CHINESE UNIVERSITY OF HONG KONG. 507781 1 1 0 0 0 0 0 1 0 1 0 0 0 1 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 MA NY CA NJ IL X GMA FOUNDATIONS 6174267080 77 SUMMER STREET 8TH FLOOR BOSTON MA 021101006 X SHING-TUNG YAU DIRECTOR 0.50 X 0 0 0 CHIEN LEE PRESIDENT/DIRECTOR 0.50 X X 0 0 0 BENJAMIN W WAH TREASURER/DIRECTOR 1.00 X X 0 0 0 JOSEPH JY SUNG DIRECTOR 0.50 X 0 0 0 SALOME YP LAM CLERK 1.00 X 0 0 0 0 0 0 0 0 0 0 0 644764 60000 644764 13 13 644777 0 0 13 507781 507781 20775 20775 719 719 4932 4932 FILING FEES 1492 1492 CREDIT CARD MERCHANT FE 1075 1075 536774 507781 28993 0 14734 33935 2713 2718 2993 3232 821530 881530 841970 921415 18945 15387 25000 0 43945 15387 X 797930 905928 95 100 798025 906028 841970 921415 108003 0 X 0 1 X 0 0 X 622400 478173 1357860 845630 644764 3948827 622400 478173 1357860 845630 644764 3948827 2510798 1438029 69779 63182 3531 104 13 136609 4085436 0.35200 0.38290 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION SUPPORT THE ACTIVITIES OF THE CHINESE UNIVERSITY OF HONG KONG DATE 01/28/11 AMOUNT 2500000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 60000 881530 X 0 95 507786 0 507781 100 9680 721098 4044 734727 95 5000855 1357760 2249 1807227 4543957 9680 4576393 478073 226866 21178 259299 5000855 4844552 122300 204798 160125 435132 4576393 1.00000 0 0 0 WORKS OF ART 281530 HISTORICAL TREASURE 600000 881530 673191 28414 28414 644777 0 644777 565188 28414 28414 536774 0 536774 PART III, LINE 4: WORKS OF ART ARE COMPRISED OF FOUR PAINTINGS THAT WERE DONATED TO THE ORGANIZATION IN 2008, AN ANCIENT CHINESE BRONZE BASIN THAT WAS DONATED IN 2011, A PAINTING THAT WAS DONATED IN 2014 AND A PAINTING THAT WAS DONATED IN 2015. THE FAIR VALUES OF THE PAINTINGS (281,530) AND THE FAIR VALUE OF THE BASIN (600,000) WERE DERIVED FROM APPRAISALS CONDUCTED AT THE TIME OF THE DONATIONS OR SALES RECEIPTS FOR WORKS OF ART PURCHASED JUST PRIOR TO DONATION. THE PAINTINGS DONATED IN 2008 HAVE BEEN SUBSEQUENTLY LOANED TO THE UNIVERSITY, AS PROVIDED UNDER AGREEMENT WHOSE TERMS EXPIRES IN DECEMBER, 2017, AND ARE TEMPORARILY BEING STORED AT THE UNIVERSITYS ART MUSEUM FOR RESEARCH PURPOSES. THE ANCIENT CHINESE BRONZE BASIN IS ON LOAN TO THE UNIVERSITY AND IS TEMPORARILY BEING STORED AT THE UNIVERSITYS ART MUSEUM FOR RESEARCH PURPOSES, PURSUANT TO A LOAN AGREEMENT, WHOSE TERMS EXPIRES IN JANUARY, 2016. THE PAINTINGS ACQUIRED IN 2014 AND 2015 ARE ON LOAN TO THE UNIVERSITY AND IS TEMPORARILY BEING STORED AT THE UNIVERSITYS ART MUSEUM FOR RESEARCH PURPOSES, PURSUANT TO A LOAN AGREEMENT, WHOSE TERM EXPIRES IN APRIL, 2017 AND JANUARY 2018, RESPECTIVELY. PART V, LINE 4: TEMPORARILY RESTRICTED NET ASSETS WERE AVAILABLE TO SUPPORT OTHER PROGRAMS AT JUNE 30, 2015. 0 EAST ASIA AND THE PACIFIC - 0 0 GRANTMAKING TO THE CHINESE UNIVERSITY OF HONG KONG N/A 507781 0 0 0 0 0 0 507781 0 507781 EAST ASIA AND THE PACIFIC - SUPPORT THE ACTIVITIES OF THE CHINESE UNIVERSITY OF HONG KONG. 507781 CHECK N/A N/A 1 0 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION ACTS AS A FRIENDS OF ORGANIZATION THAT SUPPORTS THE CHINESE UNIVERSITY OF HONG KONG, WHICH IS A FOREIGN UNIVERSITY. PART I, LINE 3: THE FOUNDATION USES THE ACCRUAL BASIS OF ACCOUNTING IN ACCORDANCE WITH U.S. GAAP TO ACCOUNT FOR ITS EXPENDITURES. X 1 60000 INDEPENDENT APPRAISAL 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAS ONLY 4 BOARD MEMBERS THEREFORE THERE ARE NO SUCH COMMITTEES. ALL DECISIONS ARE MADE AT THE BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 11 WHEN EDELSTEIN and COMPANY, THE AUDITOR OF THE FOUNDATION, HAS COMPLETED THE FORM 990, THE COMPLETED FORM WILL BE SENT TO GMA AND THE FOUNDATIONS CLERK TO CHECK THE ACCURACY OF THE FIGURES AND CORRECTNESS OF INFORMATION. THE CLERK WILL THEN DISTRIBUTE THE COMPLETED FORM TO THE CHAIRMAN OF THE BOARD FOR REVIEW AND SIGNATURE ON BEHALF OF THE BOARD OF DIRECTORS BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION HAS ADOPTED A POLICY ON CONFLICTS OF INTEREST SETTING FORTH STANDARDS OF CONDUCT EXPECTED BY THE DIRECTORS AND OFFICERS OF THE FOUNDATION. THE FOUNDATION ALSO DEFINES THE ACTIVITIES THAT MAY GIVE RISE TO A POSSIBLE CONFLICT OF INTEREST AND REMINDS EACH AND EVERY DIRECTOR AND OFFICER ACCORDINGLY. EACH DIRECTOR OR OFFICER IS REQUESTED TO CONFIRM COMPLIANCE OF THIS POLICY BY SIGNING A STATEMENT ANNUALLY. THE BOARD OF DIRECTORS IS THE GOVERNING BODY TO ASSESS AND DECIDE IF A CONFLICT OF INTEREST EXISTS. SO FAR, THE BOARD HAS NOT DISCOVERED ANY TRANSACTIONS THAT GIVE RISE TO A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST. THE ORGANIZATION DOES NOT MAKE ITS CONFLICT OF INTEREST POLICY AVAILABLE FOR PUBLIC INSPECTION.