LIXU FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
LIXU FAMILY FOUNDATION (EIN 26-3473646)
Tax period
2014-09-01 to 2015-08-31
Filed
2016-07-08
IRS object ID
201631909349100618
Schema version
2014v6.0
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)
Return2016-07-08T17:56:09-07:00ReturnTs
Tax Period End2015-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JUNQING DONG CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11154 CADILLAC CTAddressLine1Txt
CityMILPITASCityNm
State AbbreviationCAStateAbbreviationCd
ZIP950353057ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN263473646EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LIXU FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLIXUBusinessNameControlTxt
Phone6507997436PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12727 KIPLING STAddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94306ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWANJING XUPersonNm
Person TitleCFOPersonTitleTxt
Phone6507997436PhoneNum
Signature2016-06-25SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJUNQING DONGPreparerPersonNm
Phone5102261689PhoneNum
Preparation2016-07-08PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$150,123FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$0TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,165AccountingFeesRevAndExpnssAmt
Accounting Fees Adj Net Incm$1,165AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,165AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$11TaxesRevAndExpnssAmt
Taxes Adj Net Incm$11TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$11TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$3,218TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Adj Net Incm$3,218TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$3,218TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,421OtherExpensesRevAndExpnssAmt
Other Expenses Adj Net Incm$3,421OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$3,421OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,815TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$7,815TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,815TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,220ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,220ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$10,035TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$7,815TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$10,035TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$10,035ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$143,084CashBOYAmt
Cash EOY$133,062CashEOYAmt
Cash EOYFMV$133,062CashEOYFMVAmt
Sav And Temp Cash Invst BOY$15,505SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$15,511SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$15,511SavAndTempCashInvstEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$9,267LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$7,823LandBldgEquipAccumDeprecAmt
Land BOY$1,444LandBOYAmt
Land EOY$1,444LandEOYAmt
Land EOYFMV$1,444LandEOYFMVAmt
Other Assets BOY$125OtherAssetsBOYAmt
Other Assets EOY$106OtherAssetsEOYAmt
Other Assets EOYFMV$106OtherAssetsEOYFMVAmt
Total Assets BOY$160,158TotalAssetsBOYAmt
Total Assets EOY$150,123TotalAssetsEOYAmt
Total Assets EOYFMV$150,123TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$240,050CapitalStockBOYAmt
Capital Stock EOY$240,050CapitalStockEOYAmt
Retained Earning BOY-$79,892RetainedEarningBOYAmt
Retained Earning EOY-$89,927RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$160,158TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$150,123TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$160,158TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$150,123TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$160,158TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$10,035ExcessRevenueOverExpensesAmt
Subtotal$150,123SubtotalAmt
Tot Net Ast Or Fund Balances EOY$150,123TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Adj Nonchrtbl Net Invst Incm Pct$0AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Applied To ES Tax$0AppliedToESTaxAmt

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
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
Individual With BooksWANJING XUIndividualWithBooksNm
Phone6507997436PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12727 KIPLING STAddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94306ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
FAYU LI
2727 KIPLING STPALO ALTOCA94306CEO0.50$0$0$0
WANJING LI
2727 KIPLING STPALO ALTOCA94306CFO0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$152,310AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$152,310TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$152,310AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,285CashDeemedCharitableAmt
Net Vl Noncharitable Assets$150,025NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,501MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,501MinimumInvestmentReturnAmt
Distributable Before Adj$7,501DistributableBeforeAdjAmt
Distributable Before Ded$7,501DistributableBeforeDedAmt
Distributable As Adjusted$7,501DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,035ExpensesAndContributionsAmt
Qualifying Distributions$10,035QualifyingDistributionsAmt
Adjusted Qualifying Distri$10,035AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,501DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$23,248ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$17,420ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,084ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$41,752TotalExcessDistributionCyovAmt
Qualifying Distributions$10,035QualifyingDistributionsAmt
Remaining Distri From Corpus$10,035RemainingDistriFromCorpusAmt
Total Corpus$51,787TotalCorpusAmt
Undistributed Income CY$7,501UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$23,248ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$28,539ExcessDistriCyovToNextYrAmt
Excess From Year4$17,420ExcessFromYear4Amt
Excess From Year3$1,084ExcessFromYear3Amt
Excess From Current Year$10,035ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
JUST GIVE
312 SUTTER STREET STE 410SAN FRANCISCOCA94108501(C)DONATION$1,200
PALO ALTO HIGH SCHOOL
50 EMBARCADERO RDPALO ALTOCA94301501(C)DONATION$125
YMCA
3412 ROSS RDPALO ALTOCA94303503(C)DONATION$100
PALY SPORTS BOOSTER
50 EMBARCADERO RDPALO ALTOCA94301501(C)DONATION$175
CYSTIC FIBROSIS FOUNDATION
6931 ARLINGTON RD 2ND FLBETHESDAMD20814501(C)DONATION$100
THE SOAR FOUNDATION
4 UNION SQUARE STE HUNION CITYCA94587501(C)DONATION$200
MIRANTIS INC
1401 N SHORELINE BLVDMOUNTAIN VIEWCA94046501(C)DONATION$320
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,220TotalGrantOrContriPdDurYrAmt

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)
CategoryJIMMY CHEN & ASSOCIATES INC RETURN PREPARATIONCategoryTxt
Amt$1,165Amt
Adjusted Net Income$1,165AdjustedNetIncomeAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (2 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
FURNITURE & FIXXTURES$2,984$2,439$545
MACHINERY & EQUIPMENT$6,283$5,384$899

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescOTHER RECEIVABLEDesc
BOY Book Value$125BOYBookValueAmt
EOY Book Value$106EOYBookValueAmt
EOYFMV$106EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescOTHER RECEIVABLEDesc
BOY Book Value$125BOYBookValueAmt
EOY Book Value$106EOYBookValueAmt
EOYFMV$106EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescOTHER RECEIVABLEDesc
BOY Book Value$125BOYBookValueAmt
EOY Book Value$106EOYBookValueAmt
EOYFMV$106EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MISC$25$25$25
OFFICE EXPENSES$10$10$10
POSTAGE$5$5$5
TELEPHONE & INTERNET$2,498$2,498$2,498
UTILITIES$883$883$883

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CA STATE TAX$10$10$10
IRS TAX$1$1$1

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