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THE CASWELL JIN FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
THE CASWELL JIN FOUNDATION (EIN 46-3739626)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-08-25
IRS object ID
201512379349100301
Schema version
2014v5.0
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)
Return2015-08-25T08:16:58-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN463739626EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Caswell Jin FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlCASWBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
Address Line2Suite 123AddressLine2Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRobert Kang Xing JinPersonNm
Person TitleCo PresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2015-04-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,284,506FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$444,210ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$230InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$230InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$16,655DividendsRevAndExpnssAmt
Dividends Net Invst Incm$16,655DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$487,755NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,337,615GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,489,815CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$948,850TotalRevAndExpnssAmt
Total Net Invst Incm$1,506,700TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$644OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$644OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$29,600TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$16,356OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$16,356OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$46,600TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$644TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$16,356TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$85,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$85,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$131,600TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$644TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$101,356TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$817,250ExcessRevenueOverExpensesAmt
Net Investment Income$1,506,056NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$10,004SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$211,372SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$211,372SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,405,650CorporateStockBOYAmt
Corporate Stock EOY$2,021,532CorporateStockEOYAmt
Corporate Stock EOYFMV$2,073,134CorporateStockEOYFMVAmt
Total Assets BOY$1,415,654TotalAssetsBOYAmt
Total Assets EOY$2,232,904TotalAssetsEOYAmt
Total Assets EOYFMV$2,284,506TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$1,415,654RetainedEarningBOYAmt
Retained Earning EOY$2,232,904RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,415,654TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,232,904TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,415,654TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,232,904TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,415,654TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$817,250ExcessRevenueOverExpensesAmt
Subtotal$2,232,904SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,232,904TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$2,337,615GrossSalesPriceAmt
Cost Or Other Basis$847,800CostOrOtherBasisAmt
Gain Or Loss$1,489,815GainOrLossAmt
Gains Minus Excess Or Losses$1,489,815GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,489,815CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$0AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$752,244NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.0DistributionYr1Rt
Total Distribution0.0TotalDistributionRt
Average Distribution0.0AverageDistributionRt
Net Vl Noncharitable Assets$2,029,433NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$0AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$15,061NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$15,061AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$101,356QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$15,061InvestmentIncomeExciseTaxAmt
Subtotal$15,061SubtotalAmt
Tax Based On Investment Income$15,061TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$29,600EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$29,600TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$14,539OverpaymentAmt
Applied To ES Tax$14,539AppliedToESTaxAmt

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 SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Jennifer Caswell-Jin
Foundation Source 501 Silverside RdWilmingtonDE198091377Co- Pres / Dir1.0$0
Robert K X Jin
Foundation Source 501 Silverside RdWilmingtonDE198091377Co- Pres / Dir / Sec / Treas1.0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,207,824AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$852,514AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,060,338TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,060,338AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$30,905CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,029,433NetVlNoncharitableAssetsAmt
Minimum Investment Return$101,472MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$101,472MinimumInvestmentReturnAmt
Tax Based On Investment Income$15,061TaxBasedOnInvestmentIncomeAmt
Total Tax$15,061TotalTaxAmt
Distributable Before Adj$86,411DistributableBeforeAdjAmt
Distributable Before Ded$86,411DistributableBeforeDedAmt
Distributable As Adjusted$86,411DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$101,356ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$101,356QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$15,061PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$86,295AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$86,411DistributableAsAdjustedAmt
Undistributed Income PY$10,717UndistributedIncomePYAmt
Prior Year12012PriorYear1Yr
Prior Year22011PriorYear2Yr
Prior Year32010PriorYear3Yr
Qualifying Distributions$101,356QualifyingDistributionsAmt
Applied To Year1$10,717AppliedToYear1Amt
Applied To Current Year$86,411AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,228RemainingDistriFromCorpusAmt
Total Corpus$4,228TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$4,228ExcessDistriCyovToNextYrAmt
Excess From Current Year$4,228ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJENNIFER CASWELL-JINContributingManagerNm
Contributing ManagerROBERT KX JINContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CANCER COMMONS
955A ALMA STPALO ALTOCA94301N/APCGeneral & Unrestricted$10,000
DOCTORS WITHOUT BORDERS USA INC
333 7TH AVE 2ND FLNEW YORKNY10001N/APCGeneral & Unrestricted$25,000
HEALTHRIGHT 360
1735 MISSION ST STE 2001SAN FRANCISCOCA94103N/APCGeneral & Unrestricted$25,000
PARTNERS IN HEALTH A NONPROFIT CORPORATION
888 COMMONWEALTH AVE 3RD FLBOSTONMA02215N/APCGeneral & Unrestricted$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$85,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$230ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$16,655ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$487,755ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$504,640ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$504,640TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJin Robert KXContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line135 Golden Oak DriveAddressLine1Txt
CityPortola ValleyCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94028ZIPCd
FieldValueIRS element (for citing)
Total Contributions$444,210TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyFACEBOOK INC FB, 6000 sh.NoncashPropertyDesc
Fair Market Value$444,210FairMarketValueAmt
Received2014-08-14ReceivedDt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FIRST EAGLE SOGEN GLOBAL FUND$263,005$255,836
FPA CRESCENT PORTFOLIO$258,327$259,257
ISHARES RUSSELL 2000 GROWTH IN$180,061$193,494
ISHARES TRUST MSCI EAFE INDEX$180,021$160,374
ISHARES TRUST RUSSELL 2000 VAL$179,998$183,329
ISHARES TRUST RUSSELL MIDCAP I$434,958$468,380
SPDR S&P 500 ETF TRUST$435,088$471,303
VANGUARD FTSE EMERGING MARKETS$90,074$81,161

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$11,481$11,481
Administrative Set-Up Fee$3,500$3,500
Delaware Incorporation Fees$500$500
IRS Application Fees$850$850
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$644Amt
Net Investment Income$644NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Estimated Tax for 2014CategoryTxt
Amt$29,600Amt

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