GENE CHIU FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- GENE CHIU FOUNDATION (EIN 05-0598399)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201403189349101565
- Schema version
- 2013v3.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T14:59:27-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 270472389 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | C G UHLENBERG LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 TWIN DOLPHIN DRIVE SUITE 230 | AddressLine1 |
| City | REDWOOD CITY | City |
| State | CA | State |
| ZIP Code | 94065 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050598399 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GENE CHIU FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GENE | BusinessNameControlTxt |
| Phone | 6508582734 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1637 | AddressLine1 |
| City | LOS ALTOS | City |
| State | CA | State |
| ZIP Code | 94023 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | POLLY JAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6508582734 | PhoneNum |
| Signature | 2014-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PEGGY H CHEN | PreparerPersonNm |
| PTIN | P00910398 | PTIN |
| Phone | 6502276799 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,369,238 | 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 | $244,540 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $21,432 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21,432 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $179,337 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $179,337 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $89,103 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,061,565 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $89,103 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $175 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $175 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $534,587 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $290,047 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $38,400 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $46,644 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $16,800 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $17,489 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,860 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $21,602 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $15,279 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $15,414 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $60,534 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $43,884 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,314 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $170,610 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,884 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $94,726 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $95,738 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $95,738 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $266,348 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,884 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $190,464 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $268,239 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $246,163 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $483,623 | CashBOYAmt |
| Cash EOY | $658,017 | CashEOYAmt |
| Cash EOYFMV | $658,017 | CashEOYFMVAmt |
| US Government Obligations BOY | $238,460 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $186,191 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $176,257 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $460,040 | CorporateStockBOYAmt |
| Corporate Stock EOY | $180,730 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $140,250 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $247,612 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $252,318 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $259,973 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $194,459 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $107,716 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $104,657 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $5,287,074 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,792,132 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,838,553 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,202,290 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,056 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,201,648 | LandBOYAmt |
| Land EOY | $1,186,234 | LandEOYAmt |
| Land EOYFMV | $1,186,234 | LandEOYFMVAmt |
| Other Assets BOY | $261 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,297 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,297 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,113,177 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,368,635 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,369,238 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $12,991 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $210 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $12,991 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $210 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $8,100,186 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,368,425 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,100,186 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,368,425 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,113,177 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,368,635 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,100,186 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $268,239 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,368,425 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,368,425 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTION | P | $76,507 | $76,507 | $76,507 | |
| CHARLES SCHWAB 0024 (SEE ATTACHMENT) | P | $192,543 | -$3,714 | -$3,714 | $196,257 |
| CHARLES SCHWAB 0024 (SEE ATTACHMENT) | P | $123,001 | -$1,337 | -$1,337 | $124,338 |
| CHARLES SCHWAB 1218 (SEE ATTACHMENT) | P | $15,691 | -$612 | -$612 | $16,303 |
| CHARLES SCHWAB 1218 (SEE ATTACHMENT) | P | $1,219,426 | $22,093 | $22,093 | $1,197,333 |
| CHARLES SCHWAB 8475 (SEE ATTACHMENT) | P | $205,378 | -$7,673 | -$7,673 | $213,051 |
| CHARLES SCHWAB 8475 (SEE ATTACHMENT) | P | $229,019 | $3,839 | $3,839 | $225,180 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $89,103 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,323,528 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,538,246 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.175575 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $246,988 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,823,460 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.031570 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $276,184 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,635,993 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.036169 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $235,535 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,100,004 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.033174 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $177,966 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,440,398 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.023919 | DistributionYr5Rt |
| Total Distribution | 0.300407 | TotalDistributionRt |
| Average Distribution | 0.060081 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,681,145 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $461,491 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,462 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $463,953 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $190,464 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,923 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,923 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,923 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,120 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,120 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $26 | EsPenaltyAmt |
| Tax Due | $829 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | POLLY JAN | IndividualWithBooksNm |
| Phone | 6508582734 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1637 | AddressLine1 |
| City | LOS ALTOS | City |
| State | CA | State |
| ZIP Code | 94023 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | POLLY JAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1637 | AddressLine1 |
| City | LOS ALTOS | City |
| State | CA | State |
| ZIP Code | 94022 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $38,400 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GCF MEAL PROJECT - PROVIDE STUDENTS IN HP SPECIAL EDUCATION SCHOOL DAILY MEALS AND NEW BASKETBALL FACILITIES | Description1Txt |
| Expenses1 | $14,057 | Expenses1Amt |
| Description2 | GCF STUDENT SCHOLARSHIP PROJECT- ESTABLISH SCHOLARSHIP FOR LOW INCOME COLLEGE STUDENTS IN GUIZHOU PROVINCE | Description2Txt |
| Expenses2 | $33,561 | Expenses2Amt |
| Description3 | GCF SCHOOL FACILITIES PROJECT- ENHANCE FACILITIES FOR STUDENTS IN GUIZHOU SCHOOL | Description3Txt |
| Expenses3 | $20,897 | Expenses3Amt |
| Description4 | GCF WEBSITE PROJECT - LOAD BOOKS ABOUT GUIZHOU CULTURAL ACTIVITIES TO GCF WEBSITE | Description4Txt |
| Expenses4 | $15,858 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,461,212 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $570,823 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,766,082 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,798,117 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,798,117 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $116,972 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,681,145 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $384,057 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $384,057 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,923 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,923 | TotalTaxAmt |
| Distributable Before Adj | $379,134 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $379,134 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $379,134 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $190,464 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $190,464 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $190,464 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $379,134 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $12,802 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,802 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $190,464 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $190,464 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $12,802 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $12,802 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $175,868 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientForeignAddress/AddressLine2 | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|
| OCEAN UNIVERSITY OF CHINA | |||||||
| 5 YUSHAN RD SHINAN | QINGDAO | SHANDONG | CH | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $1,220 | ||
| FUQUAN 3RD MIDDLE SCHOOL | |||||||
| 24 YU CAI ROAD | FUQUAN | GUIZHOU | CH | GCF SCHOOL FACILITIES PROJECT IN GUIZHOU, CHINA | $6,500 | ||
| GUIYANG MEDICAL UNIVERSITY | |||||||
| 9 BEIJING ROAD YUNYAN | GUIYANG | GUIZHOU | CH | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $1,070 | ||
| DALIAN NATIONALITIES UNIVERSITY OF JINZHOU | |||||||
| NO 18 LIAOHE RD DALIAN ECONOMIC AND | DALIAN | LIAONING | CH | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $1,036 | TECHNOLOGICAL DEVELOPMENT ZONE | |
| SHANGHAI DIAN JI UNIVERSITY | |||||||
| 690 JIANGCHUAN RD MINHANG | SHANGHAI | CH | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $1,348 | |||
| JILIN UNIVERSITY | |||||||
| 4026 YATAI ST NANGUAN | CHANGCHUN | JILIN | CH | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $1,033 | ||
| HUNAN AGRICULTURAL UNIVERSITY | |||||||
| 1 NONGDA ROAD FURONG | CHANGSHA | HUNAN | CH | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $1,365 | ||
| NANJING UNIVERSITY OF POSTS AND TELECOMMUNICATIONS | |||||||
| 38 GUANGDONG RD GULOU | NANJING | JIANGSU | CH | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $1,378 | ||
| CIVIL AVIATION UNIVERSITY OF CHINA | |||||||
| NO 2898 JINBEIGONG ROAD | TIANJIN | CH | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $1,283 | |||
| HUANG PING SPECIAL EDUCATION SCHOOL | |||||||
| BEI MENG STREET HUANG PING | XINZHOU | GUIZHOU | CH | GCF STUDENT MEAL PROJECT IN GUIZHOU, CHINA | $1,860 | ||
| GUIZHOU UNIVERSITY | |||||||
| XUESHI ROAD HUAXI | GUIYANG | GUIZHOU | CH | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $1,400 | ||
| HUNAN UNIVERSITY OF HUMANITIES SCIENCE AND TECHNOLOGY | |||||||
| DI XING ROAD LOUXING COUNTY | LOUDI | HUNAN | CH | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $1,400 | 417000 | |
| BEIFANG UNIVERSITY OF NATIONALITIES | |||||||
| 204 WENCHANG N ST XIXIA | YINCHUAN | NINGXIA | CH | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $1,400 | ||
| NINGBO UNIVERSITY | |||||||
| 818 FENGHUA ROAD JIANGBEI | NINGBO | ZHEJIANG | CH | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $1,400 | ||
| GUIYANG MEDICAL UNIVERSITY | |||||||
| 9 BEIJING ROAD YUNYAN | GUIYANG | GUIZHOU | CH | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $1,400 | ||
| WUHAN UNIVERSITY | |||||||
| LUOYU ROAD HONGSHAN | WUHAN | HUBEI | CH | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $1,400 | ||
| YUNNAN UNIVERSITY OF TRADITIONAL CHINESE MEDICINE | |||||||
| 1192 RIXIN ROAD GUANDU | KUNMING | YUNNAN | CH | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $1,349 | ||
| GUIYANG COLLEGE OF TRADITIONAL CHINESE MEDICINE | |||||||
| DUSI ELEVATED BRIDGE NANMING | GUIYANG | GUIZHOU | CH | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $1,145 | ||
| UNIVERSITY OF SHANGHAI FOR SCIENCE AND TECHNOLOGY | |||||||
| 516 JUNGONG ROAD YANGPU | SHANGHAI | CH | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $1,316 | |||
| GUIZHOU NATIONALITIES UNIVERSITY | |||||||
| HUAXI | GUIYANG | GUIZHOU | CH | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $806 | ||
| ZUNYI NORMAL UNIVERSITY COLLEGE | |||||||
| 830 SHANGHAI ROAD HUICHUAN | ZUNYI | GUIZHOU | CH | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $1,069 | ||
| GUIYANG COLLEGE OF TRADITIONAL CHINESE MEDICINE | |||||||
| DUSI ELEVATED BRIDGE NANMING | GUIYANG | GUIZHOU | CH | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $1,145 | ||
| CHANGSHA VOCATIONAL TECHNICAL COLLEGE | |||||||
| 22 XIANGZHANG ROAD YUHUA | CHANGSHA | HUNAN | CH | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $1,160 | ||
| HUANG PING SPECIAL EDUCATION SCHOOL | |||||||
| BEI MENG STREET HUANG PING | XINZHOU | GUIZHOU | CH | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $4,030 | ||
| HUANG PING SPECIAL EDUCATION SCHOOL | |||||||
| BEI MENG STREET HUANG PING | XINZHOU | GUIZHOU | CH | GCF STUDENT MEAL PROJECT IN GUIZHOU, CHINA | $10,800 | ||
| HPMZ HIGH SCHOOL | |||||||
| XIN ZHOU BLVD HUANG PING COUNTY | XINZHOU | GUIZHOU | CH | GCF SCHOOL FACILITIES PROJECT IN GUIZHOU, CHINA | $6,500 | ||
| HPMZ HIGH SCHOOL | |||||||
| XIN ZHOU BLVD HUANG PING COUNTY | XINZHOU | GUIZHOU | CH | GCF SCHOOL FACILITIES PROJECT IN GUIZHOU, CHINA | $3,250 | ||
| HPMZ HIGH SCHOOL | |||||||
| XIN ZHOU BLVD HUANG PING COUNTY | XINZHOU | GUIZHOU | CH | GCF SCHOOL FACILITIES PROJECT IN GUIZHOU, CHINA | $3,250 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $62,313 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $21,432 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $179,337 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $175 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $89,103 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $290,047 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $290,047 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 13 | LineNumberTxt |
| Relationship Statement | INCOME IS ALL USED FOR EXEMPT PURPOSES TO ESTABLISH COMPUTER CLASSROOM, ELECTRONIC BOOKS, WEBSITES, SCHOLARSHIP AND LIBRARY IN UNIVERSITY AND JUNIOR HIGH AND HIGH SCHOOLS IN GUIZHOU PROVICE OF CHINA. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $17,860 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|
| LAND | 2012-12-19 | $601,145 | L | $0 | $0 | ||
| BUILDING | 2012-12-19 | $601,145 | SL | $15,414 | $0 | $642 | 39.000000000000 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESTMENTS #1218 | $75,851 | $85,099 |
| INVESTMENTS #0024 | $176,467 | $174,874 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS #1218 | StockNm |
| EOY Book Value | $180,730 | EOYBookValueAmt |
| EOYFMV | $140,250 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $186,191 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $176,257 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENTS #1218 | AT COST | $3,217,431 | $3,584,919 |
| INVESTMENTS #1218 | AT COST | $2,322,415 | $3,003,571 |
| INVESTMENTS #8475 | AT COST | $171,047 | $170,930 |
| INVESTMENTS #0024 | AT COST | $81,239 | $79,133 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LAND | $601,145 | $0 | $601,145 |
| BUILDING | $601,145 | $16,056 | $585,089 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| REFUND RECEIVABLE | $261 | $0 | $0 |
| FEDERAL TAX REFUND RECEIVABLE | $0 | $5,297 | $5,297 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INTEREST EXPENSE | $1,217 | $1,217 | $0 |
| FOREIGN TAXES | $1,449 | $1,449 | $0 |
| INVESTMENT MANAGEMENT FEES | $41,218 | $41,218 | $0 |
| OFFICE EXPENSES | $4,319 | $0 | $4,319 |
| ADMINISTRATIVE EXPENSE | $5,590 | $0 | $5,590 |
| HOA FEES | $5,405 | $0 | $5,405 |
| LICENSES AND FEES | $50 | $0 | $0 |
| PAYROLL PROCESSING FEE | $1,160 | $0 | $0 |
| PENALTY | $126 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VARIOUS INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $175 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $175 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $175 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| SALARY PAYABLE-POLLY JAN | $2,748 | $0 |
| PAYROLL TAX PAYABLE | $10,243 | $210 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX - CY | $3,284 | $0 | $0 |
| FEDERAL TAX - PY | $6,876 | $0 | $0 |
| STATE TAX - PY | $10 | $0 | $0 |
| PROPERTY TAX | $6,509 | $0 | $6,509 |
| PAYROLL TAX | $4,923 | $0 | $8,770 |
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