SHANGHAI JIAO TONG UNIVERSITY FOUNDATION OF AMERICA: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SHANGHAI JIAO TONG UNIVERSITY FOUNDATION OF AMERICA (EIN 76-0802983)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-14
- IRS object ID
- 201411349349100101
- Schema version
- 2013v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-14T00:05:17-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRONTIER ADVISORS | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 17495 | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 926237495 | 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 | 760802983 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHANGHAI JIAO TONG UNIVERSITY | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION OF AMERICA (SJTUFA) | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAN | BusinessNameControlTxt |
| Phone | 9499231129 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1462 VOYAGER DRIVE | AddressLine1 |
| City | TUSTIN | City |
| State | CA | State |
| ZIP Code | 92782 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHERINE HE | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9499231129 | PhoneNum |
| Signature | 2014-05-13 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAGGIE W WU | PreparerPersonNm |
| PTIN | P00243480 | PTIN |
| Phone | 9497017068 | PhoneNum |
| Preparation | 2014-05-13 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $1,654,035 | 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 | $1,650,334 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,046 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,046 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,096 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,094 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,478 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,233 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,662,954 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,141 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,960 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,960 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $330 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $6,298 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,298 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $510,045 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $389 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $503,952 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $524,633 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,849 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $511,750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,749,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,749,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,274,133 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,849 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,261,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,611,179 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,292 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $41,841 | CashBOYAmt |
| Cash EOY | $12,457 | CashEOYAmt |
| Cash EOYFMV | $12,457 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,607,610 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,144,977 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,144,977 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $249,385 | CorporateStockBOYAmt |
| Corporate Stock EOY | $252,965 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $259,301 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $250,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $256,916 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $237,300 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,148,836 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,667,315 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,654,035 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $8,551 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $130,574 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $8,551 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $130,574 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Temporarily Restricted BOY | $1,841,572 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $243,532 | TemporarilyRestrictedEOYAmt |
| Permanently Restricted BOY | $1,298,713 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $1,293,209 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,140,285 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,536,741 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,148,836 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,667,315 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,140,285 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,611,179 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,635 | OtherIncreasesAmt |
| Subtotal | $1,536,741 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,536,741 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,903,778 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,402,455 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.792430 | DistributionYr1Rt |
| Total Distribution | 0.792430 | TotalDistributionRt |
| Average Distribution | 0.792430 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,862,378 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,475,804 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $33 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,475,837 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,261,250 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $33 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $33 | SubtotalAmt |
| Tax Based On Investment Income | $33 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $33 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.SJTUFA.ORG | WebsiteAddressTxt |
| Individual With Books | KATHERIN HE | IndividualWithBooksNm |
| Phone | 9499231129 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1462 VOYAGER DRIVE | AddressLine1 |
| Address Line2 | 1462 VOYAGER DRIVE | AddressLine2 |
| City | TUSTIN | City |
| State | CA | State |
| ZIP Code | 92782 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line1ForeignAddress/AddressLine1 | CityForeignAddress/City | Province Or StateForeignAddress/ProvinceOrState | CountryForeignAddress/Country | Postal CodeForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KATHERINE HE | |||||||||||||
| 1462 VOYAGER DRIVE | TUSTIN | CA | 92782 | PRESIDENT | 2.00 | $0 | $0 | $0 | |||||
| ZHANG JIE | |||||||||||||
| CHAIRMAN | 0.50 | $0 | $0 | $0 | 800 DONGCHUAN ROAD | SHANGHAI | SHANGHAI | CH | 200240 | ||||
| XU FEI | |||||||||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | 800 DONGCHUAN ROAD | SHANGHAI | SHANGHAI | CH | 200240 | ||||
| YAN LIANGYU | |||||||||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | 800 DONGCHUAN ROAD | SHANGHAI | SHANGHAI | CH | 200240 | ||||
| MA LEI | |||||||||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | 800 DONGCHUAN ROAD | SHANGHAI | SHANGHAI | CH | 200240 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $491,657 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,399,082 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,890,739 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,890,739 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,361 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,862,378 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $93,119 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $93,119 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $33 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $33 | TotalTaxAmt |
| Distributable Before Adj | $93,086 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $93,086 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $93,086 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,261,250 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,261,250 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $33 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,261,217 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $93,086 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $1,783,655 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,783,655 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,261,250 | QualifyingDistributionsAmt |
| Applied To Current Year | $93,086 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,168,164 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,951,819 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $4,951,819 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $1,783,655 | ExcessFromYear1Amt |
| Excess From Current Year | $3,168,164 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| SHANGHAI JIAO TONG UNIVERSITY | |||||
| 655 PANYU RD | XUHUI SHANGHAI | CH | NONE | EDUCATIONAL | $1,399,500 |
| SHANGHAI JIAO TONG UNIVERSITY | |||||
| 655 PANYU RD | XUHUI SHANGHAI | CH | NONE | EDUCATIONAL | $1,350,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,749,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,046 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,096 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,478 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $12,620 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,620 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (12 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Address Line2ContributorUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|
| JAMES HSU | |||||||
| 1 | 8905 IVERLEIGH COURT | POTOMAC | MD | 208544469 | $120,000 | Yes (X) | |
| YANG HONGQING | |||||||
| 7 | 108 LAKE POINTE CIR SW | HUNTSVILLE | AL | 35824 | $5,000 | Yes (X) | |
| LEO KOGUAN FOUNDATION | |||||||
| 2 | 33 KNIGHTSBRIDGE ROAD | PISCATAWAY | NJ | 08854 | $1,244,000 | Yes (X) | |
| LUYICHENG | |||||||
| 8 | 50 JERNEE DRIVE | EAST BRUNSWICK | NJ | 08816 | $15,000 | Yes (X) | |
| THE ROBERT N CHANG FOUNDATION | |||||||
| 3 | 737 RUSTIC LANE | MOUNTAIN VIEW | CA | 94040 | $69,853 | Yes (X) | |
| HUAPING | |||||||
| 9 | 3 RENFIELD DRIVE | PRINCETON | NJ | 08540 | $80,380 | Yes (X) | |
| YAN GUOJUE | |||||||
| 4 | 38 STONE RIDGE DR | BARRINGTON | IL | 60010 | $40,000 | Yes (X) | |
| NI JUN | |||||||
| 10 | 735 WATERSHED CT | ANN ARBOR | MI | 48105 | $10,000 | Yes (X) | |
| ZHANG ZHIQUN | |||||||
| 5 | 495 OWASSO HILLS DRIVE | ROSEVILLE | MN | 55113 | $10,000 | Yes (X) | |
| DAUTCHUEN VOO | |||||||
| 11 | 823 ANCHOR DRIVE | FORKED RIVER | NJ | 08731 | $10,000 | Yes (X) | |
| ZHOU NONG | |||||||
| 6 | 1128 PHEASANT RIDGE DRIVE | LAKE ZURICH | IL | 60047 | $5,000 | Yes (X) | |
| INTEL FOUNDATION | |||||||
| 12 | MS RS5-110 | HILLSBORO | OR | 97124 | $20,000 | Yes (X) | 3100 NE SHUTE ROAD |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (5 entries)
| KATHERINE HE |
| ZHANG JIE |
| XU FEI |
| YAN LIANGYU |
| MA LEI |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| EDWARDS LIFESCIENCES CORP | 2013-05 | PURCHASE | 2013-06 | $21,786 | $19,755 | $2,031 |
| UB INVESTMENT (0148) | 2013-05 | PURCHASE | 2013-06 | $302 | $302 | |
| UB INVESTMENT (0148) | 2012-11 | PURCHASE | 2013-06 | $144 | $144 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | UB INVESTMENT (7754) - CD | BondNm |
| EOY Book Value | $256,916 | EOYBookValueAmt |
| EOYFMV | $237,300 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UB INVESTMENT (0148) - MUTUAL FUNDS | StockNm |
| EOY Book Value | $252,965 | EOYBookValueAmt |
| EOYFMV | $259,301 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| AUTO | $4,347 | ||
| SUPPLIES | $1,545 | $1,545 | |
| POSTAGE AND DELIVERY | $6 | $6 | |
| TELEPHONE AND INTERNET | $3,609 | $3,248 | |
| SJTU PROGRAM | $499,153 | $499,153 | |
| MISCELLANEOUS | $996 | ||
| BANK FEES | $389 | $389 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| PRIOR PERIOD ADJUSTMENT | $720 |
| BOND ACCRETION/AMORTIZATION | $6,915 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| UNION BANK VISA | $8,551 | $594 |
| N/P | $129,980 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ASSET MANAGEMENT FEE | CategoryTxt |
| Amt | $4,960 | Amt |
| Net Investment Income | $4,960 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES HSU | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8905 IVEREIGH CT | AddressLine1 |
| City | POTOMAC | City |
| State | MD | State |
| ZIP Code | 208544469 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| STATE TAX | $10 |
| CA SOS SOI | $20 |
| RRF-1 FILING FEE | $300 |
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