GENE CHIU FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- GENE CHIU FOUNDATION (EIN 05-0598399)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201313199349102481
- Schema version
- 2012v2.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T18:03:15-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270472389 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | C G UHLENBERG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050598399 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GENE CHIU FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GENE | NameControl |
| Phone | 6508582734 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | POLLY JAN | Name |
| Title | TRUSTEE | Title |
| Phone | 6508582734 | Phone |
| Date Signed | 2013-11-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PEGGY H CHEN | Name |
| PTIN | P00910398 | PTIN |
| Phone | 6502276799 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 8622669 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 4 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 4 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 228837 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 228837 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 197779 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2347678 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 197779 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 9576 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 9576 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 436196 | TotalRevenueAndExpenses |
| Total Net Investment Income | 436196 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 38400 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 38400 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 6400 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 6400 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 42101 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 24248 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 17853 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 86901 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 24248 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 62653 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 68120 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 77489 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 155021 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 24248 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 140142 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 281175 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 411948 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 841031 | CashBOY |
| Cash EOY | 483624 | CashEOY |
| Cash EOYFMV | 483624 | CashEOYFMV |
| Investments Govt Oblig BOY | 240223 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 238460 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 239419 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 938368 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 460040 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 345240 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 272934 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 247612 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 263606 | InvestmentsCorpBondsEOYFMV |
| Investments Mortgage Loans BOY | 178337 | InvestmentsMortgageLoansBOY |
| Investments Mortgage Loans EOY | 194459 | InvestmentsMortgageLoansEOY |
| Investments Mortgage Loans EOYFMV | 197498 | InvestmentsMortgageLoansEOYFMV |
| Investments Other BOY | 5350382 | InvestmentsOtherBOY |
| Investments Other EOY | 5287074 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 5889135 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 1204147 | LandBuildingAndEquipmentBasis |
| Land Building And Equipment BOY | 0 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 1204147 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 1204147 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 7821275 | TotalAssetsBOY |
| Total Assets EOY | 8115416 | TotalAssetsEOY |
| Total Assets EOYFMV | 8622669 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 25 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 12991 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 25 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 12991 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 7821250 | RetainedEarningsBOY |
| Retained Earnings EOY | 8102425 | RetainedEarningsEOY |
| Total Net Assets BOY | 7821250 | TotalNetAssetsBOY |
| Total Net Assets EOY | 8102425 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 7821275 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 8115416 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 7821250 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 281175 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 8102425 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 8102425 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (12 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| CHARLES SCHWAB #7377 - SEE ATTACHMENT (I) | P | 205361 | 195462 | 9899 | 9899 |
| CHARLES SCHWAB #7377 - SEE ATTACHMENT (I) | P | 165778 | 122203 | 43575 | 43575 |
| CHARLES SCHWAB #6211 - SEE ATTACHMENT (II) | P | 70126 | 69570 | 556 | 556 |
| CHARLES SCHWAB #6211 - SEE ATTACHMENT (II) | P | 111331 | 114336 | -3005 | -3005 |
| CHARLES SCHWAB #8457 - SEE ATTACHMENT (III) | P | 147205 | 142247 | 4958 | 4958 |
| CHARLES SCHWAB #8457 - SEE ATTACHMENT (III) | P | 164128 | 161142 | 2986 | 2986 |
| CHARLES SCHWAB #1218 - SEE ATTACHMENT (IV) | P | 2341 | 2350 | -9 | -9 |
| CHARLES SCHWAB #1218 - SEE ATTACHMENT (IV) | P | 1221657 | 1123294 | 98363 | 98363 |
| CHARLES SCHWAB #0024 - SEE ATTACHMENT (V) | P | 104479 | 103526 | 953 | 953 |
| CHARLES SCHWAB #0024 - SEE ATTACHMENT (V) | P | 122387 | 115769 | 6618 | 6618 |
| CAPITAL GAIN DISTRIBUTION | P | 32865 | 32865 | 32865 | |
| CHARLES SCHWAB #6163 | P | 20 | 20 | 20 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 197779 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 244984 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 7823460 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.031314 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 276184 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 7635993 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.036169 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 235535 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 7100004 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.033174 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 177966 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 7440398 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.023919 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 315691 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 8354190 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.037788 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.162364 | TotalDistributionRatio |
| Average Distribution Ratio | 0.032473 | AverageDistributionRatio |
| Net Noncharitable Assets | 7538246 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 244789 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 4119 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 248908 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 140142 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 8239 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 8239 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 8239 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Penalty For Underpayment | 45 | PenaltyForUnderpayment |
| Tax Due | 8284 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 0 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | POLLY JAN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6508582734 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 1 | UndistributedIncomePriorYears |
| Undistributed Income Prior Year1 | 2011 | UndistributedIncomePriorYear1 |
| Undistributed Income Prior Year2 | 2009 | UndistributedIncomePriorYear2 |
| Undistributed Income Prior Year3 | 2008 | UndistributedIncomePriorYear3 |
| Undistributed Income Prior Year4 | 2007 | UndistributedIncomePriorYear4 |
| Undistr Income4942a2 Not Applied | 1 | UndistrIncome4942a2NotApplied |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | 0 | TrFailToQualifyAsExceptions |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | POLLY JAN | PersonName |
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 | Title |
| Avg Hours Per Wk Devoted To Position | 10.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 38400 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GCF STUDENT SCHOLARSHIP PROJECT- ESTABLISH SCHOLARSHIP FOR LOW INCOME COLLEGE STUDENTS IN GUIZHOU PROVINCE | Description1 |
| Expenses1 | 34351 | Expenses1 |
| Description2 | GCF WEB READING PROJECT- LOAD FAIRY TALE AND FOLK STORIES TO GCF WEBSITE IN ENGLISH AND CHINESE | Description2 |
| Expenses2 | 23142 | Expenses2 |
| Description3 | GCF SCHOOL FACILITIES PROJECT- ENHANCE FACILITIES FOR STUDENTS IN GUIZHOU SCHOOL | Description3 |
| Expenses3 | 21046 | Expenses3 |
| Description4 | GCF WEBSITE PROJECT - LOAD BOOKS ABOUT GUIZHOU CULTURAL ACTIVITIES TO GCF WEBSITE | Description4 |
| Expenses4 | 15411 | Expenses4 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1945627 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 662327 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 5045088 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 7653042 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 7653042 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 114796 | CashDeemedCharitable |
| Net Noncharitable Assets | 7538246 | NetNoncharitableAssets |
| Minimum Investment Return | 376912 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 376912 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 8239 | TaxBasedOnInvestmentIncome |
| Total Tax | 8239 | TotalTax |
| Distributable Amount Before Adj | 368673 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 368673 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 368673 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 140142 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 140142 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 140142 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 368673 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 243991 | UndistributedIncomePriorYear |
| Prior Year1 | 2009 | PriorYear1 |
| Prior Year2 | 2008 | PriorYear2 |
| Prior Year3 | 2007 | PriorYear3 |
| Total For Prior Years | 404078 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 140142 | QualifyingDistributions |
| Applied To Year1 | 140142 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 0 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 404078 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 404078 | TaxableAmount1 |
| Taxable Amount2 | 103849 | TaxableAmount2 |
| Undistributed Income CY | 368673 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)
| Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientForeignAddress/AddressLine2 | Province Or StateRecipientForeignAddress/ProvinceOrState |
|---|---|---|---|---|---|---|
| FUQUAN 3RD MIDDLE SCHOOL | ||||||
| 24 YU - CHI ROAD FUQUAN CITY | GUIZHOU | CH | GCF SCHOOL FACILITIES PROJECT IN GUIZHOU, CHINA | $7,930 | ||
| HUANG TSO XIA | ||||||
| RADIOLOGY DEPT GUIYANG MEDICAL | GUIZHOU | CH | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $250 | COLLEGE GUIYANG | |
| LU ZHONG-FU | ||||||
| NO 9 BEIJING RD CLASS 2010 | GUIZHOU | CH | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $250 | RADIOLOGY GUIYANG MEDICAL COLLEGE G | |
| CHEN SI YU | ||||||
| 238 SONGLING RD OCEAN UNIVERSITY OF | QINGDAO | CH | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $250 | CHINA LAO-SHAN DISTRICT | |
| ZHU WEI-QIEN | ||||||
| APT 16 NAN-YUAN CHINA CIVIL | TIANJIN | CH | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $250 | AVAITION UNIVERSITY | |
| WU HAI | ||||||
| 20 CHENGZHONG LU JIADING DISTRICT | SHANGHAI | CH | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $250 | ||
| JIAO REN-QUN | ||||||
| NO 18 LIAOHE RD DALIAN ECONOMIC AND | DALIAN | CH | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $250 | TECHNOLOGICAL DEVELOPMENT ZONE | |
| SONG GUANG-JU | ||||||
| 38 GUANGDONG RD GULOU | NANJING | CH | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $250 | JIANGSU | |
| PAN TAO YIN | ||||||
| 1 NONGDA RD FURONG | CHANGSHA | CH | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $250 | HUNAN | |
| LONG ZHEN YUAN | ||||||
| 120 REN MIN S RD JI SHOU CITY | XIANGXI | CH | GCF STUDENT SCHOLARSHIP PROJECT IN GUIZHOU, CHINA | $250 | HUNAN | |
| HUANGPING NATIONAL MIDDLE SCHOOL | ||||||
| 22 WENHUA MIDDLE RD HUANGPING | QIANDONGNAN | CH | GCF SCHOOL FACILITIES PROJECT IN GUIZHOU, CHINA | $6,400 | GUIZHOU | |
| HUANGPING NATIONAL MIDDLE SCHOOL | ||||||
| 22 WENHUA MIDDLE RD HUANGPING | QIANDONGNAN | CH | GCF WEB READING ROOM PROJECT IN GUIZHOU, CHINA | $4,000 | GUIZHOU | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 20580 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 4 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 228837 | RelatedOrExemptFunctionIncome |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 9576 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 197779 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $0 | ExclusionAmount |
| Related Or Exempt Function Income | 436196 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 436196 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 13 | LineNumber |
| 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. | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (2 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| INVESTMENTS #1218 | 75851 | 88411 |
| INVESTMENTS #0024 | 171761 | 175195 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (3 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| INVESTMENTS #1218 | 460040 | 345240 |
| INVESTMENTS #7377 | 0 | 0 |
| INVESTMENTS #6211 | 0 | 0 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 238460 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 239419 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (4 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| INVESTMENTS #1218 | AT COST | 3277214 | 3629594 |
| INVESTMENTS #1218 | AT COST | 1626681 | 1849647 |
| INVESTMENTS #8475 | AT COST | 284475 | 310366 |
| INVESTMENTS #0024 | AT COST | 98704 | 99528 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INTEREST EXPENSE | 1383 | 1383 | 0 |
| INVESTMENT MANAGEMENT FEES | 22865 | 22865 | 0 |
| OFFICE EXPENSES | 4422 | 0 | 4422 |
| ADMINISTRATIVE EXPENSE | 13431 | 0 | 13431 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | VARIOUS INVESTMENT INCOME | Description |
| Revenue And Expenses Per Books | 9576 | RevenueAndExpensesPerBooks |
| Net Investment Income | 9576 | NetInvestmentIncome |
| Adjusted Net Income | 9576 | AdjustedNetIncome |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue |
|---|---|---|
| PAYABLE TO POLLY JAN | 25 | 0 |
| SALARY PAYABLE-POLLY JAN | 0 | 2748 |
| PAYROLL TAX PAYABLE | 0 | 10243 |
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