2011-02-15T09:18:58-06:00 2010-06-30 Edelstein and Company LLP 160 Federal Street 9th Floor Boston MA 021101772 990 2009-07-01 980477422 THE CHINESE UNIVERSITY OF HONG KONG FOUNDATION INC CHIN 6174267080 C/O GMA FOUNDATIONS 77 SUMMER ST No 800 BOSTON MA 021101006 Chien Lee 6174267080 2011-02-17 1 ALFONSO PERILLO 6172276161 2011-02-17 2009 2016-02-24 21:20:13Z Chien Lee C/O GMA FOUNDATIONS 77 SUMMER ST No 800 BOSTON MA 021101006 849113 0 X N/A X 2005 MA TO PROVIDE SUPPORT FOR THE ACTIVITIES AND THE BENEFIT OF THE CHINESE UNIVERSITY OF HONG KONG. X 3 3 0 0 0 0 5801216 357850 0 26364 83354 0 5827580 441204 3676493 0 0 0 0 30500 26614 30500 3703107 5797080 -3261903 8071454 5053704 11783 9640 8059671 5044064 TO PROVIDE SUPPORT FOR THE ACTIVITIES AND THE BENEFIT OF THE CHINESE UNIVERSITY OF HONG KONG. 0 0 3676493 3676493 TO PROVIDE SUPPORT FOR THE ACTIVITIES AND THE BENEFIT OF THE CHINESE UNIVERSITY OF HONG KONG. 3676493 1 1 0 0 0 0 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 3 3 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 MA NY CT X GMA FOUNDATIONS 6174267080 77 SUMMER STREET 8th floor BOSTON MA 021101006 X Shing-tung Yau 1.00 X 0 0 0 CHIEN LEE TREASURER 1.00 X X 0 0 0 DALE W JORGENSON 1.00 X 0 0 0 LAWRENCE J LAU PRESIDENT 1.00 X X 0 0 0 TERENCE C W CHAN 1.00 X 0 0 0 0 0 0 0 0 0 0 0 357850 357850 86263 86263 405000 407909 -2909 -2909 -2909 441204 0 0 83354 3676493 3676493 1309 1309 19038 19038 1067 1067 4150 4150 cREDIT CARD MERCHANT FE 570 570 Filing fees 440 440 BANK SERVICE CHARGES 40 40 3703107 3676493 26614 0 1819771 86545 1226886 105975 2000 2594 2594 4890203 4728590 130000 130000 8071454 5053704 11783 9640 11783 9640 X 230874 5004653 2627809 39411 5200988 0 8059671 5044064 8071454 5053704 X 1 0 0 X 0 X 2943145 538843 5801216 357850 9641054 2943145 538843 5801216 357850 9641054 5010662 4630392 2809 28005 86263 117077 9758131 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 130000 X 0 7828797 357750 328938 2946624 724309 4844552 2094376 5657483 76938 7828797 0.99190 0.00000 0.00810 0 0 0 Part III, Line 4: THE FOUNDATION'S WORKS OF ART ARE COMPRISED OF FOUR PAINTINGS THAT WERE DONATED TO THE FOUNDATION IN 2008. THESE PAINTINGS WERE SUBSEQUENTLY LOANED TO THE UNIVERSITY AND ARE DISPLAYED AT THE UNIVERSITY'S ART MUSEUM. Part V, Line 4: Description of Intended Use of Endowment Funds: TEMPORARILY RESTRICTED NET ASSETS WERE AVAILABLE FOR THE FOLLOWING PURPOSES AT JUNE 30, 2010: 1) CHUNG CHI COLLEGE FUNDS $25,039 2) NEW ASIA COLLEGE FUNDS $13,022 3) OTHER PROGRAMS $ 1,350 TOTAL TEMP. RESTRICTED NET ASSETS $39,411 BOARD DESIGNATED NET ASSETS ARE EXPENDED FOR THE SUPPORT OF THE INSTITUTE OF CHINESE MEDICINE RESEARCH FUND. 1 East Asia and the Pacific 0 0 GRANTMAKING TO THE CHINESE UNIVERSITY OF HONG KONG N/A 3676493 0 0 3676493 East Asia and the Pacific SUPPORT THE ACTIVITIES OF THE CHINESE UNIVERSITY OF HONG KONG. 3676493 CHECK N/A N/A 1 Procedure for Monitoring Grants Outside the U.S.: Schedule F, Part I, Line 2: THE ORGANIZATIONS ACTS AS A "FRIENDS OF" ORGANIZATION THAT SUPPORTS THE CHINESE UNIVERSITY OF HONG KONG, WHICH IS A FOREIGN UNIVERSITY. Method Used to Acccount for Expenditures: Schedule F, Part I, Line 3: THE FOUNDATION USES THE ACCRUAL BASIS OF ACCOUNTING IN ACCORDANCE WITH U.S. GAAP TO ACCOUNT FOR ITS EXPENDITURES. CASH IN THE FORM OF GRANTS 2010-05-20 3676493 N/A CHINESE UNIVERSITY OF HONG KONG HONG KONG SAR SHATIN NT HK FOREIGN NPO 0 0 0 0 Form 990, Part VI, Section A, line 8b THE ORGANIZATION HAS ONLY 4 BOARD MEMBERS THEREFORE THERE ARE NO SUCH COMMITTEES. ALL DECISIONS ARE MADE AT THE BOARD MEETINGS. Form 990, Part VI, Section B, line 11 When Edelstein & Company, the auditor of the Foundation, has completed the Form 990, the completed form will be sent to GMA and the Foundation's Clerk for checking the accuracy of figures and correctness of information. The Clerk will then distribute the completed form to the Chairman of the Board for review and signature on behalf of the Board of Directors before the return is filed with the IRS. Form 990, Part VI, Section B, line 12c The Foundation has adopted a policy on conflicts of interest setting forth standards of conduct expected by the directors and officers of the Foundation. The Foundation also defines the activities that may give rise to a possible conflict of interest and reminds each and every director and officer accordingly. Each director or officer is requested to confirm compliance of this policy by signing a statement annually. The Board of Directors is the governing body to assess and decide if a conflict of interest exists. So far, the Board has not discovered any transactions that gives rise to a conflict of interest. Form 990, Part VI, Section C, line 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST. THE ORGANIZATION DOES NOT MAKE ITS CONFLICT OF INTEREST POLICY AVAILABLE FOR PUBLIC INSPECTION.