JAMES P GEISS AND MARGARET Y HSU FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JAMES P GEISS AND MARGARET Y HSU FOUNDATION INC (EIN 80-0005459)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-08
- IRS object ID
- 202431909349100508
- Schema version
- 2023v5.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-08T09:14:07-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 210650289 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KLATZKIN & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1670 WHITEHORSE HAM SQ RD | AddressLine1Txt |
| City | HAMILTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 086903513 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800005459 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES P GEISS AND | BusinessNameLine1Txt |
| Business Name Line2 | MARGARET Y HSU FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 6097957250 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 ROSZEL ROAD STE A104 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08540 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ZOE KWOK | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6097957250 | PhoneNum |
| Signature | 2024-07-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ZOE | PersonFirstNm |
| Person Last | KWOK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS MARTIN | PreparerPersonNm |
| PTIN | P00123816 | PTIN |
| Phone | 6098909189 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,876,077 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $47 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $47 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $105,395 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $105,395 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$9,395 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $390,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,768 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $100,815 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $105,442 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $14,203 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $14,203 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $67 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $67 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,225 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,225 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,373 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $814 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,559 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $160 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $16,562 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $16,562 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $40,590 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $814 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $39,616 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $263,135 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $263,135 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $303,725 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $814 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $302,751 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$202,910 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $104,628 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $79,956 | CashBOYAmt |
| Cash EOY | $79,314 | CashEOYAmt |
| Cash EOYFMV | $79,314 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,167 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,168 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,168 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,780 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $3,666,377 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,325,426 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,325,426 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $741,867 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $468,839 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $468,839 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,352 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,022 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $490 | LandBOYAmt |
| Land EOY | $330 | LandEOYAmt |
| Land EOYFMV | $330 | LandEOYFMVAmt |
| Total Assets BOY | $4,492,637 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,876,077 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,876,077 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,492,637 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,876,077 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,492,637 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,876,077 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,492,637 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,876,077 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,492,637 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$202,910 | ExcessRevenueOverExpensesAmt |
| Other Increases | $586,350 | OtherIncreasesAmt |
| Subtotal | $4,876,077 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,876,077 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| HIGH DIVIDEND YLD ADM | P | 2023-05-26 | $90,000 | $88,931 | $1,069 | $1,069 |
| SHORT-TERM BOND INDEX ADM | P | 2023-05-26 | $300,000 | $310,464 | -$10,464 | -$10,464 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$9,395 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,454 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,454 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,454 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,546 | OverpaymentAmt |
| Applied To ES Tax | $1,480 | AppliedToESTaxAmt |
| Refund | $1,066 | RefundAmt |
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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | 0 | 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 | GEISSFOUNDATION.US | WebsiteAddressTxt |
| Individual With Books | ZOE KWOK TREASURER | IndividualWithBooksNm |
| Phone | 6092583795 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 ROSZEL ROAD STE A104 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08540 | ZIPCd |
| 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PAIZE KEULEMANS | ||||||||
| 12 ROSZEL ROAD STE A104 | PRINCETON | NJ | 08540 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| KATHLENE BALDANZA | ||||||||
| 12 ROSZEL ROAD STE A104 | PRINCETON | NJ | 08540 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| ZOE KWOK | ||||||||
| 12 ROSZEL ROAD STE A104 | PRINCETON | NJ | 08540 | TREASURER | 1.00 | $0 | $0 | $0 |
| YIJUN WANG | ||||||||
| 12 ROSZEL ROAD STE A104 | PRINCETON | NJ | 08540 | SECRETARY | 0.50 | $0 | $0 | $0 |
| CHRISTIAN MURCK | ||||||||
| 12 ROSZEL ROAD STE A104 | PRINCETON | NJ | 08540 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| BRUCE RUSK | ||||||||
| 12 ROSZEL ROAD STE A104 | PRINCETON | NJ | 08540 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| PAULINE YU | ||||||||
| 12 ROSZEL ROAD STE A104 | PRINCETON | NJ | 08540 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| HE BIAN | ||||||||
| 12 ROSZEL ROAD STE A104 | PRINCETON | NJ | 08540 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| 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 |
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 | $4,471,152 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $256,197 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,727,349 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,727,349 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $70,910 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,656,439 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $232,822 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $232,822 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,454 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,454 | TotalTaxAmt |
| Distributable Before Adj | $231,368 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $231,368 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $231,368 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $302,751 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $302,751 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $231,368 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $22,028 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $302,751 | QualifyingDistributionsAmt |
| Applied To Year1 | $22,028 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $231,368 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $49,355 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $49,355 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $49,355 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $49,355 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Recipient Email AddressRecipientEmailAddressTxt | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|---|
| CHRISTINE MINERVA | ||||||||
| 12 ROSZEL ROAD SUITE A104 | PRINCETON | NJ | 08540 | 6097957250 | APPLICATIONS@GEISSFOUNDATION.US | PUBLISHERS' APPLICATIONS SHOULD INCLUDE THE FOLLOWING IN UNLOCKED PDF FORMAT:(1) A COMPLETED APPLICATION FORM; (2) A PUBLISHER'S LETTER OF NOMINATION THAT PROVIDES A SUMMARY OF THE PROPOSED BOOK'S IMPORTANCE IN MING AND CHINESE STUDIES, THE AMOUNT OF MONEY REQUESTED, AND TO WHAT PURPOSE AN AWARD WOULD BE USED, PARTICULARLY AS IT RELATES TO VISUAL ENHANCEMENTS SUCH AS MAPS AND ILLUSTRATIONS; (3) AN ABSTRACT, TABLE OF CONTENTS, AND A SAMPLE SELECTION OF 25-30 PAGES OF THE PROPOSED BOOK. REPRESENTATIVE ILLUSTRATIONS, IF RELEVANT, SHOULD ALSO BE SUBMITTED; (4) READER REPORTS OF THE PROPOSED BOOK, AS ALREADY SUBMITTED TO THE PUBLISHER. IF AVAILABLE, PLEASE INCLUDE THE AUTHOR'S RESPONSE TO THOSE REPORTS; (5) A LIST OF GRANTS AND AWARDS THAT HAVE ALREADY BEEN RECEIVED OR ARE PENDING. | SEPTEMBER 1ST AND MARCH 1ST. | MING AND CHINESE STUDIES. |
| CHRISTINE MINERVA | ||||||||
| 12 ROSZEL ROAD SUITE A104 | PRINCETON | NJ | 08540 | 6097957250 | APPLICATIONS@GEISSFOUNDATION.US | (1) A COMPLETED APPLICATION FORM. (2) AN APPLICATION NARRATIVE THAT: (1) DESCRIBES THE PROJECT; (2) EXPLAINS ITS RELEVANCE TO THE FOUNDATION'S MISSION AND DESCRIBES THE PROJECT'S RATIONALE (HOW IT IS EMPIRICALLY GROUNDED, THEORETICALLY INFORMED, AND METHODOLOGICALLY EXPLICIT); (3) EXPLAINS ITS GOALS OR INTENDED OUTCOMES; (4) INCLUDES A TIMELINE FOR PROJECT COMPLETION OR THE DATE(S) OF THE PROPOSED ACTIVITY; (5) IF RELEVANT, DISCUSSES ANY PARTNERS OR COLLABORATORS AND HOW THEY INTEND TO WORK TOGETHER ON THE PROJECT AND ITS MANAGEMENT; AND (6) DESCRIBES HOW IT WILL REACH A WIDER AUDIENCE OR ENHANCE CONNECTIONS BETWEEN SCHOLARS AND INSTITUTIONS FROM DIFFERENT FIELDS OR REGIONS; (3) CVS OF THE PROJECT LEAD(S) AND ANY KEY TEAM MEMBERS; (4) A BUDGET STATEMENT; (5) A LIST OF GRANTS THAT HAVE ALREADY BEEN RECEIVED OR ARE PENDING. | SEPTEMBER 1ST AND MARCH 1ST. | U.S. NOT-FOR-PROFITS OR INTERNATIONAL ORGANIZATIONS THAT MEET THEIR COUNTRIES' DEFINITIONS OF REGISTERED CHARITIES OR ACADEMIC INSTITUTIONS. |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| COLUMBIA UNIVERSITY PRESS | |||||||||||
| 61 W 62ND STREET 3RD FLOOR | NEW YORK | NY | 10023 | NONE | NC | MORE SWINDLES FROM THE MING: SCAMS, SEX, AND SORCERY BY ZHANG YINGYU. TRANSLATED BY CHRISTOPHER REA AND BRUCE RUSK. | $6,000 | ||||
| NATIONAL HUMANITIES CENTER | |||||||||||
| 7 TW ALEXANDER DRIVE | RESEARCH TRIANGLE PARK | NC | 27709 | NONE | PC | GEISS HSU FELLOW (XIOLIN DUAN). | $60,000 | ||||
| UNIVERSITY OF WASHINGTON PRESS | |||||||||||
| PO BOX 359570 | SEATTLE | WA | 98195 | NONE | GOV | MORE UW PRESS / GEISS HSU FOUNDATION OPEN ACCESS BOOKS: THREE TRANSLATIONS. | $14,550 | ||||
| UNIVERSITY OF WASHINGTON PRESS | |||||||||||
| PO BOX 359570 | SEATTLE | WA | 98195 | NONE | GOV | GAMES AND PLAY IN CHINESE AND SINOPHONE CULTURE, EDITED BY LI GUO, DOUGLAS EYMAN, AND HONGMEI SUN. | $7,500 | ||||
| UNIVERSITY OF WASHINGTON PRESS | |||||||||||
| PO BOX 359570 | SEATTLE | WA | 98195 | NONE | GOV | THREE IMPEACHMENTS: GUO XIU AND THE KANGXI COURT BY R. KENT GUY. | $10,000 | ||||
| THE UNIVERSITY OF CHICAGO | |||||||||||
| 1155 E 60 TH STREET ROOM 317 | CHICAGO | IL | 60637 | NONE | PC | RECORDING "GHOST VILLAGE" | $6,365 | ||||
| SOCIETY FOR MING STUDIES | |||||||||||
| 148 JOHN STREET | PRINCETON | NJ | 08542 | NONE | PC | JOURNAL OF THE SOCIETY FOR MING STUDIES EDITORSHIP. | $17,000 | ||||
| GRANADA UNIVERSITY | |||||||||||
| NONE | NC | ORGANIZING A WORKSHOP FOR A CO-EDITED VOLUME ON THE LANDSCAPE CULTURE OF WEST LAKE. | $21,600 | AV DEL HOSPICIO 1 | GRANADA | SP | 18071 | ||||
| MODERN LANGUAGE ASSOCIATION OF AMERICA | |||||||||||
| PO BOX 28559 | NEW YORK | NY | 100878559 | NONE | PC | GEISS-HSU CONFERENCE TRAVEL GRANT. | $10,000 | ||||
| ARIZONA STATE UNIVERSITY FOR A NEW AMERICAN UNIVERSITY | |||||||||||
| PO BOX 2660 | TEMPE | AZ | 852802260 | NONE | PC | TRANSLATING THE CHINA AND EAST ASIAN WORLD PORTRAYED IN CHOSON KOREAN LITERATURE. | $22,120 | ||||
| UNIVERSITY OF CALIFORNIA REGENTS | |||||||||||
| OFFICE OF DEVELOPMENT | SANTA BARBARA | CA | 931062013 | NONE | NC | NEW APPROACHES TO THE STUDY OF TRADITIONAL CHINESE FOOD CULTURE: A WORKSHOP. | $5,000 | ||||
| BOOKS ARTS PRESS INC DBA RARE BOOK SCHOOL | |||||||||||
| PO BOX 400103 | CHARLOTTESVILLE | VA | 229044103 | NONE | PC | BOOKS IN MING CHINA, A RARE BOOK SCHOOL COURSE AT PRINCETON. | $57,000 | ||||
| THE UNIVERSITY OF TENNESSEE | |||||||||||
| 211 STUDENT SERVICES BLDG | KNOXVILLE | TN | 379163801 | NONE | NC | SOUTHEAST US SCHOLARS & FRIENDS OF LATE IMPERIAL CHINA (SEUSS-FLIC)'S WULONG / FIFTH DRAGON CONFERENCE. | $6,000 | ||||
| SOCIETY FOR MING STUDIES | |||||||||||
| 148 JOHN STREET | PRINCETON | NJ | 085423134 | NONE | PC | GLOBAL VOICES IN MING STUDIES: A ROUNDTABLE ON NEW BOOKS BY INTERNATIONAL SCHOLARS OF THE MING. | $12,000 | ||||
| SOCIETY FOR MING STUDIES | |||||||||||
| 148 JOHN STREET | PRINCETON | NJ | 085423134 | NONE | PC | TWO BOOK PRIZES IN MING STUDIES. | $8,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $263,135 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARVARD UNIVERSITY | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 DIVINITY AVENUE 222 | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | NC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | PERFORMANCE THEORY IN EARLY MODERN CHINA | GrantOrContributionPurposeTxt |
| Amt | $5,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $5,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $105,395 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$9,395 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,768 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $100,815 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $100,815 | TotalIncomeProducingActyAmt |
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 | $6,225 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,225 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| MACBOOK AIR | 2018-01-23 | $1,693 | $1,356 | SL | 5.000000000000 | $28 | $0 |
| PRINTER | 2019-02-27 | $659 | $506 | SL | 5.000000000000 | $132 | $0 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE STATE OF NEW JERSEY DOES NOT REQUIRE ORGANIZATIONS WITH CONTRIBUTIONS FROM OTHER THAN THE FOUNDER OF LESS THAN $10,000 TO REGISTER WITH THE STATE. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VANGUARD - BONDS | BondNm |
| EOY Book Value | $468,839 | EOYBookValueAmt |
| EOYFMV | $468,839 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VANGUARD - EQUITIES | StockNm |
| EOY Book Value | $4,325,426 | EOYBookValueAmt |
| EOYFMV | $4,325,426 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| MACBOOK AIR | $1,693 | $1,384 | $309 |
| PRINTER | $659 | $638 | $21 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL SERVICES | CategoryTxt |
| Legal Fees | $67 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $67 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $5,390 | $0 | $5,390 |
| INSURANCE | $4,345 | $0 | $4,345 |
| WEBSITE/TECHNOLOGY | $2,698 | $0 | $2,698 |
| MISCELLANEOUS | $4,096 | $0 | $4,096 |
| DUES AND SUBSCRIPTIONS | $33 | $0 | $33 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $4,768 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $4,768 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $586,350 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN/EXCISE TAXES | $814 | $814 | $0 |
| PAYROLL TAXES | $2,559 | $0 | $2,559 |