JAMES P GEISS AND MARGARET Y HSU FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JAMES P GEISS AND MARGARET Y HSU FOUNDATION INC (EIN 80-0005459)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-11
- IRS object ID
- 202221319349105157
- Schema version
- 2021v4.2
- 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
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-11T14:32:06-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-05-11 | 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 |
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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,642,806 | 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 | $900,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $42 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $42 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $117,136 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $117,136 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $617,051 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,347,476 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $617,051 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,126 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,635,355 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $734,229 | 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 | $13,152 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $13,152 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,972 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,972 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,881 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $339 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,542 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $471 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $10,788 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,788 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $41,164 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,311 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $32,382 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $289,109 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $289,109 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $330,273 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,311 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $321,491 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,305,082 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $725,918 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $112,084 | CashBOYAmt |
| Cash EOY | $92,582 | CashEOYAmt |
| Cash EOYFMV | $92,582 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $24,418 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,001 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,001 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $663 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,362 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,362 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $3,228,655 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,819,553 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,819,553 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,037,050 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,727,347 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,727,347 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $104,153 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,352 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,391 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,432 | LandBOYAmt |
| Land EOY | $961 | LandEOYAmt |
| Land EOYFMV | $961 | LandEOYFMVAmt |
| Total Assets BOY | $4,508,455 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,642,806 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,642,806 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,508,455 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,642,806 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,508,455 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,642,806 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,508,455 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,642,806 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,508,455 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,305,082 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,813,537 | SubtotalAmt |
| Other Decreases | $170,731 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,642,806 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt |
|---|---|---|---|---|---|---|
| RBC WEALTH MANAGEMENT | P | $2,132,757 | $1,554,018 | $578,739 | $578,739 | |
| 2016.002 SHRS EXTENDED MKT INDEX ADM | P | $30,000 | $18,330 | $11,670 | $11,670 | 2021-09-03 |
| 418.547 SHRS INTER-TERM BOND INDEX ADM | P | $5,140 | $4,668 | $472 | $472 | 2021-09-03 |
| 13756.480 SHRS INTER-TERM BOND INDEX ADM | P | $168,930 | $153,409 | $15,521 | $15,521 | 2021-09-03 |
| CAPITAL GAINS DIVIDENDS | P | $10,649 | $10,649 | $10,649 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $617,051 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,090 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,090 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,090 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,755 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,755 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $8,335 | 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 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| PIETER KEULEMANS | ||||||||
| 12 ROSZEL ROAD STE A104 | PRINCETON | NJ | 08540 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| KATHLENE BALDANZA | ||||||||
| 12 ROSZEL ROAD STE A104 | PRINCETON | NJ | 08540 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| DORA CHING | ||||||||
| 12 ROSZEL ROAD STE A104 | PRINCETON | NJ | 08540 | TREASURER | 2.00 | $0 | $0 | $0 |
| MARTIN HEIJDRA | ||||||||
| 12 ROSZEL ROAD STE A104 | PRINCETON | NJ | 08540 | SECRETARY | 2.00 | $0 | $0 | $0 |
| YIJUN WANG | ||||||||
| 12 ROSZEL ROAD STE A104 | PRINCETON | NJ | 08540 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| CHRISTIAN MURCK | ||||||||
| 12 ROSZEL ROAD STE A104 | PRINCETON | NJ | 08540 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| ZOE S KWOK | ||||||||
| 12 ROSZEL ROAD STE A104 | PRINCETON | NJ | 08540 | DIRECTOR | 2.00 | $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 | $4,919,147 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $550,638 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,469,785 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,469,785 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $82,047 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,387,738 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $269,387 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $269,387 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,090 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,090 | TotalTaxAmt |
| Distributable Before Adj | $259,297 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $259,297 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $259,297 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $321,491 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $321,491 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $259,297 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $134,007 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $321,491 | QualifyingDistributionsAmt |
| Applied To Year1 | $134,007 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $187,484 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | 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 | $71,813 | 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
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 (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAMBRIDGE UNIVERSITY PRESS | |||||||
| 1 LIBERTY PLAZA | NEW YORK | NY | 10006 | NONE | NC | SUBVENTION AWARD - THE AURA OF CONFUCIUS: RELICS AND REPRESENTATIONS OF THE SAGE AT THE KONGZHAI SHRINE IN SHANGHAI BY JULIA K. MURRAY | $2,500 |
| HARVARD ASIA CENTER PUBLICATIONS PROGRAM | |||||||
| 1730 CAMBRIDGE STREET ROOM S118A | CAMBRIDGE | MA | 02138 | NONE | NC | SUBVENTION AWARD - LOCALIZING LEARNING: LITERATI AND LEARNING IN WUZHOU, 1100-1600 BY PETER K. BOL | $5,000 |
| UNIVERSITY OF HAWAI'L PRESS | |||||||
| 2840 KOLOWALU STREET | HONOLULU | HI | 96822 | NONE | GOV | PROJECT AWARD - OPEN ACCESS PUBLICATION OF THE DREAMING MIND AND THE END OF THE MING WORLD BY LYNN A. STRUVE | $3,000 |
| NATIONAL HUMANITIES CENTER | |||||||
| 7 TW ALEXANDER DRIVE | RESEARCH TRIANGLE PARK | NC | 27709 | NONE | NC | PROJECT AWARD - SUPPORTING JOHAN ELVERSKOG AS A NATIONAL HUMANITIES CENTER GEISS HSU FOUNDATION FELLOW | $28,750 |
| UNIVERSITY OF WASHINGTON PRESS | |||||||
| 4333 BROOKLYN AVENUE NE | SEATTLE | WA | 98105 | NONE | GOV | PROJECT AWARD - GEISS HSU FOUNDATION OPEN ACCESS BOOKS IN MING STUDIES FROM THE UNIVERSITY OF WASHINGTON PRESS | $50,600 |
| UNIVERSITY OF WASHINGTON PRESS | |||||||
| PO BOX 359570 | SEATTLE | WA | 98195 | NONE | GOV | SUBVENTION AWARD - CHINA MADE: TECHNOCRATIC CULTURE IN THE QING IMPERIAL PORCELAIN INDUSTRY, 16801750 BY KAIJUN CHEN | $7,000 |
| UNIVERSITY OF WASHINGTON PRESS | |||||||
| PO BOX 359570 | SEATTLE | WA | 98195 | NONE | GOV | SUBVENTION AWARD - A MING CONFUCIAN'S WORLD: SELECTIONS FROM MISCELLANEOUS RECORDS FROM THE BEAN GARDEN BY LU RONG, TRANSLATED AND INTRODUCED BY MARK HALPERIN | $15,000 |
| UNIVERSITY OF WASHINGTON PRESS | |||||||
| PO BOX 359570 | SEATTLE | WA | 98195 | NONE | GOV | SUBVENTION AWARD - THE TIBETAN NUN MINGYUR PELDRN: A WOMAN OF POWER AND PRIVILEGE BY ALISON MELNICK DYER | $15,000 |
| COLUMBIA UNIVERSITY PRESS | |||||||
| 61 W 62ND STREET 3RD FLOOR | NEW YORK | NY | 10023 | NONE | NC | SUBVENTION AWARD - THE PROMISE AND PERIL OF THINGS: LITERATURE AND MATERIAL CULTURE IN LATE IMPERIAL CHINA BY WAI-YEE LI | $7,500 |
| COLUMBIA UNIVERSITY PRESS | |||||||
| 61 W 62ND STREET 3RD FLOOR | NEW YORK | NY | 10023 | NONE | NC | SUBVENTION AWARD - THE FRAGRANT COMPANIONS BY LI YU. TRANSLATED BY STEPHEN RODDY AND YING WANG | $7,500 |
| COLUMBIA UNIVERSITY PRESS | |||||||
| 61 W 62ND STREET 3RD FLOOR | NEW YORK | NY | 10023 | NONE | NC | SUBVENTION AWARD - THE SUBSTANCE OF FICTION: LITERARY OBJECTS IN CHINA, 15501775 BY SOPHIE VLOPP | $7,500 |
| HARVARD UNIVERSITY | |||||||
| 2 DIVINITY AVENUE | CAMBRIDGE | MA | 02138 | NONE | NC | PROJECT AWARD - MING LETTERS CROWDSOURCING PLATFORM | $6,801 |
| RARE BOOK SCHOOL UNIVERSITY OF VIRGINIA | |||||||
| PO BOX 400103 | CHARLOTTESVILLE | VA | 22904 | NONE | PC | PROJECT AWARD - JAMES P. GEISS & MARGARET Y. HSU SCHOLARSHIPS | $33,000 |
| NATIONAL HUMANITIES CENTER | |||||||
| 7 TW ALEXANDER DRIVE | RESEARCH TRIANGLE PARK | NC | 27709 | NONE | PC | PROJECT AWARD - TEACHING THE MING DYNASTY: HUMANITIES IN CLASS TEACHERNOTES | $30,000 |
| MASSACHUSSETTS INSTITUTE OF TECHNOLOGY | |||||||
| 12 INMAN STREET | CAMBRIDGE | MA | 02139 | NONE | EOF | PROJECT AWARD - MANUSCRIPT WORKSHOP FOR LAWS OF THE LAND: FENGSHUI AND ADMINISTRATION IN QING CHINAPROJECT AWARD | $3,000 |
| VADERBILT UNIVERSITY | |||||||
| 2201 WEST END AVENUE | NASHVILLE | TN | 37235 | NONE | PC | PROJECT AWARD - CHINA AND THE WORLD CONFERENCE | $6,000 |
| ASSOCIATION FOR ASIAN STUDIES | |||||||
| 825 VICTORS WAY SUITE 310 | ANN ARBOR | MI | 48108 | NONE | NC | PROJECT AWARD - GEISS HSU ANNUAL CONFERENCE TRAVEL GRANTPROJECT AWARD | $20,000 |
| ASIA FOR EDUCATORS WEATHERHEAD EAST ASIAN INSTITUTE COLOMBIA UNIVERSITY | |||||||
| 420 WEST 118TH ST 9TH FL MC 3333 | NEW YORK | NY | 10027 | NONE | NC | PROJECT AWARD - INTRODUCING THE CLASSIC CHINESE NOVELS AND HISTORICAL CONTEXT IN GENERAL EDUCATION: BACKGROUND FOR EDUCATORS | $40,958 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $289,109 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOCIETY FOR MING STUDIES INC HARVARD UNIVERSITY | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 DIVINITY AVENUE ROOM 230 | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | PROJECT AWARD - THE NEXT GENERATION OF MING SCHOLARS: NINE RESEARCH PRESENTATIONS | GrantOrContributionPurposeTxt |
| Amt | $18,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $18,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $117,136 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $617,051 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| MISCELLANEOUS | 01 | $52 |
| NONDIVIDEND DISTRIBTUIONS | 14 | $1,074 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $735,355 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $735,355 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF MARGARET Y HSU | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O COZEN OCONNOR 457 HADDENFIELD R | AddressLine1Txt |
| City | CHERRY HILL | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $900,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,900 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,900 | 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 | $678 | SL | 5.000000000000 | $339 | $0 |
| PRINTER | 2019-02-27 | $659 | $242 | 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 | $2,727,347 | EOYBookValueAmt |
| EOYFMV | $2,727,347 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VANGUARD - EQUITIES | StockNm |
| EOY Book Value | $2,819,553 | EOYBookValueAmt |
| EOYFMV | $2,819,553 | 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 | $1,017 | $676 |
| PRINTER | $659 | $374 | $285 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $170,731 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $4,002 | $0 | $4,002 |
| INSURANCE | $2,130 | $0 | $2,130 |
| WEBSITE/TECHNOLOGY | $2,126 | $0 | $2,126 |
| MISCELLANEOUS | $2,380 | $0 | $2,380 |
| DUES AND SUBSCRIPTIONS | $150 | $0 | $150 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| MISCELLANEOUS | $52 | $52 |
| NONDIVIDEND DISTRIBTUIONS | $1,074 | $1,074 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OUTSIDE CONTRACT SERVICES | $1,000 | $0 | $1,000 |
| INVESTMENT FEES | $7,972 | $7,972 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN/EXCISE TAXES | $339 | $339 | $0 |
| PAYROLL TAXES | $1,482 | $0 | $1,482 |
| OTHER TAXES | $60 | $0 | $60 |