JAMES P GEISS AND MARGARET Y HSU FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JAMES P GEISS AND MARGARET Y HSU FOUNDATION INC (EIN 80-0005459)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-08-22
- IRS object ID
- 201812349349100201
- Schema version
- 2017v2.3
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-22T10:37:44-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222812317 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOWARD AZER & ASSOCIATES PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 ROSZEL RD STE A104 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08540 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800005459 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JAMES P GEISS FOUNDATION INC | BusinessNameLine1Txt |
| 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 | PO BOX 229 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 085420229 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DORA CHING | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6097957250 | PhoneNum |
| Signature | 2018-08-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANN C ZULTNER | PreparerPersonNm |
| PTIN | P00166352 | PTIN |
| Phone | 6094521122 | PhoneNum |
| Preparation | 2018-08-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $773,573 | 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 | $260 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $260 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $260 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $18,174 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,174 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $18,174 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,196 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,551 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,196 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $24,630 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,630 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $18,434 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $231 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $231 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $10,615 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $7,961 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,654 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,970 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,164 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,806 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,704 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,704 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $607 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $607 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $733 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $619 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $619 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,920 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $380 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,540 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $30,399 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,816 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,850 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $41,899 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,816 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,350 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,269 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,814 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $18,434 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $6,914 | CashEOYAmt |
| Cash EOYFMV | $6,914 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $84,297 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $67,188 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $67,188 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $1,612 | OtherNtsAndLoansRcvblBOYAmt |
| Corporate Stock BOY | $278,716 | CorporateStockBOYAmt |
| Corporate Stock EOY | $263,993 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $574,406 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $88,244 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $88,597 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $86,708 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $45,566 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $45,594 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $38,357 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,516 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,064 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,186 | LandBOYAmt |
| Land EOY | $452 | LandEOYAmt |
| Total Assets BOY | $499,621 | TotalAssetsBOYAmt |
| Total Assets EOY | $472,738 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $773,573 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $86 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $9,700 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $9,700 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $86 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $489,921 | UnrestrictedBOYAmt |
| Unrestricted EOY | $472,652 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $489,921 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $472,652 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $499,621 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $472,738 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $489,921 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,269 | ExcessRevenueOverExpensesAmt |
| Subtotal | $472,652 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $472,652 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 0.300 SHS COLONY NORTHSTAR | P | 2015-10-06 | 2017-01-12 | $4 | $4 | ||
| 100 SHS VERIZON COMM | P | 2005-06-29 | 2017-06-16 | $4,699 | $3,117 | $1,582 | $1,582 |
| 200 SHS VERIZON COMM | P | 2005-06-29 | 2017-06-22 | $9,112 | $6,234 | $2,878 | $2,878 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,196 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $16,750 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $743,657 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.022524 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $26,093 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $708,418 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.036833 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $13,444 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $730,328 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.018408 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $27,470 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $734,189 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.037415 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $21,905 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $745,546 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.029381 | DistributionYr5Rt |
| Total Distribution | 0.144561 | TotalDistributionRt |
| Average Distribution | 0.028912 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $755,552 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $21,845 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $78 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $21,923 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $24,350 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $78 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $78 | SubtotalAmt |
| Tax Based On Investment Income | $78 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $50 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $50 | TotalPaymentsAndCreditsAmt |
| Tax Due | $28 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (true) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.GEISSFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | DORA CHING TREASURER | IndividualWithBooksNm |
| Phone | 6092583795 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 259 NASSAU STREET SUITE 2 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08542 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID ROBINSON | ||||||||
| PO BOX 229 | PRINCETON | NJ | 08542 | PRESIDENT | 3.00 | $0 | $0 | $0 |
| SUSAN NAQUIN | ||||||||
| PO BOX 229 | PRINCETON | NJ | 08542 | VICE PRESIDE | 3.00 | $0 | $0 | $0 |
| DORA CHING | ||||||||
| PO BOX 229 | PRINCETON | NJ | 08542 | TREASURER | 3.00 | $0 | $0 | $0 |
| MARTIN HEIJDRA | ||||||||
| PO BOX 229 | PRINCETON | NJ | 08542 | SECRETARY | 3.00 | $0 | $0 | $0 |
| CHRISTIAN MURCK | ||||||||
| PO BOX 229 | PRINCETON | NJ | 08542 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE PRIMARY PURPOSE OF THE FOUNDATION IS TO ENCOURAGE AND SPONSOR SCHOLARLY RESEARCH AND INTERPRETATION OF THE MING DYNASTY (1368-1644) IN CHINA BY MEANS OF, BUT NOT LIMITED TO, GRANTS TO SUPPORT RESEARCH, PUBLICATIONS, CONFERENCES, LECTURES AND EXHIBITIONS. THE FOUNDATION MAY ALSO SUPPORT IN THE SAME WAYS, THE STUDY OF THE PREDECESSORS AND SUCCESSORS OF THE MING, AS WELL AS CONTEMPORARIES IN GEOGRAPHIC AREAS WITH WHICH THE MING INTERACTED. DURING 2017, 3 PUBLICATION SUBVENTION GRANTS WERE PAID. THE APPLICATION IS AVAILABLE TO DOWNLOAD AT HTTP://GEISSFOUNDATION.ORG | Description1Txt |
| Expenses1 | $11,500 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $686,400 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $79,839 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $819 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $767,058 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $767,058 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,506 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $755,552 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,778 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,350 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $24,350 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $78 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $24,272 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $24,350 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $24,350 | RemainingDistriFromCorpusAmt |
| Total Corpus | $24,350 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2002-06-20 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $18,434 | CurrentYearAmt |
| Year1 | $12,725 | Year1Amt |
| Year2 | $1,825 | Year2Amt |
| Total | $32,984 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $15,669 | CurrentYearAmt |
| Year1 | $10,816 | Year1Amt |
| Year2 | $1,551 | Year2Amt |
| Total | $28,036 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $24,350 | CurrentYearAmt |
| Year1 | $18,190 | Year1Amt |
| Year2 | $26,093 | Year2Amt |
| Year3 | $18,944 | Year3Amt |
| Total | $87,577 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $24,350 | CurrentYearAmt |
| Year1 | $18,190 | Year1Amt |
| Year2 | $26,093 | Year2Amt |
| Year3 | $18,944 | Year3Amt |
| Total | $87,577 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $472,738 | CurrentYearAmt |
| Year1 | $499,621 | Year1Amt |
| Year2 | $510,344 | Year2Amt |
| Year3 | $516,313 | Year3Amt |
| Total | $1,999,016 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $499,621 | Year1Amt |
| Year2 | $510,344 | Year2Amt |
| Year3 | $516,313 | Year3Amt |
| Total | $1,526,278 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GEISS FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O HOWARD AZER ASSOCIATES | AddressLine1Txt |
| Address Line2 | 12 ROSZEL RD SUITE A104 | AddressLine2Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08540 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6094521122 | RecipientPhoneNum |
| Recipient Email Address | APPLICATIONS@GEISSFOUNDATION.US | RecipientEmailAddressTxt |
| Form And Info And Materials | BY E-MAIL WITH ATTACHMENTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEPTEMBER 1 OF EACH YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS TO SUPPORT PUBLICATIONS AND SCHOLARLY ACTIVITIES FOCUSED ON THE MING DYNASTY (1368-1644) IN CHINA, ITS PREDECESSORS AND SUCCESSORS, AND CONTEMPORARIES IN GEOGRAPHIC AREAS WITH WHICH THE MING INTERACTED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COLUMBIA UNIVERSITY PRESS | |||||||
| 61 W 62ND STREET | 61 W 62ND STREET | NEW YORK | NY | 10023 | EXEMPT | BOOK OF SWINDLES, REA AND RUSK | $4,500 |
| UNIV OF WASHINGTON PRESS | |||||||
| PO BOX 50096 | PO BOX 50096 | SEATTLE | WA | 98145 | EXEMPT | "MANY FACES OF MULIAN: THE PRECIOUS | $3,000 |
| UNIV OF WASHINGTON PRESS | |||||||
| PO BOX 50096 | PO BOX 50096 | SEATTLE | WA | 98145 | EXEMPT | "SLAPPING THE TABLE IN AMAZEMENT" | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $260 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,174 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,196 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $24,630 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,630 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| PAYROLL PROCESSING FEES | $85 | $85 | |
| ACCOUNTING/TAX PREPARATION | $6,885 | $1,721 | $5,164 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| LAPTOP COMPUTER | 2005-03-23 | $938 | $938 | 200DB | 5.0000 | |
| COMPUTER HARD DISK | 2005-12-14 | $144 | $144 | 200DB | 5.0000 | |
| LAPTOP COMPUTERS | 2009-12-31 | $3,217 | $3,217 | 200DB | 5.0000 | |
| G2 COMPUTERS | 2010-03-28 | $1,649 | $1,649 | 200DB | 5.0000 | |
| EQUIPMENT | 2011-12-26 | $490 | $365 | 200DB | 5.0000 | $125 |
| I-PAD | 2012-05-22 | $522 | $216 | 200DB | 5.0000 | $306 |
| COMPUTER | 2014-12-26 | $1,516 | $761 | 200DB | 5.0000 | $302 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | STATE OF NEW JERSEY DOES NOT ACCEPT PAPER COPIES OF RETURNS AND DOES NOT REQUIRE ORGANIZATIONS WITH CONTRIBUTIONS UNDER 10,000 TO REGISTER WITH CHARITIES REGISTRATION. | ExplanationTxt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (6 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | BasisBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|---|---|---|
| LAPTOP COMPUTER | 2005-03 | PURCHASE | 2017-01 | $938 | $938 |
| COMPUTER HARD DISK | 2005-12 | PURCHASE | 2017-01 | $144 | $144 |
| LAPTOP COMPUTERS | 2009-12 | PURCHASE | 2017-01 | $3,217 | $3,217 |
| G2 COMPUTERS | 2010-03 | PURCHASE | 2017-01 | $1,649 | $1,649 |
| EQUIPMENT | 2011-12 | PURCHASE | 2017-12 | $490 | $490 |
| I-PAD | 2012-05 | PURCHASE | 2017-12 | $522 | $522 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE RBC STATEMENT ATTACHED | BondNm |
| EOY Book Value | $88,597 | EOYBookValueAmt |
| EOYFMV | $86,708 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE RBC STATEMENT ATTACHED | StockNm |
| EOY Book Value | $263,993 | EOYBookValueAmt |
| EOYFMV | $574,406 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SEE RBC STATEMENT ATTACHED | AT COST | $25,065 | $21,630 |
| SEE RBC STATEMENT ATTACHED | AT COST | $20,529 | $16,727 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $1,516 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $1,064 | AccumulatedDepreciationAmt |
| Book Value | $452 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $10,615 | LegalFeesAmt |
| Net Investment Income | $7,961 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,654 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| TELEPHONE/TELECOMMUNICATIONS | $319 | $319 | |
| OFFICE RELATED | $5,540 | $5,540 | |
| BANK FEES | $61 | $61 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO MARGARET HSU | Desc |
| BOY Book Value | $9,700 | BOYBookValueAmt |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FROM OFFICERSDIRECTORS | BusinessNameLine1Txt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $2,704 | Amt |
| Net Investment Income | $2,704 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES WITHHELD | $206 | $206 |
| FDN EXCISE TAX | $350 | $350 |
| NEW JERSEY REGISTRATION | $51 | $51 |