JAMES P GEISS AND MARGARET Y HSU FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- JAMES P GEISS AND MARGARET Y HSU FOUNDATION INC (EIN 80-0005459)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201603199349103045
- Schema version
- 2015v2.1
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T17:48:00-08:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rahl & Associates PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 Friends Lane Ste100 | AddressLine1Txt |
| City | Newtown | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18940 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 6099217677 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 MADISON STREET | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08542 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARGARET HSU | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6099217677 | PhoneNum |
| Signature | 2016-09-30 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT J RAHL | PreparerPersonNm |
| Phone | 2153210140 | PhoneNum |
| Preparation | 2016-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $716,082 | 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 | $477 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $477 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $477 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $18,140 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,140 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $18,140 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,578 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $33,433 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,578 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $33,195 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,195 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $18,617 | TotalAdjNetIncmAmt |
| Pension Empl Bnft Rev And Expnss | $3,902 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Adj Net Incm | $3,902 | PensionEmplBnftAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $4,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $2,580 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,720 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,565 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,565 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,220 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $45 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,175 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $653 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $12,000 | OccupancyRevAndExpnssAmt |
| Occupancy Adj Net Incm | $7,200 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $4,800 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $350 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $350 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,158 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $1,935 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,223 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,148 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,610 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $16,792 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,093 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $46,148 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,610 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $16,792 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $26,093 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,953 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $30,585 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,825 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $115,337 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $98,604 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $98,604 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $2,746 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $1,612 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $1,612 | RcvblFromOfficersEOYFMVAmt |
| Other Investments BOY | $396,668 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $409,219 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $607,390 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,476 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,567 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,562 | LandBOYAmt |
| Land EOY | $909 | LandEOYAmt |
| Land EOYFMV | $8,476 | LandEOYFMVAmt |
| Total Assets BOY | $516,313 | TotalAssetsBOYAmt |
| Total Assets EOY | $510,344 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $716,082 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,817 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $9,801 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,817 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,801 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $513,496 | UnrestrictedBOYAmt |
| Unrestricted EOY | $500,543 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $513,496 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $500,543 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $516,313 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $510,344 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $513,496 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,953 | ExcessRevenueOverExpensesAmt |
| Subtotal | $500,543 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $500,543 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 300 SHARES HOME PROPERTIES INC | P | 2005-06-29 | 2015-10-08 | $22,569 | $0 | $11,835 | $10,734 | $0 | $0 | $0 | $10,734 |
| 233 SHARES KRAFT FOODS GROUP INC | P | 2009-08-11 | 2015-07-06 | $10,864 | $0 | $7,020 | $3,844 | $0 | $0 | $0 | $3,844 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,578 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $13,444 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $730,328 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.018408 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $27,470 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $734,189 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.037415 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $21,905 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $745,546 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.029381 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $34,799 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $703,070 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049496 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $40,460 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $637,370 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.063480 | DistributionYr5Rt |
| Total Distribution | 0.198180 | TotalDistributionRt |
| Average Distribution | 0.039636 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $708,418 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $28,079 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $306 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $28,385 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $26,093 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $612 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $612 | SubtotalAmt |
| Tax Based On Investment Income | $612 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $640 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $640 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$640 | OriginalReturnOverpaymentAmt |
| Overpayment | $28 | OverpaymentAmt |
| Applied To ES Tax | $28 | AppliedToESTaxAmt |
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 | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| 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 | MARGARET HSU | IndividualWithBooksNm |
| Phone | 6097128588 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 MADISON ST | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08540 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|---|---|
| MARGARET HSU | ||||||||
| 11 MADISON STREET | PRINCETON | NJ | 08542 | DIRECTOR | 25.00 | $0 | $0 | $0 |
| MARTINUS HEIJDRA | ||||||||
| 116 ALEXANDER RD | PRINCETON | NJ | 08540 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| DAVID ROBINSON | ||||||||
| 7174 HORTON ROAD | HAMILTON | NY | 13346 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| DORA CHING | ||||||||
| 31 WILKINSON WAY | PRINCETON | NJ | 08540 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| SUSAN NAQUIN | ||||||||
| 54 FACKLER ROAD | LAWRENCEVILLE | PA | 08648 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | See Attachment | Description1Txt |
| Expenses1 | $18,000 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $612,987 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $106,219 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $719,206 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $719,206 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,788 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $708,418 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,421 | 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 | $26,093 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $26,093 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $26,093 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $26,093 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $26,093 | RemainingDistriFromCorpusAmt |
| Total Corpus | $26,093 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $26,093 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $26,093 | ExcessFromCurrentYearAmt |
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 | $1,825 | CurrentYearAmt |
| Total | $1,825 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,551 | CurrentYearAmt |
| Total | $1,551 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $26,093 | CurrentYearAmt |
| Year1 | $18,944 | Year1Amt |
| Year2 | $27,470 | Year2Amt |
| Year3 | $21,905 | Year3Amt |
| Total | $94,412 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $26,093 | CurrentYearAmt |
| Year1 | $18,944 | Year1Amt |
| Year2 | $27,470 | Year2Amt |
| Year3 | $21,905 | Year3Amt |
| Total | $94,412 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $510,344 | CurrentYearAmt |
| Year1 | $516,313 | Year1Amt |
| Year2 | $554,126 | Year2Amt |
| Year3 | $574,237 | Year3Amt |
| Total | $2,155,020 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $510,344 | CurrentYearAmt |
| Year1 | $516,313 | Year1Amt |
| Year2 | $554,126 | Year2Amt |
| Year3 | $574,237 | Year3Amt |
| Total | $2,155,020 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $23,614 | CurrentYearAmt |
| Year1 | $24,344 | Year1Amt |
| Year2 | $18,073 | Year2Amt |
| Year3 | $24,851 | Year3Amt |
| Total | $90,882 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| HARVARD UNIVERSITY ASIA CENTER | ||||||
| 1730 CAMBRIDGE STREET | CAMBRIDGE | MA | 02138 | EXEMPT | JOSEPH DENNISASIA CENTERGAZETTEERS | $4,500 |
| AMERICAN FRIENDS OF THE BRITISH MUSEUM | ||||||
| 275 MADISON AVE 5TH FL | NEW YORK | NY | 10016 | EXEMPT | COURTS & CONTACTSMING CHINA: | $10,000 |
| COLUMBIA UNIVERSITY PRESS | ||||||
| 61 WEST 62ND STREET | NEW YORK | NY | 10023 | EXEMPT | AND A BOOK TOA BOOK TO BURNKEEP HIDDEN | $3,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $14,578 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $14,578 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,578 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | THE FOUNDATION SOLD STOCKS IN ORDER TO FUND OPERATING EXPENSES | RelationshipStatementTxt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RAHL & ASSOCIATES ACCOUNTING | CategoryTxt |
| Amt | $4,300 | Amt |
| Adjusted Net Income | $2,580 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,720 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
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 | 5.00 | |
| COMPUTER HARD DISK | 2005-12-14 | $144 | $144 | 200DB | 5.00 | |
| LAPTOP (G2 COMPUTERS) | 2009-12-31 | $3,217 | $1,608 | 200DB | 5.00 | |
| G2 Computers | 2010-03-28 | $1,649 | $777 | 200DB | 5.00 | $47 |
| EQUIPMENT | 2011-12-26 | $490 | 200DB | 5.00 | ||
| IPAD | 2012-05-22 | $522 | $186 | 200DB | 5.00 | $30 |
| COMPUTER | 2014-12-26 | $1,516 | $76 | 200DB | 5.00 | $576 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Basis MethodBasisMethodTxt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|
| 300 SHARES HOME PROPERTIES INC | 2005-06 | Purchased | 2015-10 | $22,569 | $11,835 | FMV | $10,734 |
| 233 SHARES KRAFT FOODS GROUP INC | 2009-08 | Purchased | 2015-07 | $10,864 | $7,020 | $3,844 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS | CategoryOrItemTxt |
| Book Value | $409,219 | BookValueAmt |
| EOYFMV | $607,390 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $8,476 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $7,567 | AccumulatedDepreciationAmt |
| Book Value | $909 | BookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TELEPHONE | $3,058 | $1,835 | $1,223 |
| DUES & SUBSCRIPTIONS | $50 | $50 | |
| LICENSES & PERMITS | $50 | $50 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYROLL LIABILITIES | $2,817 | |
| DUE TO MARGARET HSU | $9,801 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYROLL LIABILITIES | $2,817 | |
| DUE TO MARGARET HSU | $9,801 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RBC WEALTH MANAGEMENT INVESTMENT | CategoryTxt |
| Amt | $2,565 | Amt |
| Net Investment Income | $2,565 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FEDERAL | $320 | $320 | |
| PAYROLL TAXES | $855 | $855 | |
| FOREIGN TAXES ON INVESTMENTS | $45 | $45 |