Cheng Wu Foundation

990PF • Fiscal year 2017 • EIN 38-7114390

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 16, 2018

Organization Profile

303 Kimball RoadCarlisle, MA 01741

(978) 501-0635

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $1M-$5M nonprofits • Source year 2017

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $1M-$5M nonprofits • Source year 2017

34%

Higher net margin than 84% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

3.9%

Faster asset growth than 55% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

192%

Faster revenue growth than 94% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet

Liabilities / Assets25th percentile

Assets

$2,380,034

Up $88,292 (+3.9%) from 2016

Net Assets

$2,380,034

Up $88,292 (+3.9%) from 2016

Liabilities

Flat

Flat from 2016

Revenue And Expenses

Liabilities / Revenue25th percentile Net Margin84th percentile

Revenue

$262,974

Up $172,887 (+192%) from 2016

Expenses

$173,615

Up $44,581 (+35%) from 2016

Net Income

$89,359

Up $128,306 (+329%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2017

Assets$2,380,034

Liabilities$0

Net Assets$2,380,034

Open 2017 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2017

Revenue$262,974

Expenses$173,615

Net Income$89,359

Open 2017 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2017 to Dec 31, 2017
Signed: Feb 16, 2018
Return Version: 2017v2.3

Compensation and Service Providers

Top Officer Pay42nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
CHIN-CHENG WU	Trustee	PT	$0	-	-
YULIN JENNY OLLIVER	Trustee	-	$0	-	-
CHRISTOPHER WU	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Cheng Wu Foundation
EIN: 38-7114390
In Care Of: % CHIN-CHENG WU
Phone: 9785010635
Address: 303 Kimball Road, Carlisle, MA 01741

Signing Officer

Name: Chin-cheng Wu
Title: Trustee
Phone: 6172273333
Signed: 2018-02-16
Discuss with paid preparer: Yes

Preparer

Firm: Withumsmithbrownpc
Address: 155 SEAPORT BOULEVARD, BOSTON, MA 02210
Preparer: Susan B Murphy
Phone: 6172273333

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	4	IMAX CORPORATION
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	Carlisle
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	01741
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	CHIN-CHENG WU
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	6172273333
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	CHIN-CHENG WU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	50000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	102000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	1000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	10000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	Educational Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	Educational Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	Charitable and educational purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	Charitable purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	NATIONAL CHIAO TUNG UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	Indiana University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	Chiao Tung Univesity Alumni
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	NECINA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt	0	1001 UNIVERSITY ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm	0	ZHUBEI CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd	0	TW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ForeignPostalCd	0	300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ProvinceOrStateNm	0	TAIWAN PROVINCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	PO Box 500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	8723 CAYICOS WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	PO BOX 2924
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Bloomington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	ACTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	47402
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	92129
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	01720
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	163000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	114020
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	114020
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	8047
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	7376
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	25000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	89403
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	48980
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	8047
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	7376
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	25000
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	163000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	48980
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	89403
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	40423
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	Cheng Wu
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	303 Kimball Road
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	Carlisle
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	01741
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	3525
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	0	1
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	0	200254
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	0	Publicly Traded Securities
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	0	2017-12-21
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	US EQUITY - RECEIVABLE
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	1067
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	DIVIDEND ADJ
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	ADDITIONAL FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	35
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	13
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	5818
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	1	3525
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	TAX PREPARATION FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	5818
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	1	3525
TaxesSchedule/TaxesDetail/Amt	0	1224
TaxesSchedule/TaxesDetail/CategoryTxt	0	PRIOR YR FED BALANCE DUE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	1224
ReturnHeader/BuildTS	0	2018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	CHIN-CHENG WU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	6172273333
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2018-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Cheng Wu Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	CHEN
ReturnHeader/Filer/EIN	0	387114390
ReturnHeader/Filer/InCareOfNm	0	% CHIN-CHENG WU
ReturnHeader/Filer/PhoneNum	0	9785010635
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	303 Kimball Road
ReturnHeader/Filer/USAddress/CityNm	0	Carlisle
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	MA
ReturnHeader/Filer/USAddress/ZIPCd	0	01741
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	A6F5B7982B0282230BF469684C00A38DB4AF9E15
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	A6F5B7982B0282230BF469684C00A38DB4AF9E15
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId	0	22006220181905000079
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt	0	2018-07-09
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	209.160.145.218
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	WITHUMSMITHBROWNPC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	155 SEAPORT BOULEVARD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	02210
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6172273333
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Susan B Murphy
ReturnHeader/ReturnTs	0	2018-07-09T15:18:17-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2017-01-01
ReturnHeader/TaxPeriodEndDt	0	2017-12-31
ReturnHeader/TaxYr	0	2017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $2,380,034
Liabilities: $0
Net assets: $2,380,034
Revenue: $262,974
Expenses: $173,615
Net income: $89,359

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.06	$0.00	$3.06	$0.37	$0.35	$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.23	$0.00		$0.48	$0.23	$0.26
2022Detailed filing. Detailed filing data is available for this year.	$2.98	$0.00	$2.98	$0.33	$0.20	$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.84	$0.00	$2.84	$0.18	$0.26	$0.08
2020Detailed filing. Detailed filing data is available for this year.	$2.91	$0.00	$2.91	$0.71	$0.32	$0.39
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.53	$0.00	$2.53	$0.53	$0.21	$0.32
2018Detailed filing. Detailed filing data is available for this year.	$2.21	$0.00	$2.21	$0.07	$0.24	$0.17
2017Detailed filing. Detailed filing data is available for this year.	$2.38	$0.00	$2.38	$0.26	$0.17	$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.29	$0.00	$2.29	$0.09	$0.13	$0.04
2015Summary only. Only limited summary data is available for this year.	$2.33	$0.00		$0.07	$0.15	$0.08
2014Summary only. Only limited summary data is available for this year.	$2.41	$0.00		$2.44	$0.03	$2.41