Civic Intelligence

Peking University Education Foundation USA

990 • Fiscal year 2020 • EIN 94-3278466

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 09, 2021

Organization ProfileWWW.PKUEFUSA.ORG

View Organization Page

1650 S Amphlett Boulevard No 118San Mateo, CA 94402

(650) 315-2880

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

Higher debt load relative to assets than 4% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

4th percentile

0.00x

Higher debt load relative to revenue than 4% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Net Margin

76th percentile

18%

Higher net margin than 76% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

6th percentile

$32,000

Higher top officer pay than 6% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Asset Growth

53rd percentile

7.1%

Faster asset growth than 53% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

5th percentile

-49%

Faster revenue growth than 5% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$66,679,915

Up $4,427,234 (+7.1%) from 2019

Net Assets

Up

$66,663,052

Up $4,425,321 (+7.1%) from 2019

Liabilities

Up

$16,863

Up $1,913 (+13%) from 2019

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin76th percentile

Revenue

Down

$9,684,115

Down $9,297,252 (-49%) from 2019

Expenses

Up

$7,930,087

Up $5,304,418 (+202%) from 2019

Net Income

Down

$1,754,028

Down $14,601,670 (-89%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$80M$60M$40M$20M$0Assets 2010: $796,096Liabilities 2010: $16,400Net Assets 2010: $779,6962010Assets 2011: $758,998Liabilities 2011: $21,497Net Assets 2011: $737,5012011Assets 2012: $2,277,296Liabilities 2012: $21,466Net Assets 2012: $2,255,8302012Assets 2013: $2,909,600Liabilities 2013: $21,366Net Assets 2013: $2,888,2342013Assets 2014: $2,447,105Liabilities 2014: $20,769Net Assets 2014: $2,426,3362014Assets 2015: $2,109,581Liabilities 2015: $17,000Net Assets 2015: $2,092,5812015Assets 2016: $2,482,262Liabilities 2016: $18,771Net Assets 2016: $2,463,4912016Assets 2017: $10,386,887Liabilities 2017: $10,010Net Assets 2017: $10,376,8772017Assets 2018: $46,798,323Liabilities 2018: $828,299Net Assets 2018: $45,970,0242018Assets 2019: $62,252,681Liabilities 2019: $14,950Net Assets 2019: $62,237,7312019Assets 2020: $66,679,915Liabilities 2020: $16,863Net Assets 2020: $66,663,0522020Assets 2021: $72,899,671Liabilities 2021: $2,812,127Net Assets 2021: $70,087,5442021Assets 2022: $64,970,797Liabilities 2022: $121,099Net Assets 2022: $64,849,6982022Assets 2023: $68,621,164Liabilities 2023: $1,798,915Net Assets 2023: $66,822,2492023Assets 2024: $72,551,844Liabilities 2024: $130,622Net Assets 2024: $72,421,2222024

Highlighted filing

2020

Assets$66,679,915
Liabilities$16,863
Net Assets$66,663,052
Open 2020 Filing

Operations Trend

Revenue Growth5th percentile

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

$60M$40M$20M$0-$20MRevenue 2010: $2,547,718Expenses 2010: $2,845,396Net Income 2010: -$297,6782010Revenue 2011: $3,559,772Expenses 2011: $3,601,967Net Income 2011: -$42,1952011Revenue 2012: $4,115,959Expenses 2012: $2,597,630Net Income 2012: $1,518,3292012Revenue 2013: $3,112,212Expenses 2013: $2,479,808Net Income 2013: $632,4042013Revenue 2014: $4,322,802Expenses 2014: $4,784,700Net Income 2014: -$461,8982014Revenue 2015: $4,440,124Expenses 2015: $4,773,879Net Income 2015: -$333,7552015Revenue 2016: $1,951,074Expenses 2016: $1,592,193Net Income 2016: $358,8812016Revenue 2017: $9,964,716Expenses 2017: $2,063,115Net Income 2017: $7,901,6012017Revenue 2018: $41,896,606Expenses 2018: $6,303,459Net Income 2018: $35,593,1472018Revenue 2019: $18,981,367Expenses 2019: $2,625,669Net Income 2019: $16,355,6982019Revenue 2020: $9,684,115Expenses 2020: $7,930,087Net Income 2020: $1,754,0282020Revenue 2021: $11,690,196Expenses 2021: $9,976,732Net Income 2021: $1,713,4642021Revenue 2022: $6,301,645Expenses 2022: $6,589,621Net Income 2022: -$287,9762022Revenue 2023: $5,567,034Expenses 2023: $6,437,435Net Income 2023: -$870,4012023Revenue 2024: $8,280,346Expenses 2024: $5,004,205Net Income 2024: $3,276,1412024

Highlighted filing

2020

Revenue$9,684,115
Expenses$7,930,087
Net Income$1,754,028
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 9, 2021
Return Version
2020v4.1
Gross Receipts
$9,684,115
Mission and Program Overview

Mission

To coordinate and organize fundraising and related activities for the educational exchange and development between peking university, china and american institutions of higher education.

For charitable and educational purposes within the meaning of section 501(c)(3), including supporting peking university's long-term development and promoting the u.s.-china exchanges.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$29,568,627$27,118,155▼ $2,450,472
Pledges and Grants Receivable$32,303,081$26,654,135▼ $5,648,946
Cash and Non-Interest-Bearing Accounts$25,439$11,714,722▲ $11,689,283
Savings and Temporary Cash Investments$351,456$1,188,825▲ $837,369
Land, Buildings, and Equipment, Net$0--
Total Assets$62,252,681$66,679,915▲ $4,427,234
Other Assets Total$4,078$4,078→ $0
Liabilities
Accounts Payable and Accrued Expenses$14,950$16,863▲ $1,913
Total Liabilities$14,950$16,863▲ $1,913
Net Assets / Fund Balance
Net Assets With Donor Restrictions$61,379,926$64,349,912▲ $2,969,986
Net Assets Without Donor Restrictions$857,805$2,313,140▲ $1,455,335
Total Net Assets Fund Balance$62,237,731$66,663,052▲ $4,425,321
Total Liabilities and Net Assets / Fund Balance$62,252,681$66,679,915▲ $4,427,234

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$21,600,801$3,438,959▲ $3,335,489$243,241$27,756,290
2019$14,260,403$7,708,823▲ $153,425$20,588$21,600,801
2018-$14,260,403--$14,260,403
Compensation and Service Providers
Top Officer Pay6th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Liangyu TangTreasurerPT$32,000$32,000

Board Members and Trustees

NameTitle
Zhihong XuChairman of the Board
Lin ZhaoPresident and Director
Weifang MinVice Chairman
Choong HsiaDirector
David S LeeDirector
Florence FangDirector
Kun DengDirector
Pengfei XieDirector
Wen HaiDirector
Yuning LiDirector
Betty Xudong ShiDirector (thru 9/8/20)
Meng LaiSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$8,196,843
Program Service Revenue
$0
Investment Income
$520,785
Other Revenue
$966,487
All Other Contributions
$8,196,843
Change in Net Assets
$1,754,028

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,639,362
Revenue Not Reported on Financial Statements
$44,753
Revenue Not Reported on Form 990
$2,671,293
Total Revenue per Audited Statements
$12,310,655
Total Revenue per Form 990
$9,684,115
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$7,569,533
Other Expenses$250,386
Salaries, Compensation, and Employee Benefits$110,168
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$6,969,478--$6,969,478
Grants to Domestic Orgs$550,055--$550,055
Fees for Services Legal-$78,779-$78,779
Fees for Services Accounting-$58,660-$58,660
Other Salaries and Wages-$54,632-$54,632
Grants to Domestic Individuals$50,000--$50,000
Occupancy-$46,286-$46,286
Fees for Service Investment Mgmnt Fees-$44,753-$44,753
Current Officers, Directors, Trustees, and Key Employees-$32,000-$32,000
Payroll Taxes-$23,536-$23,536
Office Expenses-$8,222-$8,222
Other Expenses-$8,018-$8,018
Insurance-$3,168-$3,168
Fees for Services Other-$2,500-$2,500
Total Functional Expenses$7,569,533$360,554$0$7,930,087

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,930,087
Expenses per Audited Statements$7,885,334
Total Expenses per Audited Statements$7,885,334
Expenses Not Reported on Financial Statements$44,753
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Beida Alumni Association of HoustonMissouri City, TX501(c)(3)Wuhan Relief Aid and Covid-19 Relief Aid$292,227
Pku Center in ChicagoChicago, IL501(c)(3)Support Pku Yu Yue Education Fund$91,928
Flightspin LLCSan Juan, PR-Support Pku Berggruen Research Center$55,600
University of Southern CaliforniaLos Angeles, CA501(c)(3)Support Pku Berggruen Research Center$53,225
Pkuaa-chicagoLong Grove, IL501(c)(3)Support Covid-19 Relief Aid$20,000
Teachers College Columbia UniversityNew York, NY501(c)(3)SUPPORT INT'L HIGHER EDUCATION EXCHANGE AND RESEARCH$20,000
Pkuaa of Greater New YorkNew York, NY501(c)(3)Support Covid-19 Relief Aid$17,075

International Summary

Offices
0
Employees
0
Spending
$6,969,478

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
East Asia and the PacificGrants to Recipients Located in RegionGrantmaking00$6,969,478
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Copy of form 990 was emailed to the members of the board or review prior to the filing of the tax returns.”

Form 990, Part VI, Section B, Line 12C

“Each director, principal officer and committee member shall annually sign a statement which affirms such person has received a copy of the conflicts of interest policy, has read and understands the policy, has agreed to comply with the policy, and understands the organization is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes.”

Form 990, Part VI, Section C, Line 19

“All documents are maintained in the office for public upon request.”

Filing and Contact Details

Filer

Filer Name
Peking University Education Foundation
EIN
94-3278466
Phone
6503152880
Address
1650 S AMPHLETT BOULEVARD NO 118, SAN MATEO, CA 94402

Signing Officer

Name
Lin Zhao
Title
President
Phone
6503152880
Signed
2021-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lin Zhao
Formed
1997
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
2
Volunteers
2

Preparer

Firm
Baker Tilly US Llp
Address
50 FREMONT STREET SUITE 4000, SAN FRANCISCO, CA 94105
Preparer
Joua Lo
Phone
4157812500
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The fundation's endowment consist of seven different donor-restricted endowment funds.”

PART X, LINE 2:

“U.s. Gaap provide disclosure guidance about positions taken by an entity in its tax returns that might be uncertain. Management has considered its tax positions and does not believe that the foundation has any uncertain tax positions that require adjustment or disclosure in the financial statements. The foundation's returns are subject to examination by federal and state taxing authorities, generally for three to four years, respectively, after they are filed.”

Raw XML AppendixShowing 400 of 549 raw XML fields

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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IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN OF THE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR (THRU 9/8/20)
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9PRESIDENT AND DIRECTOR
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IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt03168
IRS990/InsuranceGrp/TotalAmt03168
IRS990/InvestmentIncomeGrp/ExclusionAmt0520785
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0520785
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt029568627
IRS990/InvestmentsPubTradedSecGrp/EOYAmt027118155
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0FOR CHARITABLE AND EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3), INCLUDING SUPPORTING PEKING UNIVERSITY'S LONG-TERM DEVELOPMENT AND PROMOTING THE U.S.-CHINA EXCHANGES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd01
IRS990/NetAssetsOrFundBalancesBOYAmt062237731
IRS990/NetAssetsOrFundBalancesEOYAmt066663052
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02671293
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0857805
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02313140
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt046286
IRS990/OccupancyGrp/TotalAmt046286
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt08222
IRS990/OfficeExpensesGrp/TotalAmt08222
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04078
IRS990/OtherAssetsTotalGrp/EOYAmt04078
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08018
IRS990/OtherExpensesGrp/TotalAmt08018
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0FOREIGN EXCHANGE GAIN
IRS990/OtherRevenueMiscGrp/ExclusionAmt0966487
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0966487
IRS990/OtherRevenueTotalAmt0966487
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt054632
IRS990/OtherSalariesAndWagesGrp/TotalAmt054632
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt023536
IRS990/PayrollTaxesGrp/TotalAmt023536
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt032303081
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt026654135
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LIN ZHAO
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt018928946
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02417844
IRS990/PYInvestmentIncomeAmt0136895
IRS990/PYOtherExpensesAmt0190310
IRS990/PYOtherRevenueAmt0-84474
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt016355698
IRS990/PYSalariesCompEmpBnftPaidAmt017515
IRS990/PYTotalExpensesAmt02625669
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt018981367
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01754028
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0351456
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01188825
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt08196843
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt018928946
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt041794807
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt09960804
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01949444
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt080830844
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0520785
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0136895
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt06399
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03912
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01630
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0669621
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.56880
IRS990ScheduleA/PublicSupportPY170Pct00.53270
IRS990ScheduleA/PublicSupportTotal170Amt046356528
IRS990ScheduleA/SubstantialContributorsTotAmt034474316
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt08196843
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt018928946
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt041794807
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt09960804
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01949444
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt080830844
IRS990ScheduleA/TotalSupportAmt081500465
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0375718
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt021600801
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt03438959
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt027756290
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt03335489
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0243241
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0501262
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt014260403
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt07708823
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt021600801
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0153425
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt020588
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt014260403
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt014260403
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt044753
IRS990ScheduleD/ExpensesSubtotalAmt07885334
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt044753
IRS990ScheduleD/InvestmentExpensesNotIncldAmt044753
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02671293
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.90000
IRS990ScheduleD/RevenueNotReportedAmt02671293
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt044753
IRS990ScheduleD/RevenueSubtotalAmt09639362
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FUNDATION'S ENDOWMENT CONSIST OF SEVEN DIFFERENT DONOR-RESTRICTED ENDOWMENT FUNDS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1U.S. GAAP PROVIDE DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ENTITY IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND DOES NOT BELIEVE THAT THE FOUNDATION HAS ANY UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION'S RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES, GENERALLY FOR THREE TO FOUR YEARS, RESPECTIVELY, AFTER THEY ARE FILED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.10000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt07930087
IRS990ScheduleD/TotalRevenuePerForm990Amt09684115
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt012310655
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt07885334
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt06969478
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0EAST ASIA AND THE PACIFIC
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0GRANTMAKING
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0GRANTS TO RECIPIENTS LOCATED IN REGION
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantRecordsMaintainedInd01
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt06969478
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0WIRE TRANSFER AND CHECK
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0EDUCATION, SCHOLARSHIPS, RESEARCH
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/ValuationMethodUsedDesc0BOOK
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt06969478
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION REVIEWS EACH PROGRAM FROM TIME TO TIME TO MAKE SURE GRANTS ARE USED FOR THE PURPOSES SPECIFIED BY THE FOUNDATION. THE OFFICERS, BOARD MEMBERS, AND VOLUNTEERS WERE ACTIVELY INVOLVED IN SELECTION OF GRANT RECIPIENTS AND DISTRIBUTION OF SCHOLARSHIPS.
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc1PART III ACCOUNTING METHOD:
IRS990ScheduleF/Total501c3OrgCnt01
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalOtherOrgCnt00
IRS990ScheduleF/TotalSpentAmt06969478
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt050000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0PKU BERGGRUEN RESEARCH
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt01
IRS990ScheduleI/RecipientTable/CashGrantAmt0292227
IRS990ScheduleI/RecipientTable/CashGrantAmt120000
IRS990ScheduleI/RecipientTable/CashGrantAmt291928
IRS990ScheduleI/RecipientTable/CashGrantAmt317075
IRS990ScheduleI/RecipientTable/CashGrantAmt453225
IRS990ScheduleI/RecipientTable/CashGrantAmt520000
IRS990ScheduleI/RecipientTable/CashGrantAmt655600
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$66,679,915
Liabilities
$16,863
Net assets
$66,663,052
Revenue
$9,684,115
Expenses
$7,930,087
Net income
$1,754,028
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$72.6$0.13$72.4$8.28$5.00$3.28
2023Detailed filing. Detailed filing data is available for this year.$68.6$1.80$66.8$5.57$6.44$0.87
2022Detailed filing. Detailed filing data is available for this year.$65.0$0.12$64.8$6.30$6.59$0.29
2021Detailed filing. Detailed filing data is available for this year.$72.9$2.81$70.1$11.7$9.98$1.71
2020Detailed filing. Detailed filing data is available for this year.$66.7$0.02$66.7$9.68$7.93$1.75
2019Detailed filing. Detailed filing data is available for this year.$62.3$0.01$62.2$19.0$2.63$16.4
2018Detailed filing. Detailed filing data is available for this year.$46.8$0.83$46.0$41.9$6.30$35.6
2017Detailed filing. Detailed filing data is available for this year.$10.4$0.01$10.4$9.96$2.06$7.90
2016Summary only. Only limited summary data is available for this year.$2.48$0.02$2.46$1.95$1.59$0.36
2015Summary only. Only limited summary data is available for this year.$2.11$0.02$2.09$4.44$4.77$0.33
2014Summary only. Only limited summary data is available for this year.$2.45$0.02$2.43$4.32$4.78$0.46
2013Summary only. Only limited summary data is available for this year.$2.91$0.02$2.89$3.11$2.48$0.63
2012Summary only. Only limited summary data is available for this year.$2.28$0.02$2.26$4.12$2.60$1.52
2011Summary only. Only limited summary data is available for this year.$0.76$0.02$0.74$3.56$3.60$0.04
2010Summary only. Only limited summary data is available for this year.$0.80$0.02$0.78$2.55$2.85$0.30