2024-11-04T15:56:35-06:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 18500 VON KARMAN AVE 10TH FLOOR IRVINE CA 92612 990 2023-01-01 943278466 PEKING UNIVERSITY EDUCATION FOUNDATION (USA) PEKI 6503152880 1650 S AMPHLETT BOULEVARD 118 SAN MATEO CA 94402 LIN ZHAO PRESIDENT 6503152880 2024-10-29 1 0 BRIAN YACKER P00401346 9492222999 2024-10-29 2023 2024-10-15 13:58:12Z LIN ZHAO 1650 S AMPHLETT BOULEVARD 118 SAN MATEO CA 94402 5618174 0 X WWW.PKUEFUSA.ORG X 1997 CA TO SUPPORT PEKING UNIVERSITY'S LONG-TERM DEVELOPMENT AND TO PROMOTE THE U.S.-CHINA EXCHANGES. 10 10 3 10 0 0 5635896 4339005 0 0 665749 1228029 0 0 6301645 5567034 6044329 5843848 0 0 275213 297205 0 0 106971 270079 296382 6589621 6437435 -287976 -870401 64970797 68621164 121099 1798915 64849698 66822249 TO SUPPORT PEKING UNIVERSITY'S LONG-TERM DEVELOPMENT AND TO PROMOTE THE U.S.-CHINA EXCHANGES. 0 0 5986855 5843848 THE GRANTS WERE USED FOR BRAIN RESEARCH PROJECT AND FOR INTERNATIONAL HIGHER EDUCATION EXCHANGE AND RESEARCH. 5986855 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 7 0 1 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA NY X THE ORGANIZATION 6503152880 1650 S AMPHLETT BOULEVARD 118 SAN MATEO CA 94402 SHIRLEY LIU TREASURER 50.00 X 163011 0 4890 LIN ZHAO PRESIDENT 10.00 X X 0 0 0 ZHIHONG XU CHAIRMAN 1.00 X X 0 0 0 WEIFANG MIN VICE CHAIRMAN 1.00 X X 0 0 0 DAVID S LEE DIRECTOR 1.00 X 0 0 0 WEN HAI DIRECTOR 1.00 X 0 0 0 FLORENCE FANG DIRECTOR 1.00 X 0 0 0 KUN DENG DIRECTOR 1.00 X 0 0 0 YUNING LI DIRECTOR 2.00 X 0 0 0 PENGFEI XIE DIRECTOR 2.00 X 0 0 0 CHOONG HSIA DIRECTOR 2.00 X 0 0 0 MENG LAI SECRETARY 2.00 X 0 0 0 163011 0 4890 1 0 1 0 0 4339005 397321 4339005 1279169 1279169 51140 -51140 -51140 -51140 5567034 0 0 1228029 55000 55000 5788848 5788848 167901 33580 125926 8395 82339 40936 9018 32385 46965 13985 25326 7654 32020 6550 14331 11139 36350 36350 116367 116367 15646 6803 2721 6122 7768 4358 1498 1912 1755 702 351 702 54552 25912 2728 25912 25523 7657 7657 10209 4367 1747 873 1747 DUES AND SUBSCRIPTIONS 1554 617 303 634 TAXES AND LICENSES 480 160 160 160 6437435 5986855 343609 106971 2546043 2342708 285920 114339 25426623 22941586 36640888 43201569 71323 20962 64970797 68621164 52984 74896 1706799 68115 17220 121099 1798915 X 2576392 3416197 62273306 63406052 64849698 66822249 64970797 68621164 -870401 2842952 0 X X 0 1 X 1 0 X 18928946 8196843 10518378 5635896 4339005 47619068 18928946 8196843 10518378 5635896 4339005 47619068 27634464 19984604 136895 520785 696920 745509 1279169 3379278 50998346 0.39190 0.56250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 27625879 3084757 864600 114203 29731833 30086815 3178332 -4260176 944915 434177 27625879 27756290 238922 2615031 517078 6350 30086815 21600801 3438959 3335489 243241 375718 27756290 14260403 7708823 153425 20588 501262 21600801 0.00000 0.93525 0.06475 0 0 0 OPERATING LEASE LIABILITIES 17220 17220 X 8293619 2842952 2842952 5450667 116367 116367 5567034 6321068 0 6321068 116367 116367 6437435 PART V, LINE 4: THE FOUNDATION'S ENDOWMENT CONSISTS OF NINE DIFFERENT DONOR-RESTRICTED ENDOWMENT FUNDS SUBJECT TO SPENDING POLICY AND APPROPRIATIONS FOR: FACULTY SUPPORT PROGRAMS, SCHOLARSHIPS, RESEARCH FUNDS, INTERNATIONAL EXCHANGES AND VOLUNTARY SERVICE AND INFRASTRUCTURE CONSTRUCTION. PART X, LINE 2: THE FOUNDATION HAS BEEN GRANTED TAX-EXEMPT STATUS BY THE INTERNAL REVENUE SERVICE UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND BY THE CALIFORNIA FRANCHISE TAX BOARD UNDER SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. CONTRIBUTIONS TO THE FOUNDATION ARE TAX DEDUCTIBLE TO DONORS UNDER SECTION 170 OF THE IRC. THE FOUNDATION IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. U.S. GAAP PROVIDES 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. 1 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 5788848 0 0 0 0 0 0 5788848 0 5788848 EAST ASIA AND THE PACIFIC EDUCATION, SCHOLARSHIPS, RESEARCH 5788848 WIRE TRANSFER 0 1 0 0 0 0 0 0 0 PART I, LINE 2: THE 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. 1 PKU BERGGRUEN RESEARCH 1 55000 PART I, LINE 2: FOR ANY GRANTS MADE BY PEKING UNIVERSITY EDUCATION FOUNDATION, WE CONDUCT THE PROPER PRE-GRANT DUE DILIGENCE TO ENSURE THAT THE GRANT RECIPIENT IS TRULY CHARITABLE. 0 0 0 0 0 0 0 0 0 SHIRLEY LIU TREASURER 163011 0 0 0 0 0 4890 0 0 0 167901 0 0 0 X 2 397321 FMV 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS REVIEWED BY VARIOUS MEMBERS OF THE BOARD OF DIRECTORS. ANY QUESTIONS OR PROPOSED REVISIONS/ADDITIONS ARE COMMUNICATED BY THE REVIEWERS TO THE OUTSIDE CPA PREPARER OF THE FORM 990. A COPY OF THE FINAL FORM 990 IS FORWARDED TO ALL MEMBERS OF THE ORGANIZATION'S BOARD OF DIRECTORS BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. 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 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIALS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.