Notice to AF staff, 12/4/2010: the "logon" screen was moved away from the home page, and to the About Us section.

Introduction to Sub Funds

The AF allows the special designation of incoming donations under the various "sub fund" label, each sub fund can have a manager, who can direct the usage of donations made under its name, subject to a number of AF rules.

Over the years, the AF has accumulated over 200 sub funds, many active in all of our various award programs. The detailed information about each sub fund is available to all of our members in our web-based accounting system, including:

  • Fund Balances (current, previous year)
  • Fund Activities (pledges, donations, and awards)

The various sub funds are set up for various purposes, such as:

  • Classmates getting together to support future students in the same department, such as "812 fund" or "Future Chemist Fund".
  • Goodwill funds, supporting economically challenged students and cover their living expenses for all 4 years.
  • Memorial Funds, set up for future scholarships in the names of certain unexpectedly deceased alumni

If you are interested in setting up a sub fund for a certain purpose, please let us know and we'll be happy to discuss with you about the process. The AF does not charge any fees for managing sub funds, all donations go to award/scholarship recipients.

To access the web-based accounting system, you need to be a member and apply for an account along the way, if you follow the on-screen instructions. If you run into any problem, please be sure to contact us.

More information about sub funds can be found in our Sub Fund FAQ page.

Donating Stock, Enjoy Extra Tax Savings

Please consider donating stock shares you own to the USTC AF. You will enjoy extra tax savings (bigger if they appreciated significantly) if you are US tax payer.

The basic idea of the IRS rules is that, if you bought some stock shares (be it company options, ESPP purchases, etc.) at $10, and the shares are worth $100 each. You will be able to deduct the full $100 from your taxable income AND you don't have to pay capital gains tax since you never technically sold the stock.

In this situation, if you sold the stock and kept the income, you are hit with $18 of capital gains tax (20%, assuming long term), and $3.42 of Medicare Surfax (assuming high income, starting 2013), and gets back $78.58 in after-tax cash.

However, if you donated the stock shares to the USTC AF. You'll enjoy full $100 worth of deduction on your REGULAR INCOME, which will net you approximately $49.6 of tax savings (assuming 39.6% federal bracket and 9.0% state bracket in a high-rate state such as California and New York).

The net effect is, for a cost of $28.98 to you, the USTC AF enjoys a full $100 worth of fund to support our various programs, benefiting young and talented students and faculty members. Of course, your situation may vary, and please consult your accountant for authoritative tax advices.

For more information on this subject, we've prepare a few links on the web for you:,,

2017 Jul-Dec Honor Roll
BAO Liewei 鲍列卫
Baorui Ren
Ben He 何艳均
CAI Liufei 蔡刘飞
CAI Weijie & LI Li 蔡伟杰,李鲤
CHEN Bin 陈斌
CHEN Longbin 陈龙斌
Chuan Wang 王川
DAI Hongzhou 戴红州
Dai, Tiesheng 戴铁生
DENG Bihe 邓必河
DENG Yaobing 邓要兵
DU SenBei 杜森北
Ed Zhao 赵晓东
Fan Yang
Fanhuan Zhou 周凡欢
Felina 菲林娜
Guan Dongyi 关东仪
GUAN Huapeng 管华鹏
Guangxing Li 李广兴
Haichao Lu 卢海超
HAN Guowen 韩国文
Hao Chen 陈皞
He HUang & Rongji Lai
Heng Hao 郝蘅
Hongmei LI 李红梅
HOU Shuang 侯爽
HU Bin 呼斌
HU Genze 胡根泽
HU Jiankun HU Jiankun
HU Ping 胡平
HU Rongxiang 胡荣湘
Huaibao Feng 冯怀宝
Huang Elaine
HUANG Xuqing 黄旭卿
HUANG Zhongqiang 黄忠强
Jeff He 何华平
Jian Lu 陆健
JIANG Jianzhong
Jianlin Zeng 曾建林
Jin Zusheng 金祖胜
KONG Xiangpeng 孔祥鹏
Lei Niu 牛磊
LI Dan
LI Hongmei 李红梅
Li Liu 刘利
Li Zepeng 李泽鹏
Liang Fang 方亮
LIN Xintian 林新天
Linglin Yu
LIU Chang
LIU Xiangwei
LUO Jiafu 骆稼夫
Min Jie 揭敏
PAN Chanjuan Chinese Name
PAN Xiaodong 潘晓东
PENG Xingdong
Qiuyan Xu 徐秋艳
Ralph 张广宇
rongjie lai 赖荣杰
Shu Dai 戴戍
SHU Shipeng
Shuangxing Dai 戴双星
sibo li 李思博
sijin han 韩祀瑾
Song Yang 宋洋
Song, Siqing
SU Riqi 苏日启
SUN Yudong 孙毓栋
Tingting Weng 翁婷婷
Tom Tang
Wang Daoyan 王道艳
WANG Jinsong/FANG Kun 王劲松/方鲲
WANG Yanhui 王雁晖
Wu Huawen
WU Jianbing
WU Yudong, YU Tianning 吴宇栋, 俞天宁
XIA Jun 夏俊
XU Beisi 徐贝思
XU Fang, WANG Huiqun 徐
YAN Li 严立
YANG Jie 杨洁
YIE Junming 叶军民
YU Jin 俞瑾
ZENG Xiaoge 曾小鸽
Zeqin Zhu 朱泽钦
ZHANG Bin 张斌
ZHANG Bosheng 张博升
ZHANG Deqiang 张德强
ZHANG Jian 张健
Zhijian Liao Liao
ZHOU Jianyun 周剑云
Frequently Asked Questions (FAQ) about Subfunds

Here are some of the frequently asked questions about USTCAF sub funds.

General Questions

What is a Sub Fund?

More information about gift matching and stock donation

1. If you have any question, please contact USTCAF governing board at  This e-mail address is being protected from spambots. You need JavaScript enabled to view it

2. Check Donation, fill out the online donation pledge form at, mail to:

USTC Alumni Foundation
5255 Stevens Creek Blvd
Suite 121
Santa Clara, CA 95051

3. For donation of stock, there may be significant tax saving for you, please see Donate Stock, Enjoy Extra Tax Savings.

The following is the details on how to transfer (donate) stock to USTC Alumni Foundation:
Brokerage name: Charles Schwab
Brokerage DTC Number: 0164
Account Number: 9000-5990
You can do electronic transfer of the stock to the above account. Please email This e-mail address is being protected from spambots. You need JavaScript enabled to view it after you have transferred the stock. so I can track this and confirm.
In case you or your brokerage firm has any question on the transfer, the following is the Charles Schwab Stock Tranfer Phone number to call: (602) 355-9003

4. Online donation:

Paypal:   This e-mail address is being protected from spambots. You need JavaScript enabled to view it

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USTC Alumni Foundation
5255 Stevens Creek Blvd
Suite 121
Santa Clara, CA 95051