LEE FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LEE FAMILY FOUNDATION (EIN 83-0441900)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-02
- IRS object ID
- 202442769349100314
- Schema version
- 2023v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-02T16:50:06-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911837034 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANLIN MOSS YI PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9709 THIRD AVENUE NE STE 506 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981152053 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830441900 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEEF | BusinessNameControlTxt |
| Phone | 2062650988 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8448 NORTH MERCER WAY | AddressLine1Txt |
| City | MERCER ISLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98040 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINE LEE | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Signature | 2024-10-02 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM A HANLIN CPA | PreparerPersonNm |
| PTIN | P00118743 | PTIN |
| Phone | 2066233200 | PhoneNum |
| Preparation | 2024-10-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $325,475 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,451 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,451 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,451 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $3,158 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,158 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $3,158 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $211,071 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $476,955 | GrossSalesPriceAmt |
| Total Rev And Expnss | $225,680 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,609 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $4,609 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $580 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $74 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $88 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $742 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $23,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $23,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $24,642 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $23,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $201,038 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,609 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,609 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $103,468 | CashBOYAmt |
| Cash EOY | $922 | CashEOYAmt |
| Cash EOYFMV | $922 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $139,712 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $324,553 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $324,553 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $264,087 | CorporateStockBOYAmt |
| Total Assets BOY | $507,267 | TotalAssetsBOYAmt |
| Total Assets EOY | $325,475 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $325,475 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $13,900 | GrantsPayableBOYAmt |
| Grants Payable EOY | $6,274 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $13,900 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,274 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $493,367 | RetainedEarningBOYAmt |
| Retained Earning EOY | $319,201 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $493,367 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $319,201 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $507,267 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $325,475 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $493,367 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $201,038 | ExcessRevenueOverExpensesAmt |
| Subtotal | $694,405 | SubtotalAmt |
| Other Decreases | $375,204 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $319,201 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $64 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $64 | SubtotalAmt |
| Tax Based On Investment Income | $64 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $64 | TaxDueAmt |
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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | 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 | NONE | WebsiteAddressTxt |
| Individual With Books | CHRISTINE LEE | IndividualWithBooksNm |
| Phone | 2062650322 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8448 NORTH MERCER WAY | AddressLine1Txt |
| City | MERCER ISLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98040 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINE LEE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8448 N MERCER WAY | AddressLine1Txt |
| City | MERCER ISLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 000.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GRANTS DIRECTED TO THE VIRGINIA MASON FRANCISCA FOUNDATION - TO THE HEALTH SCIENCE AND ARTS | Description1Txt |
| Expenses1 | $13,000 | Expenses1Amt |
| Description2 | GRANT TO PACIFIC NW CULTURAL EXCHANGE COUNCIL TO PROMOTE THE MUSIC AND ART OF CHINESE AND AMERICAN CULTURES | Description2Txt |
| Expenses2 | $10,000 | Expenses2Amt |
| Description3 | GRANT TO ASIAN HALL OF FAME TO PROMOTE GOOD WORKS OF ASIANS IN AMERICA | Description3Txt |
| Expenses3 | $500 | Expenses3Amt |
| Description4 | GRANT TO AMERICAN ASIAN PERFORMANCE ART TO PROMOTE THE CULTURAL MUSIC PERFORMANCES | Description4Txt |
| Expenses4 | $400 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $132,044 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,215,890 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,347,934 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,347,934 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,219 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,327,715 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $66,386 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $23,900 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $23,900 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $23,900 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $23,900 | RemainingDistriFromCorpusAmt |
| Total Corpus | $23,900 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,609 | CurrentYearAmt |
| Total | $4,609 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,918 | CurrentYearAmt |
| Total | $3,918 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $23,900 | CurrentYearAmt |
| Year1 | $6,000 | Year1Amt |
| Year2 | $13,000 | Year2Amt |
| Year3 | $38,000 | Year3Amt |
| Total | $80,900 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $23,900 | CurrentYearAmt |
| Year1 | $6,000 | Year1Amt |
| Year2 | $13,000 | Year2Amt |
| Year3 | $38,000 | Year3Amt |
| Total | $80,900 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $44,257 | CurrentYearAmt |
| Total | $44,257 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHRISTINE LEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8448 N MERCER WAY | AddressLine1Txt |
| City | MERCER ISLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2062650988 | RecipientPhoneNum |
| Form And Info And Materials | ONLY WRITTEN REQUESTS FOR GRANTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| ASIAN HALL OF FAME | ||||||||
| ROBERT CHINN FOUNDATION | 3211 - 109TH AVE SE | BELLEVUE | WA | 98004 | NONE | 501(C)(3) | UPLIFT CROSS-CULTURAL CONTENT | $500 |
| AMERICAN ASIAN PERFORMANCE ARTS | ||||||||
| 14821 SE 16TH ST | BELLEVUE | WA | 98007 | NONE | 501(C)(3) | EXPAND/EXCHANGE ARTS AND CULTURE | $400 | |
| PACIFIC NW CULTURAL EXCHANGE COUNCI | ||||||||
| 10129 MAIN ST 201 | BELLEVUE | WA | 98004 | NONE | 501(C)(3) | MUSIC AND ARTS | $10,000 | |
| VIRGINIA MASON FRANCISCA | ||||||||
| 1149 MARKET STREET MS 10 | TACOMA | WA | 98402 | NONE | 501(C)(3) | HEALTH SCIENCES AND ARTS | $13,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $23,900 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,451 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,158 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $211,071 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WELL FARGO | Desc |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,609 | ExclusionAmt |
| Related Or Exempt Function Incm | $211,071 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $215,680 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | OMAR LEE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18230 E VALLEY HWY 195 | AddressLine1Txt |
| City | KENT | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $580 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (9 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| MORGAN STANLEY 247 | 2023-11 | PURCHASE | 2023-12 | $2,416 | $2,482 | -$66 |
| MORGAN STANLEY 247 | 2022-11 | PURCHASE | 2023-12 | $340,050 | $263,402 | $76,648 |
| STARBUCKS | PURCHASE | 2023-12 | $44,339 | $44,339 | ||
| JD COM | PURCHASE | 2023-12 | $32,360 | $32,360 | ||
| DBX ETF TR XTRACK HRVST | PURCHASE | 2023-12 | $30,508 | $30,508 | ||
| JD COM INC | PURCHASE | 2002-12 | $26,971 | $26,971 | ||
| COSTCO | PURCHASE | 2023-12 | $198 | $198 | ||
| STARBUCKS | PURCHASE | 2023-12 | $93 | $93 | ||
| DBX TF | PURCHASE | 2023-12 | $20 | $20 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm |
|---|
| COSTCO (COST) |
| STARBUCKS (SBUX) |
| JD COM INC |
| 2373 SH DEUTSCHE X-TRACKERS (ASHR) |
| INVESCO CHINA TECH |
| WELLS FARGO |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARK-TO-MARKET CHANGE | Desc |
| Amt | $375,204 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| INVESTMENT FEES | $88 |
| BANK FEES | |
| MISCELLANEOUS |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FEDERAL EXCISE TAX | $74 |
| LICENSES AND PERMITS |