BEULAH LAND FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BEULAH LAND FOUNDATION (EIN 46-1547494)
- Tax period
- 2021-12-01 to 2022-11-30
- Filed
- 2023-07-07
- IRS object ID
- 202311889349100716
- Schema version
- 2021v4.2
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-07-07T04:59:36-00:00 | ReturnTs |
| Tax Period End | 2022-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 460663163 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TSUI CHIN L CHIEN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 43959 Boston Court | AddressLine1Txt |
| City | Fremont | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94539 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461547494 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEULAH LAND FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEUL | BusinessNameControlTxt |
| Phone | 4088388306 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 2554 | AddressLine1Txt |
| City | SARATOGA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95070 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY LEE | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 4088388306 | PhoneNum |
| Signature | 2023-07-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEFFREY | PersonFirstNm |
| Person Last | LEE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TSUI CHIN L CHIEN | PreparerPersonNm |
| PTIN | P00209080 | PTIN |
| Phone | 5106730056 | PhoneNum |
| Preparation | 2023-07-07 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,067,661 | 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 | $132,087 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,184 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,184 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $24,562 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,562 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $74,776 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $107,807 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $74,776 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $232,609 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $100,522 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $7,700 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,700 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $834 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $834 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,545 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,545 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $11,545 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,121 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,121 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,121 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $615 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $327 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $615 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,615 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,193 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,615 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $61,869 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $61,869 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $85,484 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,193 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $85,484 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $147,125 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $87,329 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,415 | CashBOYAmt |
| Cash EOY | $6,607 | CashEOYAmt |
| Cash EOYFMV | $6,607 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,858 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $27,420 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $27,420 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $500,922 | CorporateStockBOYAmt |
| Corporate Stock EOY | $630,552 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,033,634 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $517,195 | TotalAssetsBOYAmt |
| Total Assets EOY | $664,579 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,067,661 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $259 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $259 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $517,195 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $664,320 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $517,195 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $664,320 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $517,195 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $664,579 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $517,195 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $147,125 | ExcessRevenueOverExpensesAmt |
| Subtotal | $664,320 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $664,320 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 25 SH ALIBABA | D | 2015-06-26 | 2021-12-06 | $3,050 | $2,087 | $963 | $963 |
| 75 SH ALIBABA | D | 2016-04-04 | 2021-12-06 | $9,152 | $5,759 | $3,393 | $3,393 |
| 775 SH CANADIAN PACIFIC RAILYWAY | P | 2020-03-12 | 2021-12-20 | $53 | $18 | $35 | $35 |
| 200 SH CONTINENTAK | P | 2020-01-31 | 2022-03-31 | $11,324 | $5,441 | $5,883 | $5,883 |
| 50 SH CF INDUSTRIES | D | 2011-11-25 | 2022-06-02 | $4,971 | $1,425 | $3,546 | $3,546 |
| 200 SH ISHARES CORE | D | 2003-12-30 | 2022-06-22 | $20,230 | $4,540 | $15,690 | $15,690 |
| 168 SH ISHARES TRUST MSCI | D | 2022-05-31 | 2022-06-02 | $7,190 | $3,249 | $3,941 | $3,941 |
| 100 SH JD.COM | D | 2015-03-31 | 2022-05-31 | $5,633 | $2,957 | $2,676 | $2,676 |
| 75 SH QUANTA SERVICES | D | 2017-04-03 | 2022-08-16 | $10,727 | $2,735 | $7,992 | $7,992 |
| 200 SH JD.COM | D | 2016-06-17 | 2022-05-31 | $11,267 | $4,025 | $7,242 | $7,242 |
| 269 SH KANSAS CIT 0MERGER | D | 2020-03-12 | 2021-12-17 | $24,210 | $795 | $23,415 | $23,415 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $74,776 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,941 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,214 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,214 | SubtotalAmt |
| Tax Based On Investment Income | $1,214 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,463 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,463 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $1,463 | OriginalReturnTaxPaidAmt |
| Es Penalty | $4 | EsPenaltyAmt |
| Overpayment | $245 | OverpaymentAmt |
| Applied To ES Tax | $245 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BAU-GWEI JENNIFER LEE | IndividualWithBooksNm |
| Phone | 4089059807 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19970 SCOTLAND DRIVE | AddressLine1Txt |
| City | SARATOGA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95070 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JEFFREY LEE | ||||||
| 19970 SCOTLAND DR | SARATOGA | CA | 95070 | CEO | 010.00 | $0 |
| BAU-GWEI JENNIFER LEE | ||||||
| 19970 SCOTLAND DR | SARATOGA | CA | 95070 | SECRETARY | 010.00 | $7,700 |
| MATTHEW C LEE | ||||||
| 19970 SCOTLAND DRIVE | SARATOGA | CA | 95070 | DIRECTOR | 002.00 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $2,016,329 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,152 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,046,481 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,046,481 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,697 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,015,784 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $100,789 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $100,789 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,214 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,214 | TotalTaxAmt |
| Distributable Before Adj | $99,575 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $99,575 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $99,575 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $85,484 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $85,484 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $99,575 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $32,407 | UndistributedIncomePYAmt |
| Qualifying Distributions | $85,484 | QualifyingDistributionsAmt |
| Applied To Year1 | $32,407 | AppliedToYear1Amt |
| Applied To Current Year | $53,077 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $46,498 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JEFFREY LEE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| Alternatives Pregnancy Center | ||||||||||
| 1111 HOWE AVE STE 610 | SACRAMENTO | CA | 95825 | NONE | NC | CHARITABLE | $500 | |||
| AMAZING LOVE INC | ||||||||||
| P O BOX 2431 | DANVILLE | CA | 94526 | NONE | NC | CHARITABLE | $100 | |||
| BETHEL GROVE BIBLE CHURCH | ||||||||||
| 1763 SLATERVILLE ROAD | ITHACA | NY | 14850 | NONE | NC | CHARITABLE | $2,000 | |||
| BIBLE STUDY FELLOWSHIP | ||||||||||
| 19001 HUEBNER ROAD | SAN ANTONIO | TX | 78258 | NONE | NC | CHARITABLE | $930 | |||
| CEFC Santa Barbara | ||||||||||
| 15 W CALLE CRESPIS | SANTA BARBARA | CA | 94975 | NONE | NC | CHARITABLE | $900 | |||
| Chinese Christian Mission | ||||||||||
| P O BOX 750759 | PETALUMA | CA | 94975 | NONE | NC | CHARITABLE | $100 | |||
| Chinese for Christ Berkeley Church | ||||||||||
| 2715 PRINCE STREET | BERKELEY | CA | 94705 | NONE | NC | CHARITABLE | $800 | |||
| Christian Encounter Ministries | ||||||||||
| P O BOX 1022 | GRASS VALLEY | CA | 95945 | NONE | NC | CHARITABLE | $500 | |||
| Cityteam Ministries | ||||||||||
| 2304 ZANKER ROAD | SAN JOSE | CA | 95131 | NONE | NC | CHARITABLE | $1,700 | |||
| Conservation Society of California-Oakland Zoo | ||||||||||
| P O BOX 5238 | IAJKABD | CA | 94605 | NONE | NC | CHARITABLE | $249 | |||
| Davis Chinese Christian Church | ||||||||||
| 536 ANDERSON ROAD | DAVIS | CA | 95616 | NONE | NC | CHARITABLE | $10,000 | |||
| Del Oro Caregiver Resource Center | ||||||||||
| 8421 AUDERSON ROAD | CITRUS HEIGHTS | CA | 95610 | NONE | NC | CHARITABLE | $1,000 | |||
| Gospel Community Church | ||||||||||
| 111 ERRETT CIR | SANTA CRUZ | CA | 95060 | NONE | NC | CHARITABLE | $930 | |||
| GraceCity | ||||||||||
| P O BOX 15131 | SACRANEBTI | CA | 95851 | NONE | NC | CHARITABLE | $500 | |||
| High Street Community Church | ||||||||||
| 850 HIGH STREET | SANTA CRUZ | CA | 95060 | NONE | NC | CHARITABLE | $6,520 | |||
| Hill Community Church | ||||||||||
| 24612 NARBONNE AVE | LOMITA | CA | 90717 | NONE | NC | CHARITABLE | $1,860 | |||
| Homeless Garden Project | ||||||||||
| P O BOX 617 | SANTA CRUZ | CA | 95061 | NONE | NC | CHARITABLE | $470 | |||
| International Mission Board | ||||||||||
| 3806 MONUMENT AVENUE | RICHMOND | VA | 23230 | NONE | NC | CHARITABLE | $1,000 | |||
| International Students Inc | ||||||||||
| P O BOX C | COLORADO SPRINGS | CO | 80901 | NONE | NC | CHARITABLE | $930 | |||
| InterVarsity Christian Fellowship | ||||||||||
| P O BOX 7895 | NADUSIB | WI | 53707 | NONE | NC | CHARITABLE | $500 | |||
| Ithaca Community Childcare Center (IC3) | ||||||||||
| 579 WARREN ROAD | ITHACA | NY | 14850 | NONE | NC | CHARITABLE | $2,000 | |||
| JEMSAACF | ||||||||||
| 948 E 2ND STREET | LOS ANGELES | CA | 90012 | NONE | NC | CHARITABLE | $1,200 | |||
| Living Water Film Ministry | ||||||||||
| NONE | NC | CHARITABLE | $1,200 | NO 51 ZIQIANG ROAD | NEW TAIPIE CITY | TW | ||||
| Messiah Lutheran Church | ||||||||||
| 801 HIGH STREET | SANTA CRUZ | CA | 95060 | NONE | NC | CHARITABLE | $1,400 | |||
| Moms in Prayer International | ||||||||||
| 13939 POWAY RD STE 3 | POWAY | CA | 92064 | NONE | NC | CHARITABLE | $930 | |||
| OMF INTERNATIONAL | ||||||||||
| 10 W DRY CREEK CIRCLE | LITTLETON | CO | 80120 | NONE | NC | CHARITABLE | $2,860 | |||
| Overseas Campus Ministries Inc | ||||||||||
| 1753 CABRILLO AVENUE | TORRANCE | CA | 90501 | NONE | NC | CHARITABLE | $800 | |||
| People International | ||||||||||
| P O BOX 3005 | VANCOUVER | WA | 98668 | NONE | NC | CHARITABLE | $2,000 | |||
| Redeemer Anglican Church | ||||||||||
| 115 S MORRISSEY AVE | SANTA CRUZ | CA | 95062 | NONE | NC | CHARITABLE | $930 | |||
| Shih-Lin Zion Church | ||||||||||
| NONE | NC | CHARITABLE | $1,200 | 3R FLOOR NO 94 FU-KWO RD | TAIPE CITY | TW | ||||
| Shukugawa Bible Church | ||||||||||
| NONE | NC | CHARITABLE | $1,200 | 7-12 AIOI-CHO | NISHINOMIYA CITY | JA | ||||
| TOUCH LIFE MISSION | ||||||||||
| P O BOX 5514 | DIAMOND BAR | CA | 91765 | NONE | NC | CHARITABLE | $500 | |||
| U C Santa Cruz Foundation | ||||||||||
| P O BOX 4400 | SAN FRANCISCO | CA | 94144 | NONE | NC | CHARITABLE | $4,000 | |||
| Vintage Faith Church | ||||||||||
| 350 MISSION STREET | SANTA CRUZ | CA | 95060 | NONE | NC | CHARITABLE | $1,860 | |||
| Westgate Community Bible Church | ||||||||||
| 1735 SARATOGA AVENUE | SAN JOSE | CA | 95129 | NONE | NC | CHARITABLE | $4,000 | |||
| Westminster Seminary California | ||||||||||
| 1725 BEAR VALLEY PARKWAY | ESCONDIDO | CA | 92027 | NONE | NC | CHARITABLE | $3,500 | |||
| World Christian Restaurant Ministries | ||||||||||
| 22274 MAIN STREEET | HAYWARD | CA | 94541 | NONE | NC | CHARITABLE | $800 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $61,869 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,184 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $24,562 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $74,776 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $100,522 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $100,522 | 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 |
Contributor Information ContributorInformationGrp (34 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| DAVID LEE | ||||||
| 1 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $2,957 | Yes (X) |
| DAVID LEE | ||||||
| 2 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $5,415 | Yes (X) |
| CHRISTINA LEE | ||||||
| 3 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $4,540 | Yes (X) |
| CHRISTINA LEE | ||||||
| 4 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $2,613 | Yes (X) |
| CHRISTINA LEE | ||||||
| 5 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $2,735 | Yes (X) |
| CHRISTINA LEE | ||||||
| 6 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $1,401 | Yes (X) |
| ANGELINE LEE | ||||||
| 7 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $4,089 | Yes (X) |
| ANGELINE LEE | ||||||
| 8 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $4,963 | Yes (X) |
| ANGELINE LEE | ||||||
| 9 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $2,904 | Yes (X) |
| JEFFREY LEE | ||||||
| 10 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $471 | Yes (X) |
| JEFFREY LEE | ||||||
| 11 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $1,762 | Yes (X) |
| JEFFREY LEE | ||||||
| 12 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $7,053 | Yes (X) |
| JEFFREY LEE | ||||||
| 13 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $5,441 | Yes (X) |
| JEFFREY LEE | ||||||
| 14 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $4,733 | Yes (X) |
| JEFFREY LEE | ||||||
| 15 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $4,454 | Yes (X) |
| JEFFREY LEE | ||||||
| 16 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $3,719 | Yes (X) |
| JEFFREY LEE | ||||||
| 17 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $2,264 | Yes (X) |
| JEFFREY LEE | ||||||
| 18 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $3,848 | Yes (X) |
| JEFFREY LEE | ||||||
| 19 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $3,078 | Yes (X) |
| JEFFREY LEE | ||||||
| 20 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $4,025 | Yes (X) |
| JEFFREY LEE | ||||||
| 21 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $1,750 | Yes (X) |
| JEFFREY LEE | ||||||
| 22 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $5,799 | Yes (X) |
| JEFFREY LEE | ||||||
| 23 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $4,129 | Yes (X) |
| JEFFREY LEE | ||||||
| 24 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $4,529 | Yes (X) |
| JEFFREY LEE | ||||||
| 25 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $4,489 | Yes (X) |
| JEFFREY LEE | ||||||
| 26 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $3,510 | Yes (X) |
| JEFFREY LEE | ||||||
| 27 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $8,966 | Yes (X) |
| JEFFREY LEE | ||||||
| 28 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $4,366 | Yes (X) |
| JENSINE LEE | ||||||
| 29 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $483 | Yes (X) |
| JENSINE LEE | ||||||
| 30 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $1,247 | Yes (X) |
| JEFFREY LEE | ||||||
| 31 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $5,906 | Yes (X) |
| JEFFREY LEE | ||||||
| 32 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $3,460 | Yes (X) |
| JEFFREY LEE | ||||||
| 33 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $7,044 | Yes (X) |
| JEFFREY LEE | ||||||
| 34 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $3,944 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (34 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 100 SH JD COM STOCK | $7,805 | 2021-12-13 |
| 2 | 50 SH KANSAS CITY SOUTHERN | $14,680 | 2021-12-13 |
| 3 | 200 SH ISHARE CORE SP | $22,284 | 2021-12-21 |
| 4 | 24 SH CIGNA CORE | $5,286 | 2021-12-21 |
| 5 | 75 SH QUANTA SERVICES INC | $8,312 | 2021-12-21 |
| 6 | 60 SH UNION PACIFIC CORP | $14,533 | 2021-12-21 |
| 7 | 60 SH ALBEMARLE CORP | $14,928 | 2021-12-13 |
| 8 | 25 SH KANSAS CITY SOUTHERN | $7,340 | 2021-12-13 |
| 9 | 25 SH KANSAS CITY SOUTHERN | $7,340 | 2021-12-13 |
| 10 | 10 SH BIOGEN INC | $2,324 | 2021-12-09 |
| 11 | 40 SH BIOGEN INC | $9,297 | 2021-12-09 |
| 12 | 30 BLACKROCK INC | $27,572 | 2021-12-09 |
| 13 | 200 SH CONTINENTAL RES INC | $9,156 | 2021-12-09 |
| 14 | 100 SH EAST WEST BANCOPR INC | $7,841 | 2021-12-09 |
| 15 | 200 SH GILEAD SCIENCES INC | $14,060 | 2021-12-09 |
| 16 | 50 SH HOME DEPOT INC | $20,567 | 2021-12-09 |
| 17 | 75 SH HOMEYWELL INTERNATIONAL INC | $15,450 | 2021-12-09 |
| 18 | 100 SH INTERCONTINENTAL EXCHANGE INC | $13,460 | 2021-12-09 |
| 19 | 50 SH INTUIT INC | $33,275 | 2021-12-09 |
| 20 | 200 SH JD.COM | $15,914 | 2021-12-09 |
| 21 | 75 KANSAS CITY SOUTHERN | $22,285 | 2021-12-09 |
| 22 | 50 SH KANSAS CITY SOUTHERN | $14,857 | 2021-12-09 |
| 23 | 100 SH MAGNA INTL CIN | $7,930 | 2021-12-09 |
| 24 | 200 MORGAN STANLEY | $20,116 | 2021-12-09 |
| 25 | 300 SH NICE LTD ADR | $9,024 | 2021-12-09 |
| 26 | 100 SH QUALCOMM INC | $18,226 | 2021-12-09 |
| 27 | 100 SH QUALCOMM INC | $18,226 | 2021-12-09 |
| 28 | 75 SH RESMED INC | $19,842 | 2021-12-09 |
| 29 | 100 SH CSX CORP | $3,217 | 2022-11-29 |
| 30 | 40 SH UNION PAC CORP | $8,511 | 2022-11-29 |
| 31 | 40 SH QUEST DIAGNOSTICS INC | $10,325 | 2022-11-29 |
| 32 | 100 SH FREEPORT-MCMORAN INC | $3,751 | 2022-11-29 |
| 33 | 150 SH LOWES COMPANIES INC | $31,883 | 2022-11-29 |
| 34 | 40 SH QUEST DIAGNOSTICS INC | $6,073 | 2022-11-29 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,800 | Amt |
| Net Investment Income | $200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,800 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (76 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 50 shares of BUNGE LIMITED COM STK | $3,322 | $5,242 |
| 80 shares of LINDE PLC COM EUR | $13,051 | $26,918 |
| 125 shares of MEDTRONIC PLC US | $11,176 | $9,880 |
| 200 shares of ABBOTT LABORATORIES | $8,345 | $21,516 |
| 175 shares of ABBVIE INC COM | $17,892 | $28,207 |
| 50 shares of ADOBE SYSTEMS | $22,943 | $17,247 |
| 100 shares of AIR PROD CHEMICAL | $6,243 | $31,016 |
| 60 shares of ALBEMARLE CORP | $4,089 | $16,679 |
| 5 shares of ALIGN TECHNOLOGY | $961 | $983 |
| 800 shares of ALPHABET INC | $10,365 | $81,160 |
| 25 shares of AMGEN INC | $5,922 | $7,160 |
| 100 shares of ANALOG DEVICE INC | $8,809 | $17,191 |
| 2960 shares of APPLE INC | $30,648 | $438,169 |
| 100 shares of APPLIED MATERIALS INC | $5,906 | $10,960 |
| 320 shares of BANK OF AMERICA | $5,507 | $12,112 |
| 130 shares of BIOGEN INC | $15,801 | $39,672 |
| 30 shares of BLACKROCK INC | $7,053 | $21,480 |
| 160 shares of BOEING | $11,960 | $28,621 |
| 100 shares of BRISTOL MYERS SQUIBB | $6,004 | $8,028 |
| 200 shares of CF INDS HLDGS | $5,699 | $21,638 |
| 55 shares of CIGNA CORP | $8,233 | $18,089 |
| 400 shares of CSX CORP | $2,394 | $13,076 |
| 200 shares of CANADIAN PACIFIC RAILWAY | $21,065 | $63,480 |
| 150 shares of CARRIER GLOBAL CORPORATION | $1,235 | $6,648 |
| 50 shares of CHEVRON CORP | $6,001 | $9,166 |
| 1300 shares of CISCO | $19,101 | $64,636 |
| 33 shares of CORTEVA INC | $833 | $2,216 |
| 130 shares of COSTOC WHOLESALE | $5,225 | $70,103 |
| 50 shares of DIAGEO ADR EACH PEPR | $7,040 | $9,328 |
| 125 shares of DR REDDYS LABS LTD | $7,285 | $7,039 |
| 100 shares of DOLLAR GEN CORP | $17,875 | $25,569 |
| 300 shares of EAST WEST BANCORP | $13,185 | $21,063 |
| 60 shares of META PLATFORMS INC | $6,145 | $7,086 |
| 25 shares of FEDEX CORP | $4,827 | $4,556 |
| 150 shares of FIRST REP BK SAN FRANCISCO | $10,048 | $19,142 |
| 400 shares of FREEPORT MCMORAN INC | $8,310 | $15,920 |
| 450 shares of GILEAD SCIENCES INC | $10,025 | $39,524 |
| 50 shares of HOME DEPOT INC | $3,719 | $16,200 |
| 75 shares of HONEYWELL INTERNATIONSL | $2,264 | $16,466 |
| 75 shares of ILLINOIS TOOL WORK | $3,577 | $17,060 |
| 300 shares of INTEL CORP | $6,850 | $9,021 |
| 100 shares of INTERCONTINENTAL EXCHANGE | $3,848 | $10,831 |
| 55 shares of INTUIT INC | $4,289 | $22,417 |
| 100 shares of JPMORGAN CHASE | $2,669 | $13,818 |
| 30 shares of JOHNSON JOHNSON | $4,022 | $5,340 |
| 50 shares of VMH MOET HENNESSY | $7,651 | $7,592 |
| 300 shares of LOWES COS INC | $21,679 | $63,765 |
| 300 shares of MAGNA INTIL INC | $11,565 | $18,477 |
| 100 shares of MARATHON PETROLEUM | $1,234 | $12,181 |
| 150 shares of MASTERCARD | $2,513 | $53,460 |
| 215 shares of MATCH GROUP INC | $5,061 | $10,870 |
| 11 shares of MERCADOLIBRE | $12,056 | $10,241 |
| 150 shares of MONDELEZ INTL | $6,600 | $10,142 |
| 200 shares of MORGAN STANLEY COM | $4,529 | $18,614 |
| 150 shares of NASDAQ INC | $1,546 | $10,269 |
| 30 shares of NICE LTD ADR-EACH CNV | $4,489 | $5,825 |
| 30 shares of NORFOLK SOUTHERN CRP | $4,211 | $7,695 |
| 160 shares of NVIDIA CORP | $9,612 | $27,077 |
| 200 shares of ORACLE CORP | $3,833 | $16,606 |
| 300 shares of PULTEGROUP INC | $8,810 | $13,434 |
| 100 shares of QORVON IN COM | $6,839 | $9,925 |
| 550 shares of QUALCOMN | $26,164 | $69,570 |
| 75 shares of QUANTA SERVICES | $2,662 | $11,241 |
| 40 shares of QUEST DIAGNOSTICS INC | $3,944 | $6,073 |
| 850 shares of RAYTHEON | $20,977 | $83,912 |
| 175 shares of RESMED INC | $10,185 | $40,285 |
| 100 shares of SCHLUMBERGER LIMITED | $8,441 | $5,155 |
| 100 shares of SCHWAB CHARLES | $1,775 | $8,254 |
| 240 shares of SHOPIFY INC | $21,235 | $9,811 |
| 170 shares of THERMO FISHER SCIENTIFIC | $5,992 | $95,237 |
| 4 shares of TWILLO | $368 | $196 |
| 200 shares of UNLIEVER | $8,874 | $10,076 |
| 100 shares of UNION PAC CORP | $2,648 | $21,743 |
| 100 shares of V F CORP COM | $6,093 | $3,282 |
| 100 shares of VALERO ENERGY CORP | $9,383 | $13,362 |
| 35 shares of VISA | $7,822 | $7,591 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $260 | $260 | $260 |
| FILING FEE | $75 | $75 | |
| OFFICE EXPENSE | $213 | $213 | |
| BANK FEE | $55 | $55 | $55 |
| OTHER FEE | $12 | $12 | $12 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEE | CategoryTxt |
| Amt | $11,545 | Amt |
| Net Investment Income | $11,545 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,545 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAX | CategoryTxt |
| Amt | $1,121 | Amt |
| Net Investment Income | $1,121 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,121 | DisbursementsCharitablePrpsAmt |