BEULAH LAND FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BEULAH LAND FOUNDATION (EIN 46-1547494)
- Tax period
- 2020-12-01 to 2021-11-30
- Filed
- 2022-07-19
- IRS object ID
- 202232009349100118
- Schema version
- 2020v4.2
- 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 | 2022-07-19T01:38:03-00:00 | ReturnTs |
| Tax Period End | 2021-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2020-12-01 | 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 |
| Signature | 2022-07-19 | SignatureDt |
| Discuss With Paid Preparer | false | 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 | 2022-07-19 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,876,293 | 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 | $37,925 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $19,292 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,292 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $72,751 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $120,043 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $72,751 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $129,968 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $92,043 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,350 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,976 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,976 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $8,976 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,212 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,202 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,212 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $187 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $91 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $187 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,725 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,769 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,725 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $56,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $56,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $68,675 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,769 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $68,675 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $61,293 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $81,274 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $23,037 | CashBOYAmt |
| Cash EOY | $13,415 | CashEOYAmt |
| Cash EOYFMV | $13,415 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $20,429 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,858 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,858 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $412,436 | CorporateStockBOYAmt |
| Corporate Stock EOY | $500,922 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,860,020 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $455,902 | TotalAssetsBOYAmt |
| Total Assets EOY | $517,195 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,876,293 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $455,902 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $517,195 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $455,902 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $517,195 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $455,902 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $517,195 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $455,902 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $61,293 | ExcessRevenueOverExpensesAmt |
| Subtotal | $517,195 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $517,195 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 40 SH ALEXION PHARMACEUTICALS | D | 2016-11-17 | 2020-12-16 | $6,298 | $4,904 | $1,394 | $1,394 |
| 45 SH ALBEMARLE | D | 2018-01-16 | 2020-12-28 | $6,748 | $5,808 | $940 | $940 |
| 80 SH BAIDU | D | 2009-10-27 | 2020-12-14 | $12,683 | $3,073 | $9,610 | $9,610 |
| 6 SH ETESY | D | 2019-11-08 | 2021-01-25 | $1,288 | $252 | $1,036 | $1,036 |
| 50 SH SVB FINANCIAL | D | 2019-03-21 | 2021-03-03 | $26,564 | $11,629 | $14,935 | $14,935 |
| 100 SH MASTERCARD | D | 2009-06-05 | 2021-03-11 | $37,819 | $1,676 | $36,143 | $36,143 |
| 150 SH ALBEMARLE | D | 2018-09-27 | 2021-05-07 | $24,942 | $16,578 | $8,364 | $8,364 |
| 100 SH CONTINENTAL RES | D | 2019-09-19 | 2021-08-12 | $3,701 | $3,372 | $329 | $329 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $72,751 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,130 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,130 | SubtotalAmt |
| Tax Based On Investment Income | $1,130 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,462 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,462 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $1,462 | OriginalReturnTaxPaidAmt |
| Overpayment | $332 | OverpaymentAmt |
| Applied To ES Tax | $332 | 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 |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | 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 | 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 | $0 |
| 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 | $1,647,989 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $37,265 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,685,254 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,685,254 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,279 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,659,975 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $82,999 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $82,999 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,130 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,130 | TotalTaxAmt |
| Distributable Before Adj | $81,869 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $81,869 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $81,869 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $68,675 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $68,675 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $68,675 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $81,869 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $19,213 | UndistributedIncomePYAmt |
| Qualifying Distributions | $68,675 | QualifyingDistributionsAmt |
| Applied To Year1 | $19,213 | AppliedToYear1Amt |
| Applied To Current Year | $49,462 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $32,407 | 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 (31 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 | 95828 | NONE | NC | GENERAL SUPPORT | $500 | |||
| AMAZING LOVE INC | ||||||||||
| P O BOX 2431 | DANVILLE | CA | 94525 | NONE | NC | GENERAL SUPPORT | $100 | |||
| BETHEL GROVE BIBLE CHURCH | ||||||||||
| 1763 SLATERVILLE RD | ITHACA | NY | 14850 | NONE | NC | GENERAL SUPPORT | $1,000 | |||
| BSF INTERNATIONAL | ||||||||||
| 19001 HUEBNER RD | SAN ANTONIO | TX | 78285 | NONE | NC | GENERAL SUPPORT | $750 | |||
| CHINESE EVANGELICAL FREE CHURCH OF SANTA BARBARA | ||||||||||
| 15 W CALLE CRESPIS | SANTA BARBARA | CA | 93105 | NONE | NC | GENERAL SUPPORT | $1,000 | |||
| CHINESE FOR CHRIST CHURCH BERKELEY | ||||||||||
| 2715 PRINCE STREET | BERKELEY | CA | 94705 | NONE | NC | GENERAL SUPPORT | $3,800 | |||
| CHINESE CHRISTIAN MISSION | ||||||||||
| P O BOX 750759 | PETALUMA | CA | 94975 | NONE | NC | GENERAL SUPPORT | $100 | |||
| CHRISTIAN ENCOUNTER MINISTRIES | ||||||||||
| P O BOX 1022 | GRASS SVALLEY | CA | 95945 | NONE | NC | GENERAL SUPPORT | $500 | |||
| CITYTEAM MINISTRIES | ||||||||||
| 2304 ZANKER ROAD | SAN JOSE | CA | 95131 | NONE | NC | GENERAL SUPPORT | $1,200 | |||
| COMMUNITY FAITH PARTNERSHIP INC | ||||||||||
| P O BOX 4774 | ITHACA | NY | 14852 | NONE | NC | GENERAL SUPPORT | $1,000 | |||
| DAVIS CHINESE CHRISTIAN CHURCH | ||||||||||
| 536 ANDEERSON ROAD | DAVIS | CA | 95616 | NONE | NC | GENERAL SUPPORT | $10,000 | |||
| DEL ORO CAREGTIVER RESOURCE CENTER | ||||||||||
| 8421 AUBURN BLVD SSTE 265 | CITRUS HEIGHTS | CA | 95610 | NONE | NC | GENERAL SUPPORT | $1,000 | |||
| GLORY AND WONDERS WORLD MISSION | ||||||||||
| 10116 ADRIANA AVENUE | CUPERTINO | CA | 95014 | NONE | NC | GENERAL SUPPORT | $2,000 | |||
| GOSPEL COMMUNITY CHURCH | ||||||||||
| 111 ERRETT CIR | SANTA CRUZ | CA | 95060 | NONE | NC | GENERAL SUPPORT | $1,500 | |||
| HIGH STREET COMMUNITY CHURCH | ||||||||||
| 850 HIGH STREET | SANTA CRUZ | CA | 95060 | NONE | NC | GENERAL SUPPORT | $9,000 | |||
| HILL COMMUNITY CHURCH | ||||||||||
| 80 W DAYTON STREET | PASADENA | CA | 91105 | NONE | NC | GENERAL SUPPORT | $2,300 | |||
| INTERNATIONAL MISSIN BOARD | ||||||||||
| 3806 MONUMENT AVENUE | RICHMOND | VA | 23230 | NONE | NC | GENERAL SUPPORT | $1,000 | |||
| INTERNATIONAL STUDENT SINC | ||||||||||
| P O BOX C | COLORADO SPRINGS | CO | 80901 | NONE | NC | GENERAL SUPPORT | $2,500 | |||
| INTERVARSITY CHRISTIAN FELLOWSHIP | ||||||||||
| P O BOX 7895 | MADISON | WI | 53707 | NONE | NC | GENERAL SUPPORT | $500 | |||
| JEMSAACF JAPANESE EVANGELICAL MISSIONARY SOCIETY | ||||||||||
| 948 E 2ND STREET | LOS ANGELES | CA | 90012 | NONE | NC | GENERAL SUPPORT | $1,200 | |||
| MESSIAH LUTHERAN CHURCH | ||||||||||
| 801 HIGH STREET | SANTA CRUZ | CA | 95060 | NONE | NC | GENERAL SUPPORT | $750 | |||
| OMF INTERNATIONAL | ||||||||||
| 10 W DRY CREEK CIRCLE | LITTLETON | CO | 80120 | NONE | NC | GENERAL SUPPORT | $2,500 | |||
| OVERSEAS CAMPUS MINISTRIES INC | ||||||||||
| 1753 CABRILLO AVENUE | TORRANCE | CA | 90501 | NONE | NC | GENERAL SUPPORT | $800 | |||
| PEOPLE INTERNATIONAL | ||||||||||
| P O BOX 3005 | VANCOUVER | WA | 98668 | NONE | NC | GENERAL SUPPORT | $2,000 | |||
| SHIH-LIN ZION CHURCH | ||||||||||
| NONE | NC | GENERAL SUPPORT | $1,200 | 3RD FL NO 94 FU-KWO RD SHIH LIN DIS | TAPEI CITY | TW | ||||
| SHUKUGAWA BIBLE CHURCH | ||||||||||
| NONE | NC | GENERAL SUPPORT | $1,000 | 7-12 AIOI CHO | NISHINOMIYA CITY | JA | ||||
| THE GRACE NETWORK | ||||||||||
| P O BOX 15131 | SACRAMENTO | CA | 95851 | NONE | NC | GENERAL SUPPORT | $500 | |||
| TOUGH LIFE MISSION | ||||||||||
| P O BOX 5514 | DIAMOND BAR | CA | 91765 | NONE | NC | GENERAL SUPPORT | $500 | |||
| U C SANTA CRUZ FOUNDATION | ||||||||||
| P O BOX 44000 | SAN FRANCISCO | CA | 94144 | NONE | NC | GENERAL SUPPORT | $4,000 | |||
| VINTAGE FAITH CHRUCH | ||||||||||
| 350 MISSION ST | SANTA CRUZ | CA | 95060 | NONE | NC | GENERAL SUPPORT | $750 | |||
| WESTAGE COMMUNITY BIBLE CHURCH | ||||||||||
| 1735 SARATOG AVENUE | SAN JOSE | CA | 95129 | NONE | NC | GENERAL SUPPORT | $2,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $56,950 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $19,292 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Related Or Exempt Function Incm | $72,751 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $92,043 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $92,043 | 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 (12 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| JEFFREY LEE | ||||||
| 1 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $5,061 | Yes (X) |
| JEFFREY LEE | ||||||
| 2 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $5,893 | Yes (X) |
| JEFFREY LEE | ||||||
| 3 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $5,736 | Yes (X) |
| JEFFREY LEE | ||||||
| 4 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $6,850 | Yes (X) |
| JEFFREY LEE | ||||||
| 5 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $2,256 | Yes (X) |
| JEFFREY LEE | ||||||
| 6 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $1,483 | Yes (X) |
| JENSINE HO | ||||||
| 7 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $795 | Yes (X) |
| JENSINE HO | ||||||
| 8 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $234 | Yes (X) |
| JENSINE HO | ||||||
| 9 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $2,662 | Yes (X) |
| DAVID LEE | ||||||
| 10 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $1,912 | Yes (X) |
| DAVID LEE | ||||||
| 11 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $1,775 | Yes (X) |
| DAVID LEE | ||||||
| 12 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $3,269 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (12 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 215 SH MATCH GROUP INC | $5,061 | 2020-12-15 |
| 2 | 25 SH SVB FINANCIAL GROUP | $5,893 | 2020-12-15 |
| 3 | 25 SH SVB FINANCIAL GROUP | $5,736 | 2020-12-15 |
| 4 | 300 SH INTEL CORP | $6,850 | 2020-12-15 |
| 5 | 50 SH AIR PROD CHEMICAL | $2,256 | 2020-12-15 |
| 6 | 45 SH THERMO FISHER SCIENTIFIC INC | $1,483 | 2020-12-15 |
| 7 | 34 SH KANSAS CITY SOUTHERN BOND | $795 | 2021-08-02 |
| 8 | 10 SH KANSAS CITY SOUTHERN BOND | $234 | 2021-11-09 |
| 9 | 75 SH QUANTA SERVICES | $2,662 | 2021-11-09 |
| 10 | 100 SH CSX CORP | $1,912 | 2020-12-10 |
| 11 | 100 SH SCHWAB CHARLES CORP | $1,775 | 2020-12-10 |
| 12 | 20 SH LINDE PLC COM EUR | $3,269 | 2020-12-10 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,350 | Amt |
| Net Investment Income | $500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,350 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (66 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 168 shares of ISHARES MUSIEEM | $3,249 | $8,205 |
| 150 shares of MASTERCARDMA | $2,513 | $47,238 |
| 200 shares of ORACLE CORPORCL | $3,833 | $18,148 |
| 2960 shares of APPLE INCAAPL | $30,648 | $489,288 |
| 200 shares of MAGNA INTIL INCMGA | $7,435 | $15,048 |
| 1300 shares of CISCO | $19,101 | $71,292 |
| 40 shares of GOOGLE INCGOOG | $10,365 | $113,962 |
| 75 shares of ILLINOIS TOOL WORKITW | $3,577 | $17,411 |
| 100 shares of JPMORGAN CHASEJPM | $2,669 | $15,883 |
| 100 shares of MARATHON PETROLEUMMPC | $1,234 | $6,085 |
| 100 shares of ALIBABA GROUP | $7,846 | $12,753 |
| 125 shares of DR REDDYS LABS LTDRDY | $7,285 | $7,805 |
| 250 shares of GILEAD SCIENCES INCGILD | $5,571 | $17,233 |
| 200 shares of UNLIEVER N VUN | $8,874 | $10,170 |
| 200 shares of EAST WEST BANCORP EWBC | $8,452 | $15,400 |
| 60 shares of FACEBOOK INC FB | $6,145 | $19,468 |
| 150 shares of FIRST REP BK SAN FRANCISCO FRC | $10,048 | $31,449 |
| 320 shares of BANK OF AMERICA BAC | $5,507 | $14,230 |
| 100 shares of AIR PROD CHEMICAL | $6,243 | $28,744 |
| 150 shares of LOWES COS INC | $14,635 | $36,689 |
| 50 shares of NASDAQ INC | $1,546 | $10,162 |
| 170 shares of THERMO FISHER SCIENTIFIC | $5,992 | $107,581 |
| 160 shares of BOEING | $11,960 | $31,656 |
| 130 shares of COSTCO WHOLESALE | $5,225 | $70,119 |
| 150 shares of CARRIER GLOBAL | $1,256 | $8,118 |
| 50 shares of BUNGE LIMITED COM STK | $3,322 | $4,328 |
| 175 shares of ABBOTT LABORATORIES | $8,345 | $25,154 |
| 25 shares of FEDEX CORP | $4,827 | $5,759 |
| 300 shares of FREEPORT MCMORAN INC | $4,851 | $11,124 |
| 100 shares of SCHLUMBERGER LIMITED | $8,441 | $2,868 |
| 100 shares of ANALOG DEVICES INC | $8,809 | $18,025 |
| 50 shares of DIAGEO ADR EACH REPR | $7,040 | $10,159 |
| 150 shares of MONDELEZ INTL | $6,600 | $8,841 |
| 30 shares of NORFOLK SOUTHERN | $4,211 | $7,958 |
| 130 shares of NVIDIA CORP | $9,612 | $52,282 |
| 300 shares of PUL TEGROUP INC | $8,810 | $15,009 |
| 100 shares of QORVO INC | $6,839 | $14,623 |
| 100 shares of VALERO ENERGY CORP | $9,383 | $6,694 |
| 100 shares of RESMED INC | $5,819 | $25,485 |
| 80 shares of BIOGEN INC | $13,568 | $18,859 |
| 50 shares of CHEVRON CORP | $6,001 | $5,644 |
| 33 shares of CORTEVA INC | $833 | $1,485 |
| 31 shares of CIGNA CORP | $5,620 | $5,949 |
| 30 shares of JOHNSON JOHNSON | $4,022 | $4,678 |
| 80 shares of LINDE PLC COM EUR | $13,050 | $25,451 |
| 125 shares of MEDTRONIC PLC US | $11,176 | $13,338 |
| 300 shares of RAYTHECON | $20,977 | $68,782 |
| 250 shares of CF INDS HLDGS | $7,125 | $15,148 |
| 5 shares of ALIGN TECHNOLOGY | $961 | $3,058 |
| 175 shares of ABBVIE INC | $17,892 | $20,174 |
| 1 shares of MERCADOLIBRE | $490 | $1,188 |
| 350 shares of QUALCOMN | $13,688 | $63,196 |
| 92 shares of TWILLO | $368 | $1,145 |
| 5 shares of INTUIT | $1,211 | $3,262 |
| 25 shares of AMGEN INC | $5,922 | $4,972 |
| 100 shares of BRISTOL-MYERS SQUIBB | $6,004 | $5,363 |
| 100 shares of CSX CPR | $1,912 | $10,398 |
| 100 shares of DOLLAR GEN CORP | $17,875 | $22,130 |
| 300 shares of INTEL CORP | $6,850 | $14,760 |
| 44 shares of KANSAS CITY SOUTHERN VALUE | $1,029 | $12,797 |
| 215 shares of MATCH GROUP INC | $5,061 | $27,948 |
| 75 shares of QUANTA SERVICES | $2,662 | $8,534 |
| 100 shares of SCHWAB CHARLES CORP | $1,775 | $7,739 |
| 14 shares of SHOPIFY INC | $15,967 | $21,302 |
| 35 shares of VISA | $7,822 | $6,782 |
| 50 shares of ADOBE SYSTEMS | $22,943 | $33,492 |
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 | $89 | $89 | $89 |
| FILING FEE | $25 | $25 | |
| POSTAGE | $44 | $44 | |
| BANK FEE | $27 | $27 | |
| OTHER FEE | $2 | $2 | $2 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEE | CategoryTxt |
| Amt | $8,976 | Amt |
| Net Investment Income | $8,976 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,976 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAX | CategoryTxt |
| Amt | $1,212 | Amt |
| Net Investment Income | $1,202 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,212 | DisbursementsCharitablePrpsAmt |