BEULAH LAND FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BEULAH LAND FOUNDATION (EIN 46-1547494)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2025-07-15
- IRS object ID
- 202531969349101068
- Schema version
- 2023v6.0
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-15T03:12:19-00:00 | ReturnTs |
| Tax Period End | 2024-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 474122711 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Your Network Solution Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33027 Garfinkle Street | AddressLine1Txt |
| City | Union City | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94587 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-12-01 | 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 | 4088688306 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO 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 | 4088688306 | PhoneNum |
| Signature | 2025-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Steven Wu CPA | PreparerPersonNm |
| PTIN | P01737165 | PTIN |
| Phone | 5103770795 | PhoneNum |
| Preparation | 2025-07-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,976,569 | 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 | $26,583 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,645 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,645 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $30,799 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,799 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $81,680 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $99,342 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $81,680 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $141,707 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $115,124 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $8,840 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $8,840 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $660 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,640 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,450 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,450 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,867 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $111 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,026 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $477 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $477 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,934 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,221 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,983 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $93,236 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $93,236 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $121,170 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,221 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $105,219 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $20,537 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $99,903 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,544 | CashBOYAmt |
| Cash EOY | $14,791 | CashEOYAmt |
| Cash EOYFMV | $14,791 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $77,609 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $84,933 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $84,933 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $567,733 | CorporateStockBOYAmt |
| Corporate Stock EOY | $576,656 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,876,845 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $655,886 | TotalAssetsBOYAmt |
| Total Assets EOY | $676,380 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,976,569 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $72 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $20 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $251 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $260 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $323 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $280 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $655,563 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $676,100 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $655,563 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $676,100 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $655,886 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $676,380 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $655,563 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $20,537 | ExcessRevenueOverExpensesAmt |
| Subtotal | $676,100 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $676,100 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 152 sh. AAPL | D | 2013-10-04 | 2024-01-24 | $29,590 | $2,627 | $26,963 | $26,963 |
| 150 sh. AAPL | D | 2013-10-04 | 2024-10-24 | $34,554 | $2,592 | $31,962 | $31,962 |
| 35 sh. AMAT | D | 2020-01-27 | 2024-04-25 | $6,838 | $2,067 | $4,771 | $4,771 |
| 50 sh. LNG | D | 2017-02-16 | 2024-04-25 | $7,989 | $2,348 | $5,641 | $5,641 |
| 1 sh. MELI | D | 2020-03-31 | 2024-08-12 | $1,896 | $490 | $1,406 | $1,406 |
| 4 sh. MELI | D | 2022-03-25 | 2024-08-12 | $7,583 | $4,627 | $2,956 | $2,956 |
| 50 sh. RMD | D | 2016-11-23 | 2024-04-26 | $10,892 | $2,911 | $7,981 | $7,981 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $81,680 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,389 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,389 | SubtotalAmt |
| Tax Based On Investment Income | $1,389 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,314 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $680 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,994 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $1,994 | OriginalReturnTaxPaidAmt |
| Overpayment | $605 | OverpaymentAmt |
| Applied To ES Tax | $605 | AppliedToESTaxAmt |
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 |
| 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 |
| 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 |
| 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 Drive | Saratoga | CA | 95070 | CEO | 002.00 | $0 |
| Bau-Gwei Jennifer Lee | ||||||
| 19970 Scotland Drive | Saratoga | CA | 95070 | Secretary | 005.00 | $8,840 |
| Matthew Lee | ||||||
| 19970 Scotland Drive | Saratoga | CA | 95070 | Director | 002.00 | $0 |
| 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 | 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 | $2,473,928 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $78,082 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,552,010 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,552,010 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,280 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,513,730 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $125,687 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $125,687 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,389 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,389 | TotalTaxAmt |
| Distributable Before Adj | $124,298 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $124,298 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $124,298 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $105,219 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $105,219 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $124,298 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $55,334 | UndistributedIncomePYAmt |
| Qualifying Distributions | $105,219 | QualifyingDistributionsAmt |
| Applied To Year1 | $55,334 | AppliedToYear1Amt |
| Applied To Current Year | $49,885 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $74,413 | 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 (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| Amazing Love Inc | ||||||||||
| PO Box 2431 | Danville | CA | 94526 | NC | Charitable | $100 | ||||
| Because of Hope | ||||||||||
| PO Box 30995 | Santa Barbara | CA | 93130 | NC | Charitable | $1,000 | ||||
| Bethel Grove Bible Church | ||||||||||
| 1763 Slaterville Rd | Ithaca | NY | 14850 | NC | Charitable | $15,000 | ||||
| Bible Study Fellowship | ||||||||||
| 19001 Huebner Road | San Antonio | TX | 78258 | NC | Charitable | $250 | ||||
| Campus Evangelical Fellowship | ||||||||||
| 365 Du Pahze St | Naperville | IL | 60565 | NC | Charitable | $100 | ||||
| China Logos Theological Seminary | ||||||||||
| NC | Charitable | $5,000 | 192 Galhyeon-ro | Seoul | KS | |||||
| Chinese Evangelical Free Church of Santa Barbara (CEFC Santa Barbara) | ||||||||||
| 15 W Calle Crespis | Santa Barbara | CA | 93105 | NC | Charitable | $300 | ||||
| Chinese Christian Mission | ||||||||||
| PO Box 750759 | Petaluma | CA | 94975 | NC | Charitable | $100 | ||||
| Chinese for Christ Berkeley Church | ||||||||||
| 2715 Prince Street | Berkeley | CA | 94705 | NC | Charitable | $800 | ||||
| Chinese for Christ Church of San Jose | ||||||||||
| 4291 Williams Road | San Jose | CA | 95129 | NC | Charitable | $4,000 | ||||
| Christian Encounter Ministries | ||||||||||
| PO Box 1022 | Grass Valley | CA | 95945 | NC | Charitable | $500 | ||||
| Cityteam Ministries | ||||||||||
| 2304 Zanker Road | San Jose | CA | 95131 | NC | Charitable | $1,600 | ||||
| Conservation Society of California-Oakland Zoo | ||||||||||
| PO Box 5238 | Oakland | CA | 94605 | NC | Charitable | $256 | ||||
| Davis Chinese Christian Church | ||||||||||
| 536 Anderson Road | Davis | CA | 95616 | NC | Charitable | $10,000 | ||||
| Del Oro Caregiver Resource Center | ||||||||||
| 8421 Auburn Blvd Suite 265 | Citrus Heights | CA | 95610 | NC | Charitable | $500 | ||||
| Evangelical for Disabilities | ||||||||||
| 1153 Yarwood Ct | San Jose | CA | 95128 | NC | Charitable | $800 | ||||
| Friends of Grace | ||||||||||
| 415 Chapman Ave | Placentia | CA | 92870 | NC | Charitable | $500 | ||||
| Gospel Community Church | ||||||||||
| PO Box 1167 | Santa Cruz | CA | 95061 | NC | Charitable | $200 | ||||
| High Street Community Church | ||||||||||
| 850 High Street | Santa Cruz | CA | 95060 | NC | Charitable | $11,630 | ||||
| Hill Community Church | ||||||||||
| 24612 Narbonne Ave | Lomita | CA | 90717 | NC | Charitable | $200 | ||||
| International Mission Board | ||||||||||
| 3806 Monument Avenue | Richmond | VA | 23230 | NC | Charitable | $1,000 | ||||
| International Students Inc | ||||||||||
| PO Box C | Colorado Springs | CO | 80901 | NC | Charitable | $1,700 | ||||
| InterVarsity Christian Fellowship | ||||||||||
| PO Box 7895 | Madison | WI | 53707 | NC | Charitable | $500 | ||||
| JEMSAACF | ||||||||||
| 948 E 2nd Street | Los Angeles | CA | 90012 | NC | Charitable | $1,200 | ||||
| Living Water Film Ministry | ||||||||||
| NC | Charitable | $1,200 | No 51 Ziqiang Road | New Taipei City | TW | 251 | ||||
| Messiah Lutheran Church | ||||||||||
| 801 HIGH St | Santa Cruz | CA | 95060 | NC | Charitable | $400 | ||||
| OMF International | ||||||||||
| 10 W Dry Creek Circle | Littleton | CO | 80120 | NC | Charitable | $1,000 | ||||
| People International | ||||||||||
| PO Box 3005 | Vancouver | WA | 98668 | NC | Charitable | $1,500 | ||||
| Sacred Heart Community Service | ||||||||||
| 1381 S First Street | San Jose | CA | 95110 | NC | Charitable | $1,000 | ||||
| Shih-Lin Zion Church | ||||||||||
| NC | Charitable | $1,200 | 3rd floor No 94 Fu-Kwo Road | Taipei City | TW | 111 | ||||
| Shukugawa Bible Church | ||||||||||
| NC | Charitable | $4,200 | 7-12 Aioi-cho | Nishinomiya City | JA | |||||
| U C Santa Cruz Foundation | ||||||||||
| PO Box 44000 | San Francisco | CA | 94144 | NC | Charitable | $12,000 | ||||
| Westgate Community Bible Church | ||||||||||
| 1735 Saratoga Avenue | San Jose | CA | 95129 | NC | Charitable | $8,000 | ||||
| Westminster Seminary California | ||||||||||
| 1725 Bear Valley Parkway | Escondido | CA | 92027 | NC | Charitable | $3,700 | ||||
| World Christian Restaurant Ministries | ||||||||||
| 22274 Main St | Hayward | CA | 94541 | NC | Charitable | $800 | ||||
| Wycliffe Bible Translators | ||||||||||
| PO Box 628200 | Orlando | FL | 32862 | NC | Charitable | $1,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $93,236 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,645 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,799 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $81,680 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $115,124 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $115,124 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| Jensine Ho | ||||||
| 1 | 669 Flamenco Place | Davis | CA | 95616 | $203 | Yes (X) |
| Christina Yu | ||||||
| 2 | 127 Simsbury Drive | Ithaca | NY | 14850 | $4,610 | Yes (X) |
| David Lee | ||||||
| 3 | 217 Fridley Drive | Santa Cruz | CA | 95060 | $5,408 | Yes (X) |
| Jeffrey Lee | ||||||
| 4 | 19970 Scotland Drive | Saratoga | CA | 95070 | $16,362 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 62 sh. AAPL | $203 | 2023-12-04 |
| 2 | 10 sh. REGN | $4,610 | 2023-10-04 |
| 3 | 50 sh. LNG 30 sh. JPM 25 sh. TMO | $5,408 | 2024-10-25 |
| 4 | 50 sh. LNG 100 sh. EWBC 610 sh. NVDA 50 sh. SAP 75 sh. SAP | $16,362 | 2024-10-29 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $2,300 | Amt |
| Net Investment Income | $660 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,640 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (69 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 200 shares of ABBOTT LABORATORIESABT | $8,345 | $23,754 |
| 175 shares of ABBVIE INC COM USD0.01ABBV | $17,892 | $32,013 |
| 50 shares of ADOBE INC COM ADBE | $22,943 | $25,797 |
| 100 shares of AIR PRODUCTS AND CHEMICALS INCAPD | $6,243 | $33,433 |
| 60 shares of ALBEMARLE CORP COM USD0.01ALB | $4,089 | $6,462 |
| 100 shares of ALPHABET INC CAP STK CL AGOOGL | $1,295 | $16,895 |
| 800 shares of ALPHABET INC CAP STK CL CGOOG | $10,365 | $136,392 |
| 25 shares of AMGEN INC AMGN | $5,922 | $7,072 |
| 100 shares of ANALOG DEVICES INC COM USD0.16 2/3 ADI | $8,809 | $21,805 |
| 2720 shares of APPLE INC AAPL | $25,632 | $645,538 |
| 40 shares of APPLIED MATERIALS INC COM USD0.01 AMAT | $2,363 | $6,988 |
| 320 shares of BANK AMERICA CORP COMBAC | $5,507 | $15,203 |
| 130 shares of BIOGEN INC COM USD0.0005BIIB | $15,801 | $20,882 |
| 30 shares of BLACKROCK INC COM BLK | $7,053 | $30,684 |
| 135 shares of BOEING CO BA | $9,925 | $20,984 |
| 100 shares of BRISTOL-MYERS SQUIBB CO COMBMY | $6,004 | $5,922 |
| 50 shares of BUNGE GLOBAL SA COM USD0.01BG | $3,322 | $4,487 |
| 550 shares of CANADIAN PAC KANS CITY LTD | $10,582 | $42,125 |
| 350 shares of CARRIER GLOBAL CORPORATION COM | $2,904 | $27,080 |
| 200 shares of CF INDUSTRIES HOLDINGS INC COM USD0.01 CF | $5,699 | $17,932 |
| 100 shares of CHENIERE ENERGY INC COM USD0.003 | $5,511 | $22,401 |
| 50 shares of CHEVRON CORP NEW COMCVX | $6,001 | $8,097 |
| 1300 shares of CISCO SYSTEMS INC CSCO | $19,964 | $76,973 |
| 33 shares of CORTEVA INC COM CTVA | $833 | $2,054 |
| 130 shares of COSTCO WHOLESALE CORP COM USD0.01 | $5,225 | $126,344 |
| 400 shares of CSX CORP COM USD1 CSX | $2,394 | $14,620 |
| 50 shares of DIAGEO ADR REP 4 ORDDEO | $7,040 | $5,968 |
| 100 shares of DOLLAR GEN CORP NEW COMDG | $17,875 | $7,727 |
| 70 shares of DR HORTON INC COM STK USD0.01DHI | $3,111 | $11,815 |
| 400 shares of EAST WEST BANCORP INCEWBC | $17,123 | $43,872 |
| 400 shares of FREEPORT-MCMORAN INC COM USD0.10 | $8,310 | $17,680 |
| 450 shares of GILEAD SCIENCES INC COM USD0.001GILD | $10,025 | $41,661 |
| 50 shares of HOME DEPOT INC HD | $3,719 | $21,457 |
| 75 shares of HONEYWELL INTERNATIONAL INC | $2,264 | $17,470 |
| 75 shares of ILLINOIS TOOL WORKS INC COM USD0.01 | $3,577 | $20,814 |
| 300 shares of INTEL CORP COM USD0.001INTC | $6,850 | $7,215 |
| 100 shares of INTERCONTINENTAL EXCHANGE INC COM | $3,848 | $16,096 |
| 55 shares of INTUIT INC INTU | $4,289 | $35,295 |
| 30 shares of JOHNSON JOHNSON COM USD1.00JNJ | $4,022 | $4,650 |
| 130 shares of JPMORGAN CHASE CO. COMJPM | $3,553 | $32,464 |
| 130 shares of LINDE PLC COM EUR0.001LIN | $21,223 | $59,929 |
| 300 shares of LOWES COMPANIES INC COM USD0.50 | $21,679 | $81,729 |
| 50 shares of LVMH MOET HENNESSY LOUIS VUITTON ADR LVMUY | $7,651 | $6,215 |
| 150 shares of MASTERCARD INCORPORATED CL AMA | $2,513 | $79,941 |
| 125 shares of MEDTRONIC PLC MDT | $11,176 | $10,818 |
| 60 shares of META PLATFORMS INC CLASS A COMMON STOCK META | $6,145 | $34,459 |
| 150 shares of MONDELEZ INTL INC COM NPV MDLZ | $6,600 | $9,743 |
| 200 shares of MORGAN STANLEY COM USD0.01MS | $4,529 | $26,322 |
| 150 shares of NASDAQ INC COM STKNDAQ | $1,546 | $12,449 |
| 30 shares of NICE LTD ADR-EACH CNV INTO 1 ORD ILS1 | $4,489 | $5,473 |
| 30 shares of NORFOLK SOUTHN CORP COMNSC | $4,211 | $8,276 |
| 2210 shares of NVIDIA CORPORATION COMNVDA | $11,884 | $305,533 |
| 400 shares of ORACLE CORP ORCL | $7,994 | $73,936 |
| 100 shares of QORVO INC QRVO | $6,839 | $6,905 |
| 550 shares of QUALCOMM INC QCOM | $25,330 | $87,192 |
| 40 shares of QUEST DIAGNOSTICS INC COM USD0.01 | $3,944 | $6,506 |
| 10 shares of REGENERON PHARMACEUTICALS INC | $4,610 | $7,502 |
| 125 shares of RESMED INC RMD | $7,274 | $31,128 |
| 850 shares of RTX CORPORATION COM USD1.00RTX | $20,977 | $103,556 |
| 125 shares of SAP ADR REP 1 ORDSAP | $7,804 | $29,700 |
| 240 shares of SHOPIFY INC COM NPV CL A | $21,235 | $27,744 |
| 55 shares of THE CIGNA GROUP COM CI | $8,233 | $18,579 |
| 195 shares of THERMO FISHER SCIENTIFIC INC TMO | $7,353 | $103,278 |
| 4 shares of TWILIO INC CL A TWLO | $368 | $418 |
| 200 shares of UNILEVER PLC SPON ADR NEWUL | $8,874 | $11,968 |
| 100 shares of UNION PAC CORP COMUNP | $2,648 | $24,466 |
| 100 shares of V F CORP COM NPV VFC | $6,093 | $2,023 |
| 100 shares of VALERO ENERGY CORP COM VLO | $9,383 | $13,908 |
| 35 shares of VISA INC V | $7,822 | $11,028 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Postage fees | $2 | $2 |
| Processing fees | $52 | $52 |
| Renewal fees | $20 | $20 |
| Office expense | $353 | $353 |
| Filing fees | $50 | $50 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Payroll tax payable | Desc |
| BOY Book Value | $251 | BOYBookValueAmt |
| EOY Book Value | $260 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Advisor fees | CategoryTxt |
| Amt | $14,450 | Amt |
| Net Investment Income | $14,450 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Excise tax | $730 | ||
| Payroll tax | $1,026 | $1,026 | |
| Foreign income tax | $111 | $111 |