BEULAH LAND FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BEULAH LAND FOUNDATION (EIN 46-1547494)
- Tax period
- 2019-12-01 to 2020-11-30
- Filed
- 2021-07-10
- IRS object ID
- 202121939349100302
- Schema version
- 2019v5.1
- 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 | 2021-07-10T03:14:13-00:00 | ReturnTs |
| Tax Period End | 2020-11-30 | 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 | 2019-12-01 | 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 | 19970 SCOTLAND DRIVE | 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 | 2021-07-10 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Tsui Chin L Chien | PreparerPersonNm |
| Phone | 5104380829 | PhoneNum |
| Preparation | 2021-07-10 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,368,878 | 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 | $35,044 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $16,020 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,020 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39,570 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $80,323 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $39,570 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $90,640 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $55,596 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,345 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $495 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,345 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,438 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,438 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,438 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $887 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $887 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $887 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $296 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $155 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $296 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,966 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,975 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,966 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $31,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $31,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $40,266 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,975 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $40,266 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $50,374 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $47,621 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,710 | CashBOYAmt |
| Cash EOY | $23,037 | CashEOYAmt |
| Cash EOYFMV | $23,037 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,721 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,429 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,429 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $400,097 | CorporateStockBOYAmt |
| Corporate Stock EOY | $412,436 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,325,412 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $405,528 | TotalAssetsBOYAmt |
| Total Assets EOY | $455,902 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,368,878 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $405,528 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $455,902 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $405,528 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $455,902 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $405,528 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $455,902 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $405,528 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $50,374 | ExcessRevenueOverExpensesAmt |
| Subtotal | $455,902 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $455,902 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 100 SH ISHARES | D | 2004-04-22 | 2020-01-09 | $4,539 | $1,934 | $2,605 | $2,605 |
| 25 SH NETEASE | D | 2019-03-01 | 2020-02-24 | $8,567 | $5,431 | $3,136 | $3,136 |
| 30 SH APPLE | D | 2013-01-15 | 2020-02-11 | $9,677 | $2,084 | $7,593 | $7,593 |
| 150 SH CISCO | D | 2013-01-15 | 2020-02-11 | $7,394 | $1,669 | $5,725 | $5,725 |
| 50 SH DEERE | D | 2018-02-20 | 2020-02-21 | $8,946 | $8,216 | $730 | $730 |
| 0.147 SH RAYTHEON | D | 2008-01-10 | 2020-04-06 | $8 | $3 | $5 | $5 |
| 0.147 SH RAYTHEON | D | 2008-05-21 | 2020-04-06 | $8 | $3 | $5 | $5 |
| 0.148 SH RAYTHEON | D | 2012-01-27 | 2020-04-06 | $8 | $3 | $5 | $5 |
| 75 SH OTIS | D | 2004-03-09 | 2020-04-29 | $3,858 | $1,757 | $2,101 | $2,101 |
| 0.650 SH ABBV | D | 2020-05-13 | 2020-05-13 | $59 | $55 | $4 | $4 |
| 25 SH ALLERGAN PLC | D | 2018-10-30 | 2020-05-11 | $4,831 | $4,022 | $809 | $809 |
| 27 SH APPLE | D | 2013-10-04 | 2020-06-23 | $9,920 | $1,867 | $8,053 | $8,053 |
| 3 SH APPLE | D | 2013-01-15 | 2020-06-23 | $1,102 | $208 | $894 | $894 |
| 33 SH DUPONT DE NEMOUR | D | 2019-05-02 | 2020-07-02 | $1,766 | $2,556 | -$790 | -$790 |
| 50 SH ALIBABA | D | 2015-06-26 | 2020-07-08 | $12,843 | $4,174 | $8,669 | $8,669 |
| 150 SH INTEL | D | 2018-01-03 | 2020-11-10 | $6,797 | $6,771 | $26 | $26 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $39,570 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,140 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (true) | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $40,785 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $892,540 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000000.045695 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $32,697 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $690,673 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000000.047341 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $12,588 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $421,040 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000000.029897 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $13,486 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $300,623 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000000.044860 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $11,927 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $266,348 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000000.044780 | DistributionYr5Rt |
| Total Distribution | 000000.212573 | TotalDistributionRt |
| Average Distribution | 000000.042515 | AverageDistributionRt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $952 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $952 | SubtotalAmt |
| Tax Based On Investment Income | $952 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,212 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,212 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $1,212 | OriginalReturnTaxPaidAmt |
| Overpayment | $260 | OverpaymentAmt |
| Applied To ES Tax | $260 | 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 | Yes (true) | 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 | false | 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 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 | $1,126,684 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,184 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,148,868 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,148,868 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,233 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,131,635 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $56,582 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $56,582 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $952 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $952 | TotalTaxAmt |
| Distributable Before Adj | $55,630 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $55,630 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $55,630 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $40,266 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $40,266 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $40,266 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $55,630 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,849 | UndistributedIncomePYAmt |
| Qualifying Distributions | $40,266 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,849 | AppliedToYear1Amt |
| Applied To Current Year | $36,417 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $19,213 | 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 (22 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 | |||
| CHINESE CHRISTIAN MISSION | ||||||||||
| P O BOX 750759 | PETALUMA | CA | 94975 | NONE | NC | CHARITABLE | $100 | |||
| CHINESE FOR CHRIST CHURCH | ||||||||||
| 2715 PRINCE STREET | BERKELEY | CA | 94705 | NONE | NC | CHARITABLE | $3,800 | |||
| CHRIST'S COLLEGE | ||||||||||
| NONE | NC | CHARITABLE | $1,000 | NO 51 ZIQIANG ROAD | TASMUI DIS | TW | ||||
| CITYTEAM MINISTRIES | ||||||||||
| 2304 ZANKER ROAD | SAN JOSE | CA | 95131 | NONE | NC | CHARITABLE | $1,200 | |||
| COMMUNITY FAITH PARTNERSHIP INC | ||||||||||
| P O BOX 4774 | ITHACA | NY | 14852 | NONE | NC | CHARITABLE | $1,000 | |||
| DEL ORO CAREGIVER RESOURCE CENTER | ||||||||||
| 8421 AUBURN BLVD STE 265 | CITRUS HEIGHTS | CA | 95610 | NONE | NC | CHARITABLE | $500 | |||
| GOSPEL COMMUNITY CHURCH | ||||||||||
| 111 ERRETT CIR | SANTA CRUZ | CA | 95060 | NONE | NC | CHARITABLE | $1,500 | |||
| HIGH STREET COMMUNITY CHURCH | ||||||||||
| 850 HIGH STREET | SANTA CRUZ | CA | 95060 | NONE | NC | CHARITABLE | $2,000 | |||
| HILL COMMUNITY CHURCH | ||||||||||
| 80 W DAYTON STREET | PASADENA | CA | 91105 | NONE | NC | CHARITABLE | $1,000 | |||
| INTERNATIONAL STUDENTS INC | ||||||||||
| P O BOX C | COLORADO SPRINGS | CO | 80901 | NONE | NC | CHARITABLE | $500 | |||
| JEMSAACF JAPANESE EVANGELICAL MISSIONARY SOCIETY | ||||||||||
| 948 2ND STREET | LOS ANGELES | CA | 90012 | NONE | NC | CHARITABLE | $1,000 | |||
| MUSTARD SEED NEETWORK | ||||||||||
| P O BOX 32 | ORONOGO | MO | 64855 | NONE | NC | CHARITABLE | $1,000 | |||
| OMF INTERNATIONAL | ||||||||||
| 10 W DRY CREEK CIRCLE | LITTLETON | CO | 80120 | NONE | NC | CHARITABLE | $3,000 | |||
| OVERSEAS CAMPUS MINISTRIES INC | ||||||||||
| 1753 CABRILLO AVENUE | TORRANCE | CA | 90501 | NONE | NC | CHARITABLE | $800 | |||
| SECOND WIND COTTAGES INC | ||||||||||
| 1435 ELMIRA ROAD | NEWFIELD | NY | 14867 | NONE | NC | CHARITABLE | $500 | |||
| TEEN CHALLENGEOF MONTEREY BAY INC | ||||||||||
| P O BOX 1807 | WATSONVILLE | CA | 95077 | NONE | NC | CHARITABLE | $500 | |||
| THE GRACE NETWORK | ||||||||||
| P O BOX 15131 | SACRAMENTO | CA | 95851 | NONE | NC | CHARITABLE | $500 | |||
| TOUCH LIFE MISSION | ||||||||||
| P O BOX 5514 | DIAMOND BAR | CA | 91765 | NONE | NC | CHARITABLE | $400 | |||
| UC SANTA CRUZ FOUNDATION | ||||||||||
| P O BOX 44000 | SAN FRANCISCO | CA | 94144 | NONE | NC | CHARITABLE | $2,000 | |||
| VINTAGE FAITH CHURCH | ||||||||||
| 350 MISSION ST | SANTA CRUZ | CA | 95060 | NONE | NC | CHARITABLE | $6,500 | |||
| WESTAGE COMMUNITY BIBLE CHURCH | ||||||||||
| 1735 SARATOGA AVENUE | SAN JOSE | CA | 95129 | NONE | NC | CHARITABLE | $2,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $31,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $6 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $16,020 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Related Or Exempt Function Incm | $39,570 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $55,596 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $55,596 | 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 (21 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 | $1,606 | Yes (X) |
| JEFFREY LEE | ||||||
| 2 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $2,846 | Yes (X) |
| JEFFREY LEE | ||||||
| 3 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $7,936 | Yes (X) |
| JEFFREY LEE | ||||||
| 4 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $5,752 | Yes (X) |
| JEFFREY LEE | ||||||
| 5 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $6,156 | Yes (X) |
| JEFFREY LEE | ||||||
| 6 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $6,253 | Yes (X) |
| DAVID HO | ||||||
| 7 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $536 | Yes (X) |
| DAVID HO | ||||||
| 8 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $677 | Yes (X) |
| DAVID HO | ||||||
| 9 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $368 | Yes (X) |
| DAVID HO | ||||||
| 10 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $490 | Yes (X) |
| DAVID HO | ||||||
| 11 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $177 | Yes (X) |
| DAVID HO | ||||||
| 12 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $189 | Yes (X) |
| DAVID HO | ||||||
| 13 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $194 | Yes (X) |
| DAVID HO | ||||||
| 14 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $201 | Yes (X) |
| DAVID HO | ||||||
| 15 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $200 | Yes (X) |
| DAVID HO | ||||||
| 16 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $252 | Yes (X) |
| DAVID HO | ||||||
| 17 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $222 | Yes (X) |
| DAVID HO | ||||||
| 18 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $234 | Yes (X) |
| DAVID HO | ||||||
| 19 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $238 | Yes (X) |
| DAVID HO | ||||||
| 20 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $256 | Yes (X) |
| DAVID HO | ||||||
| 21 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $262 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (21 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 20 SH BOEIGN | $6,977 | 2019-12-04 |
| 2 | 40 SH BOEIGN | $13,954 | 2019-12-04 |
| 3 | 200 SH QUALCOM | $16,416 | 2019-12-04 |
| 4 | 150 SH QUALCOM | $12,312 | 2019-12-04 |
| 5 | 100 SH RAYTHEON | $21,486 | 2019-12-04 |
| 6 | 100 SH RAYTHEON | $21,486 | 2019-12-04 |
| 7 | 40 SH APPLE | $10,470 | 2019-12-04 |
| 8 | 15 SH BIOGEN | $4,343 | 2019-12-04 |
| 9 | 4 SH TWILIO INC | $1,238 | 2020-12-20 |
| 10 | 1 SH MERCADOLIBRE | $1,334 | 2020-12-20 |
| 11 | 1 SH ALIGN TECHNOLOGY | $335 | 2020-12-20 |
| 12 | 1 SH ALIGN TECHNOLOGY | $335 | 2020-12-20 |
| 13 | 1 SH ALIGN TECHNOLOGY | $335 | 2020-12-20 |
| 14 | 1 SH ALIGN TECHNOLOGY | $335 | 2020-12-20 |
| 15 | 1 SH ALIGN TECHNOLOGY | $335 | 2020-12-20 |
| 16 | 5 SH ETSY INC | $869 | 2020-12-20 |
| 17 | 1 SH INTUIT INC | $335 | 2020-12-20 |
| 18 | 1 SH INTUIT INC | $335 | 2020-12-20 |
| 19 | 1 SH INTUIT INC | $335 | 2020-12-20 |
| 20 | 1 SH INTUIT INC | $335 | 2020-12-20 |
| 21 | 1 SH INTUIT INC | $335 | 2020-12-20 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,345 | Amt |
| Net Investment Income | $495 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,345 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (60 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 168 shares of ISHARES MUSIEEM | $3,249 | $8,187 |
| 250 shares of MASTERCARDMA | $4,189 | $84,128 |
| 200 shares of ORACLE CORPORCL | $3,833 | $11,544 |
| 2960 shares of APPLE INCAAPL | $30,648 | $352,388 |
| 200 shares of MAGNA INTIL INCMGA | $7,435 | $12,284 |
| 1300 shares of CISCO | $19,101 | $55,926 |
| 40 shares of GOOGLE INCGOOG | $10,365 | $70,430 |
| 75 shares of ILLINOIS TOOL WORKITW | $3,577 | $15,832 |
| 100 shares of JPMORGAN CHASEJPM | $2,669 | $11,788 |
| 100 shares of MARATHON PETROLEUMMPC | $1,234 | $3,888 |
| 100 shares of ALIBABA GROUP | $7,846 | $26,336 |
| 80 shares of BAIDU INCBIDU | $3,073 | $11,119 |
| 125 shares of DR REDDYS LABS LTDRDY | $7,285 | $8,199 |
| 250 shares of GILEAD SCIENCES INCGILD | $5,571 | $15,168 |
| 200 shares of UNLIEVER N VUN | $8,874 | $12,212 |
| 200 shares of EAST WEST BANCORP EWBC | $8,452 | $8,544 |
| 60 shares of FACEBOOK INC FB | $6,145 | $16,618 |
| 150 shares of FIRST REP BK SAN FRANCISCO FRC | $10,048 | $19,434 |
| 320 shares of BANK OF AMERICA BAC | $5,507 | $9,011 |
| 40 shares of ALEXION PHARM INC ALXN | $4,904 | $4,884 |
| 50 shares of AIR PROD CHEMICAL | $3,967 | $14,007 |
| 150 shares of LOWES COS INC | $14,635 | $23,373 |
| 50 shares of NASDAQ INC | $1,546 | $6,400 |
| 125 shares of THERMO FISHER SCIENTIFIC | $4,509 | $58,123 |
| 160 shares of BOEING | $11,960 | $33,714 |
| 130 shares of COSTCO WHOLESALE | $5,225 | $50,930 |
| 150 shares of CARRIER GLOBAL | $1,256 | $5,711 |
| 50 shares of BUNGE LIMITED COM STK | $3,322 | $2,945 |
| 200 shares of ABBOTT LABORATORIES | $8,345 | $21,644 |
| 25 shares of FEDEX CORP | $4,827 | $7,165 |
| 300 shares of FREEPORT MCMORAN INC | $4,851 | $7,017 |
| 100 shares of SCHLUMBERGER LIMITED | $8,441 | $2,079 |
| 195 shares of ALBEMARLE CORP | $22,386 | $26,514 |
| 100 shares of ANALOG DEVICES INC | $8,809 | $13,908 |
| 50 shares of DIAGEO ADR EACH REPR | $7,040 | $7,748 |
| 150 shares of MONDELEZ INTL | $6,600 | $8,618 |
| 30 shares of NORFOLK SOUTHERN | $4,211 | $7,111 |
| 130 shares of NVIDIA CORP | $9,612 | $21,442 |
| 300 shares of PUL TEGROUP INC | $8,810 | $13,089 |
| 100 shares of QORVO INC | $6,839 | $15,668 |
| 100 shares of VALERO ENERGY CORP | $9,383 | $5,377 |
| 100 shares of RESMED INC | $5,819 | $20,960 |
| 60 shares of BIOGEN INC | $8,386 | $14,410 |
| 50 shares of CHEVRON CORP | $6,001 | $4,359 |
| 100 shares of CONTINENTAL RESOURCES | $3,373 | $1,538 |
| 33 shares of CORTEVA INC | $833 | $1,265 |
| 31 shares of CIGNA CORP | $5,620 | $6,483 |
| 30 shares of JOHNSON JOHNSON | $4,022 | $4,340 |
| 60 shares of LINDE PLC COM EUR | $9,782 | $15,385 |
| 125 shares of MEDTRONIC PLC US | $11,176 | $14,213 |
| 300 shares of RAYTHECON | $20,977 | $60,962 |
| 250 shares of CF INDS HLDGS | $7,125 | $9,325 |
| ROUNDING | $4 | |
| 5 shares of | $961 | $2,406 |
| 21 shares of ABBVIE INC | $1,769 | $2,196 |
| 6 shares of ETSY INC | $252 | $964 |
| 1 shares of MERCADOLIBRE | $490 | $1,553 |
| 350 shares of QUALCOMN | $13,688 | $51,510 |
| 92 shares of TWILLO | $368 | $1,280 |
| 5 shares of INTUIT | $1,211 | $1,760 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $152 | $152 | $152 |
| FILING FEE | $75 | $75 | |
| POSTAGE | $34 | $34 | |
| BANK FEE | $15 | $15 | |
| OFFICE | $17 | $17 | |
| OTHER FEE | $3 | $3 | $3 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEE | CategoryTxt |
| Amt | $6,438 | Amt |
| Net Investment Income | $6,438 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,438 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAX | CategoryTxt |
| Amt | $887 | Amt |
| Net Investment Income | $887 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $887 | DisbursementsCharitablePrpsAmt |