BEULAH LAND FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: BEULAH LAND FOUNDATION (EIN 46-1547494)
Tax period: 2018-12-01 to 2019-11-30
Filed: 2020-04-12
IRS object ID: 202001049349100000
Schema version: 2018v3.3
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	2020-04-12T09:16:32-00:00	ReturnTs
Tax Period End	2019-11-30	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	2018-12-01	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	2020-04-12	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	2020-04-12	PreparationDt
Self Employed	Yes (X)	SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	73.222.215.194	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2020-04-13	IPDt
IP Tm	04:16:55	IPTm
IP Timezone	PD	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	2583F9641BD7FA2F205411A934E7649BC98ED0F7	AtSubmissionCreationDeviceId
At Submission Filing Device Id	2583F9641BD7FA2F205411A934E7649BC98ED0F7	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2021-09-10 13:11:23Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$1,009,640	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	$37,097	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$1,150	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$1,150	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$13,002	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$13,002	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$54,288	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$71,003	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$54,288	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$105,537	TotalRevAndExpnssAmt
Total Net Invst Incm	$68,440	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$1,480	AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps	$1,480	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$5,311	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$5,311	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$5,311	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$2,395	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$2,395	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$2,395	TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$1,585	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl	$1,585	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$314	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$134	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$314	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$11,085	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$7,840	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$11,085	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$29,700	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$29,700	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$40,785	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$7,840	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$40,785	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$64,752	ExcessRevenueOverExpensesAmt
Net Investment Income	$60,600	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$9,050	CashBOYAmt
Cash EOY	$1,710	CashEOYAmt
Cash EOYFMV	$1,710	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$1,755	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$3,721	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$3,721	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$329,971	CorporateStockBOYAmt
Corporate Stock EOY	$400,097	CorporateStockEOYAmt
Corporate Stock EOYFMV	$1,004,209	CorporateStockEOYFMVAmt
Total Assets BOY	$340,776	TotalAssetsBOYAmt
Total Assets EOY	$405,528	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,009,640	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$340,776	UnrestrictedBOYAmt
Unrestricted EOY	$405,528	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$340,776	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$405,528	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$340,776	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$405,528	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$340,776	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$64,752	ExcessRevenueOverExpensesAmt
Subtotal	$405,528	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$405,528	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
81 SH EXPRESS SCRIPTS HLDGCO	P	2009-04-24	2018-12-24	$3,949	$608	$3,341	$3,341
50 SH EXPRESS SCRIPTS HLDGC	P	2013-10-04	2018-12-24	$2,438	$926	$1,512	$1,512
10 SH BOEIGN CO	P	2007-12-11	2019-01-29	$3,641	$889	$2,752	$2,752
25 SH BOEING CO	P	2008-02-04	2019-02-20	$10,439	$2,076	$8,363	$8,363
50 SH MASTERCARD INC	P	2009-06-05	2019-03-25	$11,797	$838	$10,959	$10,959
.333 CASH IN LIEU COREVA	P	2019-02-02	2019-06-05	$9	$8	$1	$1
.333 CASH IN LIEU DUPON	P	2019-05-02	2019-06-03	$24	$26	-$2	-$2
460 SH JUNIPER NETWORKS	P	2013-01-31	2019-07-01	$12,355	$6,923	$5,432	$5,432
75 SH COSTCO WHOLESALE	P	2019-07-11	2019-07-15	$20,728	$3,015	$17,713	$17,713
15 SH BOEIGN CO	P	2008-02-04	2019-01-29	$5,461	$1,246	$4,215	$4,215
.547 SH CASH IN LIEU CIGNA	P	2009-04-24	2018-12-26	$100	$99	$1	$1
.338 SH CASH IN LIEU CIGAN	P	2013-10-04	2018-12-26	$62	$61	$1	$1

Field	Value	IRS element (for citing)
Capital Gain Net Income	$54,288	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	$17,712	NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	Yes (true)	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$32,697	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$690,673	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	000.047341	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$12,588	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$421,040	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	000.029897	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$13,486	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$300,623	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	000.044860	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$11,927	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$266,348	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	000.044780	DistributionYr4Rt
Total Distribution	000.166878	TotalDistributionRt
Average Distribution	000.033376	AverageDistributionRt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$1,212	InvestmentIncomeExciseTaxAmt
Subtotal	$1,212	SubtotalAmt
Tax Based On Investment Income	$1,212	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$1,547	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$1,547	TotalPaymentsAndCreditsAmt
Original Return Tax Paid	$1,547	OriginalReturnTaxPaidAmt
Overpayment	$335	OverpaymentAmt
Applied To ES Tax	$335	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Form1120 POL Filed	false	Form1120POLFiledInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Form990 T Filed	false	Form990TFiledInd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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
JENSINE LEE
669 FLAMENCO PLACE	DAVIS	CA	95616	DIRECTOR	002.00	$0
DAVID T LEE
217 FRIDLEY DRIVE	SANTA CRUZ	CA	95060	DIRECTOR	002.00	$0
CHRISTINA E LEE YU
112 RANDOLPH ROAD	ITHACA	NY	14850	DIRECTOR	002.00	$0
ANGELINE G LEE
19970 SCOTLAND DRIVE	SARATOGA	CA	95070	DIRECTOR	002.00	$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	$888,937	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$17,195	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$906,132	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$906,132	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$13,592	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$892,540	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$44,627	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$44,627	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,212	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,212	TotalTaxAmt
Distributable Before Adj	$43,415	DistributableBeforeAdjAmt
Distributable Before Ded	$43,415	DistributableBeforeDedAmt
Distributable As Adjusted	$43,415	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$40,785	ExpensesAndContributionsAmt
Qualifying Distributions	$40,785	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$40,785	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$43,415	DistributableAsAdjustedAmt
Undistributed Income PY	$1,219	UndistributedIncomePYAmt
Qualifying Distributions	$40,785	QualifyingDistributionsAmt
Applied To Year1	$1,219	AppliedToYear1Amt
Applied To Current Year	$39,566	AppliedToCurrentYearAmt
Undistributed Income CY	$3,849	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 (27 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 LVOE INC
P O BOX 2431	DANVILLE	CA	94526	NONE	NC	CHARITABLE	$100
BAYSHORE CHRISTIAN MINISTRIES
1001 BEECH STREET	EAST PALO ALTO	CA	94303	NONE	NC	CHARITABLE	$300
BSF INTERNATIONAL
19001 HUEBNER ROAD	SAN ANTONIO	TX	78258	NONE	NC	CHARITABLE	$300
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	$2,300
CHRIST'S COLLEGE
				NONE	NC	CHARITABLE	$1,000	NO 51 ZIQIANG ROAD	NEW TAIPEI CITY	TW
CITYTEAM MINISTRIES
2304 ZANKER ROAD	SAN JOSE	CA	95131	NONE	NC	CHARITABLE	$1,600
COMMUNITY FAITH PARTNERSHIP INC
P O BOX 4774	ITHACA	NY	14852	NONE	NC	CHARITABLE	$500
DE ORO CAREGIVER RESOURCE ENTER
8421 AUBURN BLVD STE 265	CITRUS HEIGHTS	CA	95610	NONE	NC	CHARITABLE	$500
EXODUS CRY
714 MAIN STREET	GRANDVIEW	MO	64030	NONE	NC	CHARITABLE	$500
GLORY AND WONDERS WORLD MISSION
10116 ADRIANA AVENUE	CUPERTINO	CA	95014	NONE	NC	CHARITABLE	$500
HIGH STREET COMMUNITY CHURCH
850 HIGH STREET	SANTA CRUZ	CA	95060	NONE	NC	CHARITABLE	$1,000
HILL COMMUNITY CHURCH
80 W DAYTON STREEET	PASADENA	CA	91105	NONE	NC	CHARITABLE	$1,000
INTERNATIONAL STUDENTS INC
P O BOX C	COLORADO SPRINGS	CO	80921	NONE	NC	CHARITABLE	$500
JEMSAACF
948 E 2ND STREET	LOS ANGELES	CA	90012	NONE	NC	CHARITABLE	$1,000
LIGONIER MINISTRIES
P O BOX 863595	ORLANDO	FL	32886	NONE	NC	CHARITABLE	$1,000
OMF INTERNATIONAL
10 W DRY CREEK CIRCLE	LITTLETON	CO	80120	NONE	NC	CHARITABLE	$2,500
SHIH-LIN ZION CHURCH
				NONE	NC	CHARITABLE	$2,000	P O BOX 73-227	TAIPEI	TW
SHUKUGAWA BIBLE CHURCH
				NONE	NC	CHARITABLE	$1,000	7-12 AIOI-CHO	NISHINOMIYA CITY	JA
TEEN CHALLENGE MONTEREY BAY
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	$500
UC BERKELEY FOUNDATION
1995 UNIVERSITY AVE STE 400	BERKELEY	CA	94704	NONE	NC	CHARITABLE	$500
UC SANTA CRUZ FOUNDATION
P O BOX 44000	SAN FRANCISCO	CA	94144	NONE	NC	CHARITABLE	$4,000
VINTAGE FAITH CHURCH
350 MISSION STREET	SANTA CRUZ	CA	95060	NONE	NC	CHARITABLE	$3,500
WESTGATE CHURCH
1735 SARATOGA AVE	SAN JOSE	CA	95129	NONE	NC	CHARITABLE	$2,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$29,700	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	$1,150	RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Related Or Exempt Function Incm	$13,002	RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Related Or Exempt Function Incm	$54,288	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$68,440	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$68,440	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	Person ContributionPersonContributionInd	Noncash ContributionNoncashContributionInd
JEFFREY LEE
1	19970 SCOTLAND DR	SARATOGA	CA	95070	$4,269	Yes (X)	Yes (X)
JEFFREY LEE
2	19970 SCOTLAND DR	SARATOGA	CA	95070	$4,183	Yes (X)	Yes (X)
ANGELINE LEE
3	19970 SCOTLAND DR	SARATOGA	CA	95070	$889	Yes (X)	Yes (X)
ANGELINE LEE
4	19970 SCOTLAND DR	SARATOGA	CA	95070	$1,692	Yes (X)	Yes (X)
ANGELINE LEE
5	19970 SCOTLAND DR	SARATOGA	CA	95070	$283	Yes (X)	Yes (X)
ANGELINE LEE
6	19970 SCOTLAND DR	SARATOGA	CA	95070	$3,133	Yes (X)	Yes (X)
JEFFREY LEE
7	19970 SCOTLAND DR	SARATOGA	CA	95070	$3,297	Yes (X)	Yes (X)
JEFFREY LEE
8	19970 SCOTLAND DR	SARATOGA	CA	95070	$3,967	Yes (X)	Yes (X)
JEFFREY LEE
9	19970 SCOTLAND DR	SARATOGA	CA	95070	$1,177	Yes (X)	Yes (X)
JEFFREY LEE
10	19970 SCOTLAND DR	SARATOGA	CA	95070	$7,125	Yes (X)	Yes (X)
JEFFREY LEE
11	19970 SCOTLAND DR	SARATOGA	CA	95070	$2,210	Yes (X)	Yes (X)
JEFFREY LEE
12	19970 SCOTLAND DR	SARATOGA	CA	95070	$4,872	Yes (X)	Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (12 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
1	60 SH ESRX	$4,269	2018-12-03
2	81 SH ESRA	$4,183	2018-12-03
3	10 SH BA	$889	2018-12-04
4	43 SH ABT	$1,692	2018-12-04
5	7 SJ ABT	$283	2018-12-04
6	50 SJ ESRX	$3,133	2018-12-04
7	100 SH TMO	$3,297	2018-12-05
8	50 SH APD	$3,967	2018-12-05
9	25 SH BIB	$1,177	2018-12-05
10	250 SH CF	$7,125	2018-12-05
11	55 SH COST	$2,210	2018-12-05
12	100 SH RTN	$4,872	2018-12-05

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING	CategoryTxt
Amt	$1,480	Amt
Disbursements Charitable Prps	$1,480	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (58 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
268 shares of ISHARES MUSIEEM	$5,182	$11,401
300 shares of MASTERCARDMA	$4,189	$73,058
200 shares of ORACLE CORPORCL	$3,833	$11,228
760 shares of APPLE INCAAPL	$34,270	$203,110
200 shares of MAGNA INTIL INCMGA	$7,435	$11,004
1450 shares of CISCO	$20,770	$65,700
40 shares of GOOGLE INCGOOG	$10,365	$52,198
75 shares of ILLINOIS TOOL WORKITW	$3,577	$13,075
100 shares of JPMORGAN CHASEJPM	$2,669	$13,176
100 shares of MARATHON PETROLEUMMPC	$1,234	$6,064
150 shares of ALIBABA GROUP	$12,020	$30,000
80 shares of BAIDU INCBIDU	$3,073	$9,482
125 shares of DR REDDYS LABS LTDRDY	$7,285	$5,090
250 shares of GILEAD SCIENCES INCGILD	$5,571	$16,810
50 shares of UNLIEVER N VUN	$8,874	$11,910
200 shares of EAST WEST BANCORP EWBC	$8,452	$9,164
60 shares of FACEBOOK INC FB	$6,145	$12,098
150 shares of FIRST REP BK SAN FRANCISCO FRC	$10,048	$16,485
320 shares of BANK OF AMERICA BAC	$5,507	$10,662
40 shares of ALEXION PHARM INC ALXN	$4,904	$4,558
50 shares of AIR PROD CHEMICAL	$3,967	$11,817
75 shares of LOWES COS INC	$3,526	$8,798
50 shares of NASDAQ INC	$1,546	$5,240
33 shares of THERMO FISHER SCIENTIFIC	$4,509	$39,244
100 shares of BOEING	$7,508	$36,618
130 shares of COSTCO WHOLESALE	$5,225	$38,975
150 shares of UNITED TECHNOLOGIES	$6,721	$22,251
50 shares of BUNGE LIMITED COM STK	$3,322	$2,669
200 shares of ABBOTT LABORATORIES	$8,345	$17,090
25 shares of FEDEX CORP	$4,827	$4,001
300 shares of FREEPORT MCMORAN INC	$4,851	$3,414
100 shares of SCHLUMBERGER LIMITED	$8,441	$3,620
25 shares of ALLERGAN PLC	$4,022	$4,624
195 shares of ALBEMARLE CORP	$22,386	$12,749
100 shares of ANALOG DEVICES INC	$8,809	$11,295
50 shares of DEERE COMPANY	$8,216	$8,403
50 shares of DIAGEO ADR EACH REPR	$7,040	$8,172
150 shares of INTEL CORP	$6,771	$8,708
150 shares of MONDELEZ INTL	$6,600	$7,881
30 shares of NORFOLK SOUTHERN	$4,211	$5,805
30 shares of NVIDIA CORP	$4,495	$6,502
300 shares of PUL TEGROUP INC	$8,810	$11,895
100 shares of QORVO INC	$6,839	$10,421
100 shares of VALERO ENERGY CORP	$9,383	$9,549
100 shares of RESMED INC	$5,819	$14,960
45 shares of BIOGEN INC	$7,709	$13,491
50 shares of CHEVRON CORP	$6,001	$5,857
100 shares of CONTINENTAL RESOURCES	$3,373	$3,088
33 shares of DOWDUPONT INC	$2,556	$2,139
33 shares of CORTEVA INC	$833	$857
31 shares of CIGNA CORP	$5,620	$6,198
30 shares of JOHNSON JOHNSON	$4,022	$4,125
60 shares of LINDE PLC COM EUR	$9,782	$12,373
125 shares of MEDTRONIC PLC US	$11,176	$13,924
25 shares of METEASE OMC	$5,431	$7,883
100 shares of RAYTHECON	$4,872	$21,742
250 shares of CF INDS HLDGS	$7,125	$11,553
ROUNDING	$5	$5

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	$126	$126	$126
FILING FEE	$50		$50
POSTAGE	$55		$55
BANK FEE	$73	$8	$73
STATE TAX	$10		$10

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	ADVISOR FEE	CategoryTxt
Amt	$5,311	Amt
Net Investment Income	$5,311	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$5,311	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	INCOME TAX	CategoryTxt
Amt	$2,395	Amt
Net Investment Income	$2,395	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$2,395	DisbursementsCharitablePrpsAmt