BEULAH LAND FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BEULAH LAND FOUNDATION (EIN 46-1547494)
- Tax period
- 2016-12-01 to 2017-11-30
- Filed
- 2018-03-07
- IRS object ID
- 201810669349100316
- Schema version
- 2016v3.0
- 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
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-03-07T07:16:17-00:00 | ReturnTs |
| Tax Period End | 2017-11-30 | 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 | 2016-12-01 | 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 |
| Phone | 4088388306 | PhoneNum |
| Signature | 2018-03-07 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TSUI CHINE L CHIEN | PreparerPersonNm |
| Phone | 5104380829 | PhoneNum |
| Preparation | 2018-03-07 | 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 | 2018-03-08 | IPDt |
| IP Tm | 03:02:36 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8F3F86633742C951C742D7B91CED666933F1BEFE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8F3F86633742C951C742D7B91CED666933F1BEFE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $558,658 | 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 | $26,458 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,080 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,080 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,153 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,854 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,153 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $44,696 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,238 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,240 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $540 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,240 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,561 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,561 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,561 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $737 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $650 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $737 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,538 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,751 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,538 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,588 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,751 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,588 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $32,108 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,487 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,273 | CashBOYAmt |
| Cash EOY | $3,351 | CashEOYAmt |
| Cash EOYFMV | $3,351 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $33,384 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,912 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,912 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $166,578 | CorporateStockBOYAmt |
| Corporate Stock EOY | $215,080 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $538,395 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $203,235 | TotalAssetsBOYAmt |
| Total Assets EOY | $235,343 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $558,658 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $203,235 | UnrestrictedBOYAmt |
| Unrestricted EOY | $235,343 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $203,235 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $235,343 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $203,235 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $235,343 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $203,235 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $32,108 | ExcessRevenueOverExpensesAmt |
| Subtotal | $235,343 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $235,343 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 75 SH ILLIOIS TOOL WORKES INC | P | 2008-03-13 | 2017-05-19 | $10,269 | $3,577 | $6,692 | $6,692 |
| 100 SH OCCIDENTAL PETE CORP | P | 2004-02-03 | 2017-10-24 | $6,585 | $2,124 | $4,461 | $4,461 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,153 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (true) | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $13,486 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $300,623 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000.044860 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $11,927 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $266,348 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000.044780 | DistributionYr2Rt |
| Total Distribution | 000.089640 | TotalDistributionRt |
| Average Distribution | 000.044820 | AverageDistributionRt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $290 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $290 | SubtotalAmt |
| Tax Based On Investment Income | $290 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $989 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $989 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $989 | OriginalReturnTaxPaidAmt |
| Overpayment | $699 | OverpaymentAmt |
| Applied To ES Tax | $699 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BAU-GWEI JENNIFER LEE | IndividualWithBooksNm |
| Phone | 4088688306 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19770 SCOTT LAND DR | 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JEFFREY LEE | ||||||
| 19770 SCOTLAND DR | SARATOGA | CA | 95070 | CEO | 010.00 | $0 |
| BAU-GWEI JENNIFER LEE | ||||||
| 19770 SCOTLAND DR | SARATOGA | CA | 95070 | SECRETARY | 010.00 | $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 | $405,574 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,878 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $427,452 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $427,452 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,412 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $421,040 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $21,052 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $21,052 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $290 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $290 | TotalTaxAmt |
| Distributable Before Adj | $20,762 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $20,762 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $20,762 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,588 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $12,588 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $12,588 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,762 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $4,831 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,414 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $7,245 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,588 | QualifyingDistributionsAmt |
| Applied To Current Year | $12,588 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $7,245 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $7,245 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $929 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JEFFREY LEE | ContributingManagerNm |
| Shareholder Manager | JEFFREY LEE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 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 | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CHINESE FOR CHRIST CHURCH | |||||||||||
| 2715 PRINCE STREET | BERKELEY | CA | 94705 | NONE | NC | SUPPORTTO SUPPORT THE CHARITY | $400 | ||||
| CHRISTIAN GOSPEL CHINESE CHURCH OF NAZARE | |||||||||||
| 137 DEMPSEY ROAD | MILPITAS | CA | 95035 | NONE | NC | SUPPORTTO SUPPORT THE CHARITY | $800 | ||||
| EVERY NATION CHURCH | |||||||||||
| 3212 NE 125TH ST STE C | SEATTLE | WA | 98125 | NONE | NC | SUPPORTTO SUPPORT THE CHARITY | $1,800 | ||||
| HILL COMMUNITY CHURCH | |||||||||||
| 80 DAYTON STREET | PASADENA | CA | 91105 | NONE | NC | SUPPORTTO SUPPORT THE CHARITY | $4,000 | ||||
| SHIH-LIN ZION CHURCH | |||||||||||
| NONE | NC | SUPPORTTO SUPPORT THE CHARITY | $600 | PO BOX 73-227 | TAIPEI | TW | 111 | ||||
| UC SANTA CRUZ FOUNDATION | |||||||||||
| 1156 HIGH STREET | SANTA CRUZ | CA | 95064 | NONE | NC | SUPPORTTO SUPPORT THE CHARITY | $400 | ||||
| WALL WATCHERS | |||||||||||
| 2514 PLANTATION CENTER DRIVE | MATTHEWS | NC | 28105 | NONE | NC | SUPPORTTO SUPPORT THE CHARITY | $50 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,050 | 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 | $7,085 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Related Or Exempt Function Incm | $11,153 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $18,238 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,238 | 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 (9 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 | $4,153 | Yes (X) |
| JEFFREY LEE | ||||||
| 2 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $6,029 | Yes (X) |
| JEFFREY LEE | ||||||
| 3 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $6,721 | Yes (X) |
| DAVID LEE | ||||||
| 4 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $469 | Yes (X) |
| ANGELINE LEE | ||||||
| 5 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $590 | Yes (X) |
| ANGELINE LEE | ||||||
| 6 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $2,212 | Yes (X) |
| ANGELINE LEE | ||||||
| 7 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $3,526 | Yes (X) |
| ANGELINE LEE | ||||||
| 8 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $1,546 | Yes (X) |
| ANGELINE LEE | ||||||
| 9 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $1,212 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (9 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 50 SH BOEING STOCK | $6,721 | 2017-10-13 |
| 2 | 150 SH COSTCO STOCK | $6,029 | 2017-10-13 |
| 3 | 150 SH UNITED TECH STOCK | $4,153 | 2017-10-13 |
| 4 | 35 SH APPLE STOCK | $5,259 | 2017-07-21 |
| 5 | 45 SH APPLE STOCK | $7,065 | 2017-10-13 |
| 6 | 200 SH KROGER STOCK | $4,260 | 2017-10-13 |
| 7 | 75 SH LOWESCOS STOCK | $6,175 | 2017-10-13 |
| 8 | 50 SH NASDA Q INC STOCK | $3,717 | 2017-10-13 |
| 9 | 25 SH THERMO FISHER SCIENTIFIC STOCK | $4,811 | 2017-10-13 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,240 | Amt |
| Net Investment Income | $540 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,240 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 75 SH ILLIOIS TOOL WORKES INC | 2008-03 | P | 2017-05 | $10,269 | $3,577 | $6,692 |
| 100 SH OCCIDENTAL PETE CORP | 2004-02 | P | 2017-10 | $6,585 | $2,124 | $4,461 |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (36 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 268 shares of ISHARES MUSIEEM | $5,182 | $12,355 |
| 300 shares of MASTERCARDMA | $5,027 | $45,141 |
| 200 shares of ORACLE CORPORCL | $3,833 | $9,812 |
| 100 shares of APPLE INCAAPL | $5,256 | $17,185 |
| 200 shares of MAGNA INTIL INCMGA | $7,435 | $11,200 |
| 2982 shares of CISCO | $38,536 | $111,229 |
| 40 shares of GOOGLE INCGOOG | $10,365 | $40,856 |
| 75 shares of ILLINOIS TOOL WORKITW | $3,577 | $12,694 |
| 100 shares of JPMORGAN CHASEJPM | $2,669 | $10,452 |
| 100 shares of MARATHON PETROLEUMMPC | $1,234 | $6,263 |
| 75 shares of ALIBABA GROUP | $6,261 | $13,281 |
| 80 shares of BAIDU INCBIDU | $3,073 | $19,086 |
| 125 shares of DR REDDYS LABS LTDRDY | $7,285 | $4,378 |
| 250 shares of GILEAD SCIENCES INCGILD | $5,571 | $18,695 |
| 50 shares of UNLIEVER N VUN | $8,874 | $11,548 |
| 75 shares of ALIBABA GROUPBABA | $5,759 | $13,281 |
| 200 shares of EAST WEST BANCORP EWBC | $8,452 | $12,308 |
| 60 shares of FACEBOOK INC FB | $6,145 | $10,631 |
| 150 shares of FIRST REP BK SAN FRANCISCO FRC | $10,048 | $14,331 |
| 320 shares of BANK OF AMERICA BAC | $5,507 | $9,014 |
| 40 shares of ALEXION PHARM INC ALXN | $4,904 | $4,392 |
| 100 shares of RESMED INC RMD | $5,819 | $8,540 |
| 35 shares of APPLE INC | $469 | $6,015 |
| 45 shares of APPLE INC | $590 | $7,733 |
| 200 shares of KROGER CO | $2,212 | $5,172 |
| 75 shares of LOWES COS INC | $3,526 | $6,253 |
| 50 shares of NASDAQ INC | $1,546 | $3,958 |
| 25 shares of THERMO FISHER SCIENTIFIC | $1,212 | $4,819 |
| 50 shares of BOEING | $4,153 | $13,840 |
| 150 shares of COSTCO WHOLESALE | $6,029 | $27,665 |
| 150 shares of UNITED TECHNOLOGIES | $6,721 | $18,218 |
| 50 shares of BUNGE LIMITED COM STK | $3,322 | $3,346 |
| 150 shares of ABBOTT LABORATORIES | $6,369 | $8,456 |
| 25 shares of FEDEX CORP | $4,827 | $5,787 |
| 300 shares of FREEPORT MCMORAN INC | $4,851 | $4,176 |
| 100 shares of SCHLUMBERGER LIMITED | $8,441 | $6,285 |
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 | $72 | $72 | $72 |
| INCOME TAX | $545 | $545 | $545 |
| FILING FEE | $35 | $35 | |
| OFFICE SUPPLIES | $52 | $52 | |
| BANK CHARGE | $33 | $33 | $33 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEE | CategoryTxt |
| Amt | $2,561 | Amt |
| Net Investment Income | $2,561 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,561 | DisbursementsCharitablePrpsAmt |