BEULAH LAND FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BEULAH LAND FOUNDATION (EIN 46-1547494)
- Tax period
- 2015-12-01 to 2016-11-30
- Filed
- 2017-04-08
- IRS object ID
- 201700989349100510
- Schema version
- 2015v3.0
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-04-08T07:46:41-00:00 | ReturnTs |
| Tax Period End | 2016-11-30 | 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 | 2015-12-01 | 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 | 2017-04-08 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TUSI CHIN L CHIEN | PreparerPersonNm |
| Phone | 5104380829 | PhoneNum |
| Preparation | 2017-04-08 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $368,425 | 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 | $30,104 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $5,315 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,315 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $25,843 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $50,768 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25,843 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $61,262 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,158 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,527 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,827 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,527 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,978 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,978 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,978 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $181 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $90 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $181 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,686 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,895 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,686 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,486 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,895 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,486 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $47,776 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,263 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,162 | CashBOYAmt |
| Cash EOY | $3,273 | CashEOYAmt |
| Cash EOYFMV | $3,273 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $29,466 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $33,384 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $33,384 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $120,831 | CorporateStockBOYAmt |
| Corporate Stock EOY | $166,578 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $331,768 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $155,459 | TotalAssetsBOYAmt |
| Total Assets EOY | $203,235 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $368,425 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $155,459 | UnrestrictedBOYAmt |
| Unrestricted EOY | $203,235 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $155,459 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $203,235 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $155,459 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $203,235 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $155,459 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $47,776 | ExcessRevenueOverExpensesAmt |
| Subtotal | $203,235 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $203,235 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 100 SH CYTEC INDS INC | D | 2015-07-17 | 2015-12-09 | $7,525 | $5,781 | $1,744 | $1,744 |
| 364 SH CISCO | D | 2013-07-24 | 2016-11-18 | $11,589 | $4,114 | $7,475 | $7,475 |
| 620 SH CISCO | D | 2013-11-20 | 2016-11-01 | $19,739 | $6,898 | $12,841 | $12,841 |
| 16 SH CISCO | D | 2014-11-18 | 2016-11-18 | $509 | $178 | $331 | $331 |
| 10 SH ALPHABET INC | D | 2012-01-25 | 2016-01-28 | $7,480 | $2,859 | $4,621 | $4,621 |
| .362 SH CALIFORNIA RES CORP IN LIEU | P | 2004-02-03 | 2016-03-29 | $3 | -$3 | -$3 | |
| .165 SH CALIFORNIA RES CORP IN LIEU | P | 2004-02-03 | 2016-06-01 | $3 | $1 | $2 | $2 |
| .735 SH CALIFORNIA RES CORP COM | P | 2004-02-03 | 2016-06-01 | $11 | $14 | -$3 | -$3 |
| .735 SH CALIFORNIA RES CORP | P | 2004-02-03 | 2016-11-30 | $12 | $3 | $9 | $9 |
| 3.265 SH CALIFRONAI RES CORP COM | P | 2004-02-03 | 2016-11-30 | $53 | $62 | -$9 | -$9 |
| 50 SH QIHOO 360 TECHNOLOGY CO LTD | D | 2014-07-29 | 2016-07-18 | $3,847 | $5,012 | -$1,165 | -$1,165 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,843 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,744 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (true) | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $11,927 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $266,348 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000.044780 | DistributionYr1Rt |
| Total Distribution | 000.044780 | TotalDistributionRt |
| Average Distribution | 000.044780 | AverageDistributionRt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $545 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $545 | SubtotalAmt |
| Tax Based On Investment Income | $545 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $989 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $989 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $989 | OriginalReturnTaxPaidAmt |
| Overpayment | $444 | OverpaymentAmt |
| Applied To ES Tax | $444 | 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 |
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 | $283,428 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,773 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $305,201 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $305,201 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,578 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $300,623 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,031 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,031 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $545 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $545 | TotalTaxAmt |
| Distributable Before Adj | $14,486 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $14,486 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $14,486 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,486 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $13,486 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $13,486 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,486 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $5,831 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,414 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $8,245 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,486 | QualifyingDistributionsAmt |
| Applied To Current Year | $13,486 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $1,000 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,000 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,245 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $7,245 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $4,831 | ExcessFromYear3Amt |
| Excess From Year2 | $2,414 | ExcessFromYear2Amt |
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 (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BAYSHORE CHRISTIAN MINISTRIES | |||||||||||
| 1001 BEECH STREET | EAST PALO ALTO | CA | 94303 | NONE | NC | SUPPORTTO SUPPORT THE CHARITY | $300 | ||||
| BSF INTERNATIONAL | |||||||||||
| 19001 HUEBNER ROAD | SAN ANTONIO | TX | 78258 | NONE | NC | TO SUPPORT THE CHARITY | $300 | ||||
| CHINESE FOR CHRIST CHURCH | |||||||||||
| 2715 PRINCE ST | BERKELEY | CA | 94705 | NONE | NC | TO SUPPORT THE CHARITY | $500 | ||||
| CHRISTIAN GOSPEL CHINESE CHURCH OF NAZARE | |||||||||||
| 300 ULLOA STREET | SAN FRANCISCO | CA | 94127 | NONE | NC | TO SUPPORT THE CHARITY | $1,800 | ||||
| CITYTEAM | |||||||||||
| 2304 ZANKER ROAD | SAN JOSE | CA | 95131 | NONE | NC | TO SUPPORT THE CHARITY | $300 | ||||
| EVERY NATION CHURCH | |||||||||||
| 1170 N 198TH STREET | SHORELINE | WA | 98133 | NONE | NC | TO SUPPORT THE CHARITY | $1,800 | ||||
| GLORY AND WONDERS WORLD MISSION | |||||||||||
| 10116 ADRIANA AVE | CUPERTINO | CA | 95014 | NONE | NC | TO SUPPORT THE CHARITY | $300 | ||||
| HINGA | |||||||||||
| 146 EAST MAIN STREET STE 30 | LEOLA | PA | 17540 | NONE | NC | TO SUPPORT THE CHARITY | $300 | ||||
| HILL COMMUNITY CHURCH | |||||||||||
| 3900 GRACE BLVD | LITTLETON | CO | 80126 | NONE | NC | TO SUPPORT THE CHARITY | $800 | ||||
| SEARCHLIGHT FELLOWSHIP | |||||||||||
| 15466 LOS GATOS BLVD STE 109-58 | LOS GATOS | CA | 95032 | NONE | NC | TO SUPPORT THE CHARITY | $1,000 | ||||
| SHIH-LIN ZION CHURCH | |||||||||||
| NONE | NC | TO SUPPORT THE CHARITY | $800 | P O BOX 73-227 | TAIPAI | TW | 111 | ||||
| THE CAL PARENT FUND | |||||||||||
| 2080 ADDISON ST STE 4200 | BERKELEY | CA | 94720 | NONE | NC | TO SUPPORT THE CHARITY | $600 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,800 | 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 | $5,315 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Related Or Exempt Function Incm | $25,843 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $31,158 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $31,158 | 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 (2 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 | $6,145 | Yes (X) | Yes (X) |
| JEFFREY LEE | |||||||
| 2 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $23,959 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 60 SH FACEBOOK INC STOCK | $6,145 | 2016-09-28 |
| 2 | 1667 SH CISCO STOCK | $23,959 | 2016-11-15 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,527 | Amt |
| Net Investment Income | $1,827 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,527 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (11 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 100 SH CYTEC INDS INC | 2015-07 | D | 2015-12 | $7,525 | $5,781 | $1,744 |
| 364 SH CISCO | 2013-07 | D | 2016-11 | $11,589 | $4,114 | $7,475 |
| 620 SH CISCO | 2013-11 | D | 2016-11 | $19,739 | $6,898 | $12,841 |
| 16 SH CISCO | 2014-11 | D | 2016-11 | $509 | $178 | $331 |
| 10 SH ALPHABET INC | 2012-01 | D | 2016-01 | $7,480 | $2,859 | $4,621 |
| .362 SH CALIFORNIA RES CORP IN LIEU | 2004-02 | P | 2016-03 | $3 | -$3 | |
| .165 SH CALIFORNIA RES CORP IN LIEU | 2004-02 | P | 2016-06 | $3 | $1 | $2 |
| .735 SH CALIFORNIA RES CORP COM | 2004-02 | P | 2016-06 | $11 | $14 | -$3 |
| .735 SH CALIFORNIA RES CORP | 2004-02 | P | 2016-11 | $12 | $3 | $9 |
| 3.265 SH CALIFRONAI RES CORP COM | 2004-02 | P | 2016-11 | $53 | $62 | -$9 |
| 50 SH QIHOO 360 TECHNOLOGY CO LTD | 2014-07 | D | 2016-07 | $3,847 | $5,012 | -$1,165 |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 268 shares of ISHARES MUSI | $5,182 | $9,514 |
| 300 shares of MASTERCARD | $5,027 | $30,660 |
| 100 shares of OCCIDENTAL PETROLEUMOXY | $2,124 | $7,136 |
| 200 shares of ORACLE CORPORCL | $3,833 | $8,038 |
| 100 shares of APPLE INCAAPL | $5,256 | $11,052 |
| 200 shares of MAGNA INTIL INCMGA | $7,435 | $8,090 |
| 2982 shares of CISCO | $38,536 | $88,923 |
| 40 shares of GOOGLE INCGOOG | $10,365 | $30,322 |
| 150 shares of ILLINOIS TOOL WORKITW | $7,154 | $18,777 |
| 100 shares of JPMORGAN CHASEJPM | $2,669 | $8,017 |
| 100 shares of MARATHON PETROLEUMMPC | $1,234 | $4,702 |
| 75 shares of ALIBABA GROUP | $6,261 | $7,052 |
| 80 shares of BAIDU INCBIDU | $3,073 | $13,356 |
| 4 shares of CALIFORNIA RES COPRCRC | $65 | $70 |
| 125 shares of DR REDDYS LABS LTDRDY | $7,285 | $5,841 |
| 250 shares of GILEAD SCIENCES INCGILD | $5,571 | $18,425 |
| 50 shares of UNLIEVER N VUN | $8,874 | $7,966 |
| 75 shares of ALIBABA GROUPBABA | $5,759 | $7,051 |
| 200 shares of EAST WEST BANCORP EWBC | $8,452 | $9,576 |
| 60 shares of FACEBOOK INC FB | $6,145 | $7,105 |
| 150 shares of FIRST REP BK SAN FRANCISCO FRC | $10,048 | $12,285 |
| 320 shares of BANK OF AMERICA BAC | $5,507 | $6,758 |
| 40 shares of ALEXION PHARM INC ALXN | $4,904 | $4,904 |
| 100 shares of RESMED INC RMD | $5,819 | $6,148 |
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 | $90 | $90 | $90 |
| LICENSE AND FEES | $20 | $20 | |
| FILING FEE | $35 | $35 | |
| OFFICE SUPPLIES | $10 | $10 | |
| BANK CHARGE | $26 | $26 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAX | CategoryTxt |
| Amt | $1,978 | Amt |
| Net Investment Income | $1,978 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,978 | DisbursementsCharitablePrpsAmt |