BEULAH LAND FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: BEULAH LAND FOUNDATION (EIN 46-1547494)
Tax period: 2024-12-01 to 2025-11-30
Filed: 2026-03-13
IRS object ID: 202640729349100834
Schema version: 2024v5.5
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
Investments Corp Stock Schedule
Other Expenses Schedule
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-03-13T20:49:23-05:00	ReturnTs
Tax Period End	2025-11-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	993948575	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	TSW CORE PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	33027 GARFINKLE STREET	AddressLine1Txt
City	UNION CITY	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	945875456	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-12-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	461547494	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BEULAH LAND FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	BEUL	BusinessNameControlTxt
Phone	4088688306	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 2554	AddressLine1Txt
City	SARATOGA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95070	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JEFRREY LEE	PersonNm
Person Title	CEO	PersonTitleTxt
Phone	4088688306	PhoneNum
Signature	2026-03-12	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	STEVEN WU CPA	PreparerPersonNm
PTIN	P01737165	PTIN
Phone	5103770795	PhoneNum
Preparation	2026-03-12	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$3,679,910	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	$48,119	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$2,564	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$2,564	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$32,482	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$32,482	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$330,725	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$421,001	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$330,725	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$413,890	TotalRevAndExpnssAmt
Total Net Invst Incm	$365,771	TotalNetInvstIncmAmt
Total Adj Net Incm	$0	TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$9,100	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm	$0	CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$9,100	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$2,440	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$750	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$1,690	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$16,870	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$16,870	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm	$0	OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$4,854	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$170	TaxesNetInvstIncmAmt
Taxes Adj Net Incm	$0	TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl	$4,684	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$442	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm	$0	OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl	$442	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$33,706	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$17,790	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$15,916	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$110,549	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$110,549	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$144,255	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$17,790	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$126,465	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$269,635	ExcessRevenueOverExpensesAmt
Net Investment Income	$347,981	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$14,791	CashBOYAmt
Cash EOY	$7,693	CashEOYAmt
Cash EOYFMV	$7,693	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$84,933	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$137,343	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$137,343	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$576,656	CorporateStockBOYAmt
Corporate Stock EOY	$800,824	CorporateStockEOYAmt
Corporate Stock EOYFMV	$3,534,874	CorporateStockEOYFMVAmt
Total Assets BOY	$676,380	TotalAssetsBOYAmt
Total Assets EOY	$945,860	TotalAssetsEOYAmt
Total Assets EOYFMV	$3,679,910	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$20	AccountsPayableBOYAmt
Other Liabilities BOY	$260	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$125	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$280	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$125	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$676,100	RetainedEarningBOYAmt
Retained Earning EOY	$945,735	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$676,100	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$945,735	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$676,380	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$945,860	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$676,100	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$269,635	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$945,735	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$945,735	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
45SH THERMO FISHER SCIENTIFIC	2011-10-26	2025-01-07	$24,539	$2,331	$22,208	$22,208
210SH NVIDIA	2020-11-10	2025-01-21	$29,717	$2,686	$27,031	$27,031
150SH QUALCOMM	2020-01-24	2025-01-21	$25,150	$10,831	$14,319	$14,319
4SH TWILIO	2019-11-08	2025-01-21	$454	$368	$86	$86
100SH DOLLAR GEN	2021-03-05	2025-01-21	$7,175	$17,875	-$10,700	-$10,700
50SH MASTER CARD	2009-06-05	2025-01-21	$26,376	$838	$25,538	$25,538
320SH APPLE	2011-10-20	2025-01-22	$71,627	$4,554	$67,073	$67,073
100SH BRISTOL-MYERS SQUIBB	2020-12-14	2025-01-22	$5,712	$6,004	-$292	-$292
300SH NVIDIA	2020-11-10	2025-01-22	$44,156	$2,842	$41,314	$41,314
50SH SAP ADR	2022-06-14	2025-04-28	$14,241	$4,510	$9,731	$9,731
50SH CHENIERE ENERGY	2019-03-01	2025-04-29	$11,891	$3,163	$8,728	$8,728
200SH NVIDIA CORPORATION COM	2018-11-19	2025-06-03	$28,220	$749	$27,471	$27,471
125SH APPLE	2011-10-20	2025-07-28	$26,726	$1,767	$24,959	$24,959
100SH VF CORP COM	2022-02-11	2025-09-17	$1,515	$6,093	-$4,578	-$4,578
1300SH CISCO	2017-12-12	2025-09-19	$86,823	$19,961	$66,862	$66,862
IN LIEU OF FRX SHARE; SOLSTICEADVANCED MATLS INC SPINOFF FROM HON	2008-12-26	2025-10-31	$34	$5	$29	$29
200SH CF INDUSTRIES	2011-11-25	2025-11-10	$16,645	$5,699	$10,946	$10,946

Field	Value	IRS element (for citing)
Capital Gain Net Income	$330,725	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$4,837	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$4,837	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$4,837	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$3,000	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$3,000	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$1,837	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	Yes (1)	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	0	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	CA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	THE FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	4088688306	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 2554	AddressLine1Txt
City	SARATOGA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95070	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	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	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
JEFFREY LEE
19970 SCOTLAND DRIVE	SARATOGA	CA	95070	CEO	2.00	$0	$0	$0
GWEI JENNIFER LEE
19970 SCOTLAND DRIVE	SARATOGA	CA	95070	SECRETARY	5.00	$9,100	$0	$0
MATTHEW LEE
19970 SCOTLAND DRIVE	SARATOGA	CA	95070	DIRECTOR	2.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$2,997,811	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$111,186	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$3,108,997	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$3,108,997	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$46,635	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$3,062,362	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$153,118	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$153,118	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$4,837	TaxBasedOnInvestmentIncomeAmt
Total Tax	$4,837	TotalTaxAmt
Distributable Before Adj	$148,281	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$148,281	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$148,281	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$126,465	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$126,465	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$148,281	DistributableAsAdjustedAmt
Undistributed Income PY	$74,413	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$126,465	QualifyingDistributionsAmt
Applied To Year1	$74,413	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$52,052	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$96,229	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt

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 (38 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	Address Line2RecipientForeignAddress/AddressLine2Txt	Province Or StateRecipientForeignAddress/ProvinceOrStateNm
AMAZING LOVE INC
PO BOX 2431	DANVILLE	CA	94526	NONE	NC	CHARITABLE	$420
BECAUSE OF HOPE
PO BOX 30995	SANTA BARBARA	CA	93130	NONE	NC	CHARITABLE	$1,000
BETHEL GROVE BIBLE CHURCH
1763 SLATERVILLE RD	ITHACA	NY	14850	NONE	NC	CHARITABLE	$18,000
BIBLE STUDY FELLOWSHIP
19001 HUEBNER ROAD	SAN ANTONIO	TX	78258	NONE	NC	CHARITABLE	$250
CAMPUS EVANGELICAL FELLOWSHIP
365 DU PAHZE ST	NAPERVILLE	IL	60565	NONE	NC	CHARITABLE	$400
CHINA LOGOS THEOLOGICAL SEMINARY
				NONE	NC	CHARITABLE	$5,000	192 GALHYEON-RO EUNPYEONG-GU	SEOUL	KS
CHINESE CHRISTIAN MISSION
PO BOX 750759	PETALUMA	CA	94975	NONE	NC	CHARITABLE	$300
CHINESE EVANGELICAL FREE CHURCH OF SANTA BARBARA
15 W CALLE CRESPIS	SANTA BARBARA	CA	93105	NONE	NC	CHARITABLE	$800
CHINESE FOR CHRIST BERKELEY CHURCH
2715 PRINCE STREET	BERKELEY	CA	94705	NONE	NC	CHARITABLE	$1,200
CHINESE FOR CHRIST CHURCH OF SAN JOSE
4291 WILLIAMS ROAD	SAN JOSE	CA	95129	NONE	NC	CHARITABLE	$4,000
CHRISTIAN ENCOUNTER MINISTRIES
PO BOX 1022	GRASS VALLEY	CA	95945	NONE	NC	CHARITABLE	$500
CITYTEAM MINISTRIES
2304 ZANKER ROAD	SAN JOSE	CA	95131	NONE	NC	CHARITABLE	$1,800
CONSERVATION SOCIETY OF CALIFORNIA OAKLAND ZOO
PO BOX 5238	OAKLAND	CA	94605	NONE	NC	CHARITABLE	$329
DAVIS CHINESE CHRISTIAN CHURCH
536 ANDERSON ROAD	DAVIS	CA	95616	NONE	NC	CHARITABLE	$12,000
DEL ORO CAREGIVER RESOURCE CENTER
8421 AUBURN BLVD SUITE 265	CITRUS HEIGHTS	CA	95610	NONE	NC	CHARITABLE	$500
EVANGELICAL FOR DISABILITIES
1153 YARWOOD CT	SAN JOSE	CA	95128	NONE	NC	CHARITABLE	$1,000
FRIENDS OF GRACE
415 CHAPMAN AVE	PLACENTIA	CA	92870	NONE	NC	CHARITABLE	$900
GOSPEL COMMUNITY CHURCH
PO BOX 1167	SANTA CRUZ	CA	95061	NONE	NC	CHARITABLE	$200
HIGH STREET COMMUNITY CHURCH
850 HIGH STREET	SANTA CRUZ	CA	95060	NONE	NC	CHARITABLE	$15,500
HILL COMMUNITY CHURCH
24612 NARBONNE AVE	LOMITA	CA	90717	NONE	NC	CHARITABLE	$200
INTERNATIONAL MISSION BOARD
3806 MONUMENT AVENUE	RICHMOND	VA	23230	NONE	NC	CHARITABLE	$500
INTERNATIONAL STUDENTS INC
PO BOX C	COLORADO SPRINGS	CO	80901	NONE	NC	CHARITABLE	$200
INTERVARSITY CHRISTIAN FELLOWSHIP
PO BOX 7895	MADISON	WI	53707	NONE	NC	CHARITABLE	$1,250
JEMSAACF
948 E 2ND STREET	LOS ANGELES	CA	90012	NONE	NC	CHARITABLE	$1,200
LIVING WATER FILM MINISTRY
				NONE	NC	CHARITABLE	$2,400	NO 51 ZIQIANG ROAD TAMSUI DISTRICT	NEW TAIPEI CITY	TW	251
MESSIAH LUTHERAN CHURCH
801 HIGH ST	SANTA CRUZ	CA	95060	NONE	NC	CHARITABLE	$400
OMF INTERNATIONAL
10 W DRY CREEK CIRCLE	LITTLETON	CO	80120	NONE	NC	CHARITABLE	$500
PEOPLE INTERNATIONAL
PO BOX 3005	VANCOUVER	WA	98668	NONE	NC	CHARITABLE	$500
SACRED HEART COMMUNITY SERVICE
1381 S FIRST STREET	SAN JOSE	CA	95110	NONE	NC	CHARITABLE	$1,000
SHIH-LIN ZION CHURCH
				NONE	NC	CHARITABLE	$3,200	3RD FLOOR NO 94 FU-KWO ROAD	TAIPEI CITY	TW	111	SHIH-LIN DIS
SHOWERS OF BLESSING EVANGELISTIC MINISTRY
41817 ALBRAE STREET	FREMONT	CA	94538	NONE	NC	CHARITABLE	$300
SHUKUGAWA BIBLE CHURCH
				NONE	NC	CHARITABLE	$4,200	7-12 AIOI-CHO	NISHINOMIYA CITY	JA			HYOGO
THE NAVIGATORS
PO BOX 50740	COLORADO SPRINGS	CO	80949	NONE	NC	CHARITABLE	$3,000
U C SANTA CRUZ FOUNDATION
PO BOX 44000	SAN FRANCISCO	CA	94144	NONE	NC	CHARITABLE	$10,000
WESTGATE COMMUNITY BIBLE CHURCH
1735 SARATOGA AVENUE	SAN JOSE	CA	95129	NONE	NC	CHARITABLE	$10,000
WESTMINSTER THEOLOGICAL SEMINARY IN CALIFORNIA
1725 BEAR VALLEY PARKWAY	ESCONDIDO	CA	92027	NONE	NC	CHARITABLE	$5,400
WORLD CHRISTIAN RESTAURANT MINISTRIES
22274 MAIN ST	HAYWARD	CA	94541	NONE	NC	CHARITABLE	$1,200
WYCLIFFE BIBLE TRANSLATORS INTERNATIONAL
PO BOX 628200	ORLANDO	FL	32862	NONE	NC	CHARITABLE	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$110,549	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$2,564	RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$32,482	RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$330,725	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$0	ExclusionAmt
Related Or Exempt Function Incm	$365,771	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$365,771	TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxt	Relationship StatementRelationshipStatementTxt
3	INCREASE ENTITY'S CAPABILITIES TO MAKE CHARITABLE DONATIONS
4	INCREASE ENTITY'S CAPABILITIES TO MAKE CHARITABLE DONATIONS
8	INCREASE ENTITY'S CAPABILITIES TO MAKE CHARITABLE DONATIONS

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd	Noncash ContributionNoncashContributionInd
JENSINE HO
1	669 FLAMENCO PLACE	DAVIS	CA	95616	$2,956	Yes (X)	Yes (X)
CHRISTINA YU
2	127 SIMSBURY DRIVE	ITHACA	NY	14850	$16,019	Yes (X)	Yes (X)
JEFFREY LEE
3	19970 SCOTLAND DRIVE	SARATOGA	CA	95070	$29,144	Yes (X)	Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (14 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
1	50 SH. AMAT	$1,960	2024-12-18
1	30 SH. DELL	$396	2024-12-18
1	22 SH. AAPL	$72	2025-11-13
1	40 SH. DELL	$528	2025-11-13
2	200 SH. ABB	$6,312	2025-08-18
2	100 SH. ABB	$2,552	2025-08-18
2	100 SH. COMERCIA	$3,244	2025-08-18
2	50 SH. SIEMONS AG	$2,538	2025-08-18
3	300 SH. BROADCOM INC	$6,095	2025-08-21
3	40 SH. BROADCOM INC	$543	2025-08-21
3	260 SH. BROADCOM INC	$6,555	2025-08-21
3	175 SH. NVDA	$651	2025-08-21
3	26 SH. PARKER-HANNIFIN	$7,945	2025-10-31
3	40 SH. PARKER-HANNIFEN	$7,355	2025-10-31

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$2,440	Amt
Net Investment Income	$750	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$1,690	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (84 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
ABT	$8,345	$25,780
ABBV	$17,892	$39,848
ADBE	$22,943	$16,007
APD	$6,243	$26,105
ALB	$4,089	$7,799
GOOGL	$1,295	$32,018
GOOG	$10,365	$256,096
AMGN	$5,922	$8,637
ADI	$8,809	$26,534
AAPL	$19,384	$640,518
AMAT	$4,322	$22,703
BAC	$14,680	$27,898
BIIB	$15,801	$23,672
BLK	$7,053	$31,419
BA	$9,925	$25,515
BG	$3,322	$4,804
CP	$10,582	$39,914
CARR	$2,904	$19,208
LNG	$2,348	$10,423
CVX	$17,848	$18,891
CTVA	$833	$2,227
COST	$5,225	$118,767
CSX	$2,394	$14,144
DEO	$12,926	$9,161
DHI	$7,447	$15,901
EWBC	$17,123	$42,680
FCX	$8,310	$17,192
GILD	$10,025	$56,628
HD	$3,719	$17,846
HON	$2,134	$14,414
ITW	$3,577	$18,696
INTC	$6,850	$12,168
ICE	$3,848	$15,730
INTU	$4,289	$34,874
JNJ	$4,022	$6,208
JPM	$3,553	$40,700
LIN	$21,223	$53,342
LOW	$21,679	$72,744
LVMUY	$7,651	$7,413
MA	$1,676	$55,053
MDT	$11,176	$13,166
META	$6,145	$38,877
MDLZ	$6,600	$8,636
MS	$4,529	$33,932
NDAQ	$1,546	$13,638
NICE	$16,039	$10,607
NSC	$4,211	$8,763
NVDA	$6,257	$296,475
ORCL	$7,994	$80,780
QRVO	$6,839	$8,589
QCOM	$14,499	$67,236
DGX	$3,944	$7,567
REGN	$4,610	$7,802
RMD	$7,274	$31,979
RTX	$20,977	$148,674
SAP	$3,294	$18,131
SHOP	$21,235	$38,074
CI	$8,233	$15,250
TMO	$5,022	$88,625
UL	$8,874	$12,118
UNP	$2,648	$23,183
VLO	$23,102	$35,352
V	$12,499	$16,722
ABBNY	$8,864	$21,528
AMZN	$5,308	$5,831
AVGO	$33,480	$282,072
CMA	$3,244	$8,038
DE	$11,503	$11,612
DELL	$924	$9,335
DIS	$10,876	$10,447
XOM	$8,360	$8,694
GS	$12,644	$16,521
LH	$9,682	$10,751
MSFT	$31,966	$36,901
PANW	$24,012	$24,717
PH	$15,299	$56,872
PHM	$9,268	$10,175
ROK	$14,435	$19,793
CRM	$8,124	$5,764
SIEGY	$2,538	$6,632
SOLS	$125	$858
SBUX	$9,777	$8,711
SYK	$9,729	$9,280
UNH	$20,543	$16,489

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
GOVERNMENT FILING FEES	$75	$0	$0	$75
PROVESSING FEES	$156	$0	$0	$156
OFFICE EXPENSE	$211	$0	$0	$211

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	PAYROLL LIABILITIES	Desc
BOY Book Value	$260	BOYBookValueAmt
EOY Book Value	$125	EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	ADVISOR FEES	CategoryTxt
Amt	$16,870	Amt
Net Investment Income	$16,870	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX	$3,680	$0	$0	$3,680
FOREIGN TAXES PAID	$170	$170	$0	$0
PAYROLL TAX	$1,004	$0	$0	$1,004