BEULAH LAND FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BEULAH LAND FOUNDATION (EIN 46-1547494)
- Tax period
- 2022-12-01 to 2023-11-30
- Filed
- 2024-05-07
- IRS object ID
- 202441289349104514
- Schema version
- 2022v5.0
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-07T06:09:30-00:00 | ReturnTs |
| Tax Period End | 2023-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201675090 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Your Network Solution | 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 | 94587 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-12-01 | 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 | P O BOX 2554 | 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 | 4088688306 | PhoneNum |
| Signature | 2024-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEFFREY | PersonFirstNm |
| Person Last | LEE | PersonLastNm |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Tsui Chin L Chien | PreparerPersonNm |
| PTIN | P00209080 | PTIN |
| Phone | 5106730056 | PhoneNum |
| Preparation | 2024-05-07 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,231,923 | 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 | $20,764 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $442 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $442 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $26,966 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,966 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $49,827 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $133,409 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $49,827 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $57 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $57 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $98,056 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $77,292 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $8,400 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $8,400 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $13,705 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,805 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $900 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,103 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,215 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $888 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $581 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $218 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $363 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,789 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,238 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,551 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $82,024 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $82,024 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $106,813 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,238 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $92,575 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,757 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $63,054 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,607 | CashBOYAmt |
| Cash EOY | $10,544 | CashEOYAmt |
| Cash EOYFMV | $10,545 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $27,420 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $77,609 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $77,609 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $630,552 | CorporateStockBOYAmt |
| Corporate Stock EOY | $567,733 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,143,769 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $664,579 | TotalAssetsBOYAmt |
| Total Assets EOY | $655,886 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,231,923 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $259 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $72 | AccountsPayableEOYAmt |
| Other Liabilities EOY | $251 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $259 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $323 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $664,320 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $655,563 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $664,320 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $655,563 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $664,579 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $655,886 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $664,320 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,757 | ExcessRevenueOverExpensesAmt |
| Subtotal | $655,563 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $655,563 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1 ALIGN TECHNLOGY INC | D | 2019-07-25 | 2023-07-10 | $343 | $201 | $142 | $142 |
| 1 ALIGN TECHNLOGY INC | D | 2019-07-25 | 2023-07-10 | $343 | $200 | $143 | $143 |
| 1 ALIGN TECHNLOGY INC | D | 2019-08-05 | 2023-07-10 | $343 | $189 | $154 | $154 |
| 1 ALIGN TECHNLOGY INC | D | 2019-08-05 | 2023-07-10 | $343 | $194 | $149 | $149 |
| 1 ALIGN TECHNLOGY INC | D | 2019-08-14 | 2023-07-10 | $343 | $177 | $166 | $166 |
| 25 APPLIED MATERIALS INC | D | 2020-01-27 | 2023-07-10 | $3,537 | $1,477 | $2,060 | $2,060 |
| 15 BOEING CO | D | 2008-01-09 | 2023-07-05 | $3,193 | $1,204 | $1,989 | $1,989 |
| 10 BOEING CO | D | 2008-02-04 | 2023-07-05 | $2,129 | $831 | $1,298 | $1,298 |
| 109.757 CANADIAN PAC | D | 2020-03-12 | 2023-08-03 | $8,878 | $4,414 | $4,464 | $4,464 |
| 72.026 CANADIAN PAC | D | 2020-03-12 | 2023-08-03 | $5,826 | $2,901 | $2,925 | $2,925 |
| 43.217 CANADIAN PAC | D | 2021-04-06 | 2023-08-03 | $3,496 | $3,147 | $349 | $349 |
| 125 DR REDDY S LAB | D | 2015-04-17 | 2023-04-27 | $7,555 | $7,285 | $270 | $270 |
| 25 FEDEX CORP | D | 2016-12-21 | 2023-07-05 | $6,206 | $4,827 | $1,379 | $1,379 |
| 150 FIRST REPUBLIC BANK | D | 2015-12-29 | 2023-07-31 | $48 | $10,048 | -$10,000 | -$10,000 |
| 100 MAGNA INTL | D | 2013-10-09 | 2023-01-03 | $5,763 | $4,129 | $1,634 | $1,634 |
| 100 MAGNA INTL | D | 2015-11-05 | 2023-01-03 | $5,763 | $4,769 | $994 | $994 |
| 100 MAGNA INTL | D | 2013-01-22 | 2023-07-10 | $5,808 | $2,666 | $3,142 | $3,142 |
| 100 MARATHON PETROLEUM | D | 2009-08-05 | 2023-10-10 | $14,864 | $1,234 | $13,630 | $13,630 |
| 100 MATCH GROUP INC | D | 2017-02-23 | 2023-07-10 | $4,343 | $2,354 | $1,989 | $1,989 |
| 100 MATCH GROUP INC | D | 2017-02-23 | 2023-10-26 | $4,068 | $2,707 | $1,361 | $1,361 |
| 6 MERCADOLIBRE INC | D | 2022-03-25 | 2023-04-13 | $7,754 | $6,940 | $814 | $814 |
| 300 PULTE GROUP INC | D | 2018-02-20 | 2023-01-31 | $16,917 | $8,810 | $8,107 | $8,107 |
| 35 QUANTA SERVICES | D | 2018-02-23 | 2023-04-12 | $5,778 | $1,242 | $4,536 | $4,536 |
| 40 QUANTA SERVICES | D | 2018-02-23 | 2023-07-05 | $7,801 | $1,420 | $6,381 | $6,381 |
| 100 SCHLUMBERGER LIMITEDCOM | D | 2017-01-23 | 2023-07-10 | $5,371 | $8,441 | -$3,070 | -$3,070 |
| 100 SCHWAB CHARLES CORP | D | 2009-04-24 | 2023-08-03 | $6,596 | $1,775 | $4,821 | $4,821 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $49,827 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $876 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $876 | SubtotalAmt |
| Tax Based On Investment Income | $876 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,460 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,460 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $1,460 | OriginalReturnTaxPaidAmt |
| Overpayment | $584 | OverpaymentAmt |
| Applied To ES Tax | $584 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| 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 |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| 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 | $8,400 | $888 |
| MATTHEW C LEE | |||||||
| 19970 SCOTLAND DRIVE | SARATOGA | CA | 95070 | DIRECTOR | 002.00 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
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 | $2,035,809 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,086 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,076,895 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,076,895 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,153 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,045,742 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $102,287 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $102,287 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $876 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $876 | TotalTaxAmt |
| Distributable Before Adj | $101,411 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $101,411 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $101,411 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $92,575 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $92,575 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $101,411 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $46,498 | UndistributedIncomePYAmt |
| Qualifying Distributions | $92,575 | QualifyingDistributionsAmt |
| Applied To Year1 | $46,498 | AppliedToYear1Amt |
| Applied To Current Year | $46,077 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $55,334 | 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 (33 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| CHINESE CHRISTIAN MISSION | ||||||||||
| P O BOX 750759 | PETALUMA | CA | 94975 | NONE | NC | CHARIABLE | $100 | |||
| CHINESE FOR CHRIST BERKELEY CHURCH | ||||||||||
| 2715 PRINCE STREET | BERKELEY | CA | 94705 | NONE | NC | CHARIABLE | $800 | |||
| CHRISTIAN ENCOUNTER MINISTRIES | ||||||||||
| P O BOX 1022 | GRASS VALLEY | CA | 95945 | NONE | NC | CHARIABLE | $500 | |||
| CITYTEAM MINISTRIES | ||||||||||
| 2304 ZANKER ROAD | SAN JOSE | CA | 95131 | NONE | NC | CHARIABLE | $1,100 | |||
| CONSERVATION SOCIETY OF CALIFORNIA-OAKLAND ZOO | ||||||||||
| P O BOX 5238 | OAKLAND | CA | 94605 | NONE | NC | CHARIABLE | $224 | |||
| DAVIS CHINEE CHRISTIAN CHURCH | ||||||||||
| 536 ANDERSON ROAD | DAVIS | CA | 94605 | NONE | NC | CHARIABLE | $10,000 | |||
| DEL ORO CAREGIVER RESOURCE CENTER | ||||||||||
| 8421 AUBURN BLVD STE 265 | CITRUS HEIGHTS | CA | 95610 | NONE | NC | CHARIABLE | $1,000 | |||
| EVANGELICAL FOR DISABILITIES | ||||||||||
| 1153 YARWOOD CT | SAN JOSE | CA | 95128 | NONE | NC | CHARIABLE | $1,150 | |||
| GOSPEL COMMUNITY CHURCH | ||||||||||
| P O BOX 1167 | SANTA CRUZ | CA | 95061 | NONE | NC | CHARIABLE | $200 | |||
| HIGH STREET COMMUNITY CHURCH | ||||||||||
| 850 HIGH STREET | SANTA CRUZ | CA | 95060 | NONE | NC | CHARIABLE | $14,000 | |||
| HILL COMMUNITY CHURCH | ||||||||||
| 24612 NARBONNE AVE | LOMITA | CA | 90717 | NONE | NC | CHARIABLE | $200 | |||
| INTERNATIONAL MISSIN BOARD | ||||||||||
| 3806 MONUMENT AVENUE | RICHMOND | VA | 23230 | NONE | NC | CHARIABLE | $1,000 | |||
| INTERNATIONAL STUDENTS INC | ||||||||||
| P O BOX C | COLORADO SPRINGS | CO | 80901 | NONE | NC | CHARIABLE | $1,700 | |||
| INTERVARSITY CHRISTIAN FELLOWSHIP | ||||||||||
| P O BOX 7895 | MADISON | WI | 53707 | NONE | NC | CHARIABLE | $500 | |||
| ITHACA COMMUNITY CHILDCARE CENTER | ||||||||||
| 579 WARREN ROAD | ITHACA | NY | 14850 | NONE | NC | CHARIABLE | $2,000 | |||
| JEMSAACF | ||||||||||
| 948 E 2ND STREET | LOS ANGELES | CA | 90012 | NONE | NC | CHARIABLE | $1,200 | |||
| LIVING WATER FILM MINISTRY | ||||||||||
| NONE | NC | CHARIABLE | $1,200 | NO 51 ZIQIANG ROAD TAMSI DISTRICT | NEW TAIPE CITY | TW | ||||
| MESSIAH LUTHERAN CHURCH | ||||||||||
| 801 HIGH ST | SANTA CRUZ | CA | 95060 | NONE | NC | CHARIABLE | $400 | |||
| OMF INTERNATIONAL | ||||||||||
| 10 W DRY CREED CIRCLE | LITTLETON | CO | 80120 | NONE | NC | CHARIABLE | $1,000 | |||
| PARK STREET CHURCH | ||||||||||
| 1 PARK STREET | BOSTON | MA | 02108 | NONE | NC | CHARIABLE | $2,000 | |||
| PEOPLE INTERNATIONAL | ||||||||||
| P O BOX 3005 | VANCOUVER | WA | 98668 | NONE | NC | CHARIABLE | $1,500 | |||
| SHIH-LIN ZION CHURCH | ||||||||||
| NONE | NC | CHARIABLE | $1,200 | 3RD FLOOR NO 94 FU-KWO ROAD | TAIPE CITY | TW | ||||
| SHUKUGAWA BIBLE CHURCH | ||||||||||
| NONE | NC | CHARIABLE | $1,200 | 7-12 AIOI-CHO | HYOGO | JA | ||||
| TOUCH LIFE MISSION | ||||||||||
| P O BOX 5514 | DIAMOND BAR | CA | 91765 | NONE | NC | CHARIABLE | $500 | |||
| U C SANTA CRUZ FOUNDATION | ||||||||||
| P O BOX 44000 | SAN FRANCISO | CA | 94144 | NONE | NC | CHARIABLE | $8,500 | |||
| WESTGATE COMMUNITY BIBLE CHURCH | ||||||||||
| 1735 SARATOGA AVENUE | SAN JOSE | CA | 95129 | NONE | NC | CHARIABLE | $4,000 | |||
| WESTMINSTER SEMINARY CALIFORNIA | ||||||||||
| 1725 BEAR VALLEY PARKWAY | ESCONDIDO | CA | 92027 | NONE | NC | CHARIABLE | $3,700 | |||
| WORLD CHRISTIAN RESTAURANT MINISTRIES | ||||||||||
| 22274 MAIN ST | HAYWARD | CA | 94541 | NONE | NC | CHARIABLE | $800 | |||
| ALTERNATIVES PREGNANCY CENTER | ||||||||||
| 1111 HOWE AVE STE 610 | SACRAMENTO | CA | 95825 | NONE | NC | CHARIABLE | $500 | |||
| AMAZING LOVE INC | ||||||||||
| P O BOX 2431 | DANVILLE | CA | 94526 | NONE | NC | CHARIABLE | $100 | |||
| BETHEL GROVE BIBLE CHURCH | ||||||||||
| 1763 SLATERVILLE ROAD | ITHACA | NY | 14850 | NONE | NC | CHARIABLE | $19,400 | |||
| BIBLE STUDY FELLOWSHIP | ||||||||||
| 19001 HUEBNER ROAD | SAN ANTONIO | TX | 78258 | NONE | NC | CHARIABLE | $250 | |||
| CAMPUS EVANGELICAL FELLOWSHIP | ||||||||||
| 365 DU PAHZE STREET | NAPERVILLE | IL | 60565 | NONE | NC | CHARIABLE | $100 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $82,024 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $442 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,966 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $49,827 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $77,235 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $77,235 | 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 (6 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 | $3,111 | Yes (X) | Yes (X) |
| JEFFREY LEE | |||||||
| 2 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $1,295 | Yes (X) | Yes (X) |
| JEFFREY LEE | |||||||
| 3 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $1,675 | Yes (X) | Yes (X) |
| JEFFREY LEE | |||||||
| 4 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $8,173 | Yes (X) | Yes (X) |
| JEFFREY LEE | |||||||
| 5 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $2,348 | Yes (X) | Yes (X) |
| JEFFREY LEE | |||||||
| 6 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $4,161 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 70 SH HORTON | $8,934 | 2023-11-16 |
| 2 | 100 SH ALPHABET INC | $13,462 | 2023-11-15 |
| 3 | 200 SH CARR | $10,536 | 2023-11-16 |
| 4 | 50 SH LINDE PLC | $20,420 | 2023-11-16 |
| 5 | 50 SH CHENIERE ENERGY | $8,692 | 2023-11-16 |
| 6 | 200 SH ORACLE CORP | $22,934 | 2023-11-16 |
Accounting Fees Schedule AccountingFeesSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (67 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 50 shares of BUNGE LIMITED COM STK | $3,322 | $5,494 |
| 125 shares of LINDE PLC COM EUR | $21,223 | $53,790 |
| 125 shares of MEDTRONIC PLC US | $11,176 | $9,909 |
| 200 shares of ABBOTT LABORATORIES | $8,345 | $20,858 |
| 175 shares of ABBVIE INC COM | $17,892 | $24,918 |
| 50 shares of ADOBE SYSTEMS | $22,943 | $30,551 |
| 100 shares of AIR PROD CHEMICAL | $6,243 | $27,055 |
| 60 shares of ALBEMARLE CORP | $4,089 | $7,276 |
| 800 shares of ALPHABET INC | $11,660 | $120,389 |
| 25 shares of AMGEN INC | $5,922 | $6,741 |
| 100 shares of ANALOG DEVICE INC | $8,809 | $18,338 |
| 2960 shares of APPLE INC | $30,648 | $562,252 |
| 75 shares of APPLIED MATERIALS INC | $4,430 | $11,234 |
| 320 shares of BANK OF AMERICA | $5,507 | $9,757 |
| 130 shares of BIOGEN INC | $15,801 | $30,430 |
| 30 shares of BLACKROCK INC | $7,053 | $22,537 |
| 135 shares of BOEING | $9,925 | $31,270 |
| 100 shares of BRISTOL MYERS SQUIBB | $6,004 | $4,938 |
| 200 shares of CF INDS HLDGS | $5,699 | $15,030 |
| 55 shares of CIGNA CORP | $8,233 | $14,458 |
| 400 shares of CSX CORP | $2,394 | $12,920 |
| 200 shares of CANADIAN PACIFIC RAILWAY | $10,582 | $39,600 |
| 350 shares of CARRIER GLOBAL CORPORATION | $2,931 | $18,186 |
| 50 shares of CHEVRON CORP | $6,001 | $7,180 |
| 1300 shares of CISCO | $19,101 | $62,894 |
| 33 shares of CORTEVA INC | $833 | $1,492 |
| 130 shares of COSTOC WHOLESALE | $5,225 | $77,056 |
| 50 shares of DIAGEO ADR EACH PEPR | $7,040 | $7,029 |
| 100 shares of DOLLAR GEN CORP | $17,875 | $13,112 |
| 300 shares of EAST WEST BANCORP | $13,185 | $18,876 |
| 60 shares of META PLATFORMS INC | $6,145 | $19,629 |
| 400 shares of FREEPORT MCMORAN INC | $8,310 | $14,928 |
| 450 shares of GILEAD SCIENCES INC | $10,025 | $34,470 |
| 50 shares of HOME DEPOT INC | $3,719 | $15,675 |
| 75 shares of HONEYWELL INTERNATIONSL | $2,264 | $14,694 |
| 75 shares of ILLINOIS TOOL WORK | $3,577 | $18,166 |
| 300 shares of INTEL CORP | $6,850 | $13,410 |
| 100 shares of INTERCONTINENTAL EXCHANGE | $3,848 | $11,384 |
| 55 shares of INTUIT INC | $4,289 | $31,430 |
| 100 shares of JPMORGAN CHASE | $2,669 | $15,608 |
| 30 shares of JOHNSON JOHNSON | $4,022 | $4,640 |
| 50 shares of VMH MOET HENNESSY | $7,651 | $7,590 |
| 300 shares of LOWES COS INC | $21,679 | $59,649 |
| 150 shares of MASTERCARD | $2,513 | $62,075 |
| 5 shares of MERCADOLIBRE | $5,117 | $8,102 |
| 150 shares of MONDELEZ INTL | $6,600 | $10,659 |
| 200 shares of MORGAN STANLEY COM | $4,529 | $15,868 |
| 150 shares of NASDAQ INC | $1,546 | $8,376 |
| 30 shares of NICE LTD ADR-EACH CNV | $4,489 | $5,693 |
| 30 shares of NORFOLK SOUTHERN CRP | $4,211 | $6,545 |
| 160 shares of NVIDIA CORP | $9,612 | $74,832 |
| 400 shares of ORACLE CORP | $7,994 | $46,484 |
| 100 shares of QORVON IN COM | $6,839 | $9,650 |
| 550 shares of QUALCOMN | $26,164 | $70,978 |
| 40 shares of QUEST DIAGNOSTICS INC | $3,944 | $5,489 |
| 850 shares of RAYTHEON | $20,977 | $69,258 |
| 175 shares of RESMED INC | $10,185 | $27,603 |
| 240 shares of SHOPIFY INC | $21,235 | $17,477 |
| 170 shares of THERMO FISHER SCIENTIFIC | $5,992 | $84,279 |
| 4 shares of TWILLO | $368 | $259 |
| 200 shares of UNLIEVER | $8,874 | $9,540 |
| 100 shares of UNION PAC CORP | $2,648 | $22,527 |
| 100 shares of V F CORP COM | $6,093 | $1,673 |
| 100 shares of VALERO ENERGY CORP | $9,383 | $12,536 |
| 35 shares of VISA | $7,822 | $8,984 |
| 70 shares of DR HORTON | $3,111 | $8,936 |
| 50 shares of CHENIERE ENERGY | $2,348 | $9,103 |
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 | $191 | $191 | |
| FILING FEE | $75 | $75 | |
| OFFICE EXPENSE | $268 | $268 | |
| BANK FEE | $27 | $27 | |
| RENEWAL FEE | $20 | $20 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $57 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $57 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAX PAYABLE | Desc |
| EOY Book Value | $251 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISOR FEE | $12,265 | $12,265 | |
| ACCOUNTING FEE | $1,440 | $540 | $900 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INCOME TAX | $1,215 | $1,215 | |
| PAYROLL TAX | $888 | $888 |
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