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QUE-LUE CHARITABLE FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
QUE-LUE CHARITABLE FOUNDATION (EIN 77-0547169)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-07-02
IRS object ID
202401849349100000
Schema version
2023v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-07-02T00:20:25-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN611753730PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Dragon Tax & Management IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12100 Geng Road STE 210AddressLine1Txt
CityPalo AltoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94303ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770547169EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Que-Lue Charitable FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Andrew LueInCareOfNm
Business Name ControlQUELBusinessNameControlTxt
Phone4082309345PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12310 Homestead Road Suite C1 Ste 23AddressLine1Txt
CityLos AltosCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94024ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANDREW LUEPersonNm
Person TitleDirectorPersonTitleTxt
Phone4082309345PhoneNum
Signature2024-07-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstANDREWPersonFirstNm
Person LastLUEPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHAI DANGPreparerPersonNm
PTINP01754826PTIN
Phone6503452604PhoneNum
Preparation2024-07-02PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL2AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,562,949FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$200,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$267InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$267InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$23,237DividendsRevAndExpnssAmt
Dividends Net Invst Incm$23,237DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$0NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$54,289CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$223,504TotalRevAndExpnssAmt
Total Net Invst Incm$77,793TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,540AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,540AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$9,098OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$9,098OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$472TaxesRevAndExpnssAmt
Taxes Net Invst Incm$472TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$1,031OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$1,031OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,141TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,570TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,571TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$28,436ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$28,436ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$40,577TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,570TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$31,007TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$182,927ExcessRevenueOverExpensesAmt
Net Investment Income$68,223NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$149,703SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$547,820SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$533,664SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
Corporate Stock BOY$936,308CorporateStockBOYAmt
Corporate Stock EOY$946,954CorporateStockEOYAmt
Corporate Stock EOYFMV$1,029,285CorporateStockEOYFMVAmt
Corporate Bonds EOY$0CorporateBondsEOYAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$1,086,011TotalAssetsBOYAmt
Total Assets EOY$1,494,774TotalAssetsEOYAmt
Total Assets EOYFMV$1,562,949TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,086,011RetainedEarningBOYAmt
Retained Earning EOY$1,164,283RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,086,011TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,164,283TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,086,011TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,164,283TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,086,011TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$182,927ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,268,938SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,268,938TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$54,289CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$948InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$948SubtotalAmt
Tax Based On Investment Income$948TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$166EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$800ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$966TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$16EsPenaltyAmt
Overpayment$2OverpaymentAmt
Refund$2RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addressn/aWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Andrew H LueBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4088075268PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12310 Homestead Road Suite C1 Ste 23AddressLine1Txt
CityLos AltosCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94024ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppYes (true)UndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
ROSALINA Q LUE
2310 Homestead Road Suite C1 237Los AltosCA94024Director2.000$0
ANDREW H LUE
2310 Homestead Road Suite C1 237Los AltosCA94024Director2.000$0
ROSALINA Q LUE
2310 Homestead Road Suite C1 237Los AltosCA94024President2.000$0
ANDREW H LUE
2310 Homestead Road Suite C1 237Los AltosCA94024VPSecretaryTreasurer2.000$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1Financial support for charitable organizations benefitting the community including related adminstrative expensesDescription1Txt
Expenses1$31,046Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1No Program related investments were made during the yearDescription1Txt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$934,492AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$217,330AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,151,822TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,151,822AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$17,277CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,134,545NetVlNoncharitableAssetsAmt
Minimum Investment Return$56,727MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$56,727MinimumInvestmentReturnAmt
Tax Based On Investment Income$948TaxBasedOnInvestmentIncomeAmt
Total Tax$948TotalTaxAmt
Distributable Before Adj$55,779DistributableBeforeAdjAmt
Distributable Before Ded$55,779DistributableBeforeDedAmt
Distributable As Adjusted$55,779DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$31,007ExpensesAndContributionsAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$31,007QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$55,779DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$6,975ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$6,975TotalExcessDistributionCyovAmt
Qualifying Distributions$31,007QualifyingDistributionsAmt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$31,007AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$6,975ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$6,975ExcessDistributionCyovAppCYAmt
Undistributed Income CY$17,797UndistributedIncomeCYAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
KQED
2601 Mariposa StSan FranciscoCA94110PCSupport of Other Charitable Organizations$2,500
World Vision
PO Box 70102TacomaWA984810102PCSupport of Other Charitable Organizations$936
St Simon Church
1860 Grant RoadLos AltosCA94024PCSupport of Other Charitable Organizations$5,000
World Central Kitchen
200 Massachusetts Ave NWWashingtonDC20001PCSupport of Other Charitable Organizations$2,000
Hawaii Community Foundation
444 Hana Hwy Suite 201KahuluiHI96732PCSupport of Other Charitable Organizations$1,000
Second Harvest Food Bank
750 Curtner AveSan JoseCA95125PCSupport of Other Charitable Organizations$2,000
The Nature Conservancy
4245 North Fairfax DrArlingtonVA222031606PCSupport of Other Charitable Organizations$2,000
UC Berkeley Foundation
1995 University Ave Suite 401BerkeleyCA947041058PCSupport of Other Charitable Organizations$2,000
Mercury News Wish Book Foundation
4 N 2nd St Suite 700San JoseCA95113PCSupport of Other Charitable Organizations$3,000
Diocese of San Jose
1150 N 1st StSan JoseCA95112PCSupport of Other Charitable Organizations$2,000
Santa Clara University
University Relations 500 El CaminoSanta ClaraCA95053PCSupport of Other Charitable Organizations$1,000
Silicon Valley Sponsoring Committee
1561 Plateau AveLos AltosCA94024PCSupport of Other Charitable Organizations$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$28,436TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$267ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$23,237ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$54,289ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$77,793ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$77,793TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1Rosalina Q & Andrew H LueBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11060 Autumn Ln Los AltosAddressLine1Txt
CityLos AltosCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94024ZIPCd
FieldValueIRS element (for citing)
Total Contributions$200,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeesCategoryTxt
Amt$1,540Amt
Disbursements Charitable Prps$1,540DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockWells FargoStockNm
EOY Book Value$946,954EOYBookValueAmt
EOYFMV$1,029,285EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Telephone$355$355
Office Expenses$449$449
Subscriptions$150$150
Licenses and Permits$75$75
Finance Fees$2$2

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management FeeCategoryTxt
Amt$9,098Amt
Net Investment Income$9,098NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
Excise Tax$273$273
Foreign Tax$199$199

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