ZEE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ZEE FOUNDATION (EIN 33-0592374)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202423209349103112
- 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
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T10:35:09-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330749936 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAURER GITTINGS & GRAF LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3111 N TUSTIN STREET STE 140 | AddressLine1Txt |
| City | ORANGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92865 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330592374 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZEE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZEEF | BusinessNameControlTxt |
| Phone | 3105495400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4001 VIA ORO AVENUE 210 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90810 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE YEN | PersonNm |
| Person Title | CFO/SECRETARY | PersonTitleTxt |
| Phone | 3105495400 | PhoneNum |
| Signature | 2024-11-13 | 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 | JARIN R MAURER CPA | PreparerPersonNm |
| PTIN | P00846332 | PTIN |
| Phone | 7149373900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $24,430,728 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $931 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $931 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $931 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $355,343 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $355,343 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $355,343 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$24,164 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,486,238 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $332,110 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $356,274 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $356,274 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | 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 | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $16,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $325,331 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $325,331 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $95,784 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $38,684 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,066 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $195 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $871 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $444,181 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $369,710 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,371 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,017,542 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,017,542 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,461,723 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $369,710 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,034,913 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,129,613 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $356,274 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $641,847 | CashBOYAmt |
| Cash EOY | $701,908 | CashEOYAmt |
| Cash EOYFMV | $701,908 | CashEOYFMVAmt |
| Other Assets BOY | $19,491,644 | OtherAssetsBOYAmt |
| Other Assets EOY | $23,728,820 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $23,728,820 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $20,133,491 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,430,728 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,430,728 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $17,000 | AccountsPayableEOYAmt |
| Mortgages And Notes Payable EOY | $300,000 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $32,700 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $987,343 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $32,700 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,304,343 | 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 | $20,100,791 | RetainedEarningBOYAmt |
| Retained Earning EOY | $23,126,385 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,100,791 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,126,385 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,133,491 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,430,728 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,100,791 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,129,613 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,155,207 | OtherIncreasesAmt |
| Subtotal | $23,126,385 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,126,385 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| SHORT-TERM LOSS ON INVESTMENTS - UBS 74774 | 2023-01-01 | 2023-12-31 | $1,008,429 | $1,442,323 | -$433,894 | -$433,894 |
| LONG-TERM GAIN ON INVESTMENTS - UBS 74774 | 2022-01-01 | 2023-12-31 | $4,525,546 | $4,196,059 | $329,487 | $329,487 |
| SHORT-TERM LOSS ON INVESTMENTS - UBS 28444 | 2023-01-01 | 2023-12-31 | $73,865 | $92,224 | -$18,359 | -$18,359 |
| LONG-TERM GAIN ON INVESTMENTS - UBS 28444 | 2022-01-01 | 2023-12-31 | $878,398 | $779,796 | $98,602 | $98,602 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$24,164 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$452,253 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $27,671 | 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 | $27,671 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $27,671 | OverpaymentAmt |
| Applied To ES Tax | $27,671 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | 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 |
| Individual With Books | TIEN P ZEE | IndividualWithBooksNm |
| Phone | 3105495400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4001 VIA ORO AVENUE SUITE 210 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90810 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| TIEN P ZEE | ||||||||
| 4001 VIA ORO SUITE 210 | LONG BEACH | CA | 90810 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| GEORGE YEN | ||||||||
| 4001 VIA ORO SUITE 210 | LONG BEACH | CA | 90810 | SECRETARY/CFO | 1.00 | $0 | $0 | $0 |
| JINLY ZEE | ||||||||
| 4001 VIA ORO SUITE 210 | LONG BEACH | CA | 90810 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JINSEN ZEE | ||||||||
| 4001 VIA ORO SUITE 210 | LONG BEACH | CA | 90810 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS FINANCIAL SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 CALIFORNIA STREET 34TH FL | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941041610 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT FEES | ServiceTypeTxt |
| Compensation | $325,331 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $21,544,707 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | -$359,860 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,184,847 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,184,847 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $317,773 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,867,074 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,043,354 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,043,354 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $1,043,354 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,043,354 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,043,354 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,034,913 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,034,913 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,043,354 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,014,216 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,034,913 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,014,216 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $20,697 | 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 | $1,022,657 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GIVE2ASIA | |||||||||||
| 2201 BROADWAY 4TH FL | OAKLAND | CA | 94612 | PC | FULLY DEDUCTIBLE CONTRIBUTION TO SUPPORT THE AMERICAN SCHOOL IN JAPAN FUND | $65,000 | |||||
| PROVIDENCE LITTLE COMPANY OF MARY FOUNDATION | |||||||||||
| 4101 TORRANCE BLVD | TORRANCE | CA | 90503 | PC | 2 PANDA WARMERS TO STABILIZE INFANT BODY TEMP | $48,042 | |||||
| ASIAN IMPROV ARTS | |||||||||||
| 456 MONTGOMERY ST STE 1350 | SAN FRANCISCO | CA | 94104 | PC | SUPPORT "PROJECT ELAINE WONG," FOR CHILDREN'S ENRICHMENT, ARTIST DEVELOPMENT AND COMMUNITY BUILDING | $1,000 | |||||
| BOYS & GIRLS CLUB OF LONG BEACH | |||||||||||
| 400 OCEAN GATE | LONG BEACH | CA | 90801 | PC | SUPPORT AFTER-SCHOOL ACTIVITIES FOR CHILDREN | $2,000 | |||||
| FIRST UNITED METHODIST CHURCH OF WILMINGTON | |||||||||||
| 928 LAGOON AVE | WILMINGTON | CA | 90744 | PC | CHURCH DONATION | $1,000 | |||||
| HERALD CANCER ASSOCIATION | |||||||||||
| 715 E MISSION ROAD | SAN GABRIEL | CA | 91766 | PC | SUPPORT CANCER PATIENT SERVICES, PROMOTE CANCER PREVENTION AND AWARENESS | $1,000 | |||||
| LONG BEACH POLY HS INSTRUMENTAL MUSIC BOOSTERS | |||||||||||
| 4212 PIXIE AVE | LAKEWOOD | CA | 90712 | PC | SUPPORT FOR LONG BEACH POLY HIGH SCHOOL MUSIC PROGRAM | $2,000 | |||||
| THE STANFORD FUND | |||||||||||
| PO BOX 20466 | STANFORD | CA | 94309 | PC | SUPPORT FOR STUDENT ORGANIZATIONS TO ENRICH THE COLLEGE EXPERIENCE | $10,000 | |||||
| WORLD MISSION | |||||||||||
| 4200 ALPINE AVE NW | COMSTOCK PARK | MI | 49321 | PC | SUPPORT BIBLE MINISTRY REACHING OUT TO THE WORLD | $2,000 | |||||
| PALOS VERDES PENINSULA LAND CONSERVANCY | |||||||||||
| PO BOX 3427 | PV PENINSULA | CA | 90274 | PC | SUPPORT PRESERVATION OF UNDEVELOPED LAND | $1,000 | |||||
| FONTANA BOYS AND GIRLS CLUB | |||||||||||
| 7723 ALMERIA AVE | FONTANA | CA | 92336 | PC | SUPPORT ACADEMIC, ARTISTIC, SPORTS AND FITNESS, WELLNESS PROGRAMS FOR YOUTHS | $2,000 | |||||
| INT'L SOCIETY ORTHOMOLECULAR MEDICINE | |||||||||||
| NC | PUBLIC EDUCATION PROGRAM FOR HEALTHCARE PROFESSIONALS | $100,000 | 17 GLEN GANNON DRIVE | TORONTO | ONTARIO | CA | M4B 2W3 | ||||
| CLASSICAL KUSC FM 915 | |||||||||||
| PO BOX 77913 | LOS ANGELES | CA | 90007 | PC | SUPPORT PUBLIC RADIO BROADCAST | $2,500 | |||||
| WHITTIER COLLEGE | |||||||||||
| PO BOX 634 | WHITTIER | CA | 90608 | PC | SUPPORT INTEX FELLOWSHIP PROGRAM | $50,000 | |||||
| XIAMEN ZHONGSHAN HOSPITAL FNDN | |||||||||||
| NC | FOR PROMOTION OF HUMANITARIAN CAUSES AND SOCIAL WELFARE | $600,000 | 205 HUBIN S ROAD | FUJIAN SHENG | FUJIAN SHENG | CH | |||||
| FISHER HOUSE SOUTHERN CALIFORNIA | |||||||||||
| PO BOX 110 | LONG BEACH | CA | 90801 | PC | SUPPORT MILITARY AND VETERAN FAMILIES | $10,000 | |||||
| THE EDUCATION FOUNDATION OF XIAMEN | |||||||||||
| NC | FOR THE SUPPORT OF PUBLIC WELFARE EDUCATION PROGRAMS | $120,000 | 8 STOREY NO 20 HUBIN SOUTH ROAD | XIAMEN | XIAMEN | CH | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,017,542 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $931 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $355,343 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$24,164 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $332,110 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $332,110 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $22,000 | Amt |
| Net Investment Income | $5,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $16,500 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| INTERNATIONAL SOCIETY FOR ORTHOMOLECULAR MEDICINE | |||||||||||
| PO BOX 99517 OCONNOR PO | TORONTO | ONTARIO | CA | M4B | 2023-12-26 | $100,000 | PUBLIC EDUCATION FUNDING FOR CONTINUED DEVELOPMENT OF THE ORTHOMOLECULAR HEALTH WEBPAGES INCLUDING ANNUAL UPDATING OF EXISTING WEBPAGES AND THE DEVELOPMENT OF ADDITIONAL CONTENT FOCUSED ON PUBLIC EDUCATION | $100,000 | NO | 2/22/23, 3/1/23, 11/14/24, 12/22/24 | THE ZEE FOUNDATION HAS NOT UNDERTAKEN AN INVESTIGATION OF THE GRANTEE'S REPORTS BECAUSE ZEE FOUNDATION HAS NO REASON TO BELIEVE THAT THOSE REPORTS ARE OF DUBIOUS ACCURACY OR RELIABILITY. |
| XIAMEN ZHONGSHAN HOSPITAL FOUNDATION | |||||||||||
| 205 HUBIN S ROAD | XIAMEN | XIAMEN | CH | 2023-12-19 | $600,000 | FOR PROMOTION OF HUMANITARIAN AND SOCIAL WELFARE - TO SUPPORT PATIENTS WITH FINANCIAL HARDSHIPS, AS WELL AS TO TRAIN VOLUNTEER MEDICAL PERSONNEL | $84,000 | NO | 11/12/24 | THE ZEE FOUNDATION HAS NOT UNDERTAKEN AN INVESTIGATION OF THE GRANTEE'S REPORTS BECAUSE ZEE FOUNDATION HAS NO REASON TO BELIEVE THAT THOSE REPORTS ARE OF DUBIOUS ACCURACY OR RELIABILITY. | |
| THE EDUCATION FOUNDATION OF XIAMEN | |||||||||||
| 8 STOREY NO 20 HUBIN SOUTH ROAD | XIAMEN | XIAMEN | CH | 361004 | 2023-12-19 | $120,000 | THE SUPPORT OF PUBLIC WELFARE EDUCATION PROGRAMS - SPECIFICALLY FOR CONSTRUCTION AND RENOVATION OF TEACHER TRAINING COLLEGE MINGDA SCIENCE CENTER AND PRIMARY SCHOOL LAVATORY PROJECT | $120,000 | NO | 10/16/24, 10/21/24 | THE ZEE FOUNDATION HAS NOT UNDERTAKEN AN INVESTIGATION OF THE GRANTEE'S REPORTS BECAUSE ZEE FOUNDATION HAS NO REASON TO BELIEVE THAT THOSE REPORTS ARE OF DUBIOUS ACCURACY OR RELIABILITY. |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PUBLICLY TRADED SECURITIES | Desc |
| BOY Book Value | $19,491,644 | BOYBookValueAmt |
| EOY Book Value | $23,728,820 | EOYBookValueAmt |
| EOYFMV | $23,728,820 | EOYFMVAmt |
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 |
|---|---|---|---|---|
| BANK FEES | $195 | $195 | $0 | $0 |
| DUES, SUBS. AND SEMINARS | $845 | $0 | $0 | $845 |
| POSTAGE | $26 | $0 | $0 | $26 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $4,155,207 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED TAX LIABILITY | $32,700 | $89,800 |
| BANK OVERDRAFT | $0 | $897,543 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $325,331 | Amt |
| Net Investment Income | $325,331 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX WITHHELD | $38,684 | $38,684 | $0 | $0 |
| FEDERAL EXCISE TAXES | $57,100 | $0 | $0 | $0 |
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