QUE-LUE CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- QUE-LUE CHARITABLE FOUNDATION (EIN 77-0547169)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-09
- IRS object ID
- 202342829349100824
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-09T12:53:28-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 611753730 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dragon Tax & Management Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 Geng Road | AddressLine1Txt |
| Address Line2 | Suite 210 | AddressLine2Txt |
| City | Palo Alto | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770547169 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Que-Lue Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Andrew Lue | InCareOfNm |
| Business Name Control | QUEL | BusinessNameControlTxt |
| Phone | 4082309345 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2310 Homestead Road Suite C1 Ste 23 | AddressLine1Txt |
| City | Los Altos | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW LUE | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 4088075268 | PhoneNum |
| Signature | 2023-10-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANDREW | PersonFirstNm |
| Person Last | LUE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HAI DANG | PreparerPersonNm |
| PTIN | P01754826 | PTIN |
| Phone | 6503452604 | PhoneNum |
| Preparation | 2023-10-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL2 | 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 | $1,105,248 | 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 | $100,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $393 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $393 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $29,418 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,418 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $129,811 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $29,811 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,500 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,500 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $6,975 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $6,975 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,230 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,230 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $931 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $931 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $6,261 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $6,261 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,897 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,161 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,736 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,459 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,459 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $44,356 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,161 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $34,195 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $85,455 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,650 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $214,405 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $149,703 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $149,703 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| Corporate Stock BOY | $1,115,594 | CorporateStockBOYAmt |
| Corporate Stock EOY | $936,308 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $955,545 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,329,999 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,086,011 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,105,248 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,329,999 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,105,249 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,329,999 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,105,249 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,329,999 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,105,249 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,329,999 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $85,455 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,415,454 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,415,454 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$48,323 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$48,323 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $273 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $273 | SubtotalAmt |
| Tax Based On Investment Income | $273 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Tax Due | $273 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | n/a | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Andrew H Lue | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4088075268 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2310 Homestead Road Suite C1 Ste 23 | AddressLine1Txt |
| City | Los Altos | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94024 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| ROSALINA Q LUE | ||||||
| 2310 Homestead Road Suite C1 237 | Los Altos | CA | 94024 | Director | 2.000 | $0 |
| ANDREW H LUE | ||||||
| 2310 Homestead Road Suite C1 237 | Los Altos | CA | 94024 | Director | 2.000 | $0 |
| ROSALINA Q LUE | ||||||
| 2310 Homestead Road Suite C1 237 | Los Altos | CA | 94024 | President | 2.000 | $0 |
| ANDREW H LUE | ||||||
| 2310 Homestead Road Suite C1 237 | Los Altos | CA | 94024 | VPSecretaryTreasurer | 2.000 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Financial support for charitable organizations benefitting the community including related adminstrative expenses | Description1Txt |
| Expenses1 | $27,220 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | No programrelated investments were made during the year | Description1Txt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,028,114 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $154,308 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,182,422 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,182,422 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,736 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,164,686 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $58,234 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $58,234 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $273 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $273 | TotalTaxAmt |
| Distributable Before Adj | $57,961 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $57,961 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $57,961 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $34,195 | ExpensesAndContributionsAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $34,195 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $57,961 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $10,259 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,259 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $34,195 | QualifyingDistributionsAmt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,220 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,975 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $10,259 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $10,259 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,975 | TotalCorpusAmt |
| Undistributed Income CY | $20,482 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $6,975 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $6,975 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| KQED | ||||||
| 2601 Mariposa St | San Francisco | CA | 941101426 | PC | Support of Other Charitable Organizations | $2,500 |
| World Vision | ||||||
| PO Box 70102 | Tacoma | WA | 984810102 | PC | Support of Other Charitable Organizations | $959 |
| Unicef | ||||||
| 125 Maiden Lane | New York | NY | 10038 | PC | Support of Other Charitable Organizations | $1,000 |
| World Central Kitchen | ||||||
| 200 Massachusetts Ave NW 7th Fl | Washington | DC | 20001 | PC | Support of Other Charitable Organizations | $3,000 |
| Doctors Without Borders | ||||||
| 40 Rector St 16th Fl | New York | NY | 10006 | PC | Support of Other Charitable Organizations | $1,000 |
| Second Harvest Food Bank | ||||||
| 750 Curtner Ave | San Jose | CA | 95125 | PC | Support of Other Charitable Organizations | $3,000 |
| The Nature Conservancy | ||||||
| 4245 North Fairfax Dr Ste 100 | Arlington | VA | 222031606 | PC | Support of Other Charitable Organizations | $2,000 |
| UC Berkeley Foundation | ||||||
| 1995 University Ave Ste 400 | Berkeley | CA | 947041058 | PC | Support of Other Charitable Organizations | $2,000 |
| Mercury News Wish Book | ||||||
| 4 N 2nd St Ste 700 | San Jose | CA | 95113 | PC | Support of Other Charitable Organizations | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,459 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,418 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$48,323 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$18,905 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$18,905 | 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 |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rosalina Q & Andrew H Lue | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3190 Stevens Creek Blvd | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting fees | CategoryTxt |
| Amt | $6,975 | Amt |
| Disbursements Charitable Prps | $6,975 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Wells Fargo | StockNm |
| EOY Book Value | $936,308 | EOYBookValueAmt |
| EOYFMV | $955,545 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Telephone | $341 | $341 |
| Offices expenses | $684 | $684 |
| Retreat expenses | $2,860 | $2,860 |
| Postage | $348 | $348 |
| Subscriptions | $30 | $30 |
| Benefits | $1,998 | $1,998 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fee | CategoryTxt |
| Amt | $9,230 | Amt |
| Net Investment Income | $9,230 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise Tax | $226 | $226 |
| Foreign Tax | $705 | $705 |
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