2022-01-28T14:46:54-06:00 2020-12-31 943145806 REALIZE CPA LLP 50 CALIFORNIA STREET SUITE 3550 SAN FRANCISCO CA 94111 990PF 2020-01-01 562545977 BK KEE FOUNDATION BKKE 6504913434 1325 HOWARD AVE NO 949 BURLINGAME CA 94010 STANLEY SZE PRESIDENT 4154913434 2022-01-28 1 STANLEY SZE 999009999 ERIC JACKSON P01084850 4153625990 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 24057290 X 0 X 75791 75791 252887 252887 877697 6764019 877697 918 918 1207293 1207293 208333 41667 166666 187730 187730 0 17725 10225 0 114729 14997 93575 528517 254619 260241 742656 742656 1271173 254619 1002897 -63880 952674 398828 475127 475127 16435503 16295324 23582163 16834331 16770451 24057290 0 0 X 0 0 0 0 16834331 16770451 16834331 16770451 16834331 16770451 16834331 -63880 0 16770451 0 16770451 GS #2841 (PUBLICLY TRADED SECURITIES) P 2019-12-31 2020-12-31 25318 18864 6454 6454 GS #7337 (PUBLICLY TRADED SECURITIES) P 2019-12-31 2020-12-31 1165721 1028854 136867 136867 GS #7337 (PUBLICLY TRADED SECURITIES) P 2019-12-31 2020-12-31 2084304 1653291 431013 431013 GS #9713 (PUBLICLY TRADED SECURITIES) P 2019-12-31 2020-12-31 106027 101060 4967 4967 GS #9713 (PUBLICLY TRADED SECURITIES) P 2019-12-31 2020-12-31 566092 551903 14189 14189 GS #5890 (PUBLICLY TRADED SECURITIES) P 2019-12-31 2020-12-31 251817 79340 172477 172477 GS #3660 (PUBLICLY TRADED SECURITIES) P 2019-12-31 2020-12-31 120274 128352 -8078 -8078 GS #3660 (PUBLICLY TRADED SECURITIES) P 2019-12-31 2020-12-31 345428 277073 68355 68355 GS #3678 (PUBLICLY TRADED SECURITIES) P 2019-12-31 2020-12-31 114554 118532 -3978 -3978 GS #6589 (PUBLICLY TRADED SECURITIES) P 2019-12-31 2020-12-31 935841 1019268 -83427 -83427 GS #6589 (PUBLICLY TRADED SECURITIES) P 2019-12-31 2020-12-31 831809 836946 -5137 -5137 LSV: NON-US EQUITY LLC P 2019-12-31 2020-12-31 1739 1739 1739 LSV: NON-US EQUITY LLC P 2019-12-31 2020-12-31 72839 -72839 -72839 GS CAPITAL PARTNERS VI PARALLEL P 2019-12-31 2020-12-31 4959 4959 4959 WILLIAM BLAIR: NON-US EQUITY LLC P 2019-12-31 2020-12-31 23073 23073 23073 WILLIAM BLAIR: NON-US EQUITY LLC P 2019-12-31 2020-12-31 104588 104588 104588 CAPITAL GAINS DIVIDENDS P 82475 82475 82475 877697 13242 0 13242 0 13242 25862 0 7000 0 32862 0 19620 19620 0 0 0 0 0 0 0 0 0 1 1 0 1 1 CA 1 0 1 0 0 1 WWW.BKKEEFOUNDATION.ORG BK KEE FOUNDATION 6504913434 1325 HOWARD AVE 949 BURLINGAME CA 94010 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 STANLEY SZE 1325 HOWARD AVE 949 BURLINGAME CA 94010 PRESIDENT/DIRECTOR 40.00 208333 0 39916 DR LAY K KAY 1325 HOWARD AVE 949 BURLINGAME CA 94010 CFO/TREAS/SCTY/DIRECTOR 2.00 0 0 0 ELVIN KAY 1325 HOWARD AVE 949 BURLINGAME CA 94010 DIRECTOR 2.00 0 0 0 NONE 0 NONE 0 THE FOUNDATION IS ORGANIZED EXCLUSIVELY TO SUPPORT U.S. ORGANIZATIONS THAT ARE QUALIFIED UNDER SECTIONS 501(C)(3) AND 509(A)(1) OF THE INTERNAL REVENUE CODE THAT ARE 0 ENGAGED IN PROMOTING GREATER EQUITY IN GLOBAL HEALTH AND EDUCATION. IT MAY ALSO SUPPORT CERTAIN FOREIGN ORGANIZATIONS, ANTICIPATED TO BE IN SOUTHEAST ASIA, 0 THAT PROMOTE HEALTH AND EDUCATION, WHICH ARE ORGANIZATIONS SIMILAR IN FORM AND FUNCTION TO QUALIFIED ORGANIZATIONS. THE ORGANIZATION MAY ALSO FUND MEDICAL RESEARCH PROGRAMS AT 0 UNIVERSITIES IN THE USA. 0 0 20167372 647226 0 20814598 0 0 20814598 312219 20502379 1025119 1025119 13242 13242 1011877 0 1011877 0 1011877 1002897 0 1002897 0 1002897 1011877 761015 0 0 1002897 761015 0 0 241882 0 0 0 0 0 0 0 0 769995 0 0 0 STANLEY SZE 1325 HOWARD AVE 949 BURLINGAME CA 94010 6504913434 SEE STATEMENT 7 NONE NONE CHRIST LUTHERAN CHURCH 417 N GARFIELD AVE MONTEREY PARK CA 91765 NONE 501(C)(3) TO PROVIDE SUPPORT FOR CHRISTIAN MINISTRIES 10000 COMMUNITY PARTNERS INTERNATIONAL 2560 9TH ST SUITE 315B BERKELEY CA 94710 NONE 501(C)(3) PROVIDE HEALTH SERVICES IN AND AROUND BURMA. 322656 EXPENDITURE RESPONSIBILITY - VARIOUS (SEE STATEMENT ATTACHED) 1325 HOWARD AVE 949 BURLINGAME CA 94010 NONE 501(C)(3) SEE ATTACHED 400000 POINT B DESIGN TRAINING 1917 DEVIL VIEW PLACE WALNUT CREEK CA 94595 NONE 501(C)(3) TO SUPPORT DESIGN THINKING EDUCATION IN MYANMAR 10000 742656 0 14 75791 14 252887 14 918 18 877697 0 1207293 0 1207293 4 THE AMOUNT ABOVE IS INTEREST INCOME EARNED ON TAX EXEMPT SECURITIES PER IRC SECTION 103. 0 0 0 0 0 0 0 0 0 0 SEE ATTACHED EXPENDITURE RESPONSIBILITY STATEMENT 1325 HOWARD AVE 949 BURLINGAME CA 94010 2020-01-01 400000 SEE STATEMENT ATTACHED. GOLDMAN SACHS #841- SEE ATTACHED STMT 6192755 9153464 GOLDMAN SACHS #337- SEE ATTACHED STMT 3780531 7023759 GOLDMAN SACHS #660- SEE ATTACHED STMT 403545 677679 GOLDMAN SACHS #678- SEE ATTACHED STMT 729357 770404 GOLDMAN SACHS #589- SEE ATTACHED STMT 2825707 3447376 GOLDMAN SACHS #713- SEE ATTACHED STMT 2363429 2509481 NON-DEDUCTIBLE EXPENSE FROM PASSTHROUGH 6156 0 0 PROGRAM EXPENSES 27874 0 27874 INVESTMENT INTEREST EXPENSE 12 12 0 REIMBURSED EXPENSES 0 0 0 ADMINISTRATIVE EXPENSES 5760 0 5760 PAYROLL TAXES AND INSURANCE 35011 7002 28009 MEDICAL INSURANCE 39916 7983 31932 GOLDMAN SACHS - LSV K-1 - NON-PORTFOLIO INCOME 917 917 917 GOLDMAN SACHS - GS PARTNERS VI - ORDINARY INCOME 1 1 1 MANAGEMENT FEES - BROKERAGE ACCOUNTS 106278 106278 0 MANAGEMENT FEES FROM WILLIAM BLAIR K-1 40630 40630 0 MANAGEMENT FEES FROM LSV K-1 25918 25918 0 MANAGEMENT FEES FROM GSCP VI PARALLEL AIV 101 101 0 GOLDMAN SACHS - CARIBBEAN - ORDINARY INCOME 3158 3158 0 GOLDMAN SACHS - GS PARTNERS VI - NON-PORTFOLIO INCOME 715 715 0 GOLDMAN SACHS - WILLIAM BLAIR - NON-PORTFOLIO INCOME 10314 10314 0 OTHER INCOME 616 616 0 LAY K KAY 1325 HOWARD AVE 949 BURLINGAME CA 94010 TERESA ORR 1325 HOWARD AVE 949 BURLINGAME CA 94010 FOREIGN TAX - BROKERAGE ACCOUNTS 1408 1408 0 FOREIGN TAX - WILLIAM BLAIR K-1 3478 3478 0 FOREIGN TAX - LSV K-1 5330 5330 0 FOREIGN TAX - GS CAPITAL PARTNERS VI PARALLEL 9 9 0 FEDERAL TAX 7500 0 0