ZEE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ZEE FOUNDATION (EIN 33-0592374)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202203199349109480
- Schema version
- 2021v4.2
- 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
- Loans From Officers Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T18:31:59-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454646793 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kevin E Fordyce | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3588 Starling Drive | AddressLine1Txt |
| City | Frisco | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4001 Via Oro STE 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 | SecretaryCFO | PersonTitleTxt |
| Phone | 3105495400 | PhoneNum |
| Signature | 2022-11-06 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | George | PersonFirstNm |
| Person Last | Yen | PersonLastNm |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kevin E Fordyce CPA | PreparerPersonNm |
| PTIN | P01469246 | PTIN |
| Phone | 4699807400 | PhoneNum |
| Preparation | 2022-11-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| OOB Security Verification | 00 | OOBSecurityVerificationCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $24,962,315 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,300,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $194 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $194 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $358,133 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $358,133 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,247,400 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,854,646 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,247,400 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $523,915 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $3,905,727 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,605,727 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $523,915 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $9,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $9,700 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $336,902 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $336,902 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $45,374 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $31,267 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $391,976 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $368,169 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,700 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $857,406 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $857,406 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,249,382 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $368,169 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $867,106 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,656,345 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,237,558 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $523,915 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $292,996 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $360,585 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $360,585 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $14,329,017 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,699,355 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $24,601,730 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $14,622,013 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,059,940 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,962,315 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $200,000 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $200,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $14,422,013 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $17,059,940 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,422,013 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,059,940 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,622,013 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,059,940 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,422,013 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,656,345 | ExcessRevenueOverExpensesAmt |
| Subtotal | $17,078,358 | SubtotalAmt |
| Other Decreases | $18,418 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,059,940 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UBS Securities Short-Term | P | 2021-01-04 | 2021-12-17 | $2,345,512 | $1,821,597 | $523,915 | $523,915 |
| UBS Securities Long-Term | P | 2018-04-10 | 2021-12-20 | $5,509,134 | $3,785,649 | $1,723,485 | $1,723,485 |
| Other Securities | P | 2021-01-01 | 2021-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,247,400 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $523,915 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $31,102 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $31,102 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $31,102 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26,987 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $36,987 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,885 | OverpaymentAmt |
| Applied To ES Tax | $5,885 | AppliedToESTaxAmt |
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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | 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 |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| 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 | AddressLine1Txt |
| City | Long Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90810 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 | Yes (true) | 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 |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Tien P Zee | ||||||||
| 4001 Via Oro | Long Beach | CA | 90810 | President | 1.00 | $0 | $0 | $0 |
| George Yen | ||||||||
| 4001 Via Oro | Long Beach | CA | 90810 | SecretaryCFO | 1.00 | $0 | $0 | $0 |
| Jinly Zee | ||||||||
| 4001 Via Oro | Long Beach | CA | 90810 | Director | 1.00 | $0 | $0 | $0 |
| Jinsen Zee | ||||||||
| 4001 Via Oro | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UBS Financial Services Inc | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 California Street 34th Floor | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Management Fee | ServiceTypeTxt |
| Compensation | $336,902 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $22,897,738 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $504,284 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,402,022 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,402,022 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $351,030 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,050,992 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,152,550 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,152,550 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $31,102 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $31,102 | TotalTaxAmt |
| Distributable Before Adj | $1,121,448 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,121,448 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,121,448 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $867,106 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $867,106 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,121,448 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $857,406 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Qualifying Distributions | $867,106 | QualifyingDistributionsAmt |
| Applied To Year1 | $857,406 | AppliedToYear1Amt |
| Applied To Current Year | $9,700 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,111,748 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 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 | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bread of Life Church Torrance | ||||||||||||
| 2780 Lomita Blvd | Torrance | CA | 90505 | None | PC | Church charitable donation | $1,000 | |||||
| Intl Society Orthomolecular Medici | ||||||||||||
| None | NC | ISOM Professional Education Program | $120,000 | PO Box 99517 | Toronto | Ontario | CA | M4B | ||||
| CDM Foundation | ||||||||||||
| 2101 Eastbluff Drive | Newport Beach | CA | 92660 | None | PF | Eric Ford Memorial Scholarship for education | $10,000 | |||||
| Asian Holistic Health Association L | ||||||||||||
| None | PC | Nutrition for children of low-income families | $30,000 | Flat 19E No 1 Star Street | Wanchai | Wanchai | HK | |||||
| Taicang Fuqiao Middle School | ||||||||||||
| None | NC | sports equipment upgrade for middle school | $30,000 | 7 Zhenzhong Road | Tiacang | Suzhou Jiangsu | CH | |||||
| Peak School PTA | ||||||||||||
| None | PC | Educational Programs and School Initiatives | $10,000 | 20 Plunketts Road | Hong Kong | Hong Kong | HK | 999077 | ||||
| LB Poly HS Instrumental Music Boost | ||||||||||||
| 4212 Pixie Avenue | Lakewood | CA | 90712 | None | PC | Support Long Beach Polys Music Program | $2,000 | |||||
| Asian Improv Arts | ||||||||||||
| 44 Montgomery Street Ste 2310 | San Francisco | CA | 94104 | None | PC | Elaine Wong Program - Art Enrichment | $1,000 | |||||
| Boys Girls Club of Long Beach | ||||||||||||
| 3635 Long Beach Blvd | Long Beach | CA | 90807 | None | PC | After School Care and summer programs for youth | $2,000 | |||||
| Classical KUSC FM 915 | ||||||||||||
| 1149 South Hill Ste H100 | Los Angeles | CA | 90015 | None | PC | Support Classical Music Public Radio | $2,500 | |||||
| First United Methodist Church Wilmi | ||||||||||||
| 928 Lagoon Avenue | Wilmington | CA | 90744 | None | PC | Church charitable donation | $1,000 | |||||
| World Mission Inc | ||||||||||||
| 4200 Alpine Avenue | Comstock Park | MI | 49321 | None | PC | Bible ministry reaching out to the world | $2,000 | |||||
| Herald Cancer Association | ||||||||||||
| 715 E Misson Road | San Gabriel | CA | 91776 | None | PC | Cancer patient services and prevention awareness | $1,000 | |||||
| Palos Verdes Peninsula | ||||||||||||
| 916 Silver Spur Road | Palos Verdes Peninsula | CA | 90274 | None | PC | Land Preservation for ecological purposes | $1,000 | |||||
| The Stanford Fund | ||||||||||||
| PO Box 20466 | Palo Alto | CA | 943090466 | None | PC | Support undergaduate studies | $10,000 | |||||
| Whittier College | ||||||||||||
| 13406 E Philadelphia Street | Whittier | CA | 90602 | None | PC | Support Intex Fellowship Program | $50,000 | |||||
| Providence Little Company of Mary | ||||||||||||
| 1300 West 7th Street | San Pedro | CA | 90732 | None | PC | Women and Childrens Health Services Campaign | $25,000 | |||||
| Give 2 Asia | ||||||||||||
| 2201 Broadway 4th Floor | Oakland | CA | 94612 | None | PC | American School in Japan Fund | $35,000 | |||||
| Fontana Boys and Girls Club | ||||||||||||
| 7723 Almeria Ave | Fontana | CA | 92336 | None | PC | Academic sports and fitnes progams for youth | $2,000 | |||||
| Tong Jue Temple of Taicang | ||||||||||||
| None | NC | Facilities Restoration- Hui Quan Pagoda | $50,000 | Fuqiang Town | Taicang City | Taicang City | CH | |||||
| Xiamen Zhongshan Hospital Fndn | ||||||||||||
| None | PC | Promotion of Humanitarianism and Social Welfare | $422,906 | Hubin S Road | Xiamen | Xiamen | CH | |||||
| Home of Loving Faithfulness | ||||||||||||
| None | PC | Programs to support underprivilged and homeless | $13,000 | 7 Castle Peak Road | Kwu Tung | Sheung Shui | HK | |||||
| Impact HK Limited | ||||||||||||
| None | NC | Programs for underprivilged and fight homelessness | $13,000 | GF Cherry Mansion No 29 Oak Street | Kok Tsui | Kok Tsui | HK | |||||
| Feeding Hong Kong Limited | ||||||||||||
| None | PC | Fight hunger and reduce food waste | $13,000 | 17-25 Ko Fai Road | Yau Tong Kowloon | Hong Kong | HK | |||||
| Friends of HK Charities | ||||||||||||
| None | PC | Support Canadian International School of Hong Kong | $10,000 | 838 Lai Chi Kok Road Unit 608 6F | Kowloon | Hong Kong | HK | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $857,406 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Intex Recreation Corp | ||||||
| 1 | 4001 Via Oro Ave Suite 210 | Long Beach | CA | 90810 | $800,000 | Yes (X) |
| Intex Corporation | ||||||
| 2 | 4001 Via Oro Ave Suite 210 | Long Beach | CA | 90810 | $500,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Grant Thornton | CategoryTxt |
| Amt | $9,700 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9,700 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Publicly Traded Securities | StockNm |
| EOY Book Value | $16,699,355 | EOYBookValueAmt |
| EOYFMV | $24,601,730 | EOYFMVAmt |
Loans From Officers Schedule LoansFromOfficersSchedule
Loans From Officer LoansFromOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lender Person | Intex Corporation | LenderPersonNm |
| Loan Original | $0 | LoanOriginalAmt |
| Balance Due | $0 | BalanceDueAmt |
| Interest | 0 | InterestRt |
| Loan Purpose | Grant Making | LoanPurposeTxt |
| Consideration FMV | $0 | ConsiderationFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Loss | Desc |
| Amt | $18,418 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fees | CategoryTxt |
| Amt | $336,902 | Amt |
| Net Investment Income | $336,902 | 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 Taxes | $31,267 | $31,267 | $0 | $0 |
| Federal Taxes | $14,107 | $0 | $0 | $0 |
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