QUE-LUE CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- QUE-LUE CHARITABLE FOUNDATION (EIN 77-0547169)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-07-28
- IRS object ID
- 202512099349100651
- Schema version
- 2024v5.2
- 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
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-28T15:51:50-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 STE 210 | AddressLine1Txt |
| City | Palo Alto | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 237 | 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 | Director | PersonTitleTxt |
| Phone | 4082309345 | PhoneNum |
| Signature | 2025-02-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HAI DANG | PreparerPersonNm |
| PTIN | P01754826 | PTIN |
| Phone | 6503452604 | PhoneNum |
| Preparation | 2025-07-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,978,098 | 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 | $300,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,540 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,540 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $19,737 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,737 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $495 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,891 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $321,277 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,772 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,891 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,279 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,279 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $181 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $181 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $2,271 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $2,271 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,481 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,460 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,021 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $68,556 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $68,556 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $83,037 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,460 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $72,577 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $238,240 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,312 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,891 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $547,820 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $712,292 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $702,402 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $957,414 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,051,690 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,275,696 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,505,234 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,763,982 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,978,098 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,505,234 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,763,982 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,505,234 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,763,982 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,505,234 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,763,982 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,505,234 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $238,240 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,743,474 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,743,474 | 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 |
|---|---|---|---|---|---|---|---|
| ST Capital Gain - WF 6300 | P | 2024-01-01 | 2024-12-31 | $72,047 | $72,039 | $8 | $8 |
| LT Capital Loss - WF -6300 | P | 2023-01-01 | 2024-12-31 | $99,566 | $100,962 | -$1,396 | -$1,396 |
| LT Capital Gain Distributions - WF -6300 | P | 2023-12-31 | 2024-12-31 | $1,883 | $1,883 | $1,883 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $495 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,891 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $157 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $157 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $157 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Tax Due | $157 | 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 |
| 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 |
| 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 | na | 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 | 4082309345 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2310 Homestead Road Suite C1 237 | 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROSALINA Q LUE | ||||||||
| 2310 Homestead Road Suite C1 237 | Los Altos | CA | 94024 | Director | 2.00 | $0 | $0 | $0 |
| ANDREW H LUE | ||||||||
| 2310 Homestead Road Suite C1 237 | Los Altos | CA | 94024 | Director | 2.00 | $0 | $0 | $0 |
| ROSALINA Q LUE | ||||||||
| 2310 Homestead Road Suite C1 237 | Los Altos | CA | 94024 | President | 2.00 | $0 | $0 | $0 |
| ANDREW H LUE | ||||||||
| 2310 Homestead Road Suite C1 237 | Los Altos | CA | 94024 | VPSecretaryTreasurer | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Financial support for charitable organizations benefitting the community including related administrative expenses | Description1Txt |
| Expenses1 | $72,577 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | No Program related investments were made during the year | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,148,385 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $532,051 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,680,436 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,680,436 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,207 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,655,229 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $82,761 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $82,761 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $157 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $157 | TotalTaxAmt |
| Distributable Before Adj | $82,604 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $82,604 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $82,604 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $72,577 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $72,577 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $82,604 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $17,797 | UndistributedIncomePYAmt |
| Qualifying Distributions | $72,577 | QualifyingDistributionsAmt |
| Applied To Year1 | $17,797 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $54,780 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $27,824 | UndistributedIncomeCYAmt |
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 |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Berkeley Repertory Theatre | ||||||
| 2025 Addison St | Berkeley | CA | 94704 | PC Public charity de | Support of Other Charitable Organizations | $120 |
| The Nature Conservancy | ||||||
| 4245 North Fairfax Drive Ste 100 | Arlington | VA | 22203 | PC Public charity de | Support of Other Charitable Organizations | $2,000 |
| Notre Dame San Jose | ||||||
| 596 S Second St | San Jose | CA | 95112 | PC Public charity de | Support of Other Charitable Organizations | $5,000 |
| KQED | ||||||
| 2601 Mariposa St | San Francisco | CA | 94110 | PC Public charity de | Support of Other Charitable Organizations | $2,500 |
| Silicon Valley Sponsoring Committee | ||||||
| 1561 Plateau Ave | Los Altos | CA | 94024 | PC Public charity de | Support of Other Charitable Organizations | $15,000 |
| World Vision | ||||||
| PO Box 70102 | Tacoma | WA | 984810102 | PC Public charity de | Support of Other Charitable Organizations | $936 |
| Second Harvest Food Bank | ||||||
| 750 Curtner Ave | San Jose | CA | 95125 | PC Public charity de | Support of Other Charitable Organizations | $5,000 |
| Mercury News Wish Book Foundation | ||||||
| 4 N 2nd St Ste 700 | San Jose | CA | 95113 | PC Public charity de | Support of Other Charitable Organizations | $5,000 |
| St Simon Parish | ||||||
| 1860 Grant Rd | Los Altos | CA | 94024 | PC Public charity de | Support of Other Charitable Organizations | $6,000 |
| Servant Partners | ||||||
| PO Box 3144 | Pomona | CA | 91769 | PC Public charity de | Support of Other Charitable Organizations | $2,000 |
| World Central Kitchen | ||||||
| 200 Massachusetts Ave NW 7th Floor | Washington | DC | 20001 | PC Public charity de | Support of Other Charitable Organizations | $5,000 |
| FutureChurch | ||||||
| 3909 ROCKY RIVER DRIVE | Cleveland | OH | 44111 | PC Public charity de | Support of Other Charitable Organizations | $5,000 |
| Voice Of The Faithful | ||||||
| PO Box 920408 | Needham | MA | 02492 | PC Public charity de | Support of Other Charitable Organizations | $500 |
| Association Of US Catholic Priests | ||||||
| PO Box 676 | Tiffin | OH | 44883 | PC Public charity de | Support of Other Charitable Organizations | $500 |
| Sunnyvale Community Services | ||||||
| 1160 Kern Avenue | Sunnyvale | CA | 94085 | PC Public charity de | Support of Other Charitable Organizations | $1,000 |
| Center For Action | ||||||
| PO Box 12464 | Albuquerque | NM | 87195 | PC Public charity de | Support of Other Charitable Organizations | $1,000 |
| The Sisters Of The Holy Names Of Jesus and Mary | ||||||
| PO Box 398 | Marylhurst | OR | 97036 | PC Public charity de | Support of Other Charitable Organizations | $1,000 |
| UC Berkeley Foundation | ||||||
| 1995 University Ave Suite 401 | Berkeley | CA | 947041058 | PC Public charity de | Support of Other Charitable Organizations | $4,000 |
| Diocese of San Jose | ||||||
| 1150 N 1st St Ste 100 | San Jose | CA | 95112 | PC Public charity de | Support of Other Charitable Organizations | $5,000 |
| Dominican Sisters Of Mission San Jose | ||||||
| 43326 Mission Circle | Fremont | CA | 94539 | PC Public charity de | Support of Other Charitable Organizations | $1,000 |
| DonorsChooseorg | ||||||
| 134 West 37th Street 11th Floor | New York | NY | 10018 | PC Public charity de | Support of Other Charitable Organizations | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $68,556 | 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 | $1,540 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,737 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $495 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $21,772 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,772 | 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 | 1060 Autumn Ln Los Altos | AddressLine1Txt |
| City | Los Altos | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $300,000 | 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 | $1,750 | Amt |
| Disbursements Charitable Prps | $1,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Wells Fargo | StockNm |
| EOY Book Value | $1,051,690 | EOYBookValueAmt |
| EOYFMV | $1,275,696 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Licenses and Permits | $75 | $75 |
| Office Expenses | $441 | $441 |
| Subscriptions | $36 | $36 |
| Telephone | $439 | $439 |
| Dining | $1,280 | $1,280 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fee | CategoryTxt |
| Amt | $10,279 | Amt |
| Net Investment Income | $10,279 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Tax | CategoryTxt |
| Amt | $181 | Amt |
| Net Investment Income | $181 | NetInvestmentIncomeAmt |
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