ZEE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ZEE FOUNDATION (EIN 33-0592374)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202023179349102377
- Schema version
- 2019v5.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T13:55:18-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grant Thornton LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 S Flower Street 7th Floor | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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) |
|---|---|---|
| In Care Of | % TIEN P ZEE | InCareOfNm |
| Business Name Control | ZEEF | BusinessNameControlTxt |
| Phone | 3105495400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4001 Via Oro Suite 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 | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | QI WEN LIANG | PreparerPersonNm |
| PTIN | P01270238 | PTIN |
| Phone | 2136271717 | PhoneNum |
| Preparation | 2020-11-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.26.150.8 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 95361120203175000003 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-12 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9F5F170F9E1E44169D159DF59FE0128644A2ADCB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 85285106D67D06EDFF820F5FFC2BA856D01BFB4B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,487,337 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $15,628 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15,628 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $372,018 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $372,018 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $775,910 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,525,390 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $775,910 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $107,605 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,271,161 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,163,556 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $18,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $18,050 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $259,108 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $259,108 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $66,693 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $35,555 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $10,260 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,055 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $205 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $354,111 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $304,718 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,255 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $870,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $869,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,224,611 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $304,718 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $887,755 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $46,550 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $858,838 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,269,609 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,199,808 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,199,808 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $14,715,392 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,832,743 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,287,529 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $15,985,001 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,032,551 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,487,337 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $0 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,000 | GrantsPayableEOYAmt |
| Loans From Officers BOY | $1,000,000 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $1,000,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $14,985,001 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,031,551 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,985,001 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,031,551 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,985,001 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,032,551 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,985,001 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $46,550 | ExcessRevenueOverExpensesAmt |
| Subtotal | $15,031,551 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $15,031,551 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| UBS SECURITIES SHORT-TERM | $2,297,511 | $2,179,160 | $118,351 | $118,351 |
| UBS SECURITIES LONG-TERM | $7,227,879 | $6,570,320 | $657,559 | $657,559 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $775,910 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (true) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,177 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $17,177 | SubtotalAmt |
| Tax Based On Investment Income | $17,177 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,021 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $21,021 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,844 | OverpaymentAmt |
| Applied To ES Tax | $3,844 | 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 | false | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIEN P ZEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3105495400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4001 VIA ORO SUITE 210 | 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 | Yes (true) | 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 |
| 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 | Yes (true) | 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 Suite 210 | Long Beach | CA | 90810 | President | 1.0 | $0 | $0 | $0 |
| George Yen | ||||||||
| 4001 Via Oro Suite 210 | Long Beach | CA | 90810 | Secretary / CFO | 1.0 | $0 | $0 | $0 |
| Jinly Zee | ||||||||
| 4001 Via Oro Suite 210 | Long Beach | CA | 90810 | Member | 1.0 | $0 | $0 | $0 |
| Jinsen Zee | ||||||||
| 4001 Via Oro Suite 210 | Long Beach | CA | 90810 | Member | 1.0 | $0 | $0 | $0 |
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 floor | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941041610 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | management fee | ServiceTypeTxt |
| Compensation | $259,108 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $17,705,007 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $860,338 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,565,345 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,565,345 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $278,480 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,286,865 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $914,343 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $914,343 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,177 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,177 | TotalTaxAmt |
| Distributable Before Adj | $897,166 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $897,166 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $897,166 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $887,755 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $887,755 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $887,755 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $897,166 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $849,242 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $17,125 | TotalForPriorYearsAmt |
| Qualifying Distributions | $887,755 | QualifyingDistributionsAmt |
| Applied To Year1 | $849,242 | AppliedToYear1Amt |
| Applied To Prior Years | $17,125 | AppliedToPriorYearsAmt |
| Applied To Current Year | $21,388 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $875,778 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | TIEN P ZEE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asian Improv Arts | ||||||||||||
| 44 Montgomery St Ste 2310 | San Francisco | CA | 94104 | NONE | PC | funds To support the arts | $1,000 | |||||
| Boys & Girls Club of Long Beach | ||||||||||||
| 3635 Long Beach Blvd | Long Beach | CA | 90807 | NONE | PC | Funds to support work for children | $2,000 | |||||
| California Heart Center | ||||||||||||
| Cedars-Sinai Medical Care Foundatio | Los Angeles | CA | 90048 | NONE | PC | funds to support Medical Research | $398,000 | 8700 Beverly Blvd Ste 2416 | ||||
| Classical KUSC | ||||||||||||
| PO Box 77913 | Los Angeles | CA | 900070913 | NONE | PC | Funds to help provide extraordinary programming | $2,500 | |||||
| First United Methodist Church - Wilmington | ||||||||||||
| 928 Lagoon Avenue | Wilmington | CA | 90744 | NONE | PC | Funds to support church endeavors | $1,000 | |||||
| Reliant Mission | ||||||||||||
| 11002 Lake Hart Drive Ste 100 | Orlando | FL | 92832 | NONE | PC | Funds to support for ministering to college students at the University of Michigan | $2,000 | |||||
| Herald Cancer Association | ||||||||||||
| 715 E Mission Rd | San Gabriel | CA | 91776 | NONE | PC | funds to support work for cancer patients | $1,000 | |||||
| Palos Verdes Peninsula Land Conservancy | ||||||||||||
| 916 silver pur road 207 | rolling hills estate | CA | 902743826 | NONE | PC | funds to support preserving land and restoring habitat | $1,000 | |||||
| The Stanford Fund | ||||||||||||
| po box 20466 | stanford | CA | 943090466 | NONE | PC | Funds to support undergraduate studies | $10,000 | |||||
| International College of Integrative Medicine | ||||||||||||
| PO Box 271 | Bluffton | OH | 45817 | NONE | PC | For the development and presentation of the 2 courses in ISOM Professional Education Program. | $50,000 | |||||
| Providence Little Company of Mary Foundation | ||||||||||||
| 4101 Torrance Blvd | Torrance | CA | 90503 | NONE | PC | Funds to support Women & Children's Health Unit | $10,000 | |||||
| Whittier College | ||||||||||||
| 13406 E Philadelphia St | Whittier | CA | 90608 | NONE | PC | Intex Corporation Fellowship program | $100,000 | PO Box 634 | ||||
| fontana boys & girls club | ||||||||||||
| 7723 Almeria avenue | fontana | CA | 92336 | NONE | PC | funds to support the fontana boys & girls club | $2,000 | |||||
| the leprosy project limited | ||||||||||||
| NONE | NC | to support the existing project of the leprosy project limited | $60,000 | 601 eastern harbour center | hoi chak st | quarry bay | HK | |||||
| give 2 asia (friends of the american school japan) | ||||||||||||
| 600 California street | san francisco | CA | 94106 | none | PC | funds to support the chinese studies program | $30,000 | |||||
| Rowland Heights Community | ||||||||||||
| 19309 COLIMA ROAD | ROWLAND HEIGHTS | CA | 91748 | NONE | PC | IN MEMORY OF LYGIA PENG | $10,000 | |||||
| Educational Fund of Xiamen | ||||||||||||
| NONE | NC | FOR THE CONSTRUCTIONS OF OUTDOORS SPORTS PROGRAM AND FOR THE DEVELOPMENT OF MING DA LIABRARY | $100,000 | 89 Songyu Rd Haicang District | Xiamen | Fuljana | CH | |||||
| International Society for Orthomolecular Medicine | ||||||||||||
| NONE | NC | FOR THE DEVELOPMENT AND PRESENTATION OF THE 2 COURSES IN ISOM PROFESSIONALS EDUCATION PROGRAM | $74,000 | PO BOX 99517 OCONNOR PO | TORONTO | ONTARIO M4B | CA | |||||
| Friends of HK Charities | ||||||||||||
| NONE | PC | FUNDS TO SUPPORT SCHOOL'S ANNUAL FUND | $15,000 | 21/F SUNSHINE PLAZA | LOCKHART RD | MANCHAI | HK | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $869,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Los Angeles Philharmonic Association | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 S Grand Ave | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Funds to support Friends & Patrons of Los Angeles Philharmonic Association | GrantOrContributionPurposeTxt |
| Amt | $1,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,628 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $372,018 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $775,910 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAX REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $107,605 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,271,161 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,271,161 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRANT THORNTON LLP | CategoryTxt |
| Amt | $18,050 | Amt |
| Disbursements Charitable Prps | $18,050 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $13,832,743 | EOYBookValueAmt |
| EOYFMV | $17,287,529 | 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 FEE | $10,055 | $10,055 | ||
| DUES, SUBS., SEMINARS | $45 | $0 | $45 | |
| GENERAL TAXES & LICENSES | $160 | $160 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Income Tax Refund | Desc |
| Revenue And Expenses Per Books | $107,605 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UBS MANAGEMENT FEE | CategoryTxt |
| Amt | $259,108 | Amt |
| Net Investment Income | $259,108 | 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 |
|---|---|---|---|
| FOREIGN TAXES | $35,555 | $35,555 | $0 |
| FEDERAL TAXES | $31,138 |
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