DAVID SEN LIN LEE FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
DAVID SEN LIN LEE FOUNDATION (EIN 68-0413256)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-17
IRS object ID
202023229349101122
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-17T16:39:49-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN450250958PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EIDE BAILLY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11900 S NORFOLK ST STE 225AddressLine1Txt
CitySAN MATEOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP944031166ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680413256EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DAVID SEN LIN LEE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDAVIBusinessNameControlTxt
Phone4086943339PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1230 BRYANT ST NO 18AddressLine1Txt
CityMOUNTAIN VIEWCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94041ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID SEN LIN LEEPersonNm
Person TitleCEOPersonTitleTxt
Phone4086943339PhoneNum
Signature2020-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHEATHER MAIRE CPAPreparerPersonNm
PTINP00275833PTIN
Phone6505223400PhoneNum
Preparation2020-11-13PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address107.203.252.232IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-13IPDt
IP Tm13:26:09IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id67C3DFF14651858EB064E97CDBDBF3D1312D3AB3AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$742,088FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$256InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$256InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$3,815DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,815DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$146,891NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$312,783GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$146,891CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$150,962TotalRevAndExpnssAmt
Total Net Invst Incm$150,962TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$1,915TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$95TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$165OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$83OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$82OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,080TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$83TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$177TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$80,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$80,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$82,580TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$83TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$80,677TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$68,382ExcessRevenueOverExpensesAmt
Net Investment Income$150,879NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$110,084CashBOYAmt
Cash EOY$204,699CashEOYAmt
Cash EOYFMV$204,699CashEOYFMVAmt
Corporate Stock BOY$270,915CorporateStockBOYAmt
Corporate Stock EOY$105,022CorporateStockEOYAmt
Corporate Stock EOYFMV$150,451CorporateStockEOYFMVAmt
Other Investments BOY$447,689OtherInvestmentsBOYAmt
Other Investments EOY$166,380OtherInvestmentsEOYAmt
Other Investments EOYFMV$166,380OtherInvestmentsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$220,558OtherAssetsEOYAmt
Other Assets EOYFMV$220,558OtherAssetsEOYFMVAmt
Total Assets BOY$828,688TotalAssetsBOYAmt
Total Assets EOY$696,659TotalAssetsEOYAmt
Total Assets EOYFMV$742,088TotalAssetsEOYFMVAmt
Loans From Officers BOY$8,231LoansFromOfficersBOYAmt
Loans From Officers EOY$8,231LoansFromOfficersEOYAmt
Total Liabilities BOY$8,231TotalLiabilitiesBOYAmt
Total Liabilities EOY$8,231TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$820,457NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$688,428NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$820,457TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$688,428TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$828,688TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$696,659TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$820,457TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$68,382ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$888,839SubtotalAmt
Other Decreases$200,411OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$688,428TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ANALOG DEVICES INCD2017-03-102019-03-15$218,681$165,892$52,789$52,789
TAILWIND INVESTMENT LLCP2017-01-012019-12-31$94,102$94,102$94,102
FieldValueIRS element (for citing)
Capital Gain Net Income$146,891CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$45,156AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$594,892NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.075906DistributionYr1Rt
Adjusted Qlfy Distri Yr2$95,382AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$304,280NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.313468DistributionYr2Rt
Adjusted Qlfy Distri Yr3$5,577AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$0NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.000000DistributionYr3Rt
Adjusted Qlfy Distri Yr4$91,463AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$0NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.000000DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,732AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$9,493NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.182450DistributionYr5Rt
Total Distribution0.571824TotalDistributionRt
Average Distribution0.114365AverageDistributionRt
Net Vl Noncharitable Assets$842,934NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$96,402AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,509NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$97,911AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$80,677QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,018InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,018SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,018TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$115EsPenaltyAmt
Tax Due$3,133TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMICHELLE KINGIndividualWithBooksNm
Phone4086943339PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1230 BRYANT ST UNIT 18AddressLine1Txt
CityMOUNTAIN VIEWCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94041ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnYes (1)BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID SEN LIN LEE
2747 PARADISE ROAD 3304LAS VEGASNV89109CEO2.00$0$0$0
CHI MING LEE
2747 PARADISE ROAD 3304LAS VEGASNV89109SECRETARY2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$163,469AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$268,055AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$424,247FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$855,771TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$855,771AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,837CashDeemedCharitableAmt
Net Vl Noncharitable Assets$842,934NetVlNoncharitableAssetsAmt
Minimum Investment Return$42,147MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$42,147MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,018TaxBasedOnInvestmentIncomeAmt
Total Tax$3,018TotalTaxAmt
Distributable Before Adj$39,129DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$39,129DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$39,129DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$80,677ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$80,677QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$80,677AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$39,129DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,257ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$91,463ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$5,577ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$80,168ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$15,411ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$193,876TotalExcessDistributionCyovAmt
Qualifying Distributions$80,677QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$39,129AppliedToCurrentYearAmt
Remaining Distri From Corpus$41,548RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$235,424TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$1,257ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$234,167ExcessDistriCyovToNextYrAmt
Excess From Year4$91,463ExcessFromYear4Amt
Excess From Year3$5,577ExcessFromYear3Amt
Excess From Year2$80,168ExcessFromYear2Amt
Excess From Year1$15,411ExcessFromYear1Amt
Excess From Current Year$41,548ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDAVID SEN LIN LEEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMICHELLE KINGRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1230 BRYANT ST UNIT 18AddressLine1Txt
CityMOUNTAIN VIEWCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94041ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4086943339RecipientPhoneNum
Form And Info And MaterialsREQUEST LETTERFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
HAWAII SYMPHONY ORCHESTRA
3610 WAIALAE AVENUEHONOLULUHI96816NONEPCTO SUPPORT THE MISSION OF THE CHARITABLE ORGANIZATION$5,000
ILF
1300 PENNSYLVANIA AVENUE NW700WASHINGTONDC20004NONEPCTO SUPPORT THE MISSION OF THE CHARITABLE ORGANIZATION$10,000
THE LAN VO FOUNDATION
2629 PALI HIGHWAYHONOLULUHI96817NONEPCTO SUPPORT THE MISSION OF THE CHARITABLE ORGANIZATION$1,000
SOUTHWEST EXOTIC AVIAN RESCUE
8961 FORT CRESTWOOD DRLAS VEGASNV89129NONEPCTO SUPPORT THE MISSION OF THE CHARITABLE ORGANIZATION$1,000
WE CARE FOUNDATION
2216 S 6TH STLAS VEGASNV89104NONEPCTO SUPPORT THE MISSION OF THE CHARITABLE ORGANIZATION$3,000
ST GERAGOS ARMENIAN APOSTOLIC CHURCH
6820 PONDEROSA WAYLAS VEGASNV89118NONEPCTO SUPPORT THE MISSION OF THE CHARITABLE ORGANIZATION$50,000
SCOTTSDALES MUSEUM OF THE WEST
3830 N MARSHALL WAYSCOTTSDALEAZ85251NONEPCTO SUPPORT THE MISSION OF THE CHARITABLE ORGANIZATION$500
CHINA INSTITUTE
100 WASHINGTON STNEW YORKNY10006NONEPCTO SUPPORT THE MISSION OF THE CHARITABLE ORGANIZATION$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$80,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$256ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,815ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$146,891ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$150,962ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$150,962TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
Stock3,266 SHARES OF ADI STOCKStockNm
EOY Book Value$105,022EOYBookValueAmt
EOYFMV$150,451EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemTAILWIND INVESTMENT LLCCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$166,380BookValueAmt
EOYFMV$166,380EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescRECEIVABLE-PALDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$220,558EOYBookValueAmt
EOYFMV$220,558EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
COST ADJUSTMENT$411
TAILWIND LLC - BOOK ADJUSTMENT$200,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS EXPENSESDesc
Revenue And Expenses Per Books$165RevenueAndExpensesPerBooksAmt
Net Investment Income$83NetInvestmentIncomeAmt
Disbursements Charitable Prps$82DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CALIFORNIA TAX$95$0$95
FEDERAL TAX$1,820$0$0

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