BETA

HAO FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
HAO FAMILY FOUNDATION (EIN 47-3853918)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-15
IRS object ID
201903199349102040
Schema version
2018v3.1
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)
Return2019-11-15T12:14:37-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN814234542PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BPM LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1600 CALIFORNIA STREET SUITE 600AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94108ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN473853918EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HAO FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHAOFBusinessNameControlTxt
Phone4154215757PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O BPM 600 CALIFORNIA ST NO 600AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94108ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKENNETH Y HAOPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4154215757PhoneNum
Signature2019-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSELENA YEUNGPreparerPersonNm
PTINP00316855PTIN
Phone4154215757PhoneNum
Preparation2019-11-14PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address208.184.139.130IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-14IPDt
IP Tm14:43:03IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id72D572AF591B153CAE9F1FF42E3ECA3BC82FB039AtSubmissionCreationDeviceId
At Submission Filing Device Id155DBB0B033CCB00695FD1C9AE35DD64086CB893AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-04-17 16:48:07ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$48,592,219FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$18,346,745ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$43,249InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$43,249InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$878,758DividendsRevAndExpnssAmt
Dividends Net Invst Incm$878,758DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$13,207,379NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$24,041,465GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$13,207,720CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$8,757OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$8,757OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$32,484,888TotalRevAndExpnssAmt
Total Net Invst Incm$14,138,484TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,705LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,353LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$1,352LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,500AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$24,385TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$385TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$83,841OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$83,841OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$115,931TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$87,694TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,237TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,400,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,400,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,515,931TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$87,694TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,404,237TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$30,968,957ExcessRevenueOverExpensesAmt
Net Investment Income$14,050,790NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$391,720SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,646,066SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,646,066SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$21,933,392CorporateStockBOYAmt
Corporate Stock EOY$29,983,790CorporateStockEOYAmt
Corporate Stock EOYFMV$35,927,733CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,365,512CorporateBondsBOYAmt
Corporate Bonds EOY$1,365,512CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,365,512CorporateBondsEOYFMVAmt
Other Investments BOY$218,075OtherInvestmentsBOYAmt
Other Investments EOY$5,665,408OtherInvestmentsEOYAmt
Other Investments EOYFMV$5,652,908OtherInvestmentsEOYFMVAmt
Total Assets BOY$23,908,699TotalAssetsBOYAmt
Total Assets EOY$42,660,776TotalAssetsEOYAmt
Total Assets EOYFMV$48,592,219TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$23,908,699CapitalStockBOYAmt
Capital Stock EOY$42,660,776CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$23,908,699TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$42,660,776TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$23,908,699TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$42,660,776TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$23,908,699TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$30,968,957ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$54,877,656SubtotalAmt
Other Decreases$12,216,880OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$42,660,776TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES2018-12-31$23,964,310$10,833,745$13,130,565$13,130,565
CAPITAL GAINS DIVIDENDS2018-12-31$77,155$77,155$77,155
FieldValueIRS element (for citing)
Capital Gain Net Income$13,207,720CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$386,965AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$26,669,178NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.014510DistributionYr1Rt
Adjusted Qlfy Distri Yr2$6,038AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$11,439,538NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.000528DistributionYr2Rt
Adjusted Qlfy Distri Yr3$0AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,282,034NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.000000DistributionYr3Rt
Total Distribution0.015038TotalDistributionRt
Average Distribution0.005013AverageDistributionRt
Net Vl Noncharitable Assets$44,880,977NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$224,988AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$140,508NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$365,496AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,404,237QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$140,508InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$140,508SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$140,508TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$38,414EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$139,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$177,414TotalPaymentsAndCreditsAmt
Es Penalty$57EsPenaltyAmt
Overpayment$36,849OverpaymentAmt
Applied To ES Tax$36,849AppliedToESTaxAmt
Refund$0RefundAmt

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 FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBPM LLPIndividualWithBooksNm
Phone4154215757PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1600 CALIFORNIA STREET SUITE 600AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94108ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
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
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
KENNETH Y HAO
600 CALIFORNIA STREET SUITE 600SAN FRANCISCOCA94108PRESIDENT1.00$0$0$0
KATHY P CHIAO
600 CALIFORNIA STREET SUITE 600SAN FRANCISCOCA94108SECRETARY / TREASURER1.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT OTHER ORGANIZATIONS EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) THROUGH CONTRIBUTIONS.Description1Txt
Expenses1$0Expenses1Amt

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$37,568,012AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,331,024AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$5,665,408FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$45,564,444TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$45,564,444AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$683,467CashDeemedCharitableAmt
Net Vl Noncharitable Assets$44,880,977NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,244,049MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,244,049MinimumInvestmentReturnAmt
Tax Based On Investment Income$140,508TaxBasedOnInvestmentIncomeAmt
Total Tax$140,508TotalTaxAmt
Distributable Before Adj$2,103,541DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,103,541DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,103,541DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,404,237ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,404,237QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$140,508PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,263,729AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,103,541DistributableAsAdjustedAmt
Undistributed Income PY$1,270,012UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,404,237QualifyingDistributionsAmt
Applied To Year1$1,270,012AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$134,225AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,969,316UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerKENNETH Y HAOContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MENLO SCHOOL
50 VALPARAISO AVENUEATHERTONCA94027NONEPCGENERAL SUPPORT$200,000
SCHWAB CHARITABLE DONOR-ADVISED FUND
PO BOX 628298ORLANDOFL32862NONEPCGENERAL SUPPORT$1,050,000
GOLDMAN SACHS PHILANTHROPY FUND
200 WEST STREET 15TH FLOORNEW YORKNY10282NONEPCGENERAL SUPPORT$150,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,400,000TotalGrantOrContriPdDurYrAmt
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$43,249ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$878,758ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$8,757ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$13,207,379ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$14,138,143ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$14,138,143TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonKENNETH Y HAOContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1C/O J BERNSTEIN SHADE TREE 261 BROAAddressLine1Txt
CitySARATOGA SPRINGSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12866ZIPCd
FieldValueIRS element (for citing)
Total Contributions$18,346,745TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyPUBLICLY TRADED SECURITIESNoncashPropertyDesc
Fair Market Value$18,346,745FairMarketValueAmt
Received2018-12-31ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,000Amt
Net Investment Income$2,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,500DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondGOLDMAN SACHSBondNm
EOY Book Value$1,365,512EOYBookValueAmt
EOYFMV$1,365,512EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockGOLDMAN SACHSStockNm
EOY Book Value$29,983,790EOYBookValueAmt
EOYFMV$35,927,733EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CADRE ACCESS LPAT COST$556,366$543,866
BROAD ST R/E CR PARTNERS IIIAT COST$109,042$109,042
TRIKON ASSET MANAGEMENT OFFSHORE FUNDAT COST$1,000,000$1,000,000
RIDGE LTD.AT COST$4,000,000$4,000,000

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$2,705LegalFeesAmt
Net Investment Income$1,353NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,352DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescAPPRECIATION OF DONATED STOCK OVER DONORS' COST BASISDesc
Amt$12,216,880Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$81,601$81,601$0
ADR FEES$29$29$0
OTHER INVESTMENT EXPENSE$2,211$2,211$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescINVESTMENTS - ORDINARY GAINSDesc
Revenue And Expenses Per Books$8,757RevenueAndExpensesPerBooksAmt
Net Investment Income$8,757NetInvestmentIncomeAmt
Adjusted Net Income$8,757AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NET INVESTMENT INCOME TAX - FEDERAL$24,000$0$0
STATE TAXES AND FEES$385$0$385

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