DAVID SEN LIN LEE FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
DAVID SEN LIN LEE FOUNDATION (EIN 68-0413256)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-15
IRS object ID
201903199349102435
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)
Return2019-11-15T13:20:27-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Line1260 SHERIDAN AVE 440AddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94306ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

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
Signature2019-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHEATHER MAIREPreparerPersonNm
PTINP00275833PTIN
Phone6504620400PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address216.147.181.50IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-15IPDt
IP Tm13:20:24IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id932704C1B6F49EE2C5E35871D5FF74321B16ABFAAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-04-17 16:48:07ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$838,094FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$270,915ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$68InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$68InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$270,983TotalRevAndExpnssAmt
Total Net Invst Incm$68TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,360AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,680AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,680AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$10TaxesRevAndExpnssAmt
Taxes Net Invst Incm$5TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$5TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,144OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$573OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$571OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,514TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,258TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,256TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$42,900ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$42,900ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$47,414TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,258TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$45,156TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$223,569ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$156,019CashBOYAmt
Cash EOY$110,084CashEOYAmt
Cash EOYFMV$110,084CashEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$270,915CorporateStockEOYAmt
Corporate Stock EOYFMV$280,321CorporateStockEOYFMVAmt
Other Investments BOY$250,000OtherInvestmentsBOYAmt
Other Investments EOY$447,689OtherInvestmentsEOYAmt
Other Investments EOYFMV$447,689OtherInvestmentsEOYFMVAmt
Total Assets BOY$406,019TotalAssetsBOYAmt
Total Assets EOY$828,688TotalAssetsEOYAmt
Total Assets EOYFMV$838,094TotalAssetsEOYFMVAmt
Loans From Officers BOY$8,231LoansFromOfficersBOYAmt
Loans From Officers EOY$8,231LoansFromOfficersEOYAmt
Total Liabilities BOY$8,231TotalLiabilitiesBOYAmt
Total Liabilities EOY$8,231TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$397,788UnrestrictedBOYAmt
Unrestricted EOY$820,457UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$397,788TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$820,457TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$406,019TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$828,688TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$397,788TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$223,569ExcessRevenueOverExpensesAmt
Other Increases$200,000OtherIncreasesAmt
Subtotal$821,357SubtotalAmt
Other Decreases$900OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$820,457TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$95,382AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$304,280NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.313468DistributionYr1Rt
Adjusted Qlfy Distri Yr2$5,577AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$0NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.000000DistributionYr2Rt
Adjusted Qlfy Distri Yr3$91,463AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$0NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.000000DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,732AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$9,493NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.182450DistributionYr4Rt
Adjusted Qlfy Distri Yr5$124AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,588NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.078086DistributionYr5Rt
Total Distribution0.574004TotalDistributionRt
Average Distribution0.114801AverageDistributionRt
Net Vl Noncharitable Assets$594,892NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$68,294AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$68,294AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$45,156QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

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

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 ContributorsYes (1)NewSubstantialContributorsInd
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)
Tax Exempt Interest$0TaxExemptInterestAmt
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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
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$23,360AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$131,045AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$449,546FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$603,951TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$603,951AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,059CashDeemedCharitableAmt
Net Vl Noncharitable Assets$594,892NetVlNoncharitableAssetsAmt
Minimum Investment Return$29,745MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$29,745MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$29,745DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$29,745DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$29,745DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$45,156ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$45,156QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$45,156AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$29,745DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$45ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,257ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$91,463ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$5,577ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$80,168ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$178,510TotalExcessDistributionCyovAmt
Qualifying Distributions$45,156QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$29,745AppliedToCurrentYearAmt
Remaining Distri From Corpus$15,411RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$193,921TotalCorpusAmt
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$45ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$193,876ExcessDistriCyovToNextYrAmt
Excess From Year4$1,257ExcessFromYear4Amt
Excess From Year3$91,463ExcessFromYear3Amt
Excess From Year2$5,577ExcessFromYear2Amt
Excess From Year1$80,168ExcessFromYear1Amt
Excess From Current Year$15,411ExcessFromCurrentYearAmt

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 PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
HAWAII SYMPHONY ORCHESTRA
3610 WAIALAE AVENUEHONOLULUHI96816NONEPCTO SUPPORT THE MISSION OF THE CHARITABLE ORGANIZATION$3,500
HAWAIIAN HUMANE SOCIETY
2700 WAIALEE AVENUEHONOLULUHI96826NONEPCTO SUPPORT THE MISSION OF THE CHARITABLE ORGANIZATION$1,000
ILF
1300 PENNSYLVANIA AVENUE NW700WASHINGTONDC20004NONEPCTO SUPPORT THE MISSION OF THE CHARITABLE ORGANIZATION$6,000
THE LAN VO FOUNDATION
2629 PALI HIGHWAYHONOLULUHI96817NONEPCTO SUPPORT THE MISSION OF THE CHARITABLE ORGANIZATION$1,000
CHINESE CANCER MEMORIAL FOUNDATION
PO BOX 11662HONOLULUHI96828NONEPCTO SUPPORT THE MISSION OF THE CHARITABLE ORGANIZATION$10,000
RYSE HAWAII
KAWAILOA YOUTH AND FAM WELLNESSKAILUAHI96734NONEPCTO SUPPORT THE MISSION OF THE CHARITABLE ORGANIZATION$400CENTER 42-470 KALANIANAOLE HIGHWAY
AIO HAWAII
1000 BISHOP ST STE 202HONOLULUHI96813NONEPCTO SUPPORT THE MISSION OF THE CHARITABLE ORGANIZATION$20,000
SELF HELP FOR THE ELDERLY
731 SANSOME ST 100SAN FRANCISCOCA94111NONEPCTO SUPPORT THE MISSION OF THE CHARITABLE ORGANIZATION$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$42,900TotalGrantOrContriPdDurYrAmt
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$68ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$68ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$68TotalIncomeProducingActyAmt

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 Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1DAVID SEN LIN LEEBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12877 PARADISE ROAD APT 3301AddressLine1Txt
CityLAS VEGASCityNm
State AbbreviationNVStateAbbreviationCd
ZIP89109ZIPCd
FieldValueIRS element (for citing)
Total Contributions$270,915TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyADI SHARES OF STOCKNoncashPropertyDesc
Fair Market Value$280,321FairMarketValueAmt
Received2018-12-28ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEECategoryTxt
Amt$3,360Amt
Net Investment Income$1,680NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,680DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
Stock3,266 SHARES OF ADI STOCKStockNm
EOY Book Value$270,915EOYBookValueAmt
EOYFMV$280,321EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemTAILWIND INVESTMENT LLCCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$447,689BookValueAmt
EOYFMV$447,689EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCOST ADJUSTMENTDesc
Amt$900Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$103$52$0$51
MISCELLANEOUS EXPENSES$665$333$0$332
INVESTMENT EXPENSE$376$188$0$188

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTDesc
Amt$200,000Amt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonSEN-LIN LEEPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12747 PARADISE ROAD 3304AddressLine1Txt
CityLAS VEGASCityNm
State AbbreviationNVStateAbbreviationCd
ZIP89109ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryCALIFORNIA TAXCategoryTxt
Amt$10Amt
Net Investment Income$5NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$5DisbursementsCharitablePrpsAmt

Comments

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