BEULAH LAND FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BEULAH LAND FOUNDATION (EIN 46-1547494)
- Tax period
- 2017-12-01 to 2018-11-30
- Filed
- 2019-03-15
- IRS object ID
- 201920749349100722
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-03-15T07:58:26-00:00 | ReturnTs |
| Tax Period End | 2018-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TSUI-CHIN L CHIEN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 43959 BOSTON COURT | AddressLine1Txt |
| City | FREMONT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94539 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461547494 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEULAH LAND FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEUL | BusinessNameControlTxt |
| Phone | 4088388306 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19970 SCOTLAND DRIVE | AddressLine1Txt |
| City | SARATOGA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95070 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY LEE | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Signature | 2019-03-15 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Tsui Chin L Chien | PreparerPersonNm |
| Phone | 5104380829 | PhoneNum |
| Preparation | 2019-03-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 73.222.215.194 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-03-16 | IPDt |
| IP Tm | 02:03:32 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 410CB7669E266641B9814AE2EFAD59FF50283081 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 410CB7669E266641B9814AE2EFAD59FF50283081 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $744,284 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $55,697 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $31 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $31 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,389 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,389 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $72,013 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $110,399 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $72,013 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $138,130 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $82,433 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,390 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $690 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,390 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,246 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,246 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,246 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,261 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,261 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,897 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,086 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,897 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $26,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $26,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $32,697 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,086 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $32,697 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $105,433 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $77,347 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,351 | CashBOYAmt |
| Cash EOY | $9,050 | CashEOYAmt |
| Cash EOYFMV | $9,050 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $16,912 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,755 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,755 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $215,080 | CorporateStockBOYAmt |
| Corporate Stock EOY | $329,971 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $733,479 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $235,343 | TotalAssetsBOYAmt |
| Total Assets EOY | $340,776 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $744,284 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $235,343 | UnrestrictedBOYAmt |
| Unrestricted EOY | $340,776 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $235,343 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $340,776 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $235,343 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $340,776 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $235,343 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $105,433 | ExcessRevenueOverExpensesAmt |
| Subtotal | $340,776 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $340,776 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 37 SH APPLE | P | 2013-01-15 | 2018-08-13 | $7,744 | $2,587 | $5,157 | $5,157 |
| 100 SH CISCO SYSTEMS INC | P | 1961-01-01 | 2018-01-03 | $39,004 | $11,126 | $27,878 | $27,878 |
| 315 SH CISCO SYSTEMS INC | P | 1961-01-01 | 2018-02-15 | $13,838 | $3,505 | $10,333 | $10,333 |
| 685 SH CISCO SYSTEMS INC | P | 1961-01-01 | 2018-02-15 | $30,091 | $9,881 | $20,210 | $20,210 |
| 428 SH JUNIPER NETWORKS | P | 2014-01-31 | 2018-09-21 | $12,736 | $7,991 | $4,745 | $4,745 |
| 72 SH JUNIPER NETWORKS | P | 2013-01-31 | 2018-09-21 | $2,142 | $1,084 | $1,058 | $1,058 |
| 200 SH KROGER CO | P | 2012-08-21 | 2018-04-17 | $4,844 | $2,212 | $2,632 | $2,632 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $72,013 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (true) | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $12,588 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $421,040 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000.029897 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $13,486 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $300,623 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000.044860 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $11,927 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $266,348 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000.044780 | DistributionYr3Rt |
| Total Distribution | 000.119537 | TotalDistributionRt |
| Average Distribution | 000.023907 | AverageDistributionRt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,547 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,547 | SubtotalAmt |
| Tax Based On Investment Income | $1,547 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $699 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $699 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $699 | OriginalReturnTaxPaidAmt |
| Tax Due | $848 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Form990 T Filed | false | Form990TFiledInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| 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 |
| Individual With Books | BAU-GWEI JENNIFER LEE | IndividualWithBooksNm |
| Phone | 4089059807 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19970 SCOTLAND DRIVE | AddressLine1Txt |
| City | SARATOGA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95070 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JEFFREY LEE | ||||||
| 19970 SCOTLAND DR | SARATOGA | CA | 95070 | CEO | 010.00 | $0 |
| BAU-GWEI JENNIFER LEE | ||||||
| 19970 SCOTLAND DR | SARATOGA | CA | 95070 | SECRETARY | 010.00 | $0 |
| JENSINE LEE | ||||||
| 669 FLAMENCO PLACE | DAVIS | CA | 95616 | DIRECTOR | 002.00 | $0 |
| DAVID T LEE | ||||||
| 217 FRIDLEY DRIVE | SANTA CRUZ | CA | 95060 | DIRECTOR | 002.00 | $0 |
| CHRISTINA E LEE YU | ||||||
| 112 RANDOLPH ROAD | ITHACA | NY | 14850 | DIRECTOR | 002.00 | $0 |
| ANGELINE G LEE | ||||||
| 19970 SCOTLAND DRIVE | SARATOGA | CA | 95070 | DIRECTOR | 002.00 | $0 |
| MATTHEW C LEE | ||||||
| 19970 SCOTLAND DRIVE | SARATOGA | CA | 95070 | DIRECTOR | 002.00 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $684,735 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,456 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $701,191 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $701,191 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,518 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $690,673 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $34,534 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $34,534 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,547 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,547 | TotalTaxAmt |
| Distributable Before Adj | $32,987 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $32,987 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $32,987 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $32,697 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $32,697 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $32,697 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $32,987 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $929 | UndistributedIncomePYAmt |
| Qualifying Distributions | $32,697 | QualifyingDistributionsAmt |
| Applied To Year1 | $929 | AppliedToYear1Amt |
| Applied To Current Year | $31,768 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,219 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JEFFREY LEE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SHIH-LIN ZION CHURCH | |||||||
| 80 DAYTON STREET | PASADENA | CA | 91105 | NONE | NC | CHARITABLE | $1,000 |
| TEEN CHALLENGE MONTEREY BAY | |||||||
| P O BOX 1807 | WALSONVILLE | CA | 95077 | NONE | NC | CHARITABLE | $500 |
| THE GRACE NETWORK | |||||||
| 701 DIXIEANNE AVE | SACRAMENTO | CA | 95815 | NONE | NC | CHARITABLE | $750 |
| TOUCH LIFE MISSION | |||||||
| P O BOX 5514 | DIAMOND BAR | CA | 91765 | NONE | NC | CHARITABLE | $500 |
| UC BERKELEY FOUNDATION | |||||||
| 500 UC BERKELEY | SANTA CRUZ | CA | 95064 | NONE | NC | CHARITABLE | $750 |
| UC SANTA CRUZ FOUNDATION | |||||||
| 1156 HIGH STREET | SANTA CRUZ | CA | 95064 | NONE | NC | CHARITABLE | $7,000 |
| WESTGATE CHURCH | |||||||
| 1735 SARATOGA AVE | SAN JOSE | CA | 95129 | NONE | NC | CHARITABLE | $800 |
| WORLD OUTREACH MINISTRIES | |||||||
| PO BOX B | MARIETTA | GA | 30061 | NONE | NC | CHARITABLE | $1,000 |
| VINTAGE FAITH CHURCH | |||||||
| 350 MISSION STREET | SANTA CRUZ | CA | 95060 | NONE | NC | CHARITABLE | $500 |
| ALTERNATIVES PREGNANCY CENTER | |||||||
| 111 HOWE AVE STE 610 | SACRAMENTO | CA | 95825 | NONE | NC | CHARITABLE | $750 |
| AMAZING LOVE INC | |||||||
| PO BOX 2431 | DANVILLE | CA | 94526 | NONE | NC | CHARITABLE | $100 |
| BAYSHORE CHRISTIAN MINISTRIES | |||||||
| 1001 BEECH STREET | EAST PALO | CA | 94303 | NONE | NC | CHARITABLE | $300 |
| BSF INTERNATIONAL | |||||||
| 19001 HUEBEER ROAD | SAN ANTONIO | TX | 78258 | NONE | NC | CHARITABLE | $300 |
| CHINESE CHRISTIAN MISSION | |||||||
| PO BOX 75079 | PETALUMA | CA | 94975 | NONE | NC | CHARITABLE | $100 |
| CHINESE FOR CHRIST CHURCH | |||||||
| 2715 PRINCE STREET | BERKELEY | CA | 94705 | NONE | NC | CHARITABLE | $1,800 |
| CITYTEAM | |||||||
| 2304 ZANKER ROAD | SAN JOSE | CA | 95131 | NONE | NC | CHARITABLE | $1,600 |
| DEL ORO CAREGIVER RESOURCE CENTER | |||||||
| 8421 AUBURN BLVD STE 265 | CITRUS HEIGHTS | CA | 95610 | NONE | NC | CHARITABLE | $750 |
| EMAUNEL GOSPEL CENTER | |||||||
| 2 SAN JUAN STREET | BOSTON | MA | 02118 | NONE | NC | CHARITABLE | $1,000 |
| EXODUS CRY | |||||||
| 714 MAIN STREET | GRANDVIEW | MO | 64303 | NONE | NC | CHARITABLE | $500 |
| HIGH STREET COMMUNITY CHURCH | |||||||
| 850 HIGH STREET | SANTA CRUZ | CA | 95060 | NONE | NC | CHARITABLE | $500 |
| HIIGA | |||||||
| 1775 PIIHOLO ROAD | MAKAWAO | HI | 96768 | NONE | NC | CHARITABLE | $300 |
| HILL COMMUNITY CHURCH | |||||||
| 80 DAYTON STREET | PASADENA | CA | 91105 | NONE | NC | CHARITABLE | $1,500 |
| INTERNATIONAL FELLOWSHIP HOUSE | |||||||
| 386 MARLBOROUGH STREET | BOSTON | MA | 02115 | NONE | NC | CHARITABLE | $1,000 |
| INTERNATIONAL SSTUDENTS INC | |||||||
| PO BOX C | COLORADO SPRINGS | CO | 80901 | NONE | NC | CHARITABLE | $500 |
| JEMSAACF | |||||||
| 948 E SECOND STREET | LOS ANGELES | CA | 90012 | NONE | NC | CHARITABLE | $1,000 |
| MASSACHUSETTS BAIL FOUNDATION | |||||||
| 2161 MASSACHUSETTS AVE | CAMRIDGE | MA | 02140 | NONE | NC | CHARITABLE | $1,000 |
| OMF INTERNATIONAL | |||||||
| 10 W DRY CREED CIR | LITTLETON | CO | 80120 | NONE | NC | CHARITABLE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,800 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $10,420 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Related Or Exempt Function Incm | $72,013 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $82,433 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $82,433 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Contributor Information ContributorInformationGrp (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| JEFFREY LEE | ||||||
| 1 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $6,747 | Yes (X) |
| JEFFREY LEE | ||||||
| 2 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $22,336 | Yes (X) |
| JEFFREY LEE | ||||||
| 3 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $2,409 | Yes (X) |
| DAVID LEE | ||||||
| 4 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $295 | Yes (X) |
| JEFFREY LEE | ||||||
| 5 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $15,997 | Yes (X) |
| JEFFREY LEE | ||||||
| 6 | 19970 SCOTLAND DR | SARATOGA | CA | 95070 | $7,913 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 468 SH CISCO STOCK | $6,747 | 2017-12-12 |
| 2 | 455 SH APPLE INC STOCK | $22,336 | 2017-12-12 |
| 3 | 30 SH BOEING STOCK | $2,409 | 2017-12-12 |
| 4 | 22 SH APPLE INC STOCK | $295 | 2017-12-26 |
| 5 | 532 SH JUNIPER NETWORKS INC STOCK | $15,997 | 2018-09-18 |
| 6 | 140 SH APPLE INC STOCK | $7,913 | 2018-10-09 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,390 | Amt |
| Net Investment Income | $690 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,390 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (45 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 268 shares of ISHARES MUSIEEM | $5,182 | $11,009 |
| 300 shares of MASTERCARDMA | $5,027 | $60,321 |
| 200 shares of ORACLE CORPORCL | $3,833 | $9,752 |
| 760 shares of APPLE INCAAPL | $34,270 | $135,721 |
| 200 shares of MAGNA INTIL INCMGA | $7,435 | $9,974 |
| 1450 shares of CISCO | $20,770 | $69,412 |
| 40 shares of GOOGLE INCGOOG | $10,365 | $43,777 |
| 75 shares of ILLINOIS TOOL WORKITW | $3,577 | $10,429 |
| 100 shares of JPMORGAN CHASEJPM | $2,669 | $11,119 |
| 100 shares of MARATHON PETROLEUMMPC | $1,234 | $6,516 |
| 150 shares of ALIBABA GROUP | $12,020 | $24,129 |
| 80 shares of BAIDU INCBIDU | $3,073 | $15,062 |
| 125 shares of DR REDDYS LABS LTDRDY | $7,285 | $4,805 |
| 250 shares of GILEAD SCIENCES INCGILD | $5,571 | $17,985 |
| 50 shares of UNLIEVER N VUN | $8,874 | $11,102 |
| 200 shares of EAST WEST BANCORP EWBC | $8,452 | $10,738 |
| 60 shares of FACEBOOK INC FB | $6,145 | $8,437 |
| 150 shares of FIRST REP BK SAN FRANCISCO FRC | $10,048 | $14,873 |
| 320 shares of BANK OF AMERICA BAC | $5,507 | $9,088 |
| 40 shares of ALEXION PHARM INC ALXN | $4,904 | $4,926 |
| 75 shares of LOWES COS INC | $3,526 | $7,078 |
| 50 shares of NASDAQ INC | $1,546 | $4,566 |
| 25 shares of THERMO FISHER SCIENTIFIC | $1,212 | $6,239 |
| 80 shares of BOEING | $6,562 | $27,741 |
| 150 shares of COSTCO WHOLESALE | $6,029 | $34,692 |
| 150 shares of UNITED TECHNOLOGIES | $6,721 | $18,276 |
| 50 shares of BUNGE LIMITED COM STK | $3,322 | $2,854 |
| 150 shares of ABBOTT LABORATORIES | $6,369 | $11,108 |
| 25 shares of FEDEX CORP | $4,827 | $5,725 |
| 300 shares of FREEPORT MCMORAN INC | $4,851 | $3,582 |
| 100 shares of SCHLUMBERGER LIMITED | $8,441 | $4,510 |
| 25 shares of ALLERGAN PLC | $4,022 | $3,915 |
| 195 shares of ALBEMARLE CORP | $22,386 | $18,782 |
| 100 shares of ANALOG DEVICES INC | $8,809 | $9,192 |
| 50 shares of DEERE COMPANY | $8,216 | $7,744 |
| 50 shares of DIAGEO ADR EACH REPR | $7,040 | $7,218 |
| 150 shares of INTEL CORP | $6,771 | $7,397 |
| 460 shares of JUNIPER NETWORKS | $6,923 | $13,207 |
| 150 shares of MONDELEZ INTL | $6,600 | $6,747 |
| 30 shares of NORFOLK SOUTHERN | $4,211 | $5,122 |
| 30 shares of NVIDIA CORP | $4,495 | $4,903 |
| 300 shares of PUL TEGROUP INC | $8,810 | $7,956 |
| 100 shares of QORVO INC | $6,839 | $6,581 |
| 100 shares of VALERO ENERGY CORP | $9,383 | $7,990 |
| 100 shares of RESMED INC | $5,819 | $11,179 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $117 | $117 | $117 |
| FILING FEE | $25 | $25 | |
| OFFICE SUPPLIES | $6 | $6 | |
| POSTAGE | $50 | $50 | |
| INVESTMENT EXPENSE | $1,027 | $1,027 | $1,027 |
| BANK FEE | $6 | $6 | $6 |
| STATE TAX | $10 | $10 | |
| LICENSE AND FEE | $20 | $20 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEE | CategoryTxt |
| Amt | $3,246 | Amt |
| Net Investment Income | $3,246 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,246 | DisbursementsCharitablePrpsAmt |
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