LIJIN GOUHUA FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LIJIN GOUHUA FOUNDATION (EIN 20-5651639)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201803189349103115
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T15:55:17-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BUSH STREET STE 1800 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941044425 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205651639 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Lijin Guohua Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % J SANFORD MILLER | InCareOfNm |
| Business Name Control | LIJI | BusinessNameControlTxt |
| Phone | 6508540132 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 Sharon Park Drive Suite 638 | AddressLine1Txt |
| City | Menlo Park | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 940256805 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J SANFORD MILLER | PersonNm |
| Person Title | President/Director | PersonTitleTxt |
| Signature | 2018-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANCOIS M HECHINGER | PreparerPersonNm |
| PTIN | P00284422 | PTIN |
| Phone | 4153977900 | PhoneNum |
| Preparation | 2018-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 4.53.129.138 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 94384120183185000008 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 660FA913AB9AA9FB5F5CA1809C55BBE418738788 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 660FA913AB9AA9FB5F5CA1809C55BBE418738788 | 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 | $6,103,346 | 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 | $285,440 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $58,168 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $58,168 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $58,168 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $580,360 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,345,073 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $580,360 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $175,845 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,352 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,352 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $2,352 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $926,320 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $640,880 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $236,365 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $11,730 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,798 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,933 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,442 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,332 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,111 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,268 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,243 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $25 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $17,813 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $17,813 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $17,813 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $17,029 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $17,029 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,919 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,097 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $16,822 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $73,201 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,283 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $17,813 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $37,920 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $73,201 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,283 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $17,813 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $37,920 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $853,119 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $605,597 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $218,552 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $57,039 | CashBOYAmt |
| Cash EOY | $37,778 | CashEOYAmt |
| Cash EOYFMV | $37,778 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $205,551 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $582,909 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $582,909 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,317,113 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $3,106,259 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $17,813 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments EOY | $3,088,446 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $3,106,259 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,832,849 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,236,199 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,376,400 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,412,552 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,945,332 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,103,346 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $5,412,552 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,945,332 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,412,552 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,945,332 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,412,552 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,945,332 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,412,552 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $853,119 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,265,671 | SubtotalAmt |
| Other Decreases | $320,339 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,945,332 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PERSHING #1104 | $617,587 | $531,128 | $86,518 | $86,459 |
| PERSHING #3920 | $884,563 | $818,413 | $66,405 | $66,150 |
| PERSHING #4653 | $337 | $324 | $13 | $13 |
| PERSHING #5320 | $95,942 | $82,267 | $14,113 | $13,675 |
| PERSHING #5338 | $99,533 | $92,245 | $7,288 | $7,288 |
| PERSHING #5304 | $94,407 | $94,725 | -$304 | -$318 |
| PERSHING #4090 | $348,925 | $346,052 | $2,889 | $2,873 |
| PERSHING #3920 | $272,790 | $18,449 | $254,341 | $254,341 |
| PERSHING #1104 | $46,984 | $33,069 | $13,915 | $13,915 |
| PERSHING #3920 | $1,140,791 | $1,079,611 | $61,180 | $61,180 |
| PERSHING #5320 | $222,081 | $184,242 | $37,839 | $37,839 |
| PERSHING #5338 | $352,016 | $317,665 | $34,351 | $34,351 |
| PERSHING #4090 | $169,117 | $167,319 | $1,812 | $1,798 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $580,360 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $175,845 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $92,252 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,303,444 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04005 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $239,634 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,731,744 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.064215 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $191,995 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,389,097 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.080363 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $164,932 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $681,283 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.24209 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $79,068 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $657,755 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.120209 | DistributionYr5Rt |
| Total Distribution | 0.546927 | TotalDistributionRt |
| Average Distribution | 0.109385 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,788,021 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $304,968 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,056 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $311,024 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $480,894 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $6,056 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,056 | SubtotalAmt |
| Tax Based On Investment Income | $6,056 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $111 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $7,700 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $7,811 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,755 | OverpaymentAmt |
| Applied To ES Tax | $1,755 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | n/a | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J SANFORD MILLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6508540132 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 SAND HILL ROAD BLDG 2 STE 2 | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| J SANFORD MILLER | |||||||||
| 3000 SAND HILL ROAD BLDG 2 | STE 250 | MENLO PARK | CA | 94025 | PRESIDENT, DIRECTOR | 0 | $0 | $0 | $0 |
| VINIE ZHANG MILLER | |||||||||
| 3000 SAND HILL ROAD BLDG 2 | STE 250 | MENLO PARK | CA | 94025 | VICE PRESIDENT, DIRECTOR | 0 | $0 | $0 | $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 | PAINTING ACQUIRED TO PROMOTE UNDERSTANDING AND APPRECIATION OF CHINESE PAINTING AND DECORATIVE ARTS THROUGH ENCOURAGING THE PUBLIC AND INCREASING APPRECIATION OF THE ARTS. | Description1Txt |
| Expenses1 | $127,628 | Expenses1Amt |
| Description2 | PAINTING ACQUIRED TO PROMOTE UNDERSTANDING AND APPRECIATION OF CHINESE PAINTING AND DECORATIVE ARTS THROUGH ENCOURAGING THE PUBLIC AND INCREASING APPRECIATION OF THE ARTS. | Description2Txt |
| Expenses2 | $87,148 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $228,198 | AllOtherProgramRltdInvstTotAmt |
| Total | $442,974 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,469,851 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $360,627 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,830,478 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,830,478 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,457 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,788,021 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $139,401 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $37,920 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $442,974 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $480,894 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,056 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $474,838 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2007-06-26 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $211,104 | CurrentYearAmt |
| Year1 | $71,747 | Year1Amt |
| Year2 | $90,638 | Year2Amt |
| Year3 | $36,250 | Year3Amt |
| Total | $409,739 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $179,438 | CurrentYearAmt |
| Year1 | $60,985 | Year1Amt |
| Year2 | $77,042 | Year2Amt |
| Year3 | $30,813 | Year3Amt |
| Total | $348,278 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $476,773 | CurrentYearAmt |
| Year1 | $636,977 | Year1Amt |
| Year2 | $239,634 | Year2Amt |
| Year3 | $191,995 | Year3Amt |
| Total | $1,545,379 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distri Not Used Drt | QualifyingDistriNotUsedDrtGrp |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $476,773 | CurrentYearAmt |
| Year1 | $636,977 | Year1Amt |
| Year2 | $239,634 | Year2Amt |
| Year3 | $191,995 | Year3Amt |
| Total | $1,545,379 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,103,346 | CurrentYearAmt |
| Year1 | $5,600,490 | Year1Amt |
| Year2 | $5,549,426 | Year2Amt |
| Year3 | $4,737,986 | Year3Amt |
| Total | $21,991,248 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,482,659 | CurrentYearAmt |
| Year1 | $2,030,749 | Year1Amt |
| Year2 | $1,532,768 | Year2Amt |
| Year3 | $1,318,531 | Year3Amt |
| Total | $10,364,707 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $92,934 | CurrentYearAmt |
| Year1 | $76,781 | Year1Amt |
| Year2 | $124,392 | Year2Amt |
| Year3 | $79,637 | Year3Amt |
| Total | $373,744 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | J SANFORD MILLER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,520 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $580,360 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $640,880 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $640,880 | 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 |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | J SANFORD MILLER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1530 PORTOLA ROAD | AddressLine1Txt |
| City | WOODSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $285,440 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | CHINESE PAINTINGS | $12,650 | 2017-09-15 |
| 1 | 18,825 SNAPCHAT SHARES | $272,790 | 2017-09-20 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,730 | Amt |
| Net Investment Income | $8,798 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,933 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VARIOUS ART PURCHASES | Desc |
| Amt | $228,198 | Amt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|
| LAND | 2017-09-26 | $327,503 | L | ||||
| BUILDING | 2017-09-26 | $2,778,756 | SL | 39 | $17,813 | $17,813 | $17,813 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCK - SEE ATTACHMENT | StockNm |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|---|---|
| LAND | $327,503 | $327,503 | $327,503 | |
| BUILDING | $2,778,756 | $2,760,943 | $2,778,756 | $17,813 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ART WORK | Desc |
| BOY Book Value | $1,832,849 | BOYBookValueAmt |
| EOY Book Value | $2,236,199 | EOYBookValueAmt |
| EOYFMV | $2,376,400 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET ASSET ADJUSTMENT | Desc |
| Amt | $320,339 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| INSURANCE | $2,726 | $2,726 | |
| OTHER EXPENSES | $8,193 | $4,096 | $4,097 |
| CURATORIAL SERVICES | $10,000 | $10,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PERSHING #3920 | Desc |
| Revenue And Expenses Per Books | $2,352 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,352 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,352 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEES | CategoryTxt |
| Amt | $4,442 | Amt |
| Net Investment Income | $3,332 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,111 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J SANFORD MILLER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1530 PORTOLA ROAD | AddressLine1Txt |
| City | WOODSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94062 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,243 | $1,243 | |
| CA ATTORNEY GENERAL | $25 | $25 |
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