ZEE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ZEE FOUNDATION (EIN 33-0592374)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-12
- IRS object ID
- 201843169349101164
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-12T12:16:20-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grant Thornton LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 S Flower Street 7th Floor | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | 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 | 330592374 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Zee Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % TIEN P ZEE | InCareOfNm |
| Business Name Control | ZEEF | BusinessNameControlTxt |
| Phone | 3105495400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4001 Via Oro Suite 210 | AddressLine1Txt |
| City | Long Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90810 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE YEN | PersonNm |
| Person Title | CFO/Secretary | PersonTitleTxt |
| Phone | 3105495400 | PhoneNum |
| Signature | 2018-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | QI WEN LIANG | PreparerPersonNm |
| PTIN | P01270238 | PTIN |
| Phone | 2136271717 | PhoneNum |
| Preparation | 2018-11-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.220.88.84 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 95361120183165000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-12 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0AA8217B273CE32ABB82070EE4E7991397F6FA98 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FD37B93FA18B7C387164EF6E59991F30CA5915AE | 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 | $17,349,451 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,951,630 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,267 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,267 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $252,464 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $252,464 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $683,573 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,845,925 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $683,573 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,888,934 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $937,304 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $536 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,125 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,125 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $181,220 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $181,220 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $5,198 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $22,695 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $22,695 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $2,275 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,275 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,265 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,045 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $220 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $224,314 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $209,960 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,620 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $548,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $513,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $772,814 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $209,960 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $522,120 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,116,120 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $727,344 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,472,757 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,242,165 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,242,165 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,016,623 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,398,335 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,107,286 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $12,489,380 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,640,500 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,349,451 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Grants Payable BOY | $0 | GrantsPayableBOYAmt |
| Grants Payable EOY | $35,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $35,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $12,489,380 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,605,500 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,489,380 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,605,500 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,489,380 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,640,500 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,489,380 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,116,120 | ExcessRevenueOverExpensesAmt |
| Subtotal | $14,605,500 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $14,605,500 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| UBS SECURITIES SHORT-TERM | $1,273,933 | $1,095,412 | $178,521 | $178,521 |
| UBS SECURITIES LONG-TERM | $2,571,992 | $2,066,940 | $505,052 | $505,052 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $683,573 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (true) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,547 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $14,547 | SubtotalAmt |
| Tax Based On Investment Income | $14,547 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,969 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,969 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $9,578 | TaxDueAmt |
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 | false | 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 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIEN P ZEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3105495400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4001 VIA ORO SUITE 210 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90810 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Tien P Zee | ||||||||
| 4001 Via Oro Suite 210 | Long Beach | CA | 90810 | President | 1.0 | $0 | $0 | $0 |
| George Yen | ||||||||
| 4001 Via Oro Suite 210 | Long Beach | CA | 90810 | Secretary / CFO | 1.0 | $0 | $0 | $0 |
| Jinly Zee | ||||||||
| 4001 Via Oro Suite 210 | Long Beach | CA | 90810 | Member | 1.0 | $0 | $0 | $0 |
| Jinsen Zee | ||||||||
| 4001 Via Oro Suite 210 | Long Beach | CA | 90810 | Member | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS Financial Services Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 California Street 34th floor | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941041610 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | management fee | ServiceTypeTxt |
| Compensation | $181,220 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,403,981 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,379,569 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,783,550 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,783,550 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $221,753 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,561,797 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $728,090 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $728,090 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,547 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,547 | TotalTaxAmt |
| Distributable Before Adj | $713,543 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $713,543 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $713,543 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $522,120 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $522,120 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $522,120 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $713,543 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $144,927 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Total For Prior Years | $349,340 | TotalForPriorYearsAmt |
| Qualifying Distributions | $522,120 | QualifyingDistributionsAmt |
| Applied To Year1 | $144,927 | AppliedToYear1Amt |
| Applied To Prior Years | $349,340 | AppliedToPriorYearsAmt |
| Applied To Current Year | $27,853 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $685,690 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | TIEN P ZEE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asian Improv Arts | ||||||||||||
| 44 Montgomery St Ste 2310 | San Francisco | CA | 94104 | NONE | PC | funds To support the arts | $1,000 | |||||
| Boys & Girls Club of Long Beach | ||||||||||||
| 3635 Long Beach Blvd | Long Beach | CA | 90807 | NONE | PC | Funds to support work for children | $2,000 | |||||
| California Heart Center | ||||||||||||
| Cedars-Sinai Medical Care Foundatio | Los Angeles | CA | 90048 | NONE | PC | funds to support Medical Research - Dr. John Kobashigawa | $33,000 | 8700 Beverly Blvd Ste 2416 | ||||
| Classical KUSC | ||||||||||||
| PO Box 77913 | Los Angeles | CA | 900070913 | NONE | PC | Funds to help provide extraordinary programming | $2,500 | |||||
| First United Methodist Church - Wilmington | ||||||||||||
| 928 Lagoon Avenue | Wilmington | CA | 90744 | NONE | PC | Funds to support church endeavors | $1,000 | |||||
| Reliant Mission | ||||||||||||
| 11002 Lake Hart Drive Ste 100 | Orlando | FL | 92832 | NONE | PC | Funds to support for ministering to college students at the University of Michigan | $2,000 | |||||
| Herald Cancer Association | ||||||||||||
| 715 E Mission Rd | San Gabriel | CA | 91776 | NONE | PC | funds to support work for cancer patients | $1,000 | |||||
| Palos Verdes Peninsula Land Conservancy | ||||||||||||
| 916 silver pur road 207 | rolling hills estate | CA | 902743826 | NONE | PC | funds to support preserving land and restoring habitat | $1,000 | |||||
| The Stanford Fund | ||||||||||||
| po box 20466 | stanford | CA | 943090466 | NONE | PC | Funds to support undergraduate studies | $10,000 | |||||
| International College of Integrative Medicine | ||||||||||||
| PO Box 271 | Bluffton | OH | 45817 | NONE | PC | For the development and presentation of the 2 courses in ISOM Professional Education Program. | $100,000 | |||||
| Friends of HK Charities | ||||||||||||
| none | NC | funds to support the school's annual fund | $10,000 | 21/f sunshine plaza | lockhart rd | Manchai | HK | |||||
| Providence Little Company of Mary Foundation | ||||||||||||
| 4101 torrance blvd | torrance | CA | 90503 | none | PC | funds to support the neonatal intensive care unit (ICU) | $10,000 | |||||
| Providence Little Company of Mary Foundation | ||||||||||||
| 4101 Torrance Blvd | Torrance | CA | 90503 | NONE | PC | Funds to support Women & Children's Health Unit | $250,000 | |||||
| Whittier College | ||||||||||||
| 13406 E Philadelphia St | Whittier | CA | 90608 | NONE | PC | Intex Corporation Fellowship program - In Memory of Fereydoon Ghaffari | $5,000 | PO Box 634 | ||||
| Council for the Homeless (CFTH) | ||||||||||||
| 2500 Main Street | Vancouver | WA | 98660 | NONE | PC | Funds to support the homeless winter housing program | $1,000 | |||||
| Holy Trinity Food Closet | ||||||||||||
| 13715 Walker Road | Beaverton | OR | 97005 | NONE | PC | Funds to provide nutritious food to those in need | $10,000 | |||||
| usc | ||||||||||||
| Watt Hall | Los Angeles | CA | 90089 | NONE | PC | Funds to support Gin Wong Scholarship at the USC School of Architecture | $5,000 | Suite 204 | ||||
| Wheeler Group Baptist Church | ||||||||||||
| 21 CR519 | Corinth | MS | 38834 | NONE | PC | Building Fund in Memory of Jimmy Smith | $5,000 | |||||
| Give 2 Asia (Friends of American School in Japan) | ||||||||||||
| 600 California Street | San Francisco | CA | 94106 | NONE | PC | Funds to support the Chinese studies program | $19,000 | |||||
| Jiangsu Taicang Fuqiao Middle School | ||||||||||||
| NONE | NC | School construction | $45,000 | Zhenzhong Rd | Taicang | Jiangsu | CH | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $513,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jiangsu Taicang Fuqiao Middle School | BusinessNameLine1Txt |
Recipient Foreign Address RecipientForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Zhenzhong Rd | AddressLine1Txt |
| City | Taicang | CityNm |
| Province Or State | Jiangsu | ProvinceOrStateNm |
| Country | CH | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | NC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | School Construction | GrantOrContributionPurposeTxt |
| Amt | $35,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $35,000 | TotalGrantOrContriApprvFutAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,267 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $252,464 | 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 | $683,573 | 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 | $937,304 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $937,304 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| INTEX CORP | ||||||
| 1 | 4001 Via Oro Avenue Suite 210 | Long Beach | CA | 90810 | $1,650,000 | Yes (X) |
| Tien P Zee | ||||||
| 2 | 4001 Via Oro Avenue Suite 210 | Long beach | CA | 90810 | $300,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRANT THORNTON LLP | CategoryTxt |
| Amt | $6,125 | Amt |
| Disbursements Charitable Prps | $6,125 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $11,398,335 | EOYBookValueAmt |
| EOYFMV | $14,107,286 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LAW OFFICES OF CHARLES LARSON | CategoryTxt |
| Legal Fees | $536 | LegalFeesAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEE | $6,045 | $6,045 | |
| DUES, SUBS., SEMINARS | $45 | $45 | |
| GENERAL TAXES & LICENSES | $175 | $175 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UBS MANAGEMENT FEE | CategoryTxt |
| Amt | $181,220 | Amt |
| Net Investment Income | $181,220 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $22,695 | Amt |
| Net Investment Income | $22,695 | NetInvestmentIncomeAmt |
Comments