LIJIN GOUHUA FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LIJIN GOUHUA FOUNDATION (EIN 20-5651639)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201733189349101873
- Schema version
- 2016v3.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T14:39:50-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-05-15 | 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 | 2017-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 4.14.104.210 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 94384120173185000003 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F85408F4B82EC750EEA23105251B744E6ECBF9F2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 660FA913AB9AA9FB5F5CA1809C55BBE418738788 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,600,490 | 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 | $85,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $70,028 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $70,028 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $70,028 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$109,767 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,141,650 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,377 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,719 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $45,261 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $83,405 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $71,747 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $8,940 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,705 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,235 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,945 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,209 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $736 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,754 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,584 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $170 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,090 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,090 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,619 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $2,021 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,348 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,498 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,252 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,348 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,498 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,252 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $25,913 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $71,907 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $71,747 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $30,083 | CashBOYAmt |
| Cash EOY | $57,039 | CashEOYAmt |
| Cash EOYFMV | $57,039 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $59,188 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $205,551 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $205,551 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,187,331 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,317,113 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,307,151 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,139,916 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,832,849 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,030,749 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,416,518 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,412,552 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,600,490 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $5,416,518 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,412,552 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,416,518 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,412,552 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,416,518 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,412,552 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,416,518 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $25,913 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,442,431 | SubtotalAmt |
| Other Decreases | $29,879 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,412,552 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PERSHING # 001104- ST | P | $128,571 | $129,564 | -$993 | -$993 |
| PERSHING # 005304 - ST (NOT REPORTED) | P | $33 | $33 | $33 | |
| PERSHING # 003920 - ST | P | $81,275 | $81,391 | -$100 | -$116 |
| PERSHING # 004646 - ST | P | $162,209 | $163,184 | -$975 | -$975 |
| PERSHING # 004653 - ST | P | $33,816 | $27,154 | $6,662 | $6,662 |
| PERSHING # 005320 - ST | P | $27,184 | $29,215 | -$2,030 | -$2,031 |
| PERSHING # 005338 - ST | P | $41,717 | $42,379 | -$662 | -$662 |
| PERSHING # 005304 - ST | P | $34,418 | $34,634 | -$216 | -$216 |
| CAPITAL GAIN DIVIDENDS | P | $11,658 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,377 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,719 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $239,634 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,731,744 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.064215 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $191,995 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,389,097 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.080363 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $164,932 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $681,283 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.24209 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $79,068 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $657,755 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.120209 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $55,597 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $399,009 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.139338 | DistributionYr5Rt |
| Total Distribution | 0.646215 | TotalDistributionRt |
| Average Distribution | 0.129243 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,303,444 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $297,704 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $719 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $298,423 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $92,252 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,438 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,438 | SubtotalAmt |
| Tax Based On Investment Income | $1,438 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,549 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,549 | TotalPaymentsAndCreditsAmt |
| Overpayment | $111 | OverpaymentAmt |
| Applied To ES Tax | $111 | 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 |
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 | $0 |
| VINIE ZHANG MILLER | |||||||||
| 3000 SAND HILL ROAD BLDG 2 | STE 250 | MENLO PARK | CA | 94025 | VICE PRESIDENT, DIRECTOR | 0.0 | $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 | $85,000 | Expenses1Amt |
| Description2 | NONE | Description2Txt |
| Total | $85,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,925,775 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $412,747 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,338,522 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,338,522 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,078 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,303,444 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $115,172 | 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 | $7,252 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $85,000 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $92,252 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $92,252 | 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 | $71,747 | CurrentYearAmt |
| Year1 | $90,638 | Year1Amt |
| Year2 | $36,250 | Year2Amt |
| Year3 | $13,360 | Year3Amt |
| Total | $211,995 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $60,985 | CurrentYearAmt |
| Year1 | $77,042 | Year1Amt |
| Year2 | $30,813 | Year2Amt |
| Year3 | $11,356 | Year3Amt |
| Total | $180,196 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $636,977 | CurrentYearAmt |
| Year1 | $239,634 | Year1Amt |
| Year2 | $191,995 | Year2Amt |
| Year3 | $164,932 | Year3Amt |
| Total | $1,233,538 | 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 | $636,977 | CurrentYearAmt |
| Year1 | $239,634 | Year1Amt |
| Year2 | $191,995 | Year2Amt |
| Year3 | $164,932 | Year3Amt |
| Total | $1,233,538 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,600,490 | CurrentYearAmt |
| Year1 | $5,549,426 | Year1Amt |
| Year2 | $4,737,986 | Year2Amt |
| Year3 | $1,661,531 | Year3Amt |
| Total | $17,549,433 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,030,749 | CurrentYearAmt |
| Year1 | $1,532,768 | Year1Amt |
| Year2 | $1,318,531 | Year2Amt |
| Year3 | $965,236 | Year3Amt |
| Total | $5,847,284 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $76,781 | CurrentYearAmt |
| Year1 | $124,392 | Year1Amt |
| Year2 | $79,637 | Year2Amt |
| Year3 | $22,709 | Year3Amt |
| Total | $303,519 | 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 | $70,028 | 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 | -$109,767 | 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 | -$39,739 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$39,739 | 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 | $85,000 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Chinese Painting | NoncashPropertyDesc |
| Fair Market Value | $85,000 | FairMarketValueAmt |
| Received | 2016-05-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,940 | Amt |
| Net Investment Income | $6,705 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,235 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| PERSHING - LT | P | $3,620,717 | $3,743,913 | -$123,196 |
| PERSHING - LT (NOT REPORTED) | P | $52 | $52 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCK - SEE ATTACHMENT | StockNm |
| EOY Book Value | $3,317,113 | EOYBookValueAmt |
| EOYFMV | $3,307,151 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ART WORK | Desc |
| BOY Book Value | $1,139,916 | BOYBookValueAmt |
| EOY Book Value | $1,832,849 | EOYBookValueAmt |
| EOYFMV | $2,030,749 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET ASSET ADJUSTMENT | Desc |
| Amt | $29,879 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE | Desc |
| Revenue And Expenses Per Books | $2,619 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $2,021 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEES | CategoryTxt |
| Amt | $2,945 | Amt |
| Net Investment Income | $2,209 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $736 | 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 | $2,584 | $2,584 | |
| OTHER TAXES | $170 | $170 |
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