WAHOOS FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
WAHOOS FAMILY FOUNDATION (EIN 45-0472265)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-14
IRS object ID
201723189349101077
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-11-14T11:55:39-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN330310569PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HASKELL & WHITE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1300 SPECTRUM CENTER DR STE 300AddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92618ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN450472265EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WAHOO'S FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWAHOBusinessNameControlTxt
Phone9492220670PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12855 PULLMAN STREETAddressLine1Txt
CitySANTA ANACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92705ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRENATO LEEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9492220670PhoneNum
Signature2017-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVE J CASTLEPreparerPersonNm
PTINP00176907PTIN
Phone9494506200PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address216.73.111.4IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-11-13IPDt
IP Tm17:34:30IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id5BF4ABFA387827C3B60AF4BF9A88A4830A5EC676AtSubmissionCreationDeviceId
At Submission Filing Device Id598C9DDA4C93FD50E9F796A76F9CEA2DD21E043CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$761,209FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$108,661ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$10,435InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$10,435InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$10,756DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,756DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$230NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$227,550GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$129,622TotalRevAndExpnssAmt
Total Net Invst Incm$21,191TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,719AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,719AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$532TaxesRevAndExpnssAmt
Taxes Net Invst Incm$532TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$10,370OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$10,370OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,621TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,621TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$51,555ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$51,555ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$64,176TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,621TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$51,555TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$65,446ExcessRevenueOverExpensesAmt
Net Investment Income$8,570NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$19,650CashBOYAmt
Cash EOY$80,350CashEOYAmt
Cash EOYFMV$80,350CashEOYFMVAmt
Corporate Stock BOY$603,011CorporateStockBOYAmt
Corporate Stock EOY$607,757CorporateStockEOYAmt
Corporate Stock EOYFMV$680,859CorporateStockEOYFMVAmt
Total Assets BOY$622,661TotalAssetsBOYAmt
Total Assets EOY$688,107TotalAssetsEOYAmt
Total Assets EOYFMV$761,209TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$622,661UnrestrictedBOYAmt
Unrestricted EOY$688,107UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$622,661TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$688,107TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$622,661TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$688,107TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$622,661TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$65,446ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$688,107SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$688,107TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHARLES SCHWABB 1774P2016-01-012016-12-31$69,199$52,078$17,121$17,121
CHARLES SCHWABB 1774P2016-01-012016-12-31$158,351$175,702-$17,351-$17,351
FieldValueIRS element (for citing)
Capital Gain Net Income-$230CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxYes (1)LiableSection4942TaxInd

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$171InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$171SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$171TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$270EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$150AppliedToEsTaxAmt
Total Payments And Credits$420TotalPaymentsAndCreditsAmt
Overpayment$249OverpaymentAmt
Applied To ES Tax$249AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksRENATO LEEIndividualWithBooksNm
Phone9492220670PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12855 PULLMAN STREETAddressLine1Txt
CitySANTA ANACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92705ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
EDUARDO LEE
2855 PULLMAN STREETSANTA ANACA92705DIRECTOR1.00$0$0$0
RENATO LEE
2855 PULLMAN STREETSANTA ANACA92705DIRECTOR2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE ENTITY ONLY EXISTS TO FURTHER THE WORK OF OTHERQUALIFIED NON-PROFIT 501(C)(3) ORGANIZATIONS AND DOESNOT CONDUCT AY OF ITS OWN ACTIVITIES.Description1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$50,000AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$683,937FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$733,937TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$733,937AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,009CashDeemedCharitableAmt
Net Vl Noncharitable Assets$722,928NetVlNoncharitableAssetsAmt
Minimum Investment Return$36,146MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$36,146MinimumInvestmentReturnAmt
Tax Based On Investment Income$171TaxBasedOnInvestmentIncomeAmt
Total Tax$171TotalTaxAmt
Distributable Before Adj$35,975DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$35,975DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$35,975DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$51,555ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$51,555QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$51,555AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$35,975DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$50,225ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$8,607ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$58,832TotalExcessDistributionCyovAmt
Qualifying Distributions$51,555QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$35,975AppliedToCurrentYearAmt
Remaining Distri From Corpus$15,580RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$74,412TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$74,412ExcessDistriCyovToNextYrAmt
Excess From Year3$50,225ExcessFromYear3Amt
Excess From Year2$8,607ExcessFromYear2Amt
Excess From Current Year$15,580ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerEDUARDO LEEContributingManagerNm
Contributing ManagerRENATO LEEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BEST FRIENDS ANIMAL SANCTUARY
5001 ANGEL CANYON ROADKANABUT84741PCTO SUPPORT THE CARE OF ANIMALS IN NEED$500
DOCTORS WITHOUT BORDERS
333 7TH AVENUE 2ND FLNEW YORKNY10001PCFUND ONGOING SERVICES FOR NEEDS$5,000
NEWPORT HARBOR HIGH SCHOOL
600 IRVINE AVENUENEWPORT BEACHCA92663GOVFUND ONGOING SERVICES FOR NEEDS$2,500
SOMEONE CARES SOUP KITCHEN
720 W 19TH STREETCOSTA MESACA92626PCONGOING COMMUNITY SERVICE$2,300
THOMAS HOUSE FAMILY SHELTER
PO BOX 2737GARDEN GROVECA92842PCFUND ONGOING SERVICES FOR NEEDS$2,550
WAHOO'S SCHOLARSHIP
2855 PULLMAN STREETSANTA ANACA92705VARIOUS SCHOOLSFUND ONGOING SERVICES FOR NEEDS$14,955
BUDDHIST TZU CHI FOUNDATION
1100 S VALLEY CENTER AVESAN DIMASCA91773PCMATTHEW - 10/05/17 05:48PM WORKSHEET PRIVATE FOUNDATION$21,000
SUNSHINE DAY PROGRAM
2855 PULLMAN STREETSANTA ANACA92705PCFUND ONGOING SERVICES FOR NEEDS$2,500
NEWPORT HARBOR HIGH SCHOOL SURF TEAM
600 IRVINE AVENUENEWPORT BEACHCA92705VARIOUS SCHOOLSFUND ONGOING SERVICES FOR NEEDS$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$51,555TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,435ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,756ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$230ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$20,961ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$20,961TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
EDUARDO LEE
112 BARISTOIRVINECA92612$20,000Yes (X)
RENATO LEE
2335 WALNUT STREETCOSTA MESACA92627$10,000Yes (X)
CHEONG LEE
3211 AMETHYST AVENUEBALBOACA92662$78,661Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor3ContributorNum
Noncash PropertyCATHAY BANK STOCK SHARES 2,110 SHARES VALUED AT UNIT PRICE: $37.28NoncashPropertyDesc
Fair Market Value$78,661FairMarketValueAmt
Received2016-12-13ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$1,719Amt
Net Investment Income$1,719NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTSStockNm
EOY Book Value$607,757EOYBookValueAmt
EOYFMV$680,859EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT EXPENSES$4,595$4,595$0
OFFICE SUPPLIES$1,167$1,167$0
FINANCIAL FEES$4,608$4,608$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$262$262$0
STATE TAX$270$270$0

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