B K KEE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- B K KEE FOUNDATION (EIN 56-2545977)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202523219349100847
- Schema version
- 2024v5.2
- 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
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Stock 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 | 2025-11-17T09:17:37-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 943145806 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REALIZE CPA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 JACKSON STREET FLOOR 2 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562545977 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BK KEE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BKKE | BusinessNameControlTxt |
| Phone | 6504913434 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1325 HOWARD AVE 949 | AddressLine1Txt |
| City | BURLINGAME | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STANLEY SZE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4154913434 | PhoneNum |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC JACKSON | PreparerPersonNm |
| PTIN | P01084850 | PTIN |
| Phone | 4153625990 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $24,313,179 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $101,035 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $101,035 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $376,409 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $376,234 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,261,710 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,640,440 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,261,710 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,059 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,059 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,741,213 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,741,038 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $243,101 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $48,620 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $194,481 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $231,267 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $231,267 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $23,322 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $23,322 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $75,783 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,761 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $52,897 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $573,473 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $314,970 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $247,378 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $752,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $752,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,325,973 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $314,970 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $999,878 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $415,240 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,426,068 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$2 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $648,138 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $556,597 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $556,597 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $20,000 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $15,664,719 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,191,498 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $23,756,582 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $16,332,855 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,748,095 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,313,179 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $16,332,855 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,748,095 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,332,855 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,748,095 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,332,855 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,748,095 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,332,855 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $415,240 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $16,748,095 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,748,095 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| LSV: NON-US EQUITY LLC | P | 2024-01-01 | 2024-12-31 | $285 | $285 | $285 | |
| LSV: NON-US EQUITY LLC | P | 2024-01-01 | 2024-12-31 | $30,655 | $30,655 | $30,655 | |
| GS CAPITAL PARTNERS VI PARALLEL | P | 2024-01-01 | 2024-12-31 | -$25,151 | -$25,151 | $25,151 | |
| WILLIAM BLAIR: NON-US EQUITY LLC | P | 2024-01-01 | 2024-12-31 | -$17,083 | -$17,083 | $17,083 | |
| WILLIAM BLAIR: NON-US EQUITY LLC | P | 2024-01-01 | 2024-12-31 | $321,300 | $321,300 | $321,300 | |
| GS #2841 (PUBLICLY TRADED SECURITIES) | P | 2024-01-01 | 2024-12-31 | $15,836 | $1,823 | $1,823 | $14,013 |
| GS #2841 (PUBLICLY TRADED SECURITIES) | P | 2024-01-01 | 2024-12-31 | $947,923 | -$45,715 | -$45,715 | $993,638 |
| GS #3660 (PUBLICLY TRADED SECURITIES) | P | 2024-01-01 | 2024-12-31 | $19,177 | -$3,337 | -$3,337 | $22,514 |
| GS #3660 (PUBLICLY TRADED SECURITIES) | P | 2024-01-01 | 2024-12-31 | $53,830 | $15,175 | $15,175 | $38,655 |
| GS #6589 (PUBLICLY TRADED SECURITIES) | P | 2024-01-01 | 2024-12-31 | $1,141,347 | $74,812 | $74,812 | $1,066,535 |
| GS #6589 (PUBLICLY TRADED SECURITIES) | P | 2024-01-01 | 2024-12-31 | $1,702,740 | $273,106 | $273,106 | $1,429,634 |
| GS #9713 (PUBLICLY TRADED SECURITIES) | P | 2024-01-01 | 2024-12-31 | $11,560 | $18 | $18 | $11,542 |
| GS #9713 (PUBLICLY TRADED SECURITIES) | P | 2024-01-01 | 2024-12-31 | $381,785 | -$1,281 | -$1,281 | $383,066 |
| GS #6192 (PUBLICLY TRADED SECURITIES) | P | 2024-01-01 | 2024-12-31 | $1,484,434 | $154,021 | $154,021 | $1,330,413 |
| GS #6192 (PUBLICLY TRADED SECURITIES) | P | 2024-01-01 | 2024-12-31 | $1,529,568 | $483,082 | $483,082 | $1,046,486 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,261,710 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,822 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,822 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,822 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $44,934 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $44,934 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $25,112 | OverpaymentAmt |
| Applied To ES Tax | $25,112 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BKKEEFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BK KEE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6504913434 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1325 HOWARD AVE 949 | AddressLine1Txt |
| City | BURLINGAME | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| STANLEY SZE | ||||||||
| 1325 HOWARD AVE 949 | BURLINGAME | CA | 94010 | PRESIDENT/DIRECTOR | 40.00 | $243,101 | $0 | $22,474 |
| DR LAY K KAY | ||||||||
| 1325 HOWARD AVE 949 | BURLINGAME | CA | 94010 | CFO/TREAS/SCTY/DIRECTOR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION IS ORGANIZED EXCLUSIVELY TO SUPPORT U.S. ORGANIZATIONS THAT ARE QUALIFIED UNDER SECTIONS 501(C)(3) AND 509(A)(1) OF THE INTERNAL REVENUE CODE THAT ARE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | ENGAGED IN PROMOTING GREATER EQUITY IN GLOBAL HEALTH AND EDUCATION. IT MAY ALSO SUPPORT CERTAIN FOREIGN ORGANIZATIONS, ANTICIPATED TO BE IN SOUTHEAST ASIA, | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Description3 | THAT PROMOTE HEALTH AND EDUCATION, WHICH ARE ORGANIZATIONS SIMILAR IN FORM AND FUNCTION TO QUALIFIED ORGANIZATIONS. THE ORGANIZATION MAY ALSO FUND MEDICAL RESEARCH PROGRAMS AT | Description3Txt |
| Expenses3 | $0 | Expenses3Amt |
| Description4 | UNIVERSITIES IN THE USA. | Description4Txt |
| Expenses4 | $0 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $23,338,268 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $537,378 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,875,646 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,875,646 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $358,135 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,517,511 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,175,876 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,175,876 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,822 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,822 | TotalTaxAmt |
| Distributable Before Adj | $1,156,054 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,156,054 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,156,054 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $999,878 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $999,878 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,156,054 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $751,302 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $999,878 | QualifyingDistributionsAmt |
| Applied To Year1 | $751,302 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $248,576 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $907,478 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STANLEY SZE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1325 HOWARD AVE 949 | AddressLine1Txt |
| City | BURLINGAME | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6504913434 | RecipientPhoneNum |
| Form And Info And Materials | PLEASE SEE STATEMENT 13 | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHRIST LUTHERAN CHURCH | |||||||
| 417 N GARFIELD AVENUE | MONTEREY PARK | CA | 91765 | NONE | 501(C)(3) | PROVIDE SUPPORT TO CHURCH ACTIVITIES | $10,000 |
| COMMUNITY PARTNERS INTERNATIONAL | |||||||
| 2560 9TH STREET SUITE 315B | BERKELEY | CA | 94710 | NONE | 501(C)(3) | PROVIDE HEALTH SERVICES IN AND AROUND BURMA | $430,000 |
| EXPENDITURE RESPONSIBILITY - VARIOUS (SEE STATEMENT ATTACHED) | |||||||
| 1325 HOWARD AVE | BURLINGAME | CA | 94010 | NONE | 501(C)(3) | TO PROVIDE CHARITABLE SUPPORT FOR VARIOUS ORGANIZATIONS | $72,000 |
| PARAMI UNIVERSITY | |||||||
| 1250 CONNECTICUT AVE NW SUITE 700 | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | PROVIDES QUALITY HIGHER EDUCATION FOR YOUTH IN DEVELOPING COUNTRIES | $200,000 |
| ALUM ROCK UNITED METHODIST CHURCH | |||||||
| 30 KIRK AVE | SAN JOSE | CA | 95127 | NONE | 501(C)(3) | PROVIDE SUPPORT TO CHURCH ACTIVTIES | $500 |
| AMERICAN FRIENDS OF PROSPECT BURMA | |||||||
| PO BOX 3 | ACCORD | NY | 12404 | NONE | 501(C)(3) | TO PROVIDE ACCESS TO EDUCATION FOR MARGINALISED YOUNG PEOPLE IN MYANMAR. | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $752,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $101,035 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $376,409 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,059 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,261,710 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,741,213 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,741,213 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | THE AMOUNT ABOVE IS INTEREST INCOME EARNED ON TAX EXEMPT SECURITIES PER IRC SECTION 103. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt |
|---|---|---|---|---|---|---|---|---|
| BURMA CHILDREN MEDICAL FUND | ||||||||
| PO BOX 109 | THA SAI LUAT | MAE SOT DISTRICT | TH | 63110 | 2024-12-11 | $35,000 | TO SUPPORT A PATIENT SAFE HOUSE | $35,000 |
| DRUG AND ALCOHOL RECOVERY AND EDUCATION NETWORK | ||||||||
| 95/3 MOO 5 | BAN RAI | MAE HONG SON | TH | 58110 | 2024-12-16 | $37,000 | TO SUPPORT HUMANITARIAN ASSISTANCE FOR DRUG AND ALCOHOL ADDICTION IN INDIGENOUS COMMUNITIES IN MYANMAR. | $37,000 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | GRANT APPLICATION PROCESS | IdentifierTxt |
| Form And Line Reference | FORM 990PF, PART XV, LINE 2B: | FormAndLineReferenceDesc |
| Medium Explanation | THE APPLICATION SHOULD BE IN WRITTEN FORM AND SENT TO THE FOUNDATION. IT SHOULD STATE THE OBJECTIVE OF THE ORGANIZATION, AMOUNT REQUESTED AND THE NAMES OF THE PRINCIPAL MANAGERS OF THE ORGANIZATION. TO ENSURE SUITABILITY, THE FOUNDATION RESERVES THE RIGHT TO REQUEST ADDITIONAL INFORMATION FROM EACH APPLICANT ON A PROJECT BY PROJECT BASIS. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS #841- SEE ATTACHED STMT | $4,675,824 | $7,861,953 |
| GOLDMAN SACHS #660- SEE ATTACHED STMT | $209,273 | $311,332 |
| GOLDMAN SACHS #678- SEE ATTACHED STMT | $169,775 | $217,952 |
| GOLDMAN SACHS #589- SEE ATTACHED STMT | $4,291,077 | $5,348,065 |
| GOLDMAN SACHS #713- SEE ATTACHED STMT | $2,579,954 | $2,521,538 |
| GOLDMAN SACHS #192- SEE ATTACHED STMT | $4,265,595 | $7,495,742 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NON-DEDUCTIBLE EXPENSE FROM PASSTHROUGH | $11,125 | $0 | $0 |
| PAYROLL TAXES AND INSURANCE | $33,194 | $6,639 | $26,555 |
| MEDICAL INSURANCE | $22,474 | $4,495 | $17,979 |
| PROGRAM EXPENSES | $8,363 | $0 | $8,363 |
| GOLDMAN SACHS - CARIBBEAN REAL ESTATE OPPORTUNITY FUND - ORDINARY LOSSES | $627 | $627 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| GOLDMAN SACHS #6589 - CASH IN LIEU | $81 | $81 | $81 |
| GOLDMAN SACHS - CARIBBEAN REAL ESTATE OPPORTUNITY FUND 2005 (NON PORTFOLIO ) | $661 | $661 | $661 |
| GOLDMAN SACHS #9713 - (OTHER INCOME) | $18 | $18 | $18 |
| GOLDMAN SACHS - WILLIAM BLAIR K-1 (OTHER INCOME) | $397 | $397 | $397 |
| GOLDMAN SACHS - LSV (OTHER PORTFOLIO INCOME) | $834 | $834 | $834 |
| GOLDMAN SACHS - GS PARTNERS VI | $47 | $47 | $47 |
| GOLDMAN SACHS - #2841 - SETTLEMENT INCOME | $21 | $21 | $21 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES - BROKERAGE ACCOUNTS | $155,612 | $155,612 | $0 |
| MANAGEMENT FEES FROM WILLIAM BLAIR K-1 | $36,791 | $36,791 | $0 |
| MANAGEMENT FEES FROM LSV K-1 | $38,864 | $38,864 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAY K KAY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1325 HOWARD AVE 949 | AddressLine1Txt |
| City | BURLINGAME | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94010 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX - BROKERAGE ACCOUNTS | $1,768 | $1,768 | $0 |
| FOREIGN TAX - LSV K-1 | $11,688 | $11,688 | $0 |
| FOREIGN TAX - GS CAPITAL PARTNERS VI PARALLEL | $2,885 | $2,885 | $0 |
| FOREIGN TAX - WILLIAM BLAIR | $6,981 | $6,981 | $0 |
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