LIJIN GOUHUA FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LIJIN GOUHUA FOUNDATION (EIN 20-5651639)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-16
- IRS object ID
- 201643219349100514
- Schema version
- 2015v2.1
- 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
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-16T14:22:22-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANCOIS M HECHINGER | PreparerPersonNm |
| PTIN | P00284422 | PTIN |
| Phone | 4153977900 | PhoneNum |
| Preparation | 2016-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $5,549,426 | 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 | $1,060,219 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $86,522 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $86,522 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $86,522 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $62,952 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,403,075 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,073,466 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $4,116 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,209,693 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,159,988 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $90,638 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $7,035 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,276 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,759 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,501 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,501 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,823 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,851 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $972 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $9,399 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,399 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,991 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,616 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,749 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,628 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,746 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $59 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $32,808 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,628 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,746 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,176,885 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,145,360 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $90,638 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $323,866 | CashBOYAmt |
| Cash EOY | $30,083 | CashEOYAmt |
| Cash EOYFMV | $30,083 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $111,526 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $59,188 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $59,188 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,076,706 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,187,331 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,927,387 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $917,275 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,139,916 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,532,768 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,429,373 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,416,518 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,549,426 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,429,373 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,416,518 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,429,373 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,416,518 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,429,373 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,416,518 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,429,373 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,176,885 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,236 | OtherIncreasesAmt |
| Subtotal | $5,608,494 | SubtotalAmt |
| Other Decreases | $191,976 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,416,518 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PERSHING #6026 | $82,555 | $80,033 | $2,522 | $2,522 | |
| PERSHING #6026 | $155,427 | $169,025 | -$13,598 | -$13,598 | |
| PERSHING #6026 | $88 | $88 | $88 | ||
| PERSHING #6026 | $171 | $171 | $171 | ||
| PERSHING #6018 | $54,985 | $56,798 | -$918 | -$1,813 | |
| PERSHING #6018 | $1,057,802 | $21,401 | $1,036,401 | $1,036,401 | |
| ART WORK | $5,500 | $3,247 | $2,253 | $2,253 | |
| CAPITAL GAIN DIVIDENDS | $46,547 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,073,466 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $4,116 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $191,995 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,389,097 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.080363 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $164,932 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $681,283 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.24209 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $79,068 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $657,755 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.120209 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $55,597 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $399,009 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.139338 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $25,471 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $40,572 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.627797 | DistributionYr5Rt |
| Total Distribution | 1.209797 | TotalDistributionRt |
| Average Distribution | 0.241959 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,731,744 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $902,929 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,454 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $914,383 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $239,634 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,907 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $22,907 | SubtotalAmt |
| Tax Based On Investment Income | $22,907 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $25,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $25,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $544 | EsPenaltyAmt |
| Overpayment | $1,549 | OverpaymentAmt |
| Applied To ES Tax | $1,549 | 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 | 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 | MENLO PARK | CA | 94025 | PRESIDENT, DIRECTOR | 0 | $0 | $0 | $0 |
| VINIE ZHANG MILLER | ||||||||
| 3000 SAND HILL ROAD BLDG 2 | MENLO PARK | CA | 94025 | VICE PRESIDENT, DIRECTOR | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,624,408 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $164,165 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,788,573 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,788,573 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $56,829 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,731,744 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $186,587 | 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 | $13,746 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $225,888 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $239,634 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $239,634 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $25,471 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $55,597 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $79,068 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $164,932 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $191,995 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $517,063 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $239,634 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Remaining Distri From Corpus | $239,634 | RemainingDistriFromCorpusAmt |
| Total Corpus | $756,697 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $25,471 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $731,226 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $55,597 | ExcessFromYear4Amt |
| Excess From Year3 | $79,068 | ExcessFromYear3Amt |
| Excess From Year2 | $164,932 | ExcessFromYear2Amt |
| Excess From Year1 | $191,995 | ExcessFromYear1Amt |
| Excess From Current Year | $239,634 | ExcessFromCurrentYearAmt |
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 | $90,638 | CurrentYearAmt |
| Year1 | $36,250 | Year1Amt |
| Year2 | $13,360 | Year2Amt |
| Year3 | $13,813 | Year3Amt |
| Total | $154,061 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $77,042 | CurrentYearAmt |
| Year1 | $30,813 | Year1Amt |
| Year2 | $11,356 | Year2Amt |
| Year3 | $11,741 | Year3Amt |
| Total | $130,952 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $239,634 | CurrentYearAmt |
| Year1 | $191,995 | Year1Amt |
| Year2 | $164,932 | Year2Amt |
| Year3 | $79,068 | Year3Amt |
| Total | $675,629 | 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 | $239,634 | CurrentYearAmt |
| Year1 | $191,995 | Year1Amt |
| Year2 | $164,932 | Year2Amt |
| Year3 | $79,068 | Year3Amt |
| Total | $675,629 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,549,426 | CurrentYearAmt |
| Year1 | $4,737,986 | Year1Amt |
| Year2 | $1,661,531 | Year2Amt |
| Year3 | $1,581,783 | Year3Amt |
| Total | $13,530,726 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,207,926 | CurrentYearAmt |
| Year1 | $1,318,531 | Year1Amt |
| Year2 | $965,236 | Year2Amt |
| Year3 | $867,861 | Year3Amt |
| Total | $5,359,554 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $124,392 | CurrentYearAmt |
| Year1 | $79,637 | Year1Amt |
| Year2 | $22,709 | Year2Amt |
| Year3 | $21,925 | Year3Amt |
| Total | $248,663 | 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 |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | na | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | n/a | AddressLine1Txt |
| Address Line2 | n/a | AddressLine2Txt |
| City | na | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | n/a | GrantOrContributionPurposeTxt |
| Amt | $0 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
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 | $86,522 | 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 | $1,073,466 | 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 | $1,159,988 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,159,988 | 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 | MILLER VENTURE PARTNERS LP | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 SAND HILL ROAD BLDG 2 SUITE | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,060,219 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 29,723 SHARES TWITTER | NoncashPropertyDesc |
| Fair Market Value | $1,060,219 | FairMarketValueAmt |
| Received | 2015-06-22 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,035 | Amt |
| Net Investment Income | $5,276 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,759 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STOCK - PERSHING #006026 | $1,606,969 | $1,555,414 |
| STOCK - PERSHING #006018 | $2,580,362 | $2,371,973 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ART WORK | Desc |
| BOY Book Value | $917,275 | BOYBookValueAmt |
| EOY Book Value | $1,139,916 | EOYBookValueAmt |
| EOYFMV | $1,532,768 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| IRS TAXES - NONDEDUCTIBLE | $55,568 |
| 2014 INCOME RECEIVED IN 2015 | $572 |
| NET ASSET ADJUSTMENT | $135,836 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| INSURANCE | $1,616 | $1,616 |
| OTHER EXPENSES | $4,375 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX EXEMPT INCOME | Desc |
| Amt | $2,236 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEES | CategoryTxt |
| Amt | $6,501 | Amt |
| Net Investment Income | $6,501 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MILLER VENTURE PARTNERS LP | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 SAND HILL ROAD BLDG 2 SUITE | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,851 | $2,851 | |
| OTHER TAXES | $972 | $972 |
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