DAVID SEN LIN LEE FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
DAVID SEN LIN LEE FOUNDATION (EIN 68-0413256)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-09-05
IRS object ID
201442489349100609
Schema version
2013v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-09-05T14:56:17-07:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Vavrinek Trine Day & Co LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1260 Sheridan Ave Suite 440AddressLine1
CityPalo AltoCity
StateCAState
ZIP Code94306ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680413256EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DAVID SEN LIN LEE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlDAVIBusinessNameControlTxt
Phone4086943339PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15300 STEVENS CREEK BOULEVARDAddressLine1
CitySAN JOSECity
StateCAState
ZIP Code95129ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID SEN LIN LEEPersonNm
Person TitleCEOPersonTitleTxt
Signature2014-09-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRichard D BlakePreparerPersonNm
PTINP00105989PTIN
Phone6504620400PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,596FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Total Rev And Expnss$0TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Taxes Rev And Expnss$10TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$10TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$369OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$255OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$114OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$379TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$255TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$124TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$379TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$255TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$124TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$379ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$405SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$36SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$36SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$387AcctRcvblAmt
Acct Rcvbl BOY$387AcctRcvblBOYAmt
Acct Rcvbl EOY$387AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$387AcctRcvblEOYFMVAmt
Corporate Stock BOY$7,791CorporateStockBOYAmt
Corporate Stock EOY$7,791CorporateStockEOYAmt
Corporate Stock EOYFMV$1,173CorporateStockEOYFMVAmt
Total Assets BOY$8,583TotalAssetsBOYAmt
Total Assets EOY$8,214TotalAssetsEOYAmt
Total Assets EOYFMV$1,596TotalAssetsEOYFMVAmt
Loans From Officers BOY$6,200LoansFromOfficersBOYAmt
Loans From Officers EOY$6,210LoansFromOfficersEOYAmt
Total Liabilities BOY$6,200TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,210TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$2,383UnrestrictedBOYAmt
Unrestricted EOY$2,004UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$2,383TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,004TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,583TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,214TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,383TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$379ExcessRevenueOverExpensesAmt
Subtotal$2,004SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,004TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MICHELLE KINGBusinessNameLine1
FieldValueIRS element (for citing)
Phone4086943339PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1185 MARTINVALE LANEAddressLine1
CitySAN JOSECity
StateCAState
ZIP Code95119ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
DAVID SEN LIN LEE
14000 TRACY COURTLOS ALTOS HILLSCA94022CEO2.00$0
CHI MING LEE
14000 TRACY COURTLOS ALTOS HILLSCA94022Secretary2.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1DISPENSING FUNDS FOR CHARITABLE PURPOSESDescription1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,447AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$165AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,612TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,612AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$24CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,588NetVlNoncharitableAssetsAmt
Minimum Investment Return$79MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$79MinimumInvestmentReturnAmt
Distributable Before Adj$79DistributableBeforeAdjAmt
Distributable Before Ded$79DistributableBeforeDedAmt
Distributable As Adjusted$79DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$124ExpensesAndContributionsAmt
Qualifying Distributions$124QualifyingDistributionsAmt
Adjusted Qualifying Distri$124AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$79DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$31,144ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$13,623ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$48,580ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$21,476ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$11,558ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$126,381TotalExcessDistributionCyovAmt
Qualifying Distributions$124QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$79AppliedToCurrentYearAmt
Remaining Distri From Corpus$45RemainingDistriFromCorpusAmt
Total Corpus$126,426TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$31,144ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$95,282ExcessDistriCyovToNextYrAmt
Excess From Year4$13,623ExcessFromYear4Amt
Excess From Year3$48,580ExcessFromYear3Amt
Excess From Year2$21,476ExcessFromYear2Amt
Excess From Year1$11,558ExcessFromYear1Amt
Excess From Current Year$45ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDAVID SEN LIN LEEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMICHELLE KINGRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line110001 NORTH DEANZA BOULEVARD 240AddressLine1
CityCUPERTINOCity
StateCAState
ZIP Code95014ZIPCode
FieldValueIRS element (for citing)
Form And Info And MaterialsREQUEST LETTERFormAndInfoAndMaterialsTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockFALCONSTOR SOFTWARE INCStockNm
EOY Book Value$7,791EOYBookValueAmt
EOYFMV$1,173EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
ADMINISTRATIVE FEES$114$114
BANK CHARGES$255$255

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryCALIFORNIA TAXCategoryTxt
Amt$10Amt
Disbursements Charitable Prps$10DisbursementsCharitablePrpsAmt

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