DAVID SEN LIN LEE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- DAVID SEN LIN LEE FOUNDATION (EIN 68-0413256)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201313199349102026
- Schema version
- 2012v2.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T13:37:50-08:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Vavrinek Trine Day & Co LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 260 Sheridan Ave Suite 440 | AddressLine1 |
| City | Palo Alto | City |
| State | CA | State |
| ZIP Code | 94306 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680413256 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID SEN LIN LEE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DAVI | NameControl |
| Phone | 4086943339 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5300 STEVENS CREEK BOULEVARD | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 95129 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID SEN LIN LEE | Name |
| Title | CEO | Title |
| Date Signed | 2013-11-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Richard D Blake | Name |
| PTIN | P00105989 | PTIN |
| Phone | 6504620400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2815 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Total Revenue And Expenses | 0 | TotalRevenueAndExpenses |
| Total Net Investment Income | 0 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 3475 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1737 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1738 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 10 | TaxesRevAndExpnss |
| Taxes Dsbrs Chrtbl Prps | 10 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 275 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 235 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 40 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 3760 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1972 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1788 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 10000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 10000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 13760 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1972 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 11788 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -13760 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 11027 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 405 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 405 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 387 | AccountsReceivable |
| Accounts Receivable BOY | 50 | AccountsReceivableBOY |
| Accounts Receivable EOY | 387 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 387 | AccountsReceivableEOYFMV |
| Investments Corp Stock BOY | 7791 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 7791 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2023 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 18868 | TotalAssetsBOY |
| Total Assets EOY | 8583 | TotalAssetsEOY |
| Total Assets EOYFMV | 2815 | TotalAssetsEOYFMV |
| Loans From Officers BOY | 2725 | LoansFromOfficersBOY |
| Loans From Officers EOY | 6200 | LoansFromOfficersEOY |
| Total Liabilities BOY | 2725 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 6200 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 16143 | UnrestrictedBOY |
| Unrestricted EOY | 2383 | UnrestrictedEOY |
| Total Net Assets BOY | 16143 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2383 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 18868 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 8583 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 16143 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -13760 | ExcessOfRevenueOverExpenses |
| Subtotal | 2383 | Subtotal |
| Total Net Assets Fund Balances EOY | 2383 | TotalNetAssetsFundBalancesEOY |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHELLE KING | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 4086943339 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 185 MARTINVALE LANE | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 95119 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| CHI MING LEE | ||||||
| 14000 TRACY COURT | LOS ALTOS HILLS | CA | 94022 | Secretary | 2.00 | 0 |
| DAVID SEN LIN LEE | ||||||
| 14000 TRACY COURT | LOS ALTOS HILLS | CA | 94022 | CEO | 2.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DISPENSING FUNDS FOR CHARITABLE PURPOSES | Description1 |
| Expenses1 | 0 | Expenses1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2230 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 2433 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4663 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 4663 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 70 | CashDeemedCharitable |
| Net Noncharitable Assets | 4593 | NetNoncharitableAssets |
| Minimum Investment Return | 230 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 230 | MinimumInvestmentReturn |
| Distributable Amount Before Adj | 230 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 230 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 230 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 11788 | ExpensesAndContributions |
| Qualifying Distributions | 11788 | QualifyingDistributions |
| Adj Qualifying Distributions | 11788 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 230 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 229666 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 31144 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 13623 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 48580 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 21476 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 344489 | TotalExcessDistriCarryover |
| Qualifying Distributions | 11788 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 230 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 11558 | RemainingDistriFromCorpus |
| Total Corpus | 356047 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 229666 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 126381 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 31144 | ExcessFromYear4 |
| Excess From Year3 | 13623 | ExcessFromYear3 |
| Excess From Year2 | 48580 | ExcessFromYear2 |
| Excess From Year1 | 21476 | ExcessFromYear1 |
| Excess From Current Year | 11558 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID SEN LIN LEE | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | MICHELLE KING | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10001 NORTH DEANZA BOULEVARD 240 | AddressLine1 |
| City | CUPERTINO | City |
| State | CA | State |
| ZIP Code | 95014 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | REQUEST LETTER | FormAndInfoAndMaterials |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UCSF | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | UCSF Box 0248 | AddressLine1 |
| City | San Francisco | City |
| State | CA | State |
| ZIP Code | 94143 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationship |
| Recipient Foundation Status | 501C3 | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | GENERAL SUPPORT | PurposeOfGrantOrContribution |
| Amount | $10,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 10000 | TotGrantOrContriPaidDuringYear |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $3,475 | Amount |
| Net Investment Income | 1737 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 1738 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | FALCONSTOR SOFTWARE INC | NameOfStock |
| EOY Book Value | 7791 | EOYBookValue |
| EOYFMV | 2023 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| SECRETARY OF STATE | 40 | 40 | |
| BANK CHARGES | 235 | 235 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CALIFORNIA TAX | Category |
| Amount | $10 | Amount |
| Disbursements Charitable Prps | 10 | DisbursementsCharitablePrps |
Comments