DAVID SEN LIN LEE FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
DAVID SEN LIN LEE FOUNDATION (EIN 68-0413256)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-09-17
IRS object ID
201222619349100607
Schema version
2011v1.2
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-09-17T12:42:05-07:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

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

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1260 Sheridan Ave Suite 440AddressLine1
CityPalo AltoCity
StateCAState
ZIP Code94306ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN680413256EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1DAVID SEN LIN LEE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlDAVINameControl
Phone4086943339Phone

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameDAVID SEN LIN LEEName
TitleCEOTitle
Date Signed2012-09-17DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameRichard D BlakeName
Phone6504620400Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeXAddressChange
Exempt PFXExemptPF
FMV Assets EOY13319FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss5InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm5InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm5InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss1DividendsRevAndExpnss
Dividends Net Invst Incm1DividendsNetInvstIncm
Dividends Adj Net Incm1DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss-2052NetGainSaleAssetsRevAndExpnss
Gross Sales Price12554GrossSalesPrice
Other Income Rev And Expnss337OtherIncomeRevAndExpnss
Total Revenue And Expenses-1709TotalRevenueAndExpenses
Total Net Investment Income6TotalNetInvestmentIncome
Total Adjusted Net Income6TotalAdjustedNetIncome
Accounting Fees Rev And Expnss2725AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm1363AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps1362AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss10TaxesRevAndExpnss
Taxes Dsbrs Chrtbl Prps10TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss160OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm148OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps12OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss2895TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm1511TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps1384TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss21000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps21000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss23895TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm1511TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps22384TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-25604ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome
Adjusted Net Income6AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY1853SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY11027SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV11027SavingsAndTempCashInvstEOYFMV
Accounts Receivable50AccountsReceivable
Accounts Receivable BOY16919AccountsReceivableBOY
Accounts Receivable EOY50AccountsReceivableEOY
Accounts Receivable EOYFMV50AccountsReceivableEOYFMV
Investments Corp Stock BOY22975InvestmentsCorpStockBOY
Investments Corp Stock EOY7791InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV2242InvestmentsCorpStockEOYFMV
Total Assets BOY41747TotalAssetsBOY
Total Assets EOY18868TotalAssetsEOY
Total Assets EOYFMV13319TotalAssetsEOYFMV
Loans From Officers EOY2725LoansFromOfficersEOY
Total Liabilities EOY2725TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY41747UnrestrictedBOY
Unrestricted EOY16143UnrestrictedEOY
Total Net Assets BOY41747TotalNetAssetsBOY
Total Net Assets EOY16143TotalNetAssetsEOY
Total Liabilities Net Assets BOY41747TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY18868TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY41747TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-25604ExcessOfRevenueOverExpenses
Subtotal16143Subtotal
Total Net Assets Fund Balances EOY16143TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

FieldValueIRS element (for citing)
Capital Gain Net Income-2052CapitalGainNetIncome

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax0InvestmentIncomeExciseTax

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Form990 T FiledfalseForm990TFiled
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithCAStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1MICHELLE KINGBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number4086943339BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Acts Fail To Qualify As ExceptionsfalseActsFailToQualifyAsExceptions
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Undistr Income4942a2 Not AppliedfalseUndistrIncome4942a2NotApplied
Business HoldingsfalseBusinessHoldings
Excess Business HoldingsfalseExcessBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Tr Fail To Qualify As ExceptionsfalseTrFailToQualifyAsExceptions
Maint Expend ResponsibilityfalseMaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn
Proceeds Or Net IncomefalseProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
CHI MING LEE
14000 TRACY COURTLOS ALTOS HILLSCA94022Secretary2.000
DAVID SEN LIN LEE
14000 TRACY COURTLOS ALTOS HILLSCA94022CEO2.000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1DISPENSING FUNDS FOR CHARITABLE PURPOSESDescription1
Expenses10Expenses1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities6996AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances11450AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets18446TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Adj Total FMV Of Unused Assets18446AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable277CashDeemedCharitable
Net Noncharitable Assets18169NetNoncharitableAssets
Minimum Investment Return908MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return908MinimumInvestmentReturn
Distributable Amount Before Adj908DistributableAmountBeforeAdj
Distributable Amount Before Ded908DistributableAmountBeforeDed
Distributable Amount As Adjusted908DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions22384ExpensesAndContributions
Qualifying Distributions22384QualifyingDistributions
Adj Qualifying Distributions22384AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted908DistributableAmountAsAdjusted
Excess Distri Carryover Year5169512ExcessDistriCarryoverYear5
Excess Distri Carryover Year4229666ExcessDistriCarryoverYear4
Excess Distri Carryover Year331144ExcessDistriCarryoverYear3
Excess Distri Carryover Year213623ExcessDistriCarryoverYear2
Excess Distri Carryover Year148580ExcessDistriCarryoverYear1
Total Excess Distri Carryover492525TotalExcessDistriCarryover
Qualifying Distributions22384QualifyingDistributions
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year908AppliedToCurrentYear
Remaining Distri From Corpus21476RemainingDistriFromCorpus
Total Corpus514001TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year5169512ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year344489ExcessDistriCyovToNextYear
Excess From Year4229666ExcessFromYear4
Excess From Year331144ExcessFromYear3
Excess From Year213623ExcessFromYear2
Excess From Year148580ExcessFromYear1
Excess From Current Year21476ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerDAVID SEN LIN LEEContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameMICHELLE KINGRecipientName

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 LETTERFormAndInfoAndMaterials

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
FRIENDS OF CATHOLIC CHARITIES
2625 ZANKER ROADSAN JOSECA95134NONE501C3GENERAL SUPPORT$500
DHARMA DRUM MOUNTAIN BUDDHIST ASSC
1153 BORDEAUX DRIVE 106SUNNYVALECA94089NONE501C3GENERAL SUPPORT$1,500
NATIONAL TAIWAN UNIVERSITY ALUMNI ASSC
PO BOX 1962CUPERTINOCA95015NONE501C3GENERAL SUPPORT$4,000
THE COMMONWEALTH CLUB
595 MARKET STREETSAN FRANCISCOCA94105NONE501C3GENERAL SUPPORT$10,000
HONOLULU ACADEMY OF ARTS
900 SOUTH BERETANIA STREETHONOLULUHI96814NONE501C3GENERAL SUPPORT$5,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year21000TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$5ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$1ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion-$2,052ExclusionAmount

Other Revenue Described OtherRevenueDescribed

FieldValueIRS element (for citing)
DescriptionFEDERAL TAX REFUNDDescription
Exclusion Code1ExclusionCode
Exclusion$337ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion-$1,709ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA-1709TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$2,725Amount
Net Investment Income1363NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps1362DisbursementsCharitablePrps

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockFALCONSTOR SOFTWARE INCNameOfStock
EOY Book Value7791EOYBookValue
EOYFMV2242EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
MANAGEMENT FEE251312
BANK CHARGES135135

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionFEDERAL TAX REFUNDDescription
Revenue And Expenses Per Books337RevenueAndExpensesPerBooks

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryCALIFORNIA TAXCategory
Amount$10Amount
Disbursements Charitable Prps10DisbursementsCharitablePrps

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