Civic Intelligence

Phoeng Foundation

990PF • Fiscal year 2015 • EIN 27-3698530

Oct 01, 2014 to Sep 30, 2015 • Filed on Aug 05, 2016

PO Box 1294Menlo Park, CA 94026

(650) 322-4894

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Net Margin

93rd percentile

65%

Higher net margin than 93% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • $10M-$25M nonprofits • Source year 2015

Asset Growth

76th percentile

9.0%

Faster asset growth than 76% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

10th percentile

-40%

Faster revenue growth than 10% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Assets

Up

$10,652,987

Up $882,238 (+9.0%) from 2014

Net Assets

Up

$10,647,387

Up $882,238 (+9.0%) from 2014

Liabilities

Flat

$5,600

Flat from 2014

Revenue

Down

$1,323,371

Down $874,168 (-40%) from 2014

Expenses

Up

$463,355

Up $196,707 (+74%) from 2014

Net Income

Down

$860,016

Down $1,070,875 (-55%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2014: $9,770,749Liabilities 2014: $5,600Net Assets 2014: $9,765,1492014Assets 2015: $10,652,987Liabilities 2015: $5,600Net Assets 2015: $10,647,3872015Assets 2016: $9,045,264Liabilities 2016: $5,600Net Assets 2016: $9,039,6642016Assets 2017: $8,461,366Liabilities 2017: $5,600Net Assets 2017: $8,455,7662017Assets 2018: $6,943,511Liabilities 2018: $9,200Net Assets 2018: $6,934,3112018Assets 2019: $6,089,243Liabilities 2019: $3,141Net Assets 2019: $6,086,1022019Assets 2020: $4,717,843Liabilities 2020: $7,300Net Assets 2020: $4,710,5432020Assets 2021: $6,291,817Liabilities 2021: $7,100Net Assets 2021: $6,284,7172021

Highlighted filing

2015

Assets$10,652,987
Liabilities$5,600
Net Assets$10,647,387

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2014: $2,197,539Expenses 2014: $266,648Net Income 2014: $1,930,8912014Revenue 2015: $1,323,371Expenses 2015: $463,355Net Income 2015: $860,0162015Revenue 2016: -$930,009Expenses 2016: $677,714Net Income 2016: -$1,607,7232016Revenue 2017: -$101,552Expenses 2017: $482,346Net Income 2017: -$583,8982017Revenue 2018: -$1,029,901Expenses 2018: $491,554Net Income 2018: -$1,521,4552018Revenue 2019: -$659,142Expenses 2019: $189,067Net Income 2019: -$848,2092019Revenue 2020: -$1,238,679Expenses 2020: $136,880Net Income 2020: -$1,375,5592020Revenue 2021: $2,050,312Expenses 2021: $476,138Net Income 2021: $1,574,1742021

Highlighted filing

2015

Revenue$1,323,371
Expenses$463,355
Net Income$860,016
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Aug 5, 2016
Return Version
2014v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR HWALIN LEEManager-$0--
Filing and Contact Details

Filer

Filer Name
Phoeng Foundation
EIN
27-3698530
Phone
6503224894
Address
PO BOX 1294, MENLO PARK, CA 94026

Signing Officer

Name
Dr Hwalin Lee
Title
Manager
Signed
2016-08-05
Discuss with paid preparer
Yes

Preparer

Firm
PEROTTI AND CARRADE CPAs
Address
1100 LARKSPUR LNDNG CIR 358, LARKSPUR, CA 94939
Preparer
Marc Samborski
Phone
4154618500
Raw XML AppendixShowing 400 of 533 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt012207
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING & TAX
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt06103
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt06104
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02012-09-07
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt12012-09-07
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt22013-03-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt32013-03-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt42013-03-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt52013-03-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt62013-03-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt72013-03-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt82013-03-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt92013-03-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt102013-03-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt112013-03-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt122013-03-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt132013-03-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt142014-03-31
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt1SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt2SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt3SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt4SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt5200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt6200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt7SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt8SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt9SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt10SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt11200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt12200DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt13SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt14200DB
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt0614241
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt1614241
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt250853
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt3750
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt41150
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt52144
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt61061
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt7877
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt8118658
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt91750
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt102683
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt115003
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt122476
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt132047
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt141355
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt022334
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt115749
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt21849
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt350
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt477
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt5412
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt6204
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt732
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt83042
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt9117
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt10179
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt11961
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt12475
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt1352
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt14434
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt022334
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt11849
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt250
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt377
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt4412
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt5204
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt632
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt045602
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt132432
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt22851
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt375
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt4115
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt51115
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt6552
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt749
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt84693
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt9175
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt10268
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt112602
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt121287
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1380
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt14271
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0BLDG - RENTAL PORTION
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1BLDG - EXEMPT (50%)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2REMODELING (RENTAL)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3PAVING (RENTAL)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4FENCE (RENTAL)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5APPLIANCES (RENTAL)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6BLINDS (RENTAL)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7PATIO (RENTAL)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc8REMODELING (EXEMPT)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc9PAVING (EXEMPT)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc10FENCE (EXEMPT)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc11APPLIANCES (EXEMPT)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc12BLINDS (EXEMPT)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc13PATIO (EXEMPT)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc14FURNITURE (EXEMPT)
DepreciationSchedule/DepreciationPropertyGrp/Rt00.0364
DepreciationSchedule/DepreciationPropertyGrp/Rt10.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt20.0364
DepreciationSchedule/DepreciationPropertyGrp/Rt30.0667
DepreciationSchedule/DepreciationPropertyGrp/Rt40.0667
DepreciationSchedule/DepreciationPropertyGrp/Rt50.1920
DepreciationSchedule/DepreciationPropertyGrp/Rt60.1920
DepreciationSchedule/DepreciationPropertyGrp/Rt70.0364
DepreciationSchedule/DepreciationPropertyGrp/Rt80.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt90.0667
DepreciationSchedule/DepreciationPropertyGrp/Rt100.0667
DepreciationSchedule/DepreciationPropertyGrp/Rt110.1920
DepreciationSchedule/DepreciationPropertyGrp/Rt120.1920
DepreciationSchedule/DepreciationPropertyGrp/Rt130.0256
DepreciationSchedule/DepreciationPropertyGrp/Rt140.3200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt08027034
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt04972215
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0FIDELITY (NOMINEE)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0203256
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt187627
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt222222
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AVANTIS MEDICAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ABCAM (35,556 SHS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2APEXIGEN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0200000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1319000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt222222
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt033872
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01235052
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0147
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt0-4340
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01264731
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01264731
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt06103
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt06104
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt012207
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01235052
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0261028
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0261028
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt024958
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt045967
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt033872
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt033872
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0860016
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt054300
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt054300
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt042682200
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt014146
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0147
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0147
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt014146
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0702
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0702
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01235052
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01244481
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0-4340
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt023831
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt033682
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt057513
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0297
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt051398
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0312355
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt078890
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0463355
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01323371
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01323371
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt051327
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt078890
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0202327
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt020394
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt020394
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01235052
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0860016
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt022222
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt010647387
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt09765149
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt010647387
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0414286
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0414286
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0414286
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0439176
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt024890
IRS990PF/DistributableAmountGrp/TotalTaxAmt024890
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt015000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt012732
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt028
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt022650
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt024890
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt012732
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt024890
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt024890
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt037650
IRS990PF/FMVAssetsEOYAmt08488638
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0-450350
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt08027034
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04972215
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0138134
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt01945781
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt01853614
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt01807647
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt02470000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0292490
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0313105
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0541222
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt05600
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt05600
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt09765149
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt010647387
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt08074995
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0505201
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0505201
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt09770749
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt010652987
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt08488638
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt05600
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt05600
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt09770749
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt010652987
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt09765149
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt010647387
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt08917274
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03563729
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02682798
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0133759
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt02670747
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0439176
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08783515
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt08917274
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DR HWALIN LEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0MANAGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 1294
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MENLO PARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094026
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0916902
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0929347
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0157327
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0173032
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01012047
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt044364
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.10439
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.01840
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.02423
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.26322
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.11171
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt012445
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt08783515
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt08548937
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt07141606
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03844939
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0397142
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0312355
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.41756
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0312355
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0312355
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0312355
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 1294
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MENLO PARK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094026
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0HWALIN LEE
IRS990PF/StatementsRegardingActyGrp/PhoneNum06503224894
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0SEE ATTACHED STATEMENTS
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt051327
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DR HWALIN LEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt021200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt230000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt52435
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt72000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt8753
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt9100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt101340
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT PUBLIC BROADCASTING SERVICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt01 CHANG-TEH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm0TAIPEI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd0TW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt10EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0UNIVERSITY OF CALIFORNIA SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1KQED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2JING-FU MEDICAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3UCSF FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4FREMONT TAIWAN SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5TAIWANESE AMERICAN FEDERATION OF NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6FORMOSAN ASSOCIATES FOR PUBLIC AFFA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7LIGHT UP TAIWAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8NORTH AMERICA TAIWANESE MEDICAL ASS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9LUKE CHRISTIAN MEDICAL MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10TAIWANESE AMERICAN CONFERENCE W COA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05998 ALCALA PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12601 MARIPOSA ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2505 PAMASSUS AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt343575 MISSION BLVD 509
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt491 GREGORY LANE 5
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5552 7TH STREET SE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt691 GREGORY LAN SUITE 5
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt73807 SW CHELMSFORD RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt844790 S GRIMMER BLVD STE 203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9601 SOUTH PALOS VERDES STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAN FRANCISCO

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings