Civic Intelligence

Lee Family Foundation

990PF • Fiscal year 2012 • EIN 77-0471749

Dec 01, 2011 to Nov 30, 2012 • Filed on Apr 12, 2013

21821 Woodbury Drive95014
Siviq Scores

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

Liabilities / Assets

77th percentile

0.08x

Higher debt load relative to assets than 77% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

30th percentile

-8.2%

Faster asset growth than 30% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$438,222

Down $39,259 (-8.2%) from 2011

Net Assets

Down

$401,222

Down $35,509 (-8.1%) from 2011

Liabilities

Down

$37,000

Down $3,750 (-9.2%) from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$41,575

Down $2,929 (-6.6%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $562,423Liabilities 2010: $0Net Assets 2010: $562,4232010Assets 2011: $477,481Liabilities 2011: $40,750Net Assets 2011: $436,7312011Assets 2012: $438,222Liabilities 2012: $37,000Net Assets 2012: $401,2222012Assets 2013: $426,794Liabilities 2013: $46,0002013Assets 2014: $457,123Liabilities 2014: $53,000Net Assets 2014: $404,1232014Assets 2015: $349,002Liabilities 2015: $3,250Net Assets 2015: $345,7522015Assets 2016: $327,708Liabilities 2016: $21,500Net Assets 2016: $306,2082016Assets 2017: $330,266Liabilities 2017: $45,082Net Assets 2017: $285,1842017Assets 2018: $284,435Liabilities 2018: $0Net Assets 2018: $284,4352018Assets 2019: $287,052Liabilities 2019: $0Net Assets 2019: $287,0522019Assets 2020: $260,418Liabilities 2020: $33,697Net Assets 2020: $226,7212020Assets 2021: $260,418Liabilities 2021: $32,476Net Assets 2021: $227,9422021Assets 2022: $260,418Liabilities 2022: $101,734Net Assets 2022: $158,6842022Assets 2023: $260,418Liabilities 2023: $128,556Net Assets 2023: $131,8622023Assets 2024: $260,418Liabilities 2024: $183,458Net Assets 2024: $76,9602024

Highlighted filing

2012

Assets$438,222
Liabilities$37,000
Net Assets$401,222

Operations Trend

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

$100K$50K$0-$50K-$100KExpenses 2010: $54,8142010Expenses 2011: $44,5042011Expenses 2012: $41,5752012Revenue 2013: $43,588Expenses 2013: $64,016Net Income 2013: -$20,4282013Revenue 2014: $81,971Expenses 2014: $58,642Net Income 2014: $23,3292014Revenue 2015: -$19,687Expenses 2015: $38,684Net Income 2015: -$58,3712015Revenue 2016: $14,969Expenses 2016: $54,513Net Income 2016: -$39,5442016Revenue 2017: $20,893Expenses 2017: $41,917Net Income 2017: -$21,0242017Revenue 2018: $34,718Expenses 2018: $35,467Net Income 2018: -$7492018Revenue 2019: $4,202Expenses 2019: $1,585Net Income 2019: $2,6172019Revenue 2020: $29,846Expenses 2020: $90,177Net Income 2020: -$60,3312020Revenue 2021: $2,215Expenses 2021: $994Net Income 2021: $1,2212021Revenue 2022: $3,943Expenses 2022: $73,201Net Income 2022: -$69,2582022Revenue 2023: $3,960Expenses 2023: $30,782Net Income 2023: -$26,8222023Revenue 2024: $4,585Expenses 2024: $59,487Net Income 2024: -$54,9022024

Highlighted filing

2012

Revenue-
Expenses$41,575
Net Income-
Jump To
Filing Snapshot
Filing Period
Dec 1, 2011 to Nov 30, 2012
Signed
Apr 12, 2013
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DON LEEPresident-$0--
KEN LEESecretary-$0--
LAURIE BEMISCFO-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantJOSHUA TREE NATIONAL PARKENVIRONMENT501 (C)(3)TWENTYNINE PALMS, CA, US$10,000
Paid GrantBAY AREA AFTER SCHOOL ALL-STARSEDUCATION501 (C)(3)MILPITAS, CA, US$10,000
Paid GrantUNIVERSITY OF CALIFORNIA SAN FRANCISCOEDUCATION501 (C)(3)SAN FRANCISCO, CA, US$7,500
Paid GrantTHE UNIVERSITY OF CHICAGOEDUCATION501 (C)(3)CHICAGO, IL, US$5,000
Paid GrantPROJECT OPEN HANDCOMMUNITY OUTREACH501 (C)(3)SAN FRANCISCO, CA, US$5,000
Paid GrantHUMANE SOCIETY SILICON VALLEYANIMAL CARE & EDUCATION501 (C)(3)MILPITAS, CA, US$5,000
Paid GrantCOLUMBIA COLLEGEEDUCATION501 (C)(3)SONORA, CA, US$3,000
Paid GrantTHE FESTIVAL AT SANDPOINTCOMMUNITY OUTREACH501 (C)(3)SANDPOINT, ID, US$1,250
Paid GrantMAYO CLINICREVERSAL OF 2010 CONTRIBUTION - CHECK WAS NEVER CASHED501 (C)(3)SCOTTSDALE, AZ, US$-7,000
Filing and Contact Details

Filer

EIN
77-0471749
Raw XML Appendix381 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
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue096578
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1152789
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2141150
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue338259
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0126900
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1163500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2221040
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV314375
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock010,000 SHS RETAIL OPPORTUNITY INVT CORP REIT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock150,000 SHS ENERGYSOLUTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23,000 SHS HOWARD HUGHES CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3500 SHS CLIFFS NATURAL RESOURCES INC
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount06066
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount06066
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA06066
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps039750
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss039750
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm06066
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss06066
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-35509
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome05153
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm0908
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss01815
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm05
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss010
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps039750
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm0913
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss041575
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome06066
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses06066
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm0913
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss01825
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0390517
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0428776
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0525815
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/OtherLiabilitiesBOY040750
IRS990PF/BalanceSheets/OtherLiabilitiesEOY037000
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY086964
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY09446
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV09446
IRS990PF/BalanceSheets/TotalAssetsBOY0477481
IRS990PF/BalanceSheets/TotalAssetsEOY0438222
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0535261
IRS990PF/BalanceSheets/TotalLiabilitiesBOY040750
IRS990PF/BalanceSheets/TotalLiabilitiesEOY037000
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0477481
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0438222
IRS990PF/BalanceSheets/TotalNetAssetsBOY0436731
IRS990PF/BalanceSheets/TotalNetAssetsEOY0401222
IRS990PF/BalanceSheets/UnrestrictedBOY0436731
IRS990PF/BalanceSheets/UnrestrictedEOY0401222
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-35509
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0401222
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0436731
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0401222
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted025047
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj025047
IRS990PF/DistributableAmount/DistributableAmountBeforeDed025047
IRS990PF/DistributableAmount/MinimumInvestmentReturn025099
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome052
IRS990PF/DistributableAmount/TotalTax052
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear031
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment083
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax052
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment031
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal052
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome052
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments083
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0535261
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0509618
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances019265
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0490353
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable07644
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn025099
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0501974
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0509618
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0DON LEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1KEN LEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2LAURIE BEMIS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1SECRETARY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2CFO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 2481
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1121821 WOODBURY DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1221821 WOODBURY DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0CUPERTINO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1CUPERTINO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2CUPERTINO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode095015
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode195014
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode295014
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct033931
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets033879
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.067491
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.076593
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.076112
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.044807
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.056270
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.083675
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0501974
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10543561
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20581380
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30597001
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40653099
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50835209
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome052
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions039750
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1041633
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2044250
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3026750
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4036750
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5069886
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.337457
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions039698
IRS990PF/QualifyingDistributions/ExpensesAndContributions039750
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm052
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions039750
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0LAURIE BEMIS
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber04082556195
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1021821 WOODBURY DRIVE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0CUPERTINO
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode095014
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0CA
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0APPLICATION WILL REQUIRE NAME, ADDRESS, AND SPECIFIC PURPOSE OF FUND REQUEST
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0DON H LEE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber04082525307
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10PO BOX 2481
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0CUPERTINO
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode095015
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0ENVIRONMENT, EDUCATION, DISASTER RELIEF, DISEASE RESEARCH
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NO DEADLINES
IRS990PF/SupplementaryInformation/ContributingManager0DON LEE
IRS990PF/SupplementaryInformation/ContributingManager1KEN LEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount03000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount110000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount21250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount35000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount47500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount55000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount65000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount710000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount8-7000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0EDUCATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1ENVIRONMENT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2COMMUNITY OUTREACH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3EDUCATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4EDUCATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5COMMUNITY OUTREACH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6ANIMAL CARE & EDUCATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7EDUCATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8REVERSAL OF 2010 CONTRIBUTION - CHECK WAS NEVER CASHED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10COLUMBIA COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11JOSHUA TREE NATIONAL PARK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12THE FESTIVAL AT SANDPOINT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13THE UNIVERSITY OF CHICAGO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14UNIVERSITY OF CALIFORNIA SAN FRANCISCO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15PROJECT OPEN HAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16HUMANE SOCIETY SILICON VALLEY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17BAY AREA AFTER SCHOOL ALL-STARS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18MAYO CLINIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501 (C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1501 (C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2501 (C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3501 (C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4501 (C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5501 (C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6501 (C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus7501 (C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus8501 (C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship7N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship8N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1011600 COLUMBIA COLLEGE DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1174485 NATIONAL PARK DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12PO BOX 695
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine131116 EAST 59TH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14UCSF BOX 0248
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15730 POLK STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16901 AMES AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine17550 VALLEY WAY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1813400 EAST SHEA AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0SONORA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1TWENTYNINE PALMS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2SANDPOINT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3CHICAGO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4SAN FRANCISCO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5SAN FRANCISCO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6MILPITAS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7MILPITAS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8SCOTTSDALE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2ID
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8AZ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode095370
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode192277
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode283864
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode360637
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode494143
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode594109
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode695035
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode795035
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode885259
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear039750
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear025047
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted025047
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1014489
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2015181
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear404095
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5029354
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5029354
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear048468
IRS990PF/UndistributedIncome/ExcessFromCurrentYear014703
IRS990PF/UndistributedIncome/ExcessFromYear1014489
IRS990PF/UndistributedIncome/ExcessFromYear2015181
IRS990PF/UndistributedIncome/ExcessFromYear404095
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions039750
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus014703
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus077822
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover063119
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherExpensesSchedule/OtherExpenses/Description0PROFESSIONAL FEES
OtherExpensesSchedule/OtherExpenses/Description1OFFICE AND ADMINISTRATIVE
OtherExpensesSchedule/OtherExpenses/Description2FUND FEE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps20
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0750
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome1133
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome225
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks01500
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1265
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks250
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue040750
OtherLiabilitiesSchedule/OtherLiabilities/Description0CHECKS OUTSTANDING
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue037000
TaxesSchedule/Taxes/Amount010
TaxesSchedule/Taxes/Category0MISCELLANEOUS TAXES
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome05
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0770471749
ReturnHeader/Filer/Name/BusinessNameLine10LEE FAMILY FOUNDATION
ReturnHeader/Filer/NameControl0LEEF
ReturnHeader/Filer/Phone04082525307
ReturnHeader/Filer/USAddress/AddressLine1021821 WOODBURY DRIVE
ReturnHeader/Filer/USAddress/City0CUPERTINO
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095014
ReturnHeader/Officer/DateSigned02013-04-12
ReturnHeader/Officer/Name0LAURIE BEMIS
ReturnHeader/Officer/Phone04082525307
ReturnHeader/Officer/Title0CFO
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-12-01
ReturnHeader/TaxPeriodEndDate02012-11-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-04-12T12:39:57-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.60$1.83$0.77$0.05$0.59$0.55
2023Detailed filing. Detailed filing data is available for this year.$2.60$1.29$1.32$0.04$0.31$0.27
2022Detailed filing. Detailed filing data is available for this year.$2.60$1.02$1.59$0.04$0.73$0.69
2021Detailed filing. Detailed filing data is available for this year.$2.60$0.32$2.28$0.02$0.01$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.60$0.34$2.27$0.30$0.90$0.60
2019Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.04$0.02$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.35$0.35$0.01
2017Detailed filing. Detailed filing data is available for this year.$3.30$0.45$2.85$0.21$0.42$0.21
2016Detailed filing. Detailed filing data is available for this year.$3.28$0.22$3.06$0.15$0.55$0.40
2015Detailed filing. Detailed filing data is available for this year.$3.49$0.03$3.46$0.20$0.39$0.58
2014Detailed filing. Detailed filing data is available for this year.$4.57$0.53$4.04$0.82$0.59$0.23
2013Summary only. Only limited summary data is available for this year.$4.27$0.46$0.44$0.64$0.20
2012Detailed filing. Detailed filing data is available for this year.$4.38$0.37$4.01$0.42
2011Detailed filing. Detailed filing data is available for this year.$4.77$0.41$4.37$0.45
2010Detailed filing. Detailed filing data is available for this year.$5.62$0.00$5.62$0.55