2024-11-15T12:03:09-06:00 2023-12-31 943145806 REALIZE CPA LLP 220 JACKSON STREET FLOOR 2 SAN FRANCISCO CA 94111 990PF 2023-01-01 870757807 THE KIM AND HAROLD LOUIE FAMILY FOUNDATION KIMA 6504913434 1325 HOWARD AVE 949 BURLINGAME CA 94010 STANLEY SZE CHIEF FINANCIAL OFFICER 6504913434 2024-11-07 1 0 ERIC JACKSON P01084850 4153625990 2023 2024-10-15 13:58:12Z X 11010889 X X 1652 1652 178056 173668 207127 2415257 207127 36 36 386871 382483 73281 18320 54961 8900 4450 4450 25664 25664 0 5489 5489 0 1495 1495 0 114829 55418 59411 456100 456100 570929 55418 515511 -184058 327065 26608 69315 69315 61681 109548 109548 7198686 6924054 10832026 7286975 7102917 11010889 0 0 X 0 0 0 0 7286975 7102917 7286975 7102917 7286975 7102917 7286975 -184058 0 7102917 0 7102917 VANGUARD (PUBLICLY TRADED SECURITIES) P 2023-01-01 2023-12-31 100487 30167 70320 70320 VANGUARD (PUBLICLY TRADED SECURITIES) P 2023-01-01 2023-12-31 5000 5000 0 0 BERNSTEIN #5722 (PUBLICLY TRADED SECURITIES) P 2023-01-01 2023-12-31 37213 36077 1136 1136 BERNSTEIN #5722 (PUBLICLY TRADED SECURITIES) P 2023-01-01 2023-12-31 1655038 1655519 -481 -481 BERNSTEIN #4077 (PUBLICLY TRADED SECURITIES) P 2023-01-01 2023-12-31 57081 60948 -3867 -3867 BERNSTEIN #4077 (PUBLICLY TRADED SECURITIES) P 2023-01-01 2023-12-31 552265 420419 131846 131846 CAPITAL GAINS DIVIDENDS P 8173 8173 8173 207127 4546 0 4546 0 4546 7902 0 0 0 7902 0 3356 3356 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 1 0 1 1 N/A KIM AND HAROLD LOUIE FAMILY FDTN 6504913434 1325 HOWARD AVE 949 BURLINGAME CA 94010 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STANLEY SZE 1325 HOWARD AVE 949 BURLINGAME CA 94010 TREASURER/CFO/SCRTRY/DIREC 40.00 73281 0 0 BETTY B LOUIE 1325 HOWARD AVE 949 BURLINGAME CA 94010 PRESIDENT/DIRECTOR 2.00 0 0 0 DAVID LOUIE 1325 HOWARD AVE 949 BURLINGAME CA 94010 DIRECTOR 2.00 0 0 0 NONE 0 NONE 0 THE FOUNDATION IS ORGANIZED EXCLUSIVELY TO SUPPORT ORGANIZATIONS THAT ARE QUALIFIED UNDER SECTIONS 501(C)(3) AND 509(A)(1) OF THE INTERNAL REVENUE CODE THAT ARE 0 ENGAGED IN PROMOTING GREATER EQUITY IN HEALTH AND EDUCATION IN THE UNITED STATES. IT MAY ALSO SUPPORT CERTAIN FOREIGN ORGANIZATIONS, WHICH ARE ORGANIZATIONS SIMILAR IN 0 FORM AND FUNCTION TO QUALIFIED ORGANIZATIONS. THE ORGANIZATION MAY ALSO FUND MEDICAL RESEARCH PROGRAMS AT UNIVERSITIES IN THE UNITED STATES AND AWARD EDUCATIONAL 0 SCHOLARSHIPS TO HIGH SCHOOL SENIORS AND COLLEGE STUDENTS. 0 0 10363662 111265 0 10474927 0 0 10474927 157124 10317803 515890 515890 4546 4546 511344 0 511344 0 511344 515511 0 515511 511344 456100 0 0 515511 456100 0 0 59411 0 0 0 0 0 0 0 0 451933 0 0 0 BETTY B LOUIE STANLEY SZE 1325 HOWARD AVE 949 BURLINGAME CA 94010 6504913434 SEE STATEMENT 12 NONE NONE AIR WARRIOR COURAGE FOUNDATION PO BOX 877 SILVER SPRING MD 20918 NONE 501(C)(3) TO SUPPORT VETERANS AND THEIR FAMILIES 7500 ARTHRITIS NATIONAL RESEARCH FOUNDATION 5319 UNIVERSITY DR 10022 IRVINE CA 92612 NONE 501(C)(3) TO SUPPORT MEDICAL RESEARCH 5000 AUTISM RESEARCH INSTITUTE 4182 ADAMS AVENUE SAN DIEGO CA 92116 NONE 501(C)(3) TO SUPPORT INDIVIDUALS WITH AUTISM SPECTRUM DISORDERS AND THEIR FAMILIES 7500 BARD COLLEGE AT SIMON'S ROCK 84 ALFORD RD GREAT BARRINGTON MA 01230 NONE 501(C)(3) QUALIFIED SCHOLARSHIPS TO EDUCATIONAL INSTITUTION 6000 CEDARVILLE UNIVERSTIY 251 N MAIN ST CEDARVILLE CA 45314 NONE 501(C)(3) QUALIFIED SCHOLARSHIPS TO EDUCATIONAL INSTITUTION 2000 CENTENARY COLLEGE OF LOUISIANA 2911 CENTENARY BLVD SHREVEPORT LA 71104 NONE 501(C)(3) QUALIFIED SCHOLARSHIPS TO EDUCATIONAL INSTITUTION 2000 CHINESE CHRISTIAN MISSION PO BOX 750759 PETALUMA CA 94952 NONE 501(C)(3) TO FURTHER AND PROMOTE CHRISTIAN MISSIONS 10000 CHRIST LUTHERAN CHURCH 417 NORTH GARFIELD AVE MONTEREY PARK CA 91754 NONE 501(C)(3) TO FURTHER AND PROMOTE CHRISTIAN MISSIONS 10000 CLEMSON UNIVERSITY 105 SIKES HALL CLEMSON SC 29634 NONE 501(C)(3) QUALIFIED SCHOLARSHIPS TO EDUCATIONAL INSTITUTION 2000 COMMUNITY PARTNERS INTERNATIONAL 580 CALIFORNIA ST 16TH FL SAN FRANCISCO CA 94104 NONE 501(C)(3) EMPOWERS COMMUNITIES IN ASIA TO MEET THEIR ESSENTIAL HEALTH AND DEVELOPMENT NEEDS 100000 DISABLED AMERICAN VETERANS CHARITABLE SERVICE TRUST 3725 ALEXANDRIA PIKE COLD SPRING KY 41076 NONE 501(C)(3) TO SUPPORT PHYSICAL AND PSYCHOLOGICAL REHAB PROGRAMS THAT HELP WOUNDED VETERANS 7500 FIDELITY CHARITABLE 245 SUMMER STREET MZ NM43A BOSTON MA 02210 NONE 501(C)(3) CONTRIBUTION TO DONOR ADVISED FUND 14600 FISHER HOUSE FOUNDATION 111 ROCKVILLE PIKE SUITE 420 ROCKVILLE MD 20850 NONE 501(C)(3) TO PROVIDE COMFORTABLE HOMES FOR VETERANS AND THEIR FAMILIES 5000 GOLDMAN SACHS PHILANTHROPY FUND PO BOX 15203 ALBANY NY 122125203 NONE 501(C)(3) CONTRIBUTION TO DONOR ADVISED FUND 150000 HOMES FOR OUR TROOPS 6 MAIN STREET TAUNTON MA 02780 NONE 501(C)(3) TO SUPPORT THE TROOPS 7500 MERCY MEDICAL ANGELS 4620 HAYGOOD ROAD STE1 VIRGINIA BEACH VA 23455 NONE 501(C)(3) TO SUPPORT THOSE WHO ARE UNABLE TO TRAVEL LONG DISTANCES FOR MEDICAL CARE 10000 NAVY SEAL FOUNDATION 1619 D STREET VIRGINIA BEACH VA 23459 NONE 501(C)(3) TO SUPPORT THE NAVAL SPECIAL WARFARE COMMUNITY AND THEIR FAMILIES 7500 NEW JERSEY INSTITUTE OF TECHNOLOGY 323 DR MARTIN LUTHER KING JR BLVD NEWARK NJ 07102 NONE 501(C)(3) QUALIFIED SCHOLARSHIPS TO EDUCATIONAL INSTITUTION 2000 NORTH CAROLINA STATE UNIVERSITY CAMPUS BOX 7103 RALEIGH NC 27695 NONE 501(C)(3) QUALIFIED SCHOLARSHIPS TO EDUCATIONAL INSTITUTION 2000 OPERATION FIRST RESPONSE 20037 DOVE HILL RD CULPEPER VA 22701 NONE 501(C)(3) TO SUPPORT WOUNDED/DISABLED VETERANS AND THEIR FAMILIES 10000 OPERATION HOMEFRONT 1355 CENTRAL PARKWAY S STE 100 SAN ANTONIO TX 78232 NONE 501(C)(3) TO SUPPORT THE BUILDING OF STRONG, STABLE AND SECURE MILITARY FAMILIES 7500 SAN DIEGO CENTER FOR THE BLIND 5922 EL CAJON BLVD SAN DIEGO CA 92115 NONE 501(C)(3) TO SUPPORT ADULTS WHO ARE BLIND. 7500 SCHOOL ON WHEELS PO BOX 23371 VENTURA CA 93002 NONE 501(C)(3) TO SUPPORT HOMELESS CHILDREN 7500 SEMPER FI & AMERICA'S FUND 715 BROADWAY STREET QUANTICO VA 92057 NONE 501(C)(3) TO SUPPORT US VETERANS 7500 SOUTHERN MAINE COMMUNITY COLLEGE 2 FORT RD SOUTH PORTLAND ME 04106 NONE 501(C)(3) QUALIFIED SCHOLARSHIPS TO EDUCATIONAL INSTITUTION 2000 SPECIAL OPERATIONS WARRIORS FOUNDATION 1137 MARBELLA PLAZA DRIVE TAMPA FL 33619 NONE 501(C)(3) TO SUPPORT THE CHILDREN OF FALLEN SOLDIERS WITH EDUCATIONAL ASSISTANCE. 7500 STOCKTON UNIVERSITY 101 VERA KING FARRIS DR GALLOWAY NJ 08205 NONE 501(C)(3) QUALIFIED SCHOLARSHIPS TO EDUCATIONAL INSTITUTION 2000 SUPPORT THE ENLISTED PROJECT PO BOX 26747 SAN DIEGO CA 92196 NONE 501(C)(3) TO ASSIST THOSE IN ACTIVE DUTY AND RECENTLY DISCHARGED 7500 TOUCH LIFE MISSION 21905 BIRDS EYE DR DIAMOND BAR CA 91765 NONE 501(C)(3) TO SUPPORT OVER SEA MISSIONS 5000 TRUTH METHODIST CHURCH OF LOS ANGELES 127 N MUSCATEL AVE APT D SAN GABRIEL CA 91775 NONE 501(C)(3) TO SUPPORT THE CHURCH 15000 TUFTS UNIVERSITY 419 BOSTON AVE MEDFORD MA 02155 NONE 501(C)(3) QUALIFIED SCHOLARSHIPS TO EDUCATIONAL INSTITUTION 2000 UC REGENTS 111 FRANKLIN STREET OAKLAND CA 94607 NONE 501(C)(3) QUALIFIED SCHOLARSHIPS TO EDUCATIONAL INSTITUTION 2000 UNIVERSITY OF FLORIDA 201 CRISER HALL - PO BOX 114000 GAINESVILLE FL 32611 NONE 501(C)(3) QUALIFIED SCHOLARSHIPS TO EDUCATIONAL INSTITUTION 2000 UNIVERSITY OF PORTLAND 5000 N WILLAMETTE BLVD PORTLAND OR 97203 NONE 501(C)(3) QUALIFIED SCHOLARSHIPS TO EDUCATIONAL INSTITUTION 2000 UNIVERSITY OF TEXAS AT AUSTIN 2515 SPEEDWAY AUSTIN TX 78712 NONE 501(C)(3) QUALIFIED SCHOLARSHIPS TO EDUCATIONAL INSTITUTION 2000 UNIVERSITY OF TULSA 800 S TUCKER DR TULSA OK 74104 NONE 501(C)(3) QUALIFIED SCHOLARSHIPS TO EDUCATIONAL INSTITUTION 2000 WARRIORS WEEKEND PO BOX 2052 VICTORIA TX 77902 NONE 501(C)(3) TO SUPPORT US VETERANS 5000 WILLIAM & MARY UNIVERSITY 200 STADIUM DR WILLIAMSBURG VA 23185 NONE 501(C)(3) QUALIFIED SCHOLARSHIPS TO EDUCATIONAL INSTITUTION 2000 456100 0 14 1652 14 178056 14 36 18 207127 0 386871 0 386871 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 8900 4450 4450 GRANT APPLICATION PROCESS FORM 990PF, PART XV, LINE 2B: THE APPLICATION SHOULD BE IN WRITTEN FORM AND SENT TO THE FOUNDATION. IT SHOULD STATE THE OBJECTIVE OF THE ORGANIZATION, AMOUNT REQUESTED AND THE NAMES OF THE PRINCIPAL MANAGERS OF THE ORGANIZATION. TO ENSURE SUITABILITY, THE FOUNDATION RESERVES THE RIGHT TO REQUEST ADDITIONAL INFORMATION FROM EACH APPLICANT ON A PROJECT BY PROJECT BASIS. SANFORD BERNSTEIN - SEE STMT ATTACHED 5160636 5569860 VANGUARD - SEE STMT ATTACHED 1763418 5262166 SECTION 1231 LOSS 1 1 0 OTHER EXPENSES 1400 1400 0 OTHER LOSSES - ENTERPRISE K-1 94 94 0 CASH IN LIEU 36 36 36 INVESTMENT FEES (BROKERAGE ACCTS) 25664 25664 0 BETTY B LOUIE 1325 HOWARD AVE 949 BURLINGAME CA 94010 FOREIGN TAX (BROKERAGE ACCTS) 5489 5489 0