2025-11-17T09:16:42-06:00 2024-12-31 943145806 REALIZE CPA LLP 220 JACKSON STREET FLOOR 2 SAN FRANCISCO CA 94111 990PF 2024-01-01 870757807 THE KIM AND HAROLD LOUIE FAMILY FOUNDATION KIMA 6504913434 1325 HOWARD AVE 949 BURLINGAME CA 94010 STANLEY SZE CHIEF FINANCIAL OFFICER 6504913434 2025-11-12 1 0 ERIC JACKSON P01084850 4153625990 2024 2025-03-06 01:10:19Z X 12233799 X X 1755 1755 233439 210123 352851 1037772 352851 87 87 588132 564816 75480 18870 56610 9175 4588 4588 38016 38016 0 7311 7311 0 657 657 0 130639 69442 61198 451933 451933 582572 69442 513131 5560 495374 69315 156102 156102 109548 127873 127873 6924054 6824502 11949824 7102917 7108477 12233799 0 0 X 0 0 0 0 7102917 7108477 7102917 7108477 7102917 7108477 7102917 5560 0 7108477 0 7108477 VANGUARD #3488 (PUBLICLY TRADED SECURITIES) P 2024-01-01 2024-12-31 45361 22083 23278 23278 BERNSTEIN #4077 (PUBLICLY TRADED SECURITIES) P 2024-01-01 2024-12-31 131558 112195 19363 19363 BERNSTEIN #4077 (PUBLICLY TRADED SECURITIES) P 2024-01-01 2024-12-31 837767 550643 287124 287124 CAPITAL GAINS DIVIDENDS P 23086 23086 23086 352851 6886 0 6886 0 6886 3356 0 12000 0 15356 34 8436 8436 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 75480 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 11708860 271283 0 11980143 0 0 11980143 179702 11800441 590022 590022 6886 6886 583136 0 583136 0 583136 513131 0 513131 583136 451933 0 0 513131 451933 0 0 61198 0 0 0 0 0 0 0 0 521938 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 AUBURN UNIVERSITY AUBURN UNIVERSITY 317 SAMFORD HALL AUBURN AL 36849 NONE 501(C)(3) QUALIFIED SCHOLARSHIPS TO EDUCATIONAL INSTITUTION 2000 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 CHILD ADVOCATES OF SILICON VALLEY 1800 HAMILTON AVE 200 SAN JOSE CA 95125 NONE 501(C)(3) TO SUPPORT CHILDREN PLACED INTO FOSTER CARE IN SANTA CLARA COUNTY 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 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 20000 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 138433 HOMES FOR OUR TROOPS 6 MAIN STREET TAUNTON MA 02780 NONE 501(C)(3) TO SUPPORT THE TROOPS 7500 LEVITTQUINN FAMILY LAW CENTER 1557 BEVERLY BLVD LOS ANGELES CA 90026 NONE 501(C)(3) HELPS PROVIDE THE FULL RANGE OF FREE AND SLIDING SCALE FAMILY LAW LEGAL SERVICES FOR POOR AND MODEST MEANS FAMILIES THROUGHOUT LOS ANGELES COUNTY. 5000 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 NORTHEASTERN UNIVERSITY 360 HUNTINGTON AVE BOSTON MA 02115 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 PURDUE UNIVERSITY 610 PURDUE MALL WEST LAFAYETTE IN 47907 NONE 501(C)(3) QUALIFIED SCHOLARSHIPS TO EDUCATIONAL INSTITUTION 2000 RESTORE CFS PO BOX 70092 SUNNYVALE CA 94086 NONE 501(C)(3) HELP CHILDREN WHO HAVE SUFFERED TRAMAUTIC EVENTS 5000 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 SANTA CLARA UNIVERSITY 500 EL CAMINO REAL SANTA CLARA CA 95053 NONE 501(C)(3) QUALIFIED SCHOLARSHIPS TO EDUCATIONAL INSTITUTION 2000 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 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 ST OLAF COLLEGE 1520 ST OLAF AVE NORTHFIELD MN 55057 NONE 501(C)(3) QUALIFIED SCHOLARSHIPS TO EDUCATIONAL INSTITUTION 2000 STETSON UNIVERSITY 421 N WOODLAND BLVD DELAND FL 32723 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 UC REGENTS 1111 FRANKLIN STREET 12TH FLOOR OAKLAND CA 94607 NONE 501(C)(3) QUALIFIED SCHOLARSHIPS TO EDUCATIONAL INSTITUTION 2000 UNIVERSITY OF DENVER 4925 E PACIFIC PLACE DENVER CO 80222 NONE 501(C)(3) QUALIFIED SCHOLARSHIPS TO EDUCATIONAL INSTITUTION 2000 UNIVERSITY OF NOTRE DAME HOLY CROSS DR NOTRE DAME IN 46556 NONE 501(C)(3) QUALIFIED SCHOLARSHIPS TO EDUCATIONAL INSTITUTION 2000 UNIVERSITY OF WISCONSIN-GREEN BAY 2420 NICOLET DR GREEN BAY WI 54311 NONE 501(C)(3) QUALIFIED SCHOLARSHIPS TO EDUCATIONAL INSTITUTION 2000 UNIVERSITY OF WISCONSIN-MADISON 500 LINCOLN DR MADISON WI 53706 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 WESTERN MICHIGAN UNIVERSITY 1903 W MICHIGAN AVE KALAMAZOO MI 49008 NONE 501(C)(3) QUALIFIED SCHOLARSHIPS TO EDUCATIONAL INSTITUTION 2000 451933 0 14 1755 14 233439 14 87 18 352851 0 588132 0 588132 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 9175 4588 4588 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 5064655 5834640 VANGUARD - SEE STMT ATTACHED 1759847 6115184 OTHER EXPENSES 657 657 0 CASH IN LIEU 28 28 28 SETTLEMENT INCOME 59 59 59 INVESTMENT FEES (BROKERAGE ACCTS) 38016 38016 0 BETTY B LOUIE 1325 HOWARD AVE 949 BURLINGAME CA 94010 FOREIGN TAX (BROKERAGE ACCTS) 7311 7311 0