California Files

Elizabeth K Lee › Form 700

Elizabeth K Lee: 2024 Annual statement

Annual 2024
Judge, San Mateo County Superior Court · due 2025-03-03
Filed
2025-02-24 · signed 02/24/2025 04:50 PM
Source
Read from the FPPC's structured data, checked against the PDF · the PDF (9 p.) · FPPC portal

Schedule A-1 · Investments (under 10%) 5

NameBusinessValue
Abbvie Inc.Pharmaceutical$2,000–$10,000
Apple Inc.Technology$100,001–$1,000,000
Devon Energy CorpEnergy$2,000–$10,000
disposed 2024-04-01
Exxon Mobil CorpEnergy$2,000–$10,000
Microsoft, Inc.Technology$2,000–$10,000

Schedule A-2 · Businesses & trusts (10% or more) 10

The Elizabeth Lee Trust dated 12/26/2010 trust · from the PDF

C. Schwab 211 Main Street SF CA 94015

Value — · gross income $0–$499

Holds: Cisco (Technology) · $2,000–$10,000 · Stock

The Elizabeth Lee Trust dated 12/26/2010 trust · from the PDF

C. Schwab 211 Main Street SF CA 94015

Value — · gross income $0–$499

Holds: Microsoft Inc. (Technology) · $10,001–$100,000 · Stock

The Elizabeth Lee Trust dated 12/26/2010 trust · from the PDF

WFA LLC 1 Almaden Plaza SJ CA

Value — · gross income $1,001–$10,000

Holds: Amazon, Inc. (Multinational Technology Company) · $10,001–$100,000 · Stock

The Elizabeth Lee Trust dated 12/26/2010 trust · from the PDF

WFA LLC 1 Almaden Blvd San Jose CA

Value — · gross income $1,001–$10,000

Holds: Apple Inc. (Multinational Technology Company) · $10,001–$100,000 · Stock

The Elizabeth Lee Trust dated 12/26/2010 trust · from the PDF

WFA LLC 1 Almaden Blvd San Jose CA

Value — · gross income $1,001–$10,000

Holds: Microsoft Inc. (Multinational Technology Company) · $100,001–$1,000,000 · Stock

The Elizabeth Lee Trust dated 12/26/2010 trust · from the PDF

WFA LLC 1 Amaden Blvd San Jose CA

Value — · gross income $1,001–$10,000

Holds: NVIDIA, Corp. (Multinational Technology Company) · $100,001–$1,000,000 · Stock

The Lee Grandchildren Trust trust · from the PDF

WFA LLC 1 Almaden Blvd San Jose CA

Value — · gross income $1,001–$10,000

Holds: Apple Inc. (Multinational Technology Company) · $100,001–$1,000,000 · Stock

The Lee Grandchildren Trust trust · from the PDF

WFA LLC 1 Almaden Blvd San Jose CA

Value — · gross income $1,001–$10,000

Holds: Berkshire Hathaway Inc. (Multinational Holding Company) · $10,001–$100,000 · Stock

The Lee Grandchildren Trust trust · from the PDF

WFA LLC 1 Almaden Plaza SJ CA

Value — · gross income $1,001–$10,000

Holds: Johnson and Johnson (Healthcare Holding Company) · $10,001–$100,000 · Stock

The Lee Grandchildren Trust trust · from the PDF

WFA LLC 1 Almaden Plaza SJ CA

Value — · gross income $1,001–$10,000

Holds: Microsoft Inc. (Technology) · $10,001–$100,000 · Stock

Schedule D · Gifts 7

FromGiftsTotal
San Mateo County Bar Association · from the PDF
333 Bradford Street Suite #200 RWC 94603
2024-02-22 · Installation Dinner · $85
2024-04-26 · Law Day Luncheon · $55
2024-05-17 · WLS Spring Lunch · $85
$225
San Mateo County Bar Association
see above
2024-08-29 · Judges Night · $65
$65
American Board of Trial Advocates · from the PDF
15356 Sunnyhaven Street San Leandro CA
2024-02-15 · Membership Dinner · $75
2024-10-10 · Membership Dinner · $75
$150
San Mateo County Trial Lawyer's Association · from the PDF
770 L St 1200 Sacramento CA 95814
2024-10-09 · Judges Night · $100
$100
San Francisco Trial Lawyer's Association · from the PDF
605 Market Street #305, SF, CA
2024-10-25 · Judges Awards Dinner · $100
2024-05-02 · Trial Lawyer of the Year Dinner · $100
$200
Lawyer's Club of SF American Inn of Court · from the PDF
www.lawyersclubinn.org
2024-03-27 · Judges Luncheon · $75
$75
Jackie Speier Foundation · from the PDF
jackiespeierfoundation.org
2024-12-18 · Holiday Party · $50
$50