FURP.ORG / PUBLIC DATA EXPLORER

FULU FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
FULU FOUNDATION (EIN 36-4409239)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-03-30
IRS object ID
202500899349100300
Schema version
2024v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-03-30T10:16:23-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN462586516PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ARCC CONSULTING CORPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1246 E Deerpath Rd Suite 1AddressLine1Txt
CityLake ForestCityNm
State AbbreviationILStateAbbreviationCd
ZIP60045ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN364409239EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FULU FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% SHAU-ZOU LUInCareOfNm
Business Name ControlFULUBusinessNameControlTxt
Phone8477575864PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1195 GRAFTONAddressLine1Txt
CityLAKE BLUFFCityNm
State AbbreviationILStateAbbreviationCd
ZIP60044ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSHAU-ZOU LUPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8477575864PhoneNum
Signature2025-03-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHITRAK PATELPreparerPersonNm
PTINP01397594PTIN
Phone8472950671PhoneNum
Preparation2025-03-30PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$465,727FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$81,668ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$5,823DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,823DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$26,336NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$204,862GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$26,336CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$625NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$113,827TotalRevAndExpnssAmt
Total Net Invst Incm$32,159TotalNetInvstIncmAmt
Total Adj Net Incm$625TotalAdjNetIncmAmt
Taxes Rev And Expnss$15TaxesRevAndExpnssAmt
Taxes Net Invst Incm$15TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$8,862OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$8,765OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$8,877TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,780TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$16,172ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$25,049TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,780TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$88,778ExcessRevenueOverExpensesAmt
Net Investment Income$23,379NetInvestmentIncomeAmt
Adjusted Net Income$625AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$83,389CashBOYAmt
Cash EOY$30,904CashEOYAmt
Cash EOYFMV$30,904CashEOYFMVAmt
Corporate Stock BOY$185,385CorporateStockBOYAmt
Corporate Stock EOY$241,068CorporateStockEOYAmt
Corporate Stock EOYFMV$434,823CorporateStockEOYFMVAmt
Total Assets BOY$268,774TotalAssetsBOYAmt
Total Assets EOY$271,972TotalAssetsEOYAmt
Total Assets EOYFMV$465,727TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$268,774NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$271,972NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$268,774TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$271,972TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$268,774TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$271,972TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$268,774TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$88,778ExcessRevenueOverExpensesAmt
Subtotal$357,552SubtotalAmt
Other Decreases$85,580OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$271,972TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIDELITY 0235P2024-01-012024-12-31$78,428$77,803$625$625
FIDELITY 0235P2020-01-012024-12-31$126,434$100,723$25,711$25,711
FieldValueIRS element (for citing)
Capital Gain Net Income$26,336CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$625NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$325InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$325SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$325TaxBasedOnInvestmentIncomeAmt
Tax Due$325TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksShau-Zou LuIndividualWithBooksNm
Phone8477575864PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1195 Grafton CourtAddressLine1Txt
CityLake BluffCityNm
State AbbreviationILStateAbbreviationCd
ZIP60044ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MOU-YING Fu Lu
195 Grafton CourtLake BluffIL60044President0.00$0$0$0
Shau-Zou Lu
195 Grafton CourtLake BluffIL60044Treasurer0.00$0$0$0
Eva Lu Bonn
ResidenceRvanstonIL60029Director0.00$0$0$0
Linda Lu
ResidenceGlenviewIL60025Director0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$369,184AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$43,119AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$412,303TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$412,303AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,185CashDeemedCharitableAmt
Net Vl Noncharitable Assets$406,118NetVlNoncharitableAssetsAmt
Minimum Investment Return$20,306MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$20,306MinimumInvestmentReturnAmt
Tax Based On Investment Income$325TaxBasedOnInvestmentIncomeAmt
Total Tax$325TotalTaxAmt
Distributable Before Adj$19,981DistributableBeforeAdjAmt
Distributable Before Ded$19,981DistributableBeforeDedAmt
Distributable As Adjusted$19,981DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$19,981DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$3,642ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$992ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$31,473ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$17,595ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$53,702TotalExcessDistributionCyovAmt
Excess Distri Cyov App CY Corpus$19,981ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$19,981ExcessDistributionCyovAppCYAmt
Total Corpus$33,721TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$33,721ExcessDistriCyovToNextYrAmt
Excess From Year3$16,126ExcessFromYear3Amt
Excess From Year2$17,595ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDR SHAU-ZOU LURecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1195 GRAFTON COURTAddressLine1Txt
CityLake BluffCityNm
State AbbreviationILStateAbbreviationCd
ZIP60044ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8472952539RecipientPhoneNum
Form And Info And MaterialsNO PARTICULAR FORM REQUIREDFormAndInfoAndMaterialsTxt
Submission DeadlinesNoneSubmissionDeadlinesTxt
Restrictions On AwardsONLY EDUCATIONAL, RELIGIOUS, OR CHARITABLE PURPOSERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
NATURE CONSERVANCY
400 N MICHIGAN AVECHICAGOIL60611CHARITYFOR CHARITABLE PURPOSE$35
Sierra Club
70 E Lake StChicagoIL60601CHARITYFor charitable purpose$27
The Carter Center
453 John Lewis Freedom PkwyAtlantaGA30307CharityFor charitable purpose$145
Lake Forest Lake Bluff Rotary Club
PO Box 168Lake ForestIL60045CharityFor charitable purposes$2,787
NCKUNAAFI
PO BOX 616CUPERTINOCA95015CHARITYFOR CHARITABLE PURPOSES$4,000
NPCA
777 6TH ST NW SUITE 2300ChicagoIL606015224CHARITYCHARITBALE PURPOSE$25
ASIAN AMERICAN FOUNDATION
PO BOX 21749WASHINGTONDC20009CHARITYCHARITABLE PURPOSE$25
NORTHWESTERN MEMORIAL
251 EAST HURON STChicagoIL60611CHARITYCHARITABLE PURPOSE$25
LOWELL HIGH SCHOOL
2051 E COMMERCIAL AVELowellIN46356CHARITYCHARITABLE PURPOSE$104
CHICAGO BOTANIC GARDEN
1000 LAKE COOK ROADGlencoeIL60022CHARITYCHARITABLE PURPOSE$299
LFLB COMMUNITY CHURCH
117 E SCRANTON AVELAKE BLUFFIL60044CHARITYCHARITABLE PURPOSE$8,700
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$16,172TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
SHAU-ZOU LU
1195 GRAFTON COURTLAKE BLUFFIL60044$37,349Yes (X)
MOU-YING FU LU
2195 GRAFTON COURTLAKE BLUFFIL60044$37,349Yes (X)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCKS & CASHStockNm
EOY Book Value$241,068EOYBookValueAmt
EOYFMV$434,823EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescMISC ADJDesc
Amt$85,580Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
SOS FEE$10$10$0$0
OPEX$6,800$6,800$0$0
BOARD MEETING EXP$170$170$0$0
TAX AND ACCOUNTING$1,785$1,785$0$0
SUPPLIES$97$0$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryIL CHARITY BUREAUCategoryTxt
Amt$15Amt
Net Investment Income$15NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt