CALVIN J LI MEMORIAL FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CALVIN J LI MEMORIAL FOUNDATION INC (EIN 47-5070976)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-03-13
- IRS object ID
- 202410739349100531
- Schema version
- 2023v4.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-13T14:38:13-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475070976 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Calvin J Li Memorial Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Paul Li | InCareOfNm |
| Business Name Control | CALV | BusinessNameControlTxt |
| Phone | 2408138345 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12358 Parklawn Drive Ste 302 | AddressLine1Txt |
| City | North Bethesda | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20852 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL LI | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 2408138345 | PhoneNum |
| Signature | 2024-03-13 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PAUL | PersonFirstNm |
| Person Last | LI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 1 | TrustedCustomerCd |
| Authentication Assurance Level | AAL2 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $611,947 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,673 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,011 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,220 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,220 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $189 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $189 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $189 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $123,173 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $328,289 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $123,172 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $88,112 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $131,046 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $124,581 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $89,521 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $132 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $132 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $132 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $8,540 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,540 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $8,540 | OtherProfFeesAdjNetIncmAmt |
| Interest Rev And Expnss | $668 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $668 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $668 | InterestAdjNetIncmAmt |
| Taxes Rev And Expnss | $86 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $86 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $86 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $13,200 | OccupancyRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $1,401 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,401 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $200 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $200 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $24,227 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,426 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $9,426 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,601 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $49,827 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,426 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $9,426 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $27,201 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $81,219 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $115,155 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $80,095 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $23,828 | CashBOYAmt |
| Cash EOY | $38,247 | CashEOYAmt |
| Cash EOYFMV | $38,247 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $33,969 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $282,980 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $282,980 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations BOY | $34,245 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $8,935 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $8,935 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $350,275 | CorporateStockBOYAmt |
| Corporate Stock EOY | $193,373 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $281,785 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $442,317 | TotalAssetsBOYAmt |
| Total Assets EOY | $523,535 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $611,947 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $442,316 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $523,535 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $442,316 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $523,535 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $442,316 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $523,535 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $442,316 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $81,219 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $523,535 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $523,535 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $123,172 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $88,112 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,601 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,601 | SubtotalAmt |
| Tax Based On Investment Income | $1,601 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $42 | EsPenaltyAmt |
| Tax Due | $1,643 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.cjlfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Paul Li | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2408138345 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12358 Parklawn Drive Ste 302 | AddressLine1Txt |
| City | North Bethesda | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20852 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| INGRID FAN | ||||||
| 13514 Cavanaugh Dr | Rockville | MD | 20850 | Director | 0.000 | $0 |
| CHRISTIN LI | ||||||
| 13514 Cavanaugh Dr | Rockville | MD | 20850 | Director | 0.000 | $0 |
| ARYANI ONG | ||||||
| 405 Crooked Creek Dr | Rockville | MD | 20850 | Director | 0.000 | $0 |
| ERIC CHA | ||||||
| 8823 Hawthorne Ct | Ellicott City | MD | 21043 | Director | 0.000 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Grants to UMD Asian American Studies Program | Description1Txt |
| Expenses1 | $10,000 | Expenses1Amt |
| Description2 | Grants to First Ithaca Chinese Christian Church | Description2Txt |
| Expenses2 | $1,000 | Expenses2Amt |
| Description3 | Grants to Ambassador For Christ student outreach program | Description3Txt |
| Expenses3 | $500 | Expenses3Amt |
| Description4 | Grants to United Chinese Americans in support of civic engagement events | Description4Txt |
| Expenses4 | $1,500 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Sponsoring Dear Mom Dear Dad Essay Contest | Description1Txt |
| Expenses1 | $10,000 | Expenses1Amt |
| Description2 | Sponsor student Arts Contest Asian American Role Models | Description2Txt |
| Expenses2 | $1,075 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $11,075 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $317,442 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $189,512 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $506,954 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $506,954 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,604 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $499,350 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,968 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $27,201 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $11,075 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $38,276 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $38,276 | QualifyingDistributionsAmt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $38,276 | RemainingDistriFromCorpusAmt |
| Total Corpus | $38,276 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $38,276 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $38,276 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2015-09-16 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $24,968 | CurrentYearAmt |
| Year1 | $19,145 | Year1Amt |
| Year2 | $22,758 | Year2Amt |
| Year3 | $20,303 | Year3Amt |
| Total | $87,174 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $21,223 | CurrentYearAmt |
| Year1 | $16,273 | Year1Amt |
| Year2 | $19,344 | Year2Amt |
| Year3 | $17,258 | Year3Amt |
| Total | $74,098 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $38,276 | CurrentYearAmt |
| Year1 | $59,897 | Year1Amt |
| Year2 | $209,440 | Year2Amt |
| Year3 | $37,267 | Year3Amt |
| Total | $344,880 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $38,276 | CurrentYearAmt |
| Year1 | $59,897 | Year1Amt |
| Year2 | $209,440 | Year2Amt |
| Year3 | $37,267 | Year3Amt |
| Total | $344,880 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $16,645 | CurrentYearAmt |
| Year1 | $16,000 | Year1Amt |
| Year2 | $15,172 | Year2Amt |
| Year3 | $13,535 | Year3Amt |
| Total | $61,352 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| CHINESE AMERICAN MUSEUM OF DC | |||||
| 1218 16th Street NW | Washington | DC | 20036 | Sponsoring student essay | $10,000 |
| UNIVERSITY OF MARYLAND | |||||
| 2117 Susquehanna Hall | College Park | MD | 20742 | Support Asian American studies program | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,000 | TotalGrantOrContriPdDurYrAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| PAUL Q LI | ||||||
| 1 | 13514 Cavanaugh Dr | Rockville | MD | 20850 | $5,082 | Yes (X) |
| UnitedWay Community Campaign | ||||||
| 2 | 1800 Washington Blvd Ste 340 | Baltimore | MD | 21230 | $590 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | accounant fee | CategoryTxt |
| Amt | $132 | Amt |
| Net Investment Income | $132 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $132 | AdjustedNetIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Stocks | AssetDesc |
| Gross Sales Price | $328,289 | GrossSalesPriceAmt |
| Basis | $205,116 | BasisAmt |
| Total Net | $123,173 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Stocks | StockNm |
| EOY Book Value | $193,373 | EOYBookValueAmt |
| EOYFMV | $281,785 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $8,935 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $8,935 | USGovtObligationsEOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Investment Avisor fee | $6,745 | $6,745 | $6,745 |
| communicationcomputing s | $918 | $918 | $918 |
| Vehicle services | $877 | $877 | $877 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL LI | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13514 Cavanaugh Dr | AddressLine1Txt |
| City | Rockville | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax payment net of refund | CategoryTxt |
| Amt | $86 | Amt |
| Net Investment Income | $86 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $86 | AdjustedNetIncomeAmt |
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