JAE S LIM FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JAE S LIM FOUNDATION (EIN 27-2910858)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-15
- IRS object ID
- 202431369349101548
- Schema version
- 2023v5.0
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T14:06:52-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 272910858 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jae S Lim Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | JAES | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | taeho lim | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | taeho | PersonFirstNm |
| Person Last | lim | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $32,838,692 | 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 | $1,783,351 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $93,789 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $93,789 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $531,356 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $531,356 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $394,244 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,617,923 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,327,968 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $120 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $2,802,860 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,953,113 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $104,800 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $104,800 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $23,990 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $23,990 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $750 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $750 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,514 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,914 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $7,213 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $22,983 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $22,983 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $78,264 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $78,264 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $252,514 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,914 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $230,787 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,782,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,782,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,035,014 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,914 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,013,287 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $767,846 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,948,199 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,835,448 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,402,710 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,402,710 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $17,382,079 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,587,918 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $30,040,982 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $281,320 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $72,130 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $216,403 | LandBOYAmt |
| Land EOY | $209,190 | LandEOYAmt |
| Land EOYFMV | $395,000 | LandEOYFMVAmt |
| Total Assets BOY | $20,433,930 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,199,818 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,838,692 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,464 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $506 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,464 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $506 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $20,431,466 | RetainedEarningBOYAmt |
| Retained Earning EOY | $21,199,312 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,431,466 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,199,312 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,433,930 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,199,818 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,431,466 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $767,846 | ExcessRevenueOverExpensesAmt |
| Subtotal | $21,199,312 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $21,199,312 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,617,923 | GrossSalesPriceAmt |
| Cost Or Other Basis | $289,955 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,327,968 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,327,968 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,327,968 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27,080 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $27,080 | SubtotalAmt |
| Tax Based On Investment Income | $27,080 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,571 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $8,571 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $18,509 | 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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 | Yes (true) | 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 |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Jae S Lim | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Taeho Lim | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec, Dir, Pres | 32.0 | $104,800 | $15,363 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive 3rd Fl | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Administrative | ServiceTypeTxt |
| Compensation | $75,741 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $26,924,796 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,239,621 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,164,417 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $29,164,417 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $437,466 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,726,951 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,436,348 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,436,348 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,080 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27,080 | TotalTaxAmt |
| Distributable Before Adj | $1,409,268 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $120 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,409,388 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,409,388 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,013,287 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,013,287 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,409,388 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $267,160 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Qualifying Distributions | $2,013,287 | QualifyingDistributionsAmt |
| Applied To Year1 | $267,160 | AppliedToYear1Amt |
| Applied To Current Year | $1,409,388 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $336,739 | RemainingDistriFromCorpusAmt |
| Total Corpus | $336,739 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $336,739 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $336,739 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Jae S Lim | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AGAWAM HIGH SCHOOL | |||||||
| 760 COOPER ST | AGAWAM | MA | 01001 | N/A | GOV | 2023-24 Agawam Math & Science Prizes Program | $3,000 |
| Arlington High | |||||||
| 869 MASS AVE | Arlington | MA | 02476 | N/A | GOV | 2023-24 Arlington Math & Science Prizes Program | $3,000 |
| ATTLEBORO HIGH SCHOOL | |||||||
| 100 RATHBUN WILLARD DR | ATTLEBORO | MA | 02703 | N/A | GOV | 2023-24 Attleboro Math & Science Prizes Program | $3,000 |
| BANGOR HIGH SCHOOL | |||||||
| 885 BROADWAY | BANGOR | ME | 04401 | N/A | GOV | 2023-24 Bangor Math & Science Prizes Program | $3,000 |
| BARNSTABLE HIGH SCHOOL | |||||||
| 744 WEST MAIN ST | HYANNIS | MA | 02601 | N/A | GOV | 2023-24 Barnstable Math & Science Prizes Program | $3,000 |
| BONNY EAGLE HIGH SCHOOL | |||||||
| 700 SACO RD | STANDISH | ME | 04084 | N/A | GOV | 2023-24 Bonny Eagle Math & Science Prizes Program | $3,000 |
| BRANFORD HIGH SCHOOL | |||||||
| 185 EAST MAIN ST | BRANFORD | CT | 06405 | N/A | GOV | 2023-24 Branford Math & Science Prizes Program | $3,000 |
| BRISTOL CENTRAL HIGH SCHOOL | |||||||
| 480 WOLCOTT ST | BRISTOL | CT | 06010 | N/A | GOV | 2023-24 Bristol Central Math & Science Prizes Program | $3,000 |
| Burlington Senior High School | |||||||
| 52 INSTITUTE RD | Burlington | VT | 05408 | N/A | GOV | 2023-24 Burlington Math & Science Prizes Program | $3,000 |
| CLEARWATER HIGH SCHOOL | |||||||
| 540 S HERCULES AVE | CLEARWATER | FL | 33764 | N/A | GOV | 2023-24 Clearwater Math & Science Prizes Program | $3,000 |
| COUNTRYSIDE HIGH SCHOOL | |||||||
| 3000 STATE RD 580 | CLEARWATER | FL | 33761 | N/A | GOV | 2023-24 Countryside Math & Science Prizes Program | $3,000 |
| Coventry High School | |||||||
| 40 RESERVOIR RD | Coventry | RI | 02816 | N/A | GOV | 2023-24 Coventry Math & Science Prizes Program | $3,000 |
| CRANSTON HIGH SCHOOL WEST | |||||||
| 80 METROPOLITAN AVE | CRANSTON | RI | 02920 | N/A | GOV | 2023-24 Cranston West Math & Science Prizes Program | $3,000 |
| CUMBERLAND HIGH SCHOOL | |||||||
| 2600 MENDON RD | CUMBERLAND | RI | 02864 | N/A | GOV | 2023-24 Cumberland Math & Science Prizes Program | $3,000 |
| DANVERS HIGH SCHOOL | |||||||
| 60 CABOT RD | DANVERS | MA | 01923 | N/A | GOV | 2023-24 Danvers Math & Science Prizes Program | $3,000 |
| Deering High School | |||||||
| 370 STEVENS AVE | Portland | ME | 04103 | N/A | GOV | 2023-24 Deering Math & Science Prizes Program | $3,000 |
| DOVER SENIOR HIGH SCHOOL | |||||||
| 25 ALUMNI DR | DOVER | NH | 03820 | N/A | GOV | 2023-24 Dover Math & Science Prizes Program | $3,000 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | |||||||
| 245 SUMMER ST MZ NM43A | BOSTON | MA | 02210 | N/A | PC | Lim Family Fund | $1,550,000 |
| Lewiston High School | |||||||
| 156 EAST AVE | Lewiston | ME | 04240 | N/A | GOV | 2023-24 Lewiston Math & Science Prizes Program | $3,000 |
| LONDONDERRY HIGH SCHOOL | |||||||
| 295 MAMMOTH RD | LONDONDERRY | NH | 03053 | N/A | GOV | 2023-24 Londonderry Math & Science Prizes Program | $3,000 |
| LUCILE PACKARD FOUNDATION FOR CHILDRENS HEALTH | |||||||
| 400 HAMILTON AVE SUITE 340 | PALO ALTO | CA | 94301 | N/A | PC | Pediatrics Internship Program at Stanford | $24,000 |
| MAHWAH HIGH SCHOOL | |||||||
| 50 RIDGE RD | MAHWAH | NJ | 07430 | N/A | GOV | Mitchell Modisett Science Fund | $5,000 |
| MAHWAH HIGH SCHOOL | |||||||
| 50 RIDGE RD | MAHWAH | NJ | 07430 | N/A | GOV | 2023-24 Kuehn Mathematics Prize & Modisett Science Prize Program | $3,000 |
| MAHWAH HIGH SCHOOL | |||||||
| 50 RIDGE RD | MAHWAH | NJ | 07430 | N/A | GOV | Kurt Kuehn Mathematics Fund | $5,000 |
| MANCHESTER CENTRAL HIGH SCHOOL | |||||||
| 535 BEECH ST | MANCHESTER | NH | 03104 | N/A | GOV | 2023-24 Manchester Central Math & Science Prizes Program | $3,000 |
| MEDFORD HIGH SCHOOL | |||||||
| 489 WINTHROP ST | MEDFORD | MA | 02155 | N/A | GOV | 2023-24 Medford Math & Science Prizes Program | $3,000 |
| METHUEN HIGH SCHOOL | |||||||
| 1 RANGER RD | METHUEN | MA | 01844 | N/A | GOV | 2023-24 Methuen Math & Science Prizes Program | $3,000 |
| MIDDLETOWN HIGH SCHOOL | |||||||
| 200 LAROSA LN | MIDDLETOWN | CT | 06457 | N/A | GOV | 2023-24 Middletown Math & Science Prizes Program | $3,000 |
| NASHUA HIGH SCHOOL SOUTH | |||||||
| 36 RIVERSIDE ST | NASHUA | NH | 03062 | N/A | GOV | 2023-24 Nashua South Math & Science Prizes Program | $3,000 |
| Newburyport High | |||||||
| 241 HIGH ST | Newburyport | MA | 01950 | N/A | GOV | 2023-24 Newburyport Math & Science Prizes Program | $3,000 |
| NORTH HAVEN HIGH SCHOOL | |||||||
| 221 ELM ST | NORTH HAVEN | CT | 06473 | N/A | GOV | 2023-24 North Haven Math & Science Prizes Program | $3,000 |
| NORWALK HIGH SCHOOL | |||||||
| 23 CALVIN MURPHY DR | NORWALK | CT | 06851 | N/A | GOV | 2023-24 Norwalk Math & Science Prizes Program | $3,000 |
| Portland High School | |||||||
| 284 CUMBERLAND AV | Portland | ME | 04101 | N/A | GOV | 2023-24 Portland Math & Science Prizes Program | $3,000 |
| PORTSMOUTH HIGH SCHOOL | |||||||
| 50 ANDREW JARVIS DR | PORTSMOUTH | NH | 03801 | N/A | GOV | 2023-24 Portsmouth Math & Science Prizes Program | $3,000 |
| Reading Memorial High | |||||||
| 62 OAKLAND RD | Reading | MA | 01867 | N/A | GOV | 2023-24 Reading Math & Science Prizes Program | $3,000 |
| REGENTS OF THE UNIVERSITY OF MICHIGAN | |||||||
| WOLVERINE TOWER 3003 S STATE ST STE | ANN ARBOR | MI | 48109 | N/A | PC | Summer 2023 Aspirnaut Student Stipends | $6,000 |
| RUTLAND HIGH SCHOOL | |||||||
| 22 STRATTON RD | RUTLAND | VT | 05701 | N/A | GOV | 2023-24 Rutland Math & Science Prizes Program | $3,000 |
| SHEPHERD HILL REGIONAL HIGH SCHOOL | |||||||
| 68 DUDLEY-OXFORD RD | DUDLEY | MA | 01571 | N/A | GOV | 2023-24 Shepherd Hill Math & Science Prizes Program | $3,000 |
| SOMERVILLE HIGH SCHOOL | |||||||
| 81 HIGHLAND AVE | SOMERVILLE | MA | 02143 | N/A | GOV | 2023-24 Somerville Math & Science Prizes Program | $3,000 |
| Springfield Central High | |||||||
| 1840 ROOSEVELT AVE | Springfield | MA | 01109 | N/A | GOV | 2023-24 Springfield Central Math & Science Prizes Program | $3,000 |
| STANFORD UNIVERSITY | |||||||
| 485 BROADWAY 4TH FL MC 5470 | REDWOOD CITY | CA | 94063 | N/A | PC | 2023 Stanford PIPS | $15,000 |
| STRATFORD HIGH SCHOOL | |||||||
| 245 KING ST | STRATFORD | CT | 06615 | N/A | GOV | 2023-24 Stratford Math & Science Prizes Program | $3,000 |
| TOWN OF FALMOUTH | |||||||
| 59 TOWN HALL SQ | FALMOUTH | MA | 02540 | N/A | GOV | 2023-24 Falmouth Math & Science Prizes Program | $3,000 |
| TOWN OF MILFORD | |||||||
| 52 MAIN ST RM 18 | MILFORD | MA | 01757 | N/A | GOV | 2023-24 Milford Math & Science Prizes Program | $3,000 |
| UNIVERSITY OF ARIZONA FOUNDATION | |||||||
| 1111 N CHERRY AVE | TUCSON | AZ | 85721 | N/A | PC | 2023 KEYS Research Internship | $5,500 |
| UNIVERSITY OF NEW HAMPSHIRE FOUNDATION INCORPORATE | |||||||
| 15 STRAFFORD AVE | DURHAM | NH | 03824 | N/A | PC | 2023 HighTech Bound Intern Wages | $10,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 1150 S OLIVE ST 25TH FL | LOS ANGELES | CA | 90015 | N/A | PC | 2023 BUGS Jr. Student Stipends | $4,000 |
| Wakefield Memorial High | |||||||
| 60 FARM ST | Wakefield | MA | 01880 | N/A | GOV | 2023-24 Wakefield Math & Science Prizes Program | $3,000 |
| Waltham Sr High | |||||||
| 617 LEXINGTON ST | Waltham | MA | 02452 | N/A | GOV | 2023-24 Waltham Math & Science Prizes Program | $3,000 |
| WASHINGTON & LEE UNIVERSITY | |||||||
| 204 WEST WASHINGTON ST | LEXINGTON | VA | 24450 | N/A | PC | W&L Law School clinics | $20,000 |
| Watertown High | |||||||
| 50 COLUMBIA ST | Watertown | MA | 02472 | N/A | GOV | 2023-24 Watertown Math & Science Prizes Program | $3,000 |
| WESTHILL HIGH SCHOOL | |||||||
| 125 ROXBURY RD | STAMFORD | CT | 06902 | N/A | GOV | 2023-24 Westhill Math & Science Prizes Program | $3,000 |
| WEYMOUTH HIGH SCHOOL | |||||||
| 1 WILDCAT WAY | SOUTH WEYMOUTH | MA | 02190 | N/A | GOV | 2023-24 Weymouth Math & Science Prizes Program | $3,000 |
| Wilmington High | |||||||
| 159 CHURCH ST | Wilmington | MA | 01887 | N/A | GOV | 2023-24 Wilmington Math & Science Prizes Program | $3,000 |
| WINDSOR HIGH SCHOOL | |||||||
| 601 MATIANUCK AVE | WINDSOR | CT | 06095 | N/A | GOV | 2023-24 Windsor Math & Science Prizes Program | $3,000 |
| WOBURN HIGH SCHOOL | |||||||
| 88 MONTVALE AVE | WOBURN | MA | 01801 | N/A | GOV | 2023-24 Woburn Math & Science Prizes Program | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,782,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $93,789 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $531,356 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $394,244 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HEALTH INSURANCE REBATE | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $120 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,019,509 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,019,509 | TotalIncomeProducingActyAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Lim Jae S | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 Gulf Blvd Unit 1505 | AddressLine1Txt |
| City | Clearwater Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33767 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,783,351 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (11 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | TEXAS INSTRUMENTS INC TXN, 400 sh. | $62,312 | 2023-12-04 |
| 1 | ROYAL CARRIBEAN CRUISE RCL, 1000 sh. | $112,545 | 2023-12-04 |
| 1 | VANGUARD 500 INDEX FUND ADM VFIAX, 2346.647 sh. | $1,000,000 | 2023-12-08 |
| 1 | SKYWORKS SOLUTIONS, INC SWKS, 400 sh. | $41,406 | 2023-12-08 |
| 1 | SK TELECOM ADS ADS SKM, 176 sh. | $3,725 | 2023-12-08 |
| 1 | MOTOROLA SOLUTIONS INC MSI, 142 sh. | $45,990 | 2023-12-08 |
| 1 | LAM RESEARCH CORP LRCX, 562 sh. | $396,263 | 2023-12-08 |
| 1 | KONINKLIJKE PHILIPS ELECTRONICS PHG, 616 sh. | $12,443 | 2023-12-08 |
| 1 | HEWLETT PACKARD ENTERPRISE CO HPE, 500 sh. | $8,122 | 2023-12-08 |
| 1 | CISCO SYSTEMS INC CSCO, 700 sh. | $33,880 | 2023-12-08 |
| 1 | ADVANCED MICRO DEVICES INC AMD, 517 sh. | $66,665 | 2023-12-08 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CONDO-OFC - 63 SHO | PropertyDesc |
| Acquired | 2014-01-04 | AcquiredDt |
| Cost Or Other Basis | $281,320 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $64,917 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 39 | LifeRt |
| Current Year Expense | $7,213 | CurrentYearExpenseAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY 500 INDEX FUND | $1,538,810 | $1,996,507 |
| LAM RESEARCH CORP | $43,716 | $48,562 |
| VANGUARD 500 INDEX FUND ADM | $5,621,725 | $10,568,316 |
| VANGUARD CORP BOND ETF LONG TE | $2,561,165 | $2,334,478 |
| VANGUARD EXTENDED MARKET INDEX | $336,599 | $841,640 |
| VANGUARD SHORT-TERM BOND INDEX | $445,067 | $439,816 |
| VANGUARD SMALL CAP INDEX FD AD | $402,202 | $954,544 |
| VANGUARD TAX MANAGED CAPITAL A | $3,797,636 | $7,841,097 |
| VANGUARD TAX-MANAGED SMALL CAP | $755,443 | $1,402,970 |
| VANGUARD TOTAL INT ST IDX-AD | $2,032,753 | $2,302,634 |
| VANGUARD TOTAL STOCK MARKET ET | $1,052,802 | $1,310,418 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CONDO-OFC - 63 SHO | CategoryOrItemTxt |
| Cost Or Other Basis | $281,320 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $72,130 | AccumulatedDepreciationAmt |
| Book Value | $209,190 | BookValueAmt |
| EOYFMV | $209,190 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $75,741 | $75,741 |
| COMPUTER/ELECTRONIC DEVICES | $319 | $319 |
| Office Supplies | $56 | $56 |
| Postage/Delivery Service | $201 | $201 |
| Property insurance | $772 | $772 |
| PAYROLL PROCESSING FEES | $696 | $696 |
| State or Local Filing Fees | $275 | $275 |
| Website Hosting/Support | $204 | $204 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HEALTH INSURANCE REBATE | Desc |
| Revenue And Expenses Per Books | $120 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAXES PAYABLE | Desc |
| BOY Book Value | $2,464 | BOYBookValueAmt |
| EOY Book Value | $506 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Appraisal Services | CategoryTxt |
| Amt | $750 | Amt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2023 | $8,400 | |
| 990-PF Extension for 2022 | $1,200 | |
| FOREIGN TAXES WITHHELD | $4,914 | $4,914 |
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