CALVIN J LI MEMORIAL FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CALVIN J LI MEMORIAL FOUNDATION INC (EIN 47-5070976)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-04
- IRS object ID
- 202540949349100409
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-04T09:35:31-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | 2025-04-04 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $613,090 | 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 | $73,680 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $13,976 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,700 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $12,700 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $440 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $440 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $440 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $83,277 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $44,407 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $88,096 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $96,417 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $57,547 | TotalAdjNetIncmAmt |
| 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 | $8,596 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,596 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $8,596 | OtherProfFeesAdjNetIncmAmt |
| Interest Rev And Expnss | $12,751 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $12,751 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $12,751 | InterestAdjNetIncmAmt |
| Taxes Rev And Expnss | $1,643 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,643 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,643 | TaxesAdjNetIncmAmt |
| Occupancy Rev And Expnss | $4,400 | OccupancyRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $5,138 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,138 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,856 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $37,516 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,122 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $23,122 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,238 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $66,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $66,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $103,816 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,122 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $23,122 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $71,538 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$15,720 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $73,295 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $34,425 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $38,247 | CashBOYAmt |
| Cash EOY | $20,913 | CashEOYAmt |
| Cash EOYFMV | $20,913 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $282,980 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $373,746 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $373,746 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $8,935 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $193,373 | CorporateStockBOYAmt |
| Corporate Stock EOY | $196,433 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $218,431 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $523,535 | TotalAssetsBOYAmt |
| Total Assets EOY | $591,092 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $613,090 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $523,535 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $591,092 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $523,535 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $591,092 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $523,535 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $591,092 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $523,535 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$15,720 | ExcessRevenueOverExpensesAmt |
| Other Increases | $83,277 | OtherIncreasesAmt |
| Subtotal | $591,092 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $591,092 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Cassava Sciences | P | 2023-12-23 | 2024-12-24 | $49,238 | $31,145 | $18,093 | $18,093 |
| Gamestop | P | 2023-12-24 | 2024-12-27 | $26,571 | $23,419 | $3,152 | $3,152 |
| Various options | P | 2024-06-07 | 2024-11-29 | $44,911 | $504 | $44,407 | $44,407 |
| CVS | P | 2021-01-06 | 2024-12-24 | $3,421 | $5,577 | -$2,156 | -$2,156 |
| Deciphera | P | 2022-01-21 | 2024-05-14 | $50,815 | $17,014 | $33,801 | $33,801 |
| Editas | P | 2022-10-14 | 2024-12-09 | $3,391 | $17,411 | -$14,020 | -$14,020 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $83,277 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $44,407 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,019 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,019 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,019 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Tax Due | $1,019 | 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 | 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 | 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 |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| INGRID FAN | ||||||||
| 13514 Cavanaugh Dr | Rockville | MD | 20850 | Director | 0.00 | $0 | $0 | $0 |
| CHRISTIN LI | ||||||||
| 13514 Cavanaugh Dr | Rockville | MD | 20850 | Director | 0.00 | $0 | $0 | $0 |
| ARYANI ONG | ||||||||
| 405 Crooked Creek Dr | Rockville | MD | 20850 | Director | 0.00 | $0 | $0 | $0 |
| ERIC CHA | ||||||||
| 8823 Hawthorne Ct | Ellicott City | MD | 21043 | Director | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Support Chinese Bible Church of Maryland Youth Education Program | Description1Txt |
| Expenses1 | $30,000 | Expenses1Amt |
| Description2 | Chinese Bible Church of Maryland Youth Program | Description2Txt |
| Expenses2 | $2,000 | Expenses2Amt |
| Description3 | United Chinese Americans Community programs | Description3Txt |
| Expenses3 | $5,000 | Expenses3Amt |
| Description4 | CAPA-MC Student Leadership Awards | Description4Txt |
| Expenses4 | $2,000 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $210,369 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $31,689 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $328,363 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $570,421 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $570,421 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,556 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $561,865 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,093 | 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 | $71,538 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $71,538 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $71,538 | QualifyingDistributionsAmt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $71,538 | RemainingDistriFromCorpusAmt |
| Total Corpus | $71,538 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $71,538 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $71,538 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $28,093 | CurrentYearAmt |
| Total | $28,093 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $23,879 | CurrentYearAmt |
| Total | $23,879 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $71,538 | CurrentYearAmt |
| Total | $71,538 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $71,538 | CurrentYearAmt |
| Total | $71,538 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $18,729 | CurrentYearAmt |
| Total | $18,729 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PAUL Q LI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHINESE BIBLE CHURCH OF MARYLAND | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4414 Muncaster Mill Rd | AddressLine1Txt |
| City | Rockville | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20853 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | Program application form | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | June 30 of each year | SubmissionDeadlinesTxt |
| Restrictions On Awards | Christian religious organization | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| Chinese Bible Church of Maryland | |||||
| 4414 Muncaster Mill Road | Rockville | MD | 20853 | Support of youth and educational programs | $55,000 |
| University of Maryland | |||||
| 2117 Susquehanna Hall | College Park | MD | 20742 | Asian Americans Studies Program | $5,000 |
| Ambassadors for Christ | |||||
| 21 Ambassador Dr | Paradise | PA | 17562 | Youth mission | $2,000 |
| CAPA-MC | |||||
| 12774 Wisteria Drive 115 | Germantown | MD | 20875 | Student leadership awards | $2,000 |
| MONTGOMERY COUNTY YOUTH SPRING FEST | |||||
| 2100 Wootton Pkwy | Rockville | MD | 20850 | For the cuture festival event | $1,000 |
| CORBELL UNIVERSITY | |||||
| 130 East Seneca St 400 | Ithaca | NY | 14850 | Student program | $1,000 |
| GREAT COMMISSION FAMILIES | |||||
| 35 Jeffrey Lane | Knoxville | MD | 21758 | Mission to reach out to foreign visitors | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $66,300 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
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 | $73,599 | Yes (X) |
| UnitedWay Community Campaign | ||||||
| 2 | 1800 Washington Blvd Ste 340 | Baltimore | MD | 21230 | $81 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting software | CategoryTxt |
| Amt | $132 | Amt |
| Net Investment Income | $132 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $132 | AdjustedNetIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Corporate stocks | StockNm |
| EOY Book Value | $196,433 | EOYBookValueAmt |
| EOYFMV | $218,431 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Interenet and cell phone services | $1,032 | |
| Membership and subscription | $100 | $100 |
| IT services and expenses | $375 | |
| Other office expenses | $3,349 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Capital gain | Desc |
| Amt | $83,277 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Advisory Fee | CategoryTxt |
| Amt | $8,596 | Amt |
| Net Investment Income | $8,596 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,596 | AdjustedNetIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL Q LI | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13514 Cavanaugh Drive | AddressLine1Txt |
| City | Rockville | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal taxes paid | CategoryTxt |
| Amt | $1,643 | Amt |
| Net Investment Income | $1,643 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,643 | AdjustedNetIncomeAmt |
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