LI LU FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LI LU FOUNDATION (EIN 45-5193233)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202403209349108630
- Schema version
- 2023v5.1
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T21:15:37-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133217649 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAINES & FISCHER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 FIFTH AVENUE 9TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172416 | 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 | 455193233 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LI LU FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LILU | BusinessNameControlTxt |
| Phone | 2067070768 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 2ND AVENUE 2100 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LI LU | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2067070768 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN UHLMAN | PreparerPersonNm |
| PTIN | P00804500 | PTIN |
| Phone | 2129539200 | PhoneNum |
| Preparation | 2024-11-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $80,479,131 | 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 | $15,790,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $140,875 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $140,875 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $193,299 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $193,299 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,680,169 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,680,169 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,680,169 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $24,734 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $24,734 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $17,829,077 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,039,077 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Interest Rev And Expnss | $39,074 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $39,074 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $240,582 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $240,582 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $279,656 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $279,656 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,375,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,375,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,655,456 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $279,656 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,375,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,173,621 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,759,421 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $750,000 | CashBOYAmt |
| Cash EOY | $18,734 | CashEOYAmt |
| Cash EOYFMV | $18,734 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $133 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $104 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $104 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $68,515,060 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $77,626,533 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $77,626,533 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,833,760 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,833,760 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $69,265,193 | TotalAssetsBOYAmt |
| Total Assets EOY | $80,479,131 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $80,479,131 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $69,265,193 | RetainedEarningBOYAmt |
| Retained Earning EOY | $80,479,131 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $69,265,193 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $80,479,131 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $69,265,193 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $80,479,131 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $69,265,193 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12,173,621 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $81,438,814 | SubtotalAmt |
| Other Decreases | $959,683 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $80,479,131 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,680,169 | GrossSalesPriceAmt |
| Gain Or Loss | $1,680,169 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,680,169 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,680,169 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,456 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,456 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,456 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $307 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $28,635 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $28,942 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $122 | EsPenaltyAmt |
| Overpayment | $4,364 | OverpaymentAmt |
| Applied To ES Tax | $4,364 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LI LU | IndividualWithBooksNm |
| Phone | 2129539200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 2ND AVENUE SUITE 2100 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LI LU | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 2ND AVENUE SUITE 2100 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | GRANTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $66,195,797 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $384,486 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $66,580,283 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $66,580,283 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $998,704 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $65,581,579 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,279,079 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,279,079 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,456 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,456 | TotalTaxAmt |
| Distributable Before Adj | $3,254,623 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,254,623 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,254,623 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,375,800 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,375,800 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,254,623 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $503,484 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $926,889 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,340,105 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $619,860 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $4,390,338 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,375,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,254,623 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,121,177 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,511,515 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $503,484 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,008,031 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $926,889 | ExcessFromYear4Amt |
| Excess From Year3 | $2,340,105 | ExcessFromYear3Amt |
| Excess From Year2 | $619,860 | ExcessFromYear2Amt |
| Excess From Current Year | $2,121,177 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LI LU | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ASIAN SOCIETY SOUTHERN CALIFORNIA | |||||||||||
| 633 W 5TH ST 3230 | LOS ANGELES | CA | 90071 | N/A | PC | DONATION TO SUPPORT THE MISSION OF UNDERSTANDING ASIA AND ITS ROLE IN THE WORLD | $10,000 | ||||
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||||||
| 1200 E CALIFORNIA BLVD | PASADENA | CA | 91125 | N/A | PC | CONTRIBUTION TO SUPPORT EDUCATION | $100,000 | ||||
| CENTER FOR HUMANE TECHNOLOGY | |||||||||||
| 77 VAN NESS AVE | SAN FRANCISCO | CA | 94102 | N/A | PC | TO SUPPORT A COMPREHENSIVE SHIFT TOWARD TECHNOLOGY THAT STRENGTHENS OUR WELL-BEING, GLOBAL DEMOCRATIC FUNCTIONING, AND SHARED INFORMATION ENVIRONMENT | $100,000 | ||||
| COLUMBIA LAW SCHOOL | |||||||||||
| 3022 BROADWAY | NEW YORK | NY | 10027 | N/A | PC | CONTRIBUTION TO SUPPORT THE DEVELOMENT OF THE UNIVERSITY'S FACULTY AND STUDENT BODY AND SUPPORT | $100,000 | ||||
| COLUMBIA UNIVERSITY | |||||||||||
| 3022 BROADWAY | NEW YORK | NY | 10027 | N/A | PC | CONTRIBUTION TO SUPPORT THE DEVELOMENT OF THE UNIVERSITY'S FACULTY AND STUDENT BODY AND SUPPORT RESEARCH AND TEACHING ON GLOBAL ISSUES. | $1,005,000 | ||||
| COMMITTEE OF 100 | |||||||||||
| 257 PARK AVE S | NEW YORK | NY | 10010 | N/A | PC | CONTRUBUTION TO SUPPORT PARTICIPATION OF CHINESE AMERICANS IN AMERICAN SOCIETY | $50,000 | ||||
| EDWARD CHARLES FOUNDATION | |||||||||||
| 69 S BEVERLY DR 338 | BEVERLY HILLS | CA | 90212 | N/A | PF | CONTRIBUTION TO SUPPORT IMPACTING LIVES AND COMMUNITIES IN WORTHWHILE CAUSES | $50,000 | ||||
| ENDOWMENT OF THE US INSTITUTE OF PEACE | |||||||||||
| 2301 CONSTITUTION AVE NW | WASHINGTON | DC | 20037 | N/A | PC | TO SUPPORT ACTIVITIES IN FURTHERANCE OF THE UNITED STATES INSTITUTE OF PEACE | $300,000 | ||||
| GLADSTONE INSTITUTE | |||||||||||
| 1650 OWENS STREET | SAN FRANCISCO | CA | 94158 | N/A | PC | CONTRIBUTION TO SUPPORT SCIENCE OVERCOMING DISEASE | $50,000 | ||||
| INTERNATIONAL MEDICAL CORPS | |||||||||||
| 12400 WILSHIRE BLVD | LOS ANGELES | CA | 90025 | N/A | PC | CONTRIBUTION TO RELIVE SUFFERING OF THOSE INFLICTED BY CONFLICT, NATURAL DISASTER OR DISEASE OUTBREAK | $5,000 | ||||
| NYU STERN BUSINESS SCHOOL | |||||||||||
| 44 WEST 4TH STREET | NEW YORK | NY | 10012 | N/A | PC | SUPPORT THE EDUCATION PROVIDED BY STERN BUSINESS SCHOOL | $33,300 | ||||
| PACIFIC COUNCIL ON INTERNATIONAL POLICY | |||||||||||
| 725 S FIGUEROA STREET | LOS ANGELES | CA | 90017 | N/A | PC | TO SUPPORT THE COUNCIL'S WORK TO PROMOTE GLOBAL ENGAGEMENT. | $5,000 | ||||
| POLYTECHNIC SCHOOL | |||||||||||
| 1030 E CALIFORNIA BLVD | PASADENA | CA | 91106 | N/A | PC | CONTRIBUTION TO SUPPORT EDUCATION | $15,000 | ||||
| ST THOMAS SCHOOL | |||||||||||
| 8300 NE 12TH STREET | MEDINA | WA | 98039 | N/A | PC | CONTRIBUTION TO SUPPORT EDUCATION | $20,000 | ||||
| TEACH FOR ALL | |||||||||||
| 25 BROADWAY | NEW YORK | NY | 10004 | N/A | PC | CONTRIBUTION TO DEVELOP LEADERS IN UNDERSERVED COMMUNITIESCONTRIBUTION TO SUUPORT MISSION TO ENSURE ALL CHILDREN CAN REACH THEIR ACADEMIC POTENTIAL | $10,000 | ||||
| THE ASIAN AMERICAN FOUNDATION | |||||||||||
| 120 WALL STREET 9TH FLOOR | NEW YORK | NY | 10005 | N/A | PC | TO SUPPORT THE ASIAN AMERICAN AND PACIFIC ISLANDER COMMUNITY IN THEIR PURSUIT OF BELONGING AND PROSPERITY THAT IS FREE FROM DISCRIMINATION, SLANDER, AND VIOLENCE. | $2,000,000 | ||||
| THE ASPEN INSTITUTE | |||||||||||
| 419 PARK AVE S | NEW YORK | NY | 10016 | N/A | PC | TO SUPPORT GATHERING DIVERSE, NONPARTISAN THOUGHT LEADERS, CREATIVES, SCHOLARS AND MEMBERS OF THE PUBLIC TO ADDRESS SOME OF THE WORLD'S MOST COMPLEX PROBLEMS. | $50,000 | ||||
| THE DAWN REDWOODS | |||||||||||
| ONE BLACKFIELD DRIVE | TIBURON | CA | 94920 | N/A | PC | CONTRIBUTION TO SUPPORT PEOPLE IN TIMES OF NEED | $10,000 | ||||
| THE WIKIMEDIA FOUNDATION | |||||||||||
| 149 NEW MONTGOMERY STREET | SAN FRANCISCO | CA | 94105 | N/A | PC | CONTRIBUTION TO SUPPORT THE GROWTH, DEVELOPMENT, AND DISTRIBUTION OF FREE, MULTILINGUAL CONTENT | $5,000 | ||||
| TRAGEDY ASSISTANCE PROGRAM FOR SURVIVORS INC | |||||||||||
| 3033 WILSON BLVD | ARLINGTON | VA | 22201 | N/A | PC | CONTRIBUTION TO SUPPORT FAMILIES OF VETERANS WHO DIED IN SERVICE | $5,000 | ||||
| UNITED CHINESE AMERICANS | |||||||||||
| 1050 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | N/A | PC | CONTRIBUTION TO SUPPORT HUMAN RIGHTS OF CHINESE AMERICANS | $52,500 | ||||
| RAND | |||||||||||
| 1776 MAIN STREET | SANTA MONICA | CA | 90401 | N/A | PC | TO SUPPORT THE GOAL TO IMPROVE POLICY AND DECISIONMAKING THROUGH RESEARCH AND ANALYSIS | $1,000,000 | ||||
| THE PARADISE INTERNATIONAL FOUNDATION | |||||||||||
| N/A | PC | TO SUPPORT INTERNATIONAL ENVIRONMENTAL CAUSES | $130,000 | 28 TAINING ROAD LUOHU DISTRICT | LUOHU DISTRICT | SHENZEN | CH | ||||
| UNIVERSITY OF CALIFORNIA SAN DIEGO | |||||||||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 09093 | N/A | PC | TO SUPPORT EDUCATION | $120,000 | ||||
| SEATTLE UNIVERSITY | |||||||||||
| 901 12TH AVENUE | SEATTLE | WA | 98122 | N/A | PC | TO | $50,000 | ||||
| UNIVERSITY OF WASHINGTON FOUNDATION | |||||||||||
| 4333 BROOKLYN AVE | SEATTLE | WA | 98105 | N/A | PC | TO SUPPORT EDUCATION | $100,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,375,800 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $140,875 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $193,299 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $24,734 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,680,169 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,039,077 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,039,077 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INVESTMENTS TO FUND CHARITABLE PURPOSES |
| 4 | INVESTMENTS TO FUND CHARITABLE PURPOSES |
| 8 | INVESTMENTS TO FUND CHARITABLE PURPOSES |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 | LI LU | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 2ND AVENUE SUITE 2100 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $15,790,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT IN HIMALAYA CAPITAL INVESTORS LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $77,626,533 | BookValueAmt |
| EOYFMV | $77,626,533 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUND DISTRIBUTIONS RECEIVABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $2,833,760 | EOYBookValueAmt |
| EOYFMV | $2,833,760 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES | Desc |
| Amt | $959,683 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $172,038 | $172,038 | $0 |
| OTHER INVESTMENT EXPENSES | $68,367 | $68,367 | $0 |
| BANK FEES | $177 | $177 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FOREIGN EXCHANGE GAIN | $17,108 | $17,108 | $17,108 |
| SWAP INCOME | $7,626 | $7,626 | $7,626 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LI LU | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 2ND AVENUE SUITE 2100 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
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