LINGZI FOUNDATION: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
LINGZI FOUNDATION (EIN 46-4756983)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-12
IRS object ID
202443179349204154
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-12T15:20:15-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042513210PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GERALD T REILLY & COMPANYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1424 ADAMS STREETAddressLine1Txt
CityMILTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02186ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN464756983EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LINGZI FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLINGBusinessNameControlTxt
Phone6174568057PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 INTERNATIONAL PLACE 3700AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMEGHAN ZAREMBAPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone4018657558PhoneNum
Signature2024-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAYME F MOORE CPAPreparerPersonNm
PTINP01348807PTIN
Phone6176968900PhoneNum
Preparation2024-11-12PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website AddressLINGZIFOUNDATION.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$150,101GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$144,965ContributionsGiftsGrantsEtcAmt
Investment Income$5,136InvestmentIncomeAmt
Total Revenue$150,101TotalRevenueAmt
Grants And Similar Amounts Paid$39,500GrantsAndSimilarAmountsPaidAmt
Salaries Other Comp Empl Bnft$15,000SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$2,600FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$38,074OtherExpensesTotalAmt
Total Expenses$95,174TotalExpensesAmt
Excess Or Deficit For Year$54,927ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$271,602NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$28,573OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$355,102NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$80,610BOYAmt
EOY$130,401EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$190,992BOYAmt
EOY$224,701EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$271,602BOYAmt
EOY$355,102EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$271,602BOYAmt
EOY$355,102EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTHE LINGZI FOUNDATION HONORS THE EXAMPLE SET BY LINGZI LU, WHO SPREAD LOVE AND COMPASSION WHILE FEARLESSLY FOLLOWING HER DREAMS, BY PROVIDING EDUCATIONAL OPPORTUNITIES FOR COURAGEOUS AND AMBITIOUS STUDENTS LIKE HER; AND SUPPORTING ORGANIZATIONS THAT REFLECT HER PASSIONS AND RECOGNIZE THOSE MAKING A POSITIVE IMPACT TOWARD BUILDING BRIDGES BETWEEN CULTURES AND COMMUNITIES."PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
THE FOUNDATION GRANTED FUNDS TO THE POLICE ATHLETIC LEAGUE WHICH WORKS HAND IN HAND WIHT THE BOSTON POLICE DEPARTMENT TO PROVIDE AN ARRAY OF PRORGRAMS AND ACTIVITIES FOR YOUNG PEOPLE TO BRING YOUTHS OF DIVERSE CULTURES AND BACKGROUNDS TOGETHER TO ENRICH THEIR LEARNING EXPERIENCES$10,000$10,000
THE FOUNDATION GRANTED FUNDS TO EDESIA NUTRITION INC. WHERE ALL PROCEEDS WENT TOWARDS THE DISTRIBUTION OF NUTRIONAL FOODS IN EFFORTS TO PREVENT CHILD MALNUTRITUON$5,000$5,000
THE FOUNDATION GRANTED FUNDS TO THE WEST PLACE ANIMAL SANCTUARY WHO OFFERS EDUCATIONAL OPPORTUNITIES TO STUDENTS SEEKING TO MAKE A DIFFERENCE FOR ANIMALS.$5,000$5,000
SEE SCHEDULE O$19,500$19,500
FieldValueIRS element (for citing)
Total Program Service Expenses$39,500TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HELEN JINYAN ZHAO
PRESIDENT1.00$0$0$0
SHERMAN YEE
TREASURER1.00$0$0$0
LORI LEYDEN
DIRECTOR1.00$0$0$0
KENNETH PROUDFOOT
DIRECTOR1.00$0$0$0
WILLIS G WANG
DIRECTOR1.00$0$0$0
JOHN H CHU
ASSISTANT CLERK AND DIRECT1.00$0$0$0
MEGHAN M ZAREMBA
DIRECTOR5.00$15,000$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MEGHAN ZAREMBABusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 INTERNATIONAL PLACE SUITE 3700AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
Phone6174568057PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$124,291CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$70,288CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$108,858CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$62,017CurrentTaxYearMinus1YearAmt
Current Tax Year$144,965CurrentTaxYearAmt
Total$510,419TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$124,291CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$70,288CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$108,858CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$62,017CurrentTaxYearMinus1YearAmt
Current Tax Year$144,965CurrentTaxYearAmt
Total$510,419TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$14,072SubstantialContributorsTotAmt
Public Support Total170$496,347PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,653CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,980CurrentTaxYearMinus1YearAmt
Current Tax Year$5,136CurrentTaxYearAmt
Total$12,772TotalAmt
FieldValueIRS element (for citing)
Total Support$523,191TotalSupportAmt
Public Support CY1700.94870PublicSupportCY170Pct
Public Support PY1700.98400PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (20 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INVESTMENT INCOME. AMOUNT: 5,136.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: PROGRAM EXPENSE. GRANTEE NAME: POLICE ATHLETIC LEAGUE. GRANTEE ADDRESS: 1483 TREMONT STREET BOSTON, MA 02120. GRANTEE RELATIONSHIP: SUPPORTS FOUNDATIONS MISSION. PROPERTY DESCRIPTION: CHECK. AMOUNT GIVEN: 10,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: PROGRAM EXPENSE. GRANTEE NAME: EDESIA. GRANTEE ADDRESS: 550 ROMANO VINEYARD WAY N. KINGSTOWN, RI 02852. GRANTEE RELATIONSHIP: SUPPORTS FOUNDATIONS MISSION. PROPERTY DESCRIPTION: CHECK. AMOUNT GIVEN: 5,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: PROGRAM EXPENSE. GRANTEE NAME: MADDIE POTTS FOUNDATION. GRANTEE ADDRESS: 6 FAIRWAY DR RICHMOND, RI 02832. GRANTEE RELATIONSHIP: SUPPORTS FOUNDATIONS MISSION. PROPERTY DESCRIPTION: CHECK. AMOUNT GIVEN: 1,500.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: PROGRAM EXPENSE. GRANTEE NAME: SOLE TRAIN. GRANTEE ADDRESS: 206 CLAREDON ST BOSTON, MA 02116. GRANTEE RELATIONSHIP: SUPPORTS FOUNDATIONS MISSION. PROPERTY DESCRIPTION: CHECK. AMOUNT GIVEN: 2,500.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: PROGRAM EXPENSE. GRANTEE NAME: CHINESE AMERICAN ASSOCIATION OF LEXINGTON. GRANTEE ADDRESS: P.O. BOX 453 LEXINGTON, MA 02420. GRANTEE RELATIONSHIP: SUPPORTS FOUNDATIONS MISSION. PROPERTY DESCRIPTION: CHECK. AMOUNT GIVEN: 3,500.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: PROGRAM EXPENSE. GRANTEE NAME: READ BOSTON. GRANTEE ADDRESS: 43 HAWKINS ST BOSTON, MA 02114. GRANTEE RELATIONSHIP: SUPPORTS FOUNDATIONS MISSION. PROPERTY DESCRIPTION: CHECK. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: PROGRAM EXPENSE. GRANTEE NAME: THE WENDY MARTINEZ LEGACY PROJECT, INC.. GRANTEE ADDRESS: 3819 HEATHER DR. E GREENACRES, FL 33463. GRANTEE RELATIONSHIP: SUPPORTS FOUNDATIONS MISSION. PROPERTY DESCRIPTION: CHECK. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: PROGRAM EXPENSE. GRANTEE NAME: DORCHESTER RUNNING CLUB. GRANTEE ADDRESS: 98 MYRTLEBANK AVE DORCHESTER, MA 02124. GRANTEE RELATIONSHIP: SUPPORTS FOUNDATIONS MISSION. PROPERTY DESCRIPTION: CHECK. AMOUNT GIVEN: 2,500.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: PROGRAM EXPENSE. GRANTEE NAME: LEXINGTON ARTS & CRAFTS SOCIETY (LEXART). GRANTEE ADDRESS: 130 WALTHAM STREET LEXINGTON, MA 02421. GRANTEE RELATIONSHIP: SUPPORTS FOUNDATIONS MISSION. PROPERTY DESCRIPTION: CHECK. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: PROGRAM EXPENSE. GRANTEE NAME: BREAD OF LIFE. GRANTEE ADDRESS: 54 EASTERN AVE MALDEN, MA 02148. GRANTEE RELATIONSHIP: SUPPORTS FOUNDATIONS MISSION. PROPERTY DESCRIPTION: CHECK. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: PROGRAM EXPENSE. GRANTEE NAME: STOP SOLDIER SUICIDE. GRANTEE ADDRESS: P.O. BOX 110605 DURHAM, NC 27709. GRANTEE RELATIONSHIP: SUPPORTS FOUNDATIONS MISSION. PROPERTY DESCRIPTION: CHECK. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: PROGRAM EXPENSE. GRANTEE NAME: FRIDAY NIGHT SUPER PROGRAM. GRANTEE ADDRESS: 351 BOYLSTON STREET BOSTON, MA 02116. GRANTEE RELATIONSHIP: SUPPORTS FOUNDATIONS MISSION. PROPERTY DESCRIPTION: CHECK. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: PROGRAM EXPENSE. GRANTEE NAME: AMERICAN STATISTICAL ASSOCIATION. GRANTEE ADDRESS: 732 NORTH WASHINGTON STREET ALEXANDRIA, VA 22314-1943. GRANTEE RELATIONSHIP: SUPPORTS FOUNDATIONS MISSION. PROPERTY DESCRIPTION: CHECK. AMOUNT GIVEN: 2,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: PROGRAM EXPENSE. GRANTEE NAME: WEST PLACE ANIMAL SANCTUARY. GRANTEE ADDRESS: 3198 MAIN ROAD TIVERTON, RI 02878. GRANTEE RELATIONSHIP: SUPPORTS FOUNDATIONS MISSION. PROPERTY DESCRIPTION: CHECK. AMOUNT GIVEN: 5,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: PROGRAM EXPENSE. GRANTEE NAME: DISCOVERY MUSEUM. GRANTEE ADDRESS: 177 MAIN STREET ACTON, MA 01720. GRANTEE RELATIONSHIP: SUPPORTS FOUNDATIONS MISSION. PROPERTY DESCRIPTION: CHECK. AMOUNT GIVEN: 1,000.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: PROGRAM EXPENSE. GRANTEE NAME: PAWS FOR PATRICK. GRANTEE ADDRESS: 30 MARION AVE LAKE FOREST, IL 60045-2943. GRANTEE RELATIONSHIP: SUPPORTS FOUNDATIONS MISSION. PROPERTY DESCRIPTION: CHECK. AMOUNT GIVEN: 500. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 39,500.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: OFFICE SUPPLIES & RELATED EXPENSES. AMOUNT: 20,351. DESCRIPTION: CONTRACT SERVICES. AMOUNT: 11,470. DESCRIPTION: BUSINESS EXPENSES - OTHER. AMOUNT: 6,127. DESCRIPTION: BUSINESS REGISTRATION FEES. AMOUNT: 105. DESCRIPTION: BANKING FEES. AMOUNT: 21. TOTAL TO FORM 990-EZ, LINE 16: 38,074.
FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETSDESCRIPTION: UNREALIZED GAIN ON INVESTMENTS. AMOUNT: 28,573.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: MARKETABLE SECURITIES. BEG. OF YEAR AMOUNT: 190,992. END OF YEAR AMOUNT: 224,701.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc

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