FURP.ORG / PUBLIC DATA EXPLORER

FULU FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
FULU FOUNDATION (EIN 36-4409239)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-03
IRS object ID
202311239349100026
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-03T10:53:08-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN462586516PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ARCC CONSULTING CORPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1246 E Deerpath Rd Suite 1AddressLine1Txt
CityLake ForestCityNm
State AbbreviationILStateAbbreviationCd
ZIP60045ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN364409239EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FULU FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFULUBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1195 GraftonAddressLine1Txt
CityLake BluffCityNm
State AbbreviationILStateAbbreviationCd
ZIP60044ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFULU Mou-YingPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8477575864PhoneNum
Signature2023-04-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstFULUPersonFirstNm
Person LastMou-YingPersonLastNm

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonChitrak PatelPreparerPersonNm
PTINP01397594PTIN
Phone8472950671PhoneNum
Preparation2023-05-03PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
OOB Security Verification11OOBSecurityVerificationCd
Authentication Assurance LevelAAL2AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$250,792FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$38,712ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$1,525DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,525DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$10,417NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$26,638GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$10,417CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$1,772NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$50,654TotalRevAndExpnssAmt
Total Net Invst Incm$11,942TotalNetInvstIncmAmt
Total Adj Net Incm$1,772TotalAdjNetIncmAmt
Other Expenses Rev And Expnss$6,930OtherExpensesRevAndExpnssAmt
Other Expenses Adj Net Incm$6,930OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$6,930TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$6,930TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$27,839ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$27,839ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$34,769TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$6,930TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$27,839TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$15,885ExcessRevenueOverExpensesAmt
Net Investment Income$11,942NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$28,839CashBOYAmt
Cash EOY$23,404CashEOYAmt
Cash EOYFMV$23,404CashEOYFMVAmt
Corporate Stock BOY$172,722CorporateStockBOYAmt
Corporate Stock EOY$172,722CorporateStockEOYAmt
Corporate Stock EOYFMV$227,388CorporateStockEOYFMVAmt
Total Assets BOY$201,561TotalAssetsBOYAmt
Total Assets EOY$196,126TotalAssetsEOYAmt
Total Assets EOYFMV$250,792TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$201,561NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$196,126NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$201,561TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$196,126TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$201,561TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$196,126TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$201,561TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$15,885ExcessRevenueOverExpensesAmt
Subtotal$217,446SubtotalAmt
Tot Net Ast Or Fund Balances EOY$217,446TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
VARIOUSD2022-01-012022-12-31$2,684$2,498$186$186
VARIOUSD2019-01-012022-12-31$22,125$13,480$8,645$8,645
VARIOUSD2022-01-012022-12-31$243$243
CAP GAIN DISTRIBUTIOND2022-01-012022-12-31$1,586$1,586$1,586
FieldValueIRS element (for citing)
Capital Gain Net Income$10,417CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$1,772NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$166InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$166SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$166TaxBasedOnInvestmentIncomeAmt
Tax Due$166TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksShau-Zou LuIndividualWithBooksNm
Phone8477575864PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1195 Grafton CourtAddressLine1Txt
CityLake BluffCityNm
State AbbreviationILStateAbbreviationCd
ZIP60044ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Mou-Ying Fu Lu
195 Grafton CourtLake BluffIL60044President0.00$0$0$0
Shau-Zou Lu
195 Grafton CourtLake BluffIL60044Treasurer0.00$0$0$0
Eva Lu Bonn
ResidenceRvanstonIL60029Director0.00$0$0$0
Linda Lu
ResidenceGlenviewIL60025Director0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$199,973AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$11,401AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$211,374TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$211,374AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,171CashDeemedCharitableAmt
Net Vl Noncharitable Assets$208,203NetVlNoncharitableAssetsAmt
Minimum Investment Return$10,410MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$10,410MinimumInvestmentReturnAmt
Tax Based On Investment Income$166TaxBasedOnInvestmentIncomeAmt
Total Tax$166TotalTaxAmt
Distributable Before Adj$10,244DistributableBeforeAdjAmt
Distributable Before Ded$10,244DistributableBeforeDedAmt
Distributable As Adjusted$10,244DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$27,839ExpensesAndContributionsAmt
Qualifying Distributions$27,839QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$10,244DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$10,679ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$7,395ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$992ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$31,473ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$50,539TotalExcessDistributionCyovAmt
Qualifying Distributions$27,839QualifyingDistributionsAmt
Applied To Current Year$10,244AppliedToCurrentYearAmt
Remaining Distri From Corpus$17,595RemainingDistriFromCorpusAmt
Total Corpus$68,134TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$68,134ExcessDistriCyovToNextYrAmt
Excess From Year4$10,679ExcessFromYear4Amt
Excess From Year3$7,395ExcessFromYear3Amt
Excess From Year2$992ExcessFromYear2Amt
Excess From Year1$31,473ExcessFromYear1Amt
Excess From Current Year$17,595ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDR SHAU-ZOU LURecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1195 GRAFTON COURTAddressLine1Txt
CityLake BluffCityNm
State AbbreviationILStateAbbreviationCd
ZIP60044ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8472952539RecipientPhoneNum
Form And Info And MaterialsNO PARTICULAR FORM REQUIREDFormAndInfoAndMaterialsTxt
Submission DeadlinesNoneSubmissionDeadlinesTxt
Restrictions On AwardsONLY EDUCATIONAL, RELIGIOUS, OR CHARITABLE PURPOSERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
Turning Point
8324 Skokie BlvdSkokieIL60077CharityFor charitable purposes$20
Doctors Without Borders
PO Box 5030HagerstownMD21741CharityFor charitable purpose$20
St Josephs Indian School
1301 North Main StreetChamberlainSD57325CharityFor charitable purpose$21
The Community Church
PO Box 26Lake BluffIL60044CharityFor charitable purpose$4,307
Nature Conservancy
400 N Michigan AveChicagoIL60611CharityFor charitable purpose$15
Sierra Club
70 E Lake StChicagoIL60601CharityFor charitable purpose$19
The Carter Center
453 John Lewis Freedom PkwyAtlantaGA30307CharityFor charitable purpose$20
WTTW Chicago
5400 N St Louis AveChicagoIL60625CharityFor charitable purpose$40
Lake Forest Lake Bluff Rotary Club
PO Box 168Lake ForestIL60045CharityFor charitable purposes$1,884
IL CHARITY BUREAU
100 W RANDOLPH 11TH FLRChicagoIL60601CHARITYFor charitable purposes$15
NCKUNAAFI
PO BOX 616CupertinoCA95015CHARITYFor charitable purposes$20,000
LBOLA
PO Box 449Lake BluffIL60044CHARITYFor charitable purposes$25
NPCA
777 6TH ST NW SUITE 2300ChicagoIL606015224CHARITYCHARITBALE PURPOSE$45
THE FELLOWSHIP
303 EAST WACKER D STE 2300ChicagoIL606015224CHARITYCHARITABLE PURPOSE$20
BENEVITY
CHARITYCHARITABLE PURPOSE$10171 E LIBERTY STTORONTOONTARIOCAM6K3P6
WWWAPAPAORG
4000 TRUXEL RDSacramentoCA95834CHARITYCHARITABLE PURPOSE$50
CHICAGO BOTANIC
1000 LAKE COOK RDGlencoeIL60022CHARITYCHARITABLE PURPOSE$278
MCKKINLOCK POST 264
801 N MCKINLEY RDLake ForestIL60045CHARITYCHARITY PURPOSE$1,000
LAKE FOREST HIGH SCHOOL
1285 N MICKINLEY RDLake ForestIL60045CHARITYCHARITY PURPOSE$50
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$27,839TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
Shau-Zou Lu
1195 Grafton CourtLake BluffIL60044$19,356Yes (X)
Mou-Ying Fu Lu
2195 Grafton CourtLake BluffIL60044$19,356Yes (X)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCKS & CASHStockNm
EOY Book Value$172,722EOYBookValueAmt
EOYFMV$227,388EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OTHER$6,700$0$6,700$0
FULU BOARD MEETING$160$0$160$0
SOS FEE$10$0$10$0
ARC$60$0$60$0