CALVIN J LI MEMORIAL FOUNDATION INC: Form 990PF, tax year 2021
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- Organization
- CALVIN J LI MEMORIAL FOUNDATION INC (EIN 47-5070976)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-04-29
- IRS object ID
- 202211199349101231
- Schema version
- 2021v4.2
- 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
- Legal Fees Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-29T11:04:52-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 | 13514 Cavanaugh Drive | AddressLine1Txt |
| City | Rockville | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL LI | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 2408138345 | PhoneNum |
| Signature | 2022-04-29 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PAUL | PersonFirstNm |
| Person Last | LI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 1 | TrustedCustomerCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $171,163 | 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 | $11,609 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $6,020 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,020 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $6,020 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $205,446 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $116,884 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $17,629 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $211,466 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $122,904 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $223 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $223 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $223 | LegalFeesAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $135 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $135 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $135 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $6,736 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,736 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $6,736 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $1,885 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,885 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,885 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $2,538 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,538 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $802 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $802 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $12,319 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,979 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $8,979 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,340 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $206,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $206,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $218,419 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,979 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $8,979 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $209,440 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$200,790 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $202,487 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $113,925 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,779 | CashBOYAmt |
| Cash EOY | $39,693 | CashEOYAmt |
| Cash EOYFMV | $39,693 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,270 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $131,470 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $131,470 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| Corporate Stock BOY | $375,185 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $394,234 | TotalAssetsBOYAmt |
| Total Assets EOY | $171,163 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $171,163 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $394,234 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $398,890 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $394,234 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $398,890 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $394,234 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $398,890 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $394,234 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$200,790 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $193,444 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $193,444 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $205,446 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $116,884 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,815 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,815 | SubtotalAmt |
| Tax Based On Investment Income | $2,815 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,176 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,176 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,639 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 | 13514 Cavanaugh Dr | AddressLine1Txt |
| City | Rockville | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
|---|---|---|---|---|---|---|
| INGRID FAN | ||||||
| 13514 Cavanaugh Dr | Rockville | MD | 20850 | Director | 0.000 | $0 |
| CHRISTIN LI | ||||||
| 13514 Cavanaugh Dr | Rockville | MD | 20850 | Director | 0.000 | $0 |
| ARYANI ONG | ||||||
| 405 Crooked Creek Dr | Rockville | MD | 20850 | Director | 0.000 | $0 |
| ERIC CHA | ||||||
| 8823 Hawthorne Ct | Ellicott City | MD | 21043 | Director | 0.000 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | University of Maryland Li Fellowship Grants | Description1Txt |
| Expenses1 | $170,000 | Expenses1Amt |
| Description2 | Asia Pacific American Heritage Month Poster Contest Grant | Description2Txt |
| Expenses2 | $1,500 | Expenses2Amt |
| Description3 | Grants to other Asian American Charitable organizations | Description3Txt |
| Expenses3 | $9,600 | Expenses3Amt |
| Description4 | CBCM Youth Development Grants | Description4Txt |
| Expenses4 | $25,000 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $366,995 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,236 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $67,870 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $462,101 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $462,101 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,932 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $455,169 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,758 | 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 | $209,440 | ExpensesAndContributionsAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $209,440 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $209,440 | QualifyingDistributionsAmt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $209,440 | RemainingDistriFromCorpusAmt |
| Total Corpus | $209,440 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $209,440 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $209,440 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2015-09-16 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $22,758 | CurrentYearAmt |
| Year1 | $20,303 | Year1Amt |
| Year2 | $15,555 | Year2Amt |
| Year3 | $9,139 | Year3Amt |
| Total | $67,755 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $19,344 | CurrentYearAmt |
| Year1 | $17,258 | Year1Amt |
| Year2 | $13,222 | Year2Amt |
| Year3 | $7,768 | Year3Amt |
| Total | $57,592 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $209,440 | CurrentYearAmt |
| Year1 | $32,267 | Year1Amt |
| Year2 | $118,755 | Year2Amt |
| Year3 | $28,876 | Year3Amt |
| Total | $389,338 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $9,600 | CurrentYearAmt |
| Year1 | $3,350 | Year1Amt |
| Year2 | $4,750 | Year2Amt |
| Total | $17,700 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $199,840 | CurrentYearAmt |
| Year1 | $28,917 | Year1Amt |
| Year2 | $114,005 | Year2Amt |
| Year3 | $28,876 | Year3Amt |
| Total | $371,638 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $427,372 | CurrentYearAmt |
| Year1 | $496,831 | Year1Amt |
| Year2 | $327,643 | Year2Amt |
| Year3 | $304,024 | Year3Amt |
| Total | $1,555,870 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $427,372 | CurrentYearAmt |
| Year1 | $496,831 | Year1Amt |
| Year2 | $327,643 | Year2Amt |
| Year3 | $304,024 | Year3Amt |
| Total | $1,555,870 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $15,172 | CurrentYearAmt |
| Year1 | $13,535 | Year1Amt |
| Year2 | $10,370 | Year2Amt |
| Year3 | $8,394 | Year3Amt |
| Total | $47,471 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF MARYLAND | |||||||
| University of Maryland | College Park | MD | 20742 | na | PC | Li Fellowship | $170,000 |
| APAHM | |||||||
| Asia Pacific American Heritage Mon | Rockville | MD | 20850 | na | PC | APAHM Poster Contest | $1,500 |
| CBCM YOUTH DEVELOPMENT | |||||||
| 4415 Muncaster Mills Rd | Rockville | MD | 20853 | na | PC | Youth Development Grants | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $196,500 | TotalGrantOrContriPdDurYrAmt |
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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| EDDIE DUNN | ||||||
| 1 | 7306 Brightside Road | Baltimore | MD | 21212 | $500 | Yes (X) |
| TERRY BEATY | ||||||
| 2 | 5312 Allendale Rd | Bethesda | MD | 20816 | $10,000 | Yes (X) |
| TOM KAMP | ||||||
| 3 | 5821 Southwood Drive | Minneapolis | MN | 55437 | $1,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Bank accounting fee | $25 | $25 | $25 |
| Tax accounting software | $110 | $110 | $110 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Gov filing fees | CategoryTxt |
| Legal Fees | $223 | LegalFeesAmt |
| Net Investment Income | $223 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $223 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Investment management fee | $6,715 | $6,715 | $6,715 |
| Brokerage account fee | $9 | $9 | $9 |
| IT service fee | $12 | $12 | $12 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| TERRY BEATY | |||
| 5312 Allendale Rd | Bethesda | MD | 20816 |
| TOM KAMP | |||
| 5812 Southwood Dr | Minneapolis | MN | 55437 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| 2020 tax expense paid | $693 | $693 | $693 |
| 2021 estimated tax paid | $1,000 | $1,000 | $1,000 |
| Other taxes paid | $192 | $192 | $192 |
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