LI LU FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LI LU FOUNDATION (EIN 45-5193233)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202203199349110045
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T19:40:40-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 HUMANITARIAN 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 | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LI | PersonFirstNm |
| Person Last | LU | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN UHLMAN | PreparerPersonNm |
| PTIN | P00804500 | PTIN |
| Phone | 2129539200 | PhoneNum |
| Preparation | 2022-11-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| 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 | $67,909,436 | 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 | $3,949,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,188 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,188 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,597,318 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,597,318 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,524,987 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,989,743 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,524,987 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,072,493 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,123,493 | 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 | $5,461 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $5,461 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,033 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $223,061 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $212,702 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,359 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $238,555 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $218,163 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,359 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,933,297 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,933,297 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,171,852 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $218,163 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,943,656 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,900,641 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,905,330 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $854,925 | CashBOYAmt |
| Cash EOY | $850,236 | CashEOYAmt |
| Cash EOYFMV | $850,236 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,488 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,728 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,728 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $60,482,278 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $63,387,368 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $67,053,472 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $61,342,691 | TotalAssetsBOYAmt |
| Total Assets EOY | $64,243,332 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $67,909,436 | 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 | $61,342,691 | RetainedEarningBOYAmt |
| Retained Earning EOY | $64,243,332 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $61,342,691 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $64,243,332 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $61,342,691 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $64,243,332 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $61,342,691 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,900,641 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $64,243,332 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $64,243,332 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| THRU HIMALAYA CAPITAL INVESTORS | P | 2021-01-01 | 2021-12-31 | $464,756 | -$464,756 | -$464,756 | |
| THRU HIMALAYA CAPITAL INVESTORS | P | 2020-12-31 | 2021-12-31 | $1,989,743 | $1,989,743 | $1,989,743 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,524,987 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $40,384 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $40,384 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $40,384 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $372 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $43,281 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $43,653 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $182 | EsPenaltyAmt |
| Overpayment | $3,087 | OverpaymentAmt |
| Applied To ES Tax | $3,087 | 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 | Yes (1) | 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 | $68,302,617 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,608 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $68,308,225 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $68,308,225 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,024,623 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $67,283,602 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,364,180 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,364,180 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $40,384 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $40,384 | TotalTaxAmt |
| Distributable Before Adj | $3,323,796 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,323,796 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,323,796 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,943,656 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,943,656 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,323,796 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $544,800 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $700,929 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $811,982 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $926,889 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,340,105 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,324,705 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,943,656 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,323,796 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $619,860 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,944,565 | 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 | $544,800 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,399,765 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $700,929 | ExcessFromYear4Amt |
| Excess From Year3 | $811,982 | ExcessFromYear3Amt |
| Excess From Year2 | $926,889 | ExcessFromYear2Amt |
| Excess From Year1 | $2,340,105 | ExcessFromYear1Amt |
| Excess From Current Year | $619,860 | 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 | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN ACACEMY OF ARTS AND SCIENCES | ||||||||||
| 136 IRVING ST | CAMBRIDGE | MA | 02138 | N/A | PC | CONTRIBUTION TO SUPPORT THE ARTS AND SCIENCES | $25,000 | |||
| AMERICAN ASSOCIATION FOR THE ADVANCEMENT OF SCIENCE | ||||||||||
| 1200 NEW YORK AVE NW | WASHINGTON | DC | 20005 | N/A | PC | CONTRIBUTION TO SUPPORT THE ADVANCEMENT OF SCIENCE | $50,000 | |||
| ASIAN AMERICAN EQUITY OPPORTUNITY FUND | ||||||||||
| 2 ALLEN STREET STE 7A | NEW YORK | NY | 10002 | N/A | PC | CONTRIBUTION TO SUPPORT RACIAL, SOCIAL AND ECONOMIC JUSTICE FOR ASIAN AMERICANS | $2,000,000 | |||
| CALIFORNIA INSTITUTE OF TECHNOLOGY | ||||||||||
| 1200 E CALIFORNIA BLVD | PASADENA | CA | 91125 | N/A | PC | CONTRIBUTION TO SUPPORT EDUCATION | $200,000 | |||
| CITY YEAR INC | ||||||||||
| 287 COLUMBUS AVE | BOSTON | MA | 02116 | N/A | PC | CONTRIBUTION TO SUPPORT LOCAL SCHOOLS | $5,000 | |||
| COLUMBIA BUSINESS 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 | $215,000 | |||
| COLUMBIA COLLEGE | ||||||||||
| 3022 BROADWAY | NEW YORK | NY | 10027 | N/A | PC | CONTRIBUTION TO SUPPORT THE DEVELOMENT OF THE UNIVERSITY'S FACULTY AND STUDENT BODY AND SUPPORT CONTRIBUTION TO SUPPORT THE DEVELOMENT OF THE UNIVERSITY'S FACULTY AND STUDENT BODY AND SUPPORT | $275,000 | |||
| 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. | $5,000 | |||
| 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 | |||
| EQUAL JUSTICE | ||||||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | N/A | PF | CONTRIBUTION TO SUPPORT FAIR AND JUST TREATMENT IN THE LEGAL SYSTEM | $5,000 | |||
| GLADSTONE INSTITUTE | ||||||||||
| 1650 OWENS STREET | SAN FRANCISCO | CA | 94158 | N/A | PC | CONTRIBUTION TO SUPPORT SCIENCE OVERCOMING DISEASE | $25,000 | |||
| 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 | |||
| POLYTECHNIC SCHOOL | ||||||||||
| 1030 E CALIFORNIA BLVD | PASADENA | CA | 91106 | N/A | PC | CONTRIBUTION TO SUPPORT EDUCATION | $130,000 | |||
| ST THOMAS SCHOOL | ||||||||||
| 8300 NE 12TH STREET | MEDINA | WA | 98039 | N/A | PC | CONTRIBUTION TO SUPPORT EDUCATION | $40,000 | |||
| 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 | $25,000 | |||
| 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 | $25,000 | |||
| PACIFIC COUNCIL ON INTERNATIONAL POLICY | ||||||||||
| 725 FIGUEROA ST SUITE 450 | LOS ANGELES | CA | 90017 | N/A | PC | CONTRIBUTION T SUPPORT FOREIGN ENGAGEMENT | $5,000 | |||
| UC SAN DIEGO FOUNDATION | ||||||||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 92093 | N/A | PC | CONTRIBUTION TO SUPPORT EDUCATION | $120,000 | |||
| THE PARADISE INTL FOUNDATION LTD | ||||||||||
| N/A | PC | CONTRIBUTION TO SUPPORT THE ENVIRONMENT | $183,297 | BAISHISA CULTURAL CENTER | SHENZEN | CH | ||||
| LISTEN FIRST PROJECT | ||||||||||
| 202 SARAZEN MEADOW WAY | CARY | NC | 27513 | N/A | PC | CONTRIBUTION TO SUPPORT SOCIAL ENGAGEMENT | $25,000 | |||
| ENDOWMENT OF THE US INSTITUTE OF PEACE | ||||||||||
| 2301 CONSITUTION AVE NW | WASHINGTON | DC | 20037 | N/A | PC | CONTIRBUTION TO SUPPORT WORLD PEACE | $300,000 | |||
| UNIVERSITY OF WASHINGTON FOUNDATION | ||||||||||
| 4333 BROOKLYN AVE NE | SEATTLE | WA | 98105 | N/A | PC | CONTRIBUTION TO SUPPORT EDUCATION | $100,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,933,297 | 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 | $1,188 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,597,318 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,524,987 | 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 | $3,123,493 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,123,493 | 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 | $3,949,000 | 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 | $63,387,368 | BookValueAmt |
| EOYFMV | $67,053,472 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $158,929 | $158,929 | $0 |
| FOREIGN EXCHANGE LOSS | $11,137 | $11,137 | $0 |
| OTHER INVESTMENT EXPENSES | $42,636 | $42,636 | $0 |
| COVID EXPENSES | $10,359 | $0 | $10,359 |
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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS TAXES | CategoryTxt |
| Amt | $10,033 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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