SHAU-WAI AND MARIE LAM FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SHAU-WAI AND MARIE LAM FAMILY FOUNDATION (EIN 13-4222089)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-27
- IRS object ID
- 202133009349100638
- Schema version
- 2020v4.1
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-27T15:28:20-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133218161 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOEB BLOCK & PARTNERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134222089 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHAU-WAI & MARIE LAM FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAU | BusinessNameControlTxt |
| Phone | 7327708288 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 81 HOBART AVENUE | AddressLine1Txt |
| City | SUMMIT | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHAU-WAI LAM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7327708288 | PhoneNum |
| Signature | 2021-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SHAU-WAI | PersonFirstNm |
| Person Last | LAM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JONATHAN LEE | PreparerPersonNm |
| PTIN | P01299050 | PTIN |
| Phone | 2127555510 | PhoneNum |
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 | 2020 | 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 | $2,059,343 | 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 | $380,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $19 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $19 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $9,573 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,573 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $9,573 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $389,592 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,592 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $9,592 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,972 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,316 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,488 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $355,755 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $355,755 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $367,243 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $355,755 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $22,349 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,592 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,592 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $40,127 | CashBOYAmt |
| Cash EOY | $50,353 | CashEOYAmt |
| Cash EOYFMV | $50,353 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,410 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,002 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,002 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,065,991 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,065,991 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,991,988 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,113,528 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,133,346 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,059,343 | 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 | $1,113,528 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,133,346 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,113,528 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,133,346 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,113,528 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,133,346 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,113,528 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $22,349 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,135,877 | SubtotalAmt |
| Other Decreases | $2,531 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,133,346 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $133 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $133 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $133 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $133 | TaxDueAmt |
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 | Yes (1) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | 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 | SHAU-WAI LAM | IndividualWithBooksNm |
| Phone | 7327708288 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 81 HOBART AVENUE | AddressLine1Txt |
| City | SUMMIT | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07901 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SHAU-WAI LAM | ||||||||
| 81 HOBART STREET | SUMMIT | NJ | 07901 | CHAIRMN-ASRQ | 0.00 | $0 | $0 | $0 |
| MARIE WEI-WUN LAM | ||||||||
| 81 HOBART STREET | SUMMIT | NJ | 07901 | TRSR-ASRQ | 0.00 | $0 | $0 | $0 |
| JEFFREY WACKSMAN | ||||||||
| C/O LOEB BLOCK PARTNERS LL | NEW YORK | NY | 10022 | SEC'Y-ASRQ | 0.00 | $0 | $0 | $0 |
| 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 | $537,247 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $54,336 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $591,583 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $591,583 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,874 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $582,709 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,135 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,135 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $133 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $133 | TotalTaxAmt |
| Distributable Before Adj | $29,002 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $29,002 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $29,002 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $355,755 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $355,755 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $355,755 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $29,002 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $53,962 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $218,811 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $122,653 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $134,476 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $926,940 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,456,842 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $355,755 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $29,002 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $326,753 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,783,595 | 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 | $53,962 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,729,633 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $218,811 | ExcessFromYear4Amt |
| Excess From Year3 | $122,653 | ExcessFromYear3Amt |
| Excess From Year2 | $134,476 | ExcessFromYear2Amt |
| Excess From Year1 | $926,940 | ExcessFromYear1Amt |
| Excess From Current Year | $326,753 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AARP FOUNDATION | |||||||
| PO BOX 93207 | LONG BEACH | CA | 908093207 | NONE | PC | HEALTH SERVICES | $25 |
| ADOPTAPLATOON | |||||||
| PO BOX 234 | LOZANO | TX | 78568 | NONE | PC | GENERAL | $36 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | NONE | PC | HEALTH SERVICES | $60 |
| AMERICAN FRIENDS OF THE SHANGHAI MUSEUM | |||||||
| 1115 FIFTH AVENUE | NEW YORK | NY | 10128 | NONE | PC | EDUCATIONAL | $10,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | PC | HEALTH SERVICES | $45 |
| ASIA ART ARCHIVE IN AMERICA INC | |||||||
| 43 REMSEN STREET | BROOKLYN | NY | 11201 | NONE | PC | EDUCATIONAL | $1,000 |
| ASIAN ART MUSEUM OF SAN FRANCISCO | |||||||
| 200 LARKIN STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | EDUCATIONAL | $125,000 |
| BOYS TOWN | |||||||
| 14100 CRAWFORD STREET | BOYS TOWN | NE | 68010 | NONE | PC | SOCIAL WELFARE | $35 |
| CARE | |||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 30303 | NONE | PC | HUMANITARIAN EFFORTS | $100 |
| CHILDREN'S ORCHESTRA SOCIETY | |||||||
| 239 COLD SPRING ROAD | SYOSSET | NY | 11791 | NONE | PC | EDUCATIONAL | $500 |
| CHINA INSTITUTE | |||||||
| 40 RECTOR STREET | NEW YORK | NY | 10006 | NONE | PC | EDUCATIONAL | $81,500 |
| CHINATOWN HEALTH CLINIC FDN | |||||||
| 268 CANAL STREET 6TH FLOOR | NEW YORK | NY | 10013 | NONE | PC | HEALTH SERVICES | $50,000 |
| CHINESE AMERICAN PLANNING COUNCIL | |||||||
| 150 ELIZABETH ST | NEW YORK | NY | 10012 | NONE | PC | SOCIAL WELFARE | $3,000 |
| CMP | |||||||
| 70 MULBERRY STREET | NEW YORK | NY | 10013 | NONE | PC | EDUCATIONAL | $1,800 |
| COMMON CAUSE EDUCATION FUND | |||||||
| 805 15TH STREET NW SUITE 800 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL | $100 |
| COMMUNITY FOODBANK OF NJ | |||||||
| 31 EVANS TERMINAL | HILLSIDE | NJ | 07205 | NONE | PC | FIGHTING HUNGER & POVERTY | $1,000 |
| COVENANT HOUSE | |||||||
| 461 EIGHTH AVENUE | NEW YORK | NY | 10001 | NONE | PC | SOCIAL WELFARE | $25 |
| DOCTORS WITHOUT BORDERS USA | |||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | HEALTH SERVICES | $500 |
| DUNHUANG FOUNDATION | |||||||
| 156 2ND STREET | SAN FRANCISCO | CA | 94105 | NONE | PC | EDUCATIONAL | $2,500 |
| FEED THE CHILDREN | |||||||
| 333 N MERIDIAN | OKLAHOMA CITY | OK | 73107 | NONE | PC | FIGHTING HUNGER | $25 |
| FEEDING AMERICA | |||||||
| 161 NORTH CLARK STREET SUITE 700 | CHICAGO | IL | 60601 | NONE | PC | FIGHTING HUNGER | $24 |
| FOOD FOR THE POOR INC | |||||||
| 6401 LYONS ROAD | COCONUT CREEK | FL | 33073 | NONE | PC | FIGHTING HUNGER | $24 |
| GUIDE DOGS FOR THE BLIND | |||||||
| PO BOX 151200 | SAN RAFAEL | CA | 94915 | NONE | PC | GENERAL | $25 |
| GUILDING EYES FOR THE BLIND | |||||||
| 611 GRANITE SPRINGS ROAD | YORKTOWN HEIGHTS | NY | 10598 | NONE | PC | GENERAL | $25 |
| ICEPN | |||||||
| PO BOX 45 | EDISON | NJ | 08818 | NONE | PC | GENERAL | $800 |
| INDIAN RIVER CLAY INC | |||||||
| 1239 16TH STREET | VERO BEACH | FL | 32960 | NONE | PC | ART | $1,000 |
| INTERNATIONAL LEADERSHIP FOUNDATION | |||||||
| 1300 PENNSYLVANIA AVE NW STE 700 | WASHINGTON | DC | 20004 | NONE | PC | GENERAL | $2,500 |
| MAKE-A-WISH FOUNDATION | |||||||
| 1702 E HIGHLAND AVE SUITE 400 | PHOENIX | AZ | 85016 | NONE | PC | GENERAL | $50 |
| MARINE TOYS FOR TOTS FOUNDATION | |||||||
| 18251 QUANTICO GATEWAY DRIVE | TRIANGLE | VA | 22172 | NONE | PC | GENERAL | $25 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PC | HEALTH SERVICES | $20 |
| NATIONAL FEDERATION OF THE BLIND | |||||||
| 200 EAST WELLS STREET | BALTIMORE | MD | 21230 | NONE | PC | HEALTH SERVICES | $30 |
| NATIONAL FOUNDATION FOR CANCER RESEARCH | |||||||
| 5515 SECURITY LANE SUITE 1105 | ROCKVILLE | MD | 20852 | NONE | PC | HEALTH SERVICES | $23 |
| NATIONAL FOUNDATION FOR TEEN SAFE DRIVING | |||||||
| 955 US HWY 9 | SOUTH AMBOY | NJ | 08879 | NONE | PC | EDUCATIONAL | $200 |
| NATIONAL PARK FOUNDATION | |||||||
| 1110 VERMONT AVE NW SUITE 200 | WASHINGTON | DC | 20005 | NONE | PC | PRESERVATION OF PARKS | $25 |
| NEW JERSEY CHINESE CULTURAL STUDIES FOUNDATION | |||||||
| 400 SOUTH ORANGE AVE | SOUTH ORANGE | NJ | 07079 | NONE | PC | EDUCATIONAL | $1,000 |
| NATIONAL PARKS CONSERVATION ASSOCIATION | |||||||
| 777 6TH STREET NW | WASHINGTON | DC | 200013723 | NONE | PC | PRESERVATION OF PARKS | $25 |
| NEW JERSEY SYMPHONY ORCHESTRA | |||||||
| 60 PARK PLACE SUITE 900 | NEWARK | NJ | 07102 | NONE | PC | GENERAL | $50,000 |
| NEW YORK PUBLIC RADIO | |||||||
| PO BOX 1550 | NEW YORK | NY | 101161550 | NONE | PC | EDUCATIONAL | $100 |
| NJ CHINESE AMERICAN CHAMBER OF COMMERCE | |||||||
| 28 WORLDS FAIR DRIVE | SOMERSET | NJ | 08873 | NONE | PC | EDUCATIONAL | $2,500 |
| NYU - IFA DIRECTOR'S DISCRETIONARY FUND | |||||||
| 547 LAGUARDIA PL | NEW YORK | NY | 10012 | NONE | PC | ART | $100 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | HEALTH SERVICES | $500 |
| IMAGINE NJ | |||||||
| 244 SHEFFIELD ST | MOUNTAINSIDE | NJ | 07092 | NONE | PC | SOCIAL WELFARE | $1,000 |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| 2900 N ROCKY POINT DR | TAMPA | FL | 33067 | NONE | PC | HEALTH SERVICES | $25 |
| SI-YO MUSIC SOCIETY FOUNDATION | |||||||
| 275 WEST 96TH ST 24E | NEW YORK | NY | 10025 | NONE | PC | EDUCATIONAL | $5,000 |
| SPECIAL OLYMPICS NEW JERSEY | |||||||
| 1 EUNICE KENNEDY SHRIVER WAY | LAWRENCEVILLE | NJ | 08648 | NONE | PC | GENERAL | $33 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PC | HEALTH SERVICES | $15 |
| STEPHEN SILLER TUNNEL TO TOWER FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | PC | GENERAL | $35 |
| SUMMIT FIREMEN BENEVOLENT ASSOCIATION | |||||||
| 396 BROAD STREET | SUMMIT | NJ | 07901 | NONE | PC | GENERAL | $50 |
| SUMMIT POLICE BENEVOLENT ASSOC | |||||||
| P O BOX 552 | SUMMIT | NJ | 07902 | NONE | PC | GENERAL | $100 |
| THE ASIA FOUNDATION | |||||||
| 465 CALIFORNIA STREET 9TH FLOOR | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL | $1,000 |
| THE CHILDREN ORCHESTRA SOCIETY | |||||||
| 65-03 180TH ST | FRESH MEADOWS | NY | 11365 | NONE | PC | ART | $500 |
| THE METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | NONE | PC | GENERAL | $10,000 |
| THE NATURE CONSERVANCY | |||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NONE | PC | ENVIROMENTAL PROTECTION | $15 |
| THE NJ ASIAN AMERICAN LAW ENFORCEMENT | |||||||
| PO BOX 958 | OLD BRIDGE | NJ | 08857 | NONE | PC | GENERAL | $500 |
| THE REEVES-REED ARBORETUM | |||||||
| 165 HOBART AVENUE | SUMMIT | NJ | 07901 | NONE | PC | NATURE | $1,000 |
| UNICEF | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PC | HEALTH SERVICES | $25 |
| UNITED SERVICE ORGANIZATIONS | |||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | NONE | PC | SUPPORT MILITARY SERVICE MEMBERS | $25 |
| USA FOR UNHCR | |||||||
| 1310 L ST NW SUITE 450 | WASHINGTON | DC | 20005 | NONE | PC | HEALTH SERVICES | $30 |
| WLIW-PBS TV | |||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | NONE | PC | EDUCATIONAL | $100 |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | PC | CONSERVATION OF NATURE | $30 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | NONE | PC | EDUCATIONAL | $25 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $355,755 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,573 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,592 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,592 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LOEB BLOCK & PARTNERS | CategoryTxt |
| Amt | $9,316 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 1,685 SHARES IN SPDR S&P 500 ETF | AT COST | $484,936 | $629,988 |
| ARTWORK | AT COST | $581,055 | $1,362,000 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | DURING 2020, THE FOUNDATION MADE QUALIFYING DISTRIBUTIONS IN THE AMOUNT OF $355,755 (APPROXIMATELY 31% OF ITS TOTAL ASSETS). FOR THE COMPLETE LIST OF QUALIFYING DISTRIBUTIONS MADE TO CHARITABLE ORGANIZATIONS, SEE 990-PF PAGE 11, PART XV. | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LOEB BLOCK & PARTNERS | CategoryTxt |
| Legal Fees | $1,972 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| INSURANCE FOR ARTWORK | $953 |
| 2019 FEDERAL PAYMENT | $1,502 |
| SUBSCRIPTION FEES | $76 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MISCELLANEOUS FEES | $175 | $0 | $0 | $0 |
| DE FRANCHISE DUTY FEES | $25 | $0 | $0 | $0 |
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