FULU FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FULU FOUNDATION (EIN 36-4409239)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-02
- IRS object ID
- 202011849349101021
- Schema version
- 2019v5.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-02T11:39:45-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363524416 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT C BROWN & ASSOCIATES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 N WESTERN AVE | AddressLine1Txt |
| City | LAKE FOREST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600451272 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364409239 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FULU FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FULU | BusinessNameControlTxt |
| Phone | 8472952539 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 195 GRAFTON | AddressLine1Txt |
| City | LAKE BLUFF | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60044 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MOU-YING FU LU | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8472952539 | PhoneNum |
| Signature | 2020-06-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT C BROWN CPA | PreparerPersonNm |
| PTIN | P00043841 | PTIN |
| Phone | 8472346799 | PhoneNum |
| Preparation | 2020-06-29 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.79.23.81 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-02 | IPDt |
| IP Tm | 11:39:45 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B37697CFF18DF6E380F5670A3AA5BBABE6D2E61F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B37697CFF18DF6E380F5670A3AA5BBABE6D2E61F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $188,441 | 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 | $34,776 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,889 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,889 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,889 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,259 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $74,538 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,259 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $38,924 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,148 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,889 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $69 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $69 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $120 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $8,025 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $9,714 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $69 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,999 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,999 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,713 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $69 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,999 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $22,211 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,079 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,889 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,398 | CashBOYAmt |
| Cash EOY | $13,641 | CashEOYAmt |
| Cash EOYFMV | $13,641 | CashEOYFMVAmt |
| Corporate Stock BOY | $134,888 | CorporateStockBOYAmt |
| Corporate Stock EOY | $151,856 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $174,800 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $143,286 | TotalAssetsBOYAmt |
| Total Assets EOY | $165,497 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $188,441 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $143,286 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $165,497 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $143,286 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $165,497 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $143,286 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $165,497 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $143,286 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $22,211 | ExcessRevenueOverExpensesAmt |
| Subtotal | $165,497 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $165,497 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 30 SH CANTEL MED | P | 2019-07-31 | 2019-09-30 | $2,267 | $2,805 | -$538 | -$538 |
| 178.017 SH PARNASSUS ENDEAVOR FUND | P | 2018-01-01 | 2019-09-24 | $6,352 | $6,659 | -$307 | -$307 |
| 692.75 SH FIDELITY SELECT CHEMICALS | P | 2018-01-01 | 2019-09-23 | $8,486 | $10,304 | -$1,818 | -$1,818 |
| 75 AMGEN INC | P | 2019-05-03 | 2019-08-13 | $15,355 | $13,282 | $2,073 | $2,073 |
| 0.625 AMGEN INC | P | 2019-06-05 | 2019-08-15 | $128 | $109 | $19 | $19 |
| 25 APPLE INC | P | 2018-12-07 | 2019-05-15 | $4,720 | $4,252 | $468 | $468 |
| 100 ABBVIE INC | P | 2018-09-11 | 2019-05-14 | $7,672 | $8,416 | -$744 | -$744 |
| 100 LAB CORP AMER HOLDINGS | P | 2018-11-30 | 2019-04-15 | $15,995 | $14,603 | $1,392 | $1,392 |
| 100 ABBOTT LABORATORIES | P | 2016-01-12 | 2019-02-26 | $7,595 | $4,108 | $3,487 | $3,487 |
| 52 ABBVIE INC | P | 2018-09-11 | 2019-01-22 | $4,597 | $7,741 | -$3,144 | -$3,144 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,259 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$474 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $16,931 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $127,790 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.132491 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,125 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $102,406 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040281 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,530 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $89,174 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.028371 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,775 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $85,011 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.032643 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $32,316 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $84,247 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.383586 | DistributionYr5Rt |
| Total Distribution | 0.617372 | TotalDistributionRt |
| Average Distribution | 0.123474 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $149,540 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $18,464 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $41 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $18,505 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,999 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $82 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $82 | SubtotalAmt |
| Tax Based On Investment Income | $82 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $82 | 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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DR SHAU-ZOU LU | IndividualWithBooksNm |
| Phone | 8472952539 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 195 GRAFTON COURT | AddressLine1Txt |
| City | LAKE BLUFF | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60044 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SHAU-ZOU LU | ||||||||
| 195 GRAFTON COURT | LAKE BLUFF | IL | 60044 | TREASURER | 000.00 | $0 | $0 | $0 |
| MOU-YING FU LU | ||||||||
| 195 GRAFTON COURT | LAKE BLUFF | IL | 60044 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| EVA LU BONN | ||||||||
| RESIDENCE | EVANSTON | IL | 60209 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| LINDA LU | ||||||||
| RESIDENCE | GLENVIEW | IL | 60025 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $132,148 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,669 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $151,817 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $151,817 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,277 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $149,540 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,477 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,477 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $82 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $82 | TotalTaxAmt |
| Distributable Before Adj | $7,395 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,395 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,395 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,999 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $6,999 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $6,999 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,395 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $28,172 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr1 | $10,679 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $38,851 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,999 | QualifyingDistributionsAmt |
| Applied To Current Year | $6,999 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $396 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $396 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $38,455 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $27,776 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,679 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $10,679 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DR SHAU-ZOU LU | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 195 GRAFTON COURT | AddressLine1Txt |
| City | LAKE BLUFF | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60044 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8472952539 | RecipientPhoneNum |
| Form And Info And Materials | NO PARTICULAR FORM REQUIRED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO PARTICULAR DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | ONLY EDUCATIONAL, RELIGIOUS OR CHARITABLE PURPOSES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GLCACS - CHEMISTRY SOCIETY | |||||||
| ABBOTT PARK BLDG 52 | NORTH CHICAGO | IL | 60064 | NONE | CHARITY | FOR CHARITABLE PURPOSES | $1,000 |
| THE COMMUNITY CHURCH OF LF-LB | |||||||
| PO BOX 26 | LAKE BLUFF | IL | 60044 | NONE | CHARITY | FOR CHARITABLE PURPOSES | $3,105 |
| ARTISTS ON THE BLUFF | |||||||
| 202 E WISCONSIN AVE | LAKE FOREST | IL | 60045 | NONE | CHARITY | FOR CHARITABLE PURPOSES | $50 |
| CLARKSON UNIVERSITY | |||||||
| 8 CLARKSON AVE | POTSDAM | NY | 13699 | NONE | CHARITY | FOR CHARITABLE PURPOSES | $500 |
| GROW UP NEW ALBANY HIGH SCHOOL | |||||||
| 1020 VINCENNES ST | NEW ALBANY | OH | 43054 | NONE | CHARITY | FOR CHARITABLE PURPOSES | $2,019 |
| LAKE BLUFF 125TH ANNIVERSARY | |||||||
| PO BOX 250 | LAKE BLUFF | IL | 60044 | NONE | CHARITY | FOR CHARITABLE PURPOSES | $125 |
| UC SANTA CRUZ FOUNDATION | |||||||
| 1156 HIGH ST | SANTA CRUZ | CA | 95064 | NONE | CHARITY | FOR CHARITABLE PURPOSES | $150 |
| UNIV OF WISCONSIN - HUMOROLOGY | |||||||
| 333 EAST CAMPUS HALL | MADISON | WI | 53715 | NONE | CHARITY | FOR CHARITABLE PURPOSES | $50 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,999 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,889 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,259 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,148 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,148 | TotalIncomeProducingActyAmt |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| SHAU-ZOU LU MOU-YING FU LU | |||||||
| 1 | 195 GRAFTON COURT | LAKE BLUFF | IL | 60044 | $26,624 | Yes (X) | |
| SHAU-ZOU MOU-YING FU LU | |||||||
| 2 | 195 GRAFTON COURT | LAKE BLUFF | IL | 60044 | $8,152 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | ADVANGENE CONSUMABLES INC | NoncashPropertyDesc |
| Fair Market Value | $26,624 | FairMarketValueAmt |
| Received | 2019-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREP/ACCOUNTING FEES | CategoryTxt |
| Amt | $1,500 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $374 | $640 |
| ABBVIE INC | $20,731 | $24,976 |
| ADVANGE CONSUMABLES INC | $26,624 | $26,624 |
| AMAZON.COM | $23,199 | $25,870 |
| APPLE INC | $10,208 | $13,355 |
| BERKSHIRE HATHAWAY CL B | $6,417 | $6,795 |
| FIDELITY SELECT UTILITIES FD | $10,866 | $10,982 |
| FIDELITY SELECT CHEMICALS FD | ||
| FIDELITY SELECT MED TECH | $21,683 | $28,320 |
| FIDELITY SELECT RETAILING FD | $21,137 | $24,953 |
| FIDELITY SELECT SOFTWARE & IT SVC | $5,164 | $5,448 |
| LAB CORP OF AMERICA | ||
| PARNASSUS ENDEAVOR FD | ||
| WW GRAINGER INC | $5,453 | $6,837 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| POSTAGE, OFFICE EXPENSES, ETC | $6,000 |
| ANNUAL REPORT FEES | $25 |
| INVESTMENT AND DONATION MGMT | $2,000 |
| ROUNDING |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $69 | Amt |
| Net Investment Income | $69 | NetInvestmentIncomeAmt |