BETA

LUOS FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
LUOS FOUNDATION (EIN 47-4532868)
Tax period
2019-05-01 to 2020-04-30
Filed
2020-09-01
IRS object ID
202022459349100102
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-09-01T10:23:56-04:00ReturnTs
Tax Period End2020-04-30TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2019-05-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN474532868EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LUOS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Michael LuoInCareOfNm
Business Name ControlLUOSBusinessNameControlTxt
Phone9728369955PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14105 Greenfield DrAddressLine1Txt
CityRicharsdonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75082ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMichael LuoPersonNm
Person TitleCEOPersonTitleTxt
Phone9728369955PhoneNum
Signature2020-09-01SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2020-11-19 02:30:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$363,799FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$235,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$2,890DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,890DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$56,034NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,884,697GrossSalesPriceAmt
Total Rev And Expnss$293,924TotalRevAndExpnssAmt
Total Net Invst Incm$2,890TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$0AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$35,102OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$35,102OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$40TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$40TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$5,906TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$5,906TravConfMeetingDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$41,048TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$41,048TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$45,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$45,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$86,048TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$86,048TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$207,876ExcessRevenueOverExpensesAmt
Net Investment Income$2,890NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$137,276CashBOYAmt
Cash EOY$100,144CashEOYAmt
Cash EOYFMV$100,144CashEOYFMVAmt
Sav And Temp Cash Invst BOY$0SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$0SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$0SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl Allwnc Dbtfl Acct$0AcctRcvblAllwncDbtflAcctAmt
Acct Rcvbl BOY$0AcctRcvblBOYAmt
Acct Rcvbl EOY$0AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$0AcctRcvblEOYFMVAmt
Pledges Rcvbl Allwnc Dbtfl Acct$0PledgesRcvblAllwncDbtflAcctAmt
Pledges Rcvbl BOY$0PledgesRcvblBOYAmt
Pledges Rcvbl EOY$0PledgesRcvblEOYAmt
Pledges Rcvbl EOYFMV$0PledgesRcvblEOYFMVAmt
Grants Receivable BOY$0GrantsReceivableBOYAmt
Grants Receivable EOY$0GrantsReceivableEOYAmt
Grants Receivable EOYFMV$0GrantsReceivableEOYFMVAmt
Inventories BOY$0InventoriesBOYAmt
Inventories EOY$0InventoriesEOYAmt
Inventories EOYFMV$0InventoriesEOYFMVAmt
Prepaid Expenses BOY$0PrepaidExpensesBOYAmt
Prepaid Expenses EOY$0PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$0PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$96,290CorporateStockBOYAmt
Corporate Stock EOY$341,298CorporateStockEOYAmt
Corporate Stock EOYFMV$263,655CorporateStockEOYFMVAmt
Mortgage Loans BOY$0MortgageLoansBOYAmt
Mortgage Loans EOY$0MortgageLoansEOYAmt
Mortgage Loans EOYFMV$0MortgageLoansEOYFMVAmt
Total Assets BOY$233,566TotalAssetsBOYAmt
Total Assets EOY$441,442TotalAssetsEOYAmt
Total Assets EOYFMV$363,799TotalAssetsEOYFMVAmt
Accounts Payable BOY$0AccountsPayableBOYAmt
Accounts Payable EOY$0AccountsPayableEOYAmt
Grants Payable BOY$0GrantsPayableBOYAmt
Grants Payable EOY$0GrantsPayableEOYAmt
Deferred Revenue BOY$0DeferredRevenueBOYAmt
Deferred Revenue EOY$0DeferredRevenueEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$233,566AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$441,442AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$233,566TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$441,442TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$233,566TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$441,442TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$233,566TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$207,876ExcessRevenueOverExpensesAmt
Subtotal$441,442SubtotalAmt
Tot Net Ast Or Fund Balances EOY$441,442TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$0CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$56,033NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$86,475AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$172,073NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.502548DistributionYr1Rt
Adjusted Qlfy Distri Yr2$58,779AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$140,136NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.419443DistributionYr2Rt
Adjusted Qlfy Distri Yr3$42,321AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$84,160NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.502864DistributionYr3Rt
Adjusted Qlfy Distri Yr4$40,893AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$33,736NetVlNoncharitableAssetsYr4Amt
Distribution Yr41.212147DistributionYr4Rt
Total Distribution2.637002TotalDistributionRt
Average Distribution0.659251AverageDistributionRt
Net Vl Noncharitable Assets$257,348NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$169,657AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$29NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$169,686AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$86,048QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$58InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$58SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$58TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Original Return Tax Paid$58OriginalReturnTaxPaidAmt
Es Penalty$0EsPenaltyAmt
Tax Due$58TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksMichael LuoIndividualWithBooksNm
Phone9728369955PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14105 Greenfield DrAddressLine1Txt
CityRicharsdonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75082ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Michael Luo
4105 GREENFIELD DRRICHARDSONTX75082CEO20.00$0$0$0
Yvonne He
4105 GREENFIELD DRRICHARDSONTX75082CFO20.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$164,893AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$96,374AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$261,267TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$261,267AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,919CashDeemedCharitableAmt
Net Vl Noncharitable Assets$257,348NetVlNoncharitableAssetsAmt
Minimum Investment Return$12,867MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$12,867MinimumInvestmentReturnAmt
Tax Based On Investment Income$58TaxBasedOnInvestmentIncomeAmt
Income Tax$0IncomeTaxAmt
Total Tax$58TotalTaxAmt
Distributable Before Adj$12,809DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$12,809DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$12,809DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$86,048ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$86,048QualifyingDistributionsAmt
Adjusted Qualifying Distri$86,048AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$12,809DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$39,206ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$38,202ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$52,224ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$77,292ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$206,924TotalExcessDistributionCyovAmt
Qualifying Distributions$86,048QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$12,809AppliedToCurrentYearAmt
Remaining Distri From Corpus$73,239RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$280,163TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$280,163ExcessDistriCyovToNextYrAmt
Excess From Year4$39,206ExcessFromYear4Amt
Excess From Year3$38,202ExcessFromYear3Amt
Excess From Year2$52,224ExcessFromYear2Amt
Excess From Year1$77,292ExcessFromYear1Amt
Excess From Current Year$73,239ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMichael LuoContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientForeignAddress/AddressLine1TxtAddress Line2RecipientForeignAddress/AddressLine2TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
XingChen Children's Rehabilitation
PanYu District ZhongSanChun LuDuanTingTai ChaBoCheng Bldg 17 Ste 6-13GUANGZHOUGUANGDONGCH510000PCCare center for autistic children.$15,000
GuangZhou YouHao Senior Home
ShaTai Road DaYuanNanYiFu St 9GUANGZHOUGUANGDONGCH510000PCSenior Home$15,000
GuangZhou YiYuan Senior Home
XiaoGuangZhongMa Road 132GUANGZHOUGUANGDONGCH510000PCSenior Home$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$45,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$2,890RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Related Or Exempt Function Incm$56,034RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$58,924RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$58,924TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4Security investment generates additional revenue for charity purpose.
8Security investment generates additional revenue for charity purpose.

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonMichael LuoContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line14105 Greenfield DrAddressLine1Txt
CityRichardsonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75082ZIPCd
FieldValueIRS element (for citing)
Total Contributions$235,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetTD Ameritrade #425034850AssetDesc
Acquired2019-05AcquiredDt
How AcquiredPurchaseHowAcquiredTxt
Sold2020-04SoldDt
Gross Sales Price$1,884,697GrossSalesPriceAmt
Basis$1,828,663BasisAmt
Sales Expense$0SalesExpenseAmt
Total Net$1,884,697TotalNetAmt
Accumulated Depreciation$0AccumulatedDepreciationAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockTD Ameritrade #425034850StockNm
EOY Book Value$341,298EOYBookValueAmt
EOYFMV$263,655EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ExpressTaxExempt filing fee$100$0$0$100
Outside Services$35,000$0$0$35,000
Bank fee$2$0$0$2

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonMichael LuoPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14105 GREENFIELD DRAddressLine1Txt
CityRICHARDSONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75082ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryIRS Investment taxCategoryTxt
Amt$40Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$40DisbursementsCharitablePrpsAmt

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