FULU FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- FULU FOUNDATION (EIN 36-4409239)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-14
- IRS object ID
- 201921349349100507
- Schema version
- 2018v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T07:14:12-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-05-08 | 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 | 2019-05-08 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.79.52.106 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-14 | IPDt |
| IP Tm | 07:14:12 | 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 | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $134,768 | 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 | $44,682 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,349 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,349 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,349 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,578 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $108,312 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,578 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $51,609 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,927 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,349 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $114 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $3,850 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $8,438 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $13,902 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $30,902 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $20,707 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,927 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,349 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $16,632 | CashBOYAmt |
| Cash EOY | $8,398 | CashEOYAmt |
| Cash EOYFMV | $8,398 | CashEOYFMVAmt |
| Corporate Stock BOY | $105,947 | CorporateStockBOYAmt |
| Corporate Stock EOY | $134,888 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $126,370 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $122,579 | TotalAssetsBOYAmt |
| Total Assets EOY | $143,286 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $134,768 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $122,579 | UnrestrictedBOYAmt |
| Unrestricted EOY | $143,286 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $122,579 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $143,286 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $122,579 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $143,286 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $122,579 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $20,707 | ExcessRevenueOverExpensesAmt |
| Subtotal | $143,286 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $143,286 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 30 ABBVIE INC | P | 2000-01-01 | 2018-06-08 | $2,986 | $2,858 | $128 | $128 |
| 46 GENERAL ELECTRIC CO | P | 2000-01-01 | 2018-11-14 | $361 | $1,245 | -$884 | -$884 |
| 20 ABBVIE INC | P | 2000-01-01 | 2018-07-30 | $1,860 | $1,960 | -$100 | -$100 |
| 100 GENERAL ELECTRIC CO | P | 2000-01-01 | 2018-11-14 | $795 | $2,623 | -$1,828 | -$1,828 |
| 50 ABBVUE INC | P | 2000-01-01 | 2018-03-28 | $4,745 | $2,513 | $2,232 | $2,232 |
| 300 GENERAL ELECTRIC CO | P | 2000-01-01 | 2018-10-10 | $3,970 | $7,996 | -$4,026 | -$4,026 |
| 20 ABBVIE INC | P | 2000-01-01 | 2018-02-28 | $2,400 | $415 | $1,985 | $1,985 |
| 100 GENERAL ELECTRIC CO | P | 2000-01-01 | 2018-10-03 | $1,230 | $1,705 | -$475 | -$475 |
| 378.595 AMG YACKTMAN FUND | P | 2000-01-01 | 2018-01-17 | $8,840 | $9,495 | -$655 | -$655 |
| 100 GENERAL ELECTRIC CO | P | 2000-01-01 | 2018-10-03 | $1,198 | $1,081 | $117 | $117 |
| 0.247 BANK OF AMERICA | P | 2000-01-01 | 2018-12-12 | $6 | $8 | -$2 | -$2 |
| 224.209 HENESSY GAS UTILITY FD | P | 2000-01-01 | 2018-07-31 | $6,540 | $5,789 | $751 | $751 |
| 83 BANK OF AMERICA | P | 2000-01-01 | 2018-12-12 | $2,076 | $1,058 | $1,018 | $1,018 |
| 86.685 HENNESSY GAS UTILITY FD | P | 2000-01-01 | 2018-01-24 | $2,500 | $2,228 | $272 | $272 |
| 200 BERKSHIRE HATHAWAY CL B | P | 2000-01-01 | 2018-11-09 | $44,030 | $38,783 | $5,247 | $5,247 |
| 100 GENERAL ELECTRIC CO | P | 2000-01-01 | 2018-07-03 | $1,375 | $1,127 | $248 | $248 |
| 0.153 BOEING CO | P | 2000-01-01 | 2018-12-12 | $49 | $53 | -$4 | -$4 |
| 8 IBM | P | 2000-01-01 | 2018-01-25 | $1,323 | $1,507 | -$184 | -$184 |
| 15 BOEING CO | P | 2000-01-01 | 2018-12-12 | $4,840 | $5,117 | -$277 | -$277 |
| 0.515 IBM | P | 2000-01-01 | 2018-01-25 | $85 | $81 | $4 | $4 |
| 363.857 FIDELITY SELECT CHEMICALS | P | 2000-01-01 | 2018-09-04 | $6,000 | $5,710 | $290 | $290 |
| 0.384 RANGE RESOURCES CORP | P | 2000-01-01 | 2018-01-25 | $7 | $13 | -$6 | -$6 |
| 17.028 FIDELITY SELECT UTILITY FD | P | 2000-01-01 | 2018-11-01 | $1,500 | $1,504 | -$4 | -$4 |
| 40 RANGE RESOURCES CORP | P | 2000-01-01 | 2018-01-25 | $677 | $2,285 | -$1,608 | -$1,608 |
| 24.035 FIDELITY SELECT RETAIL | P | 2000-01-01 | 2018-02-27 | $3,500 | $3,063 | $437 | $437 |
| 28.38 FIDELITY SELECT UTILITY FD | P | 2000-01-01 | 2018-11-01 | $2,500 | $2,507 | -$7 | -$7 |
| 0.745 GENERAL ELECTRIC CO | P | 2010-01-01 | 2018-11-14 | $6 | $10 | -$4 | -$4 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,578 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,125 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $102,406 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040281 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,530 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $89,174 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.028371 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,775 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $85,011 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.032643 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $32,316 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $84,247 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.383586 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $6,761 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $75,817 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.089175 | DistributionYr5Rt |
| Total Distribution | 0.574056 | TotalDistributionRt |
| Average Distribution | 0.114811 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $127,790 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $14,672 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $69 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $14,741 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $17,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $69 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $69 | SubtotalAmt |
| Tax Based On Investment Income | $69 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $69 | 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 | $115,541 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,195 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $129,736 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $129,736 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,946 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $127,790 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,390 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,390 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $69 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $69 | TotalTaxAmt |
| Distributable Before Adj | $6,321 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,321 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,321 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $17,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $69 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $16,931 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,321 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $3,048 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $28,172 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $31,220 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $6,321 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,679 | RemainingDistriFromCorpusAmt |
| Total Corpus | $41,899 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,048 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $38,851 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $28,172 | ExcessFromYear4Amt |
| Excess From Current Year | $10,679 | ExcessFromCurrentYearAmt |
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 (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CALABASAS ELEMENTARY SCHOOL | |||||||
| 202 CALABASAS RD | WATSONVILLE | CA | 95076 | NONE | CHARITY | FOR CHARITABLE PURPOSES | $500 |
| DR SUN YAT-SEN INSTITUTE | |||||||
| 55 E 63RD ST | ESTMONT | IL | 60559 | NONE | CHARITY | FOR CHARITABLE PURPOSES | $300 |
| FLORIDA VETERANS ASSISTANT | |||||||
| PO BOX 135337 | CLERMONT | FL | 34713 | NONE | CHARITY | FOR CHARITABLE PURPOSES | $1,175 |
| FRIENDS OF LAKE BLUFF PARKS | |||||||
| 355 W WASHINGTON AVE | LAKE BLUFF | IL | 60044 | NONE | CHARITY | FOR CHARITABLE PURPOSES | $1,000 |
| GLCACS - CHEMISTRY SOCIETY | |||||||
| ABBOTT PARK BLDG 52 | NORTH CHICAGO | IL | 60064 | NONE | CHARITY | FOR CHARITABLE PURPOSES | $1,000 |
| HUMANE SOCIETY | |||||||
| 3015 SCIOTO DARBY EXEC DR | HILLIARD | OH | 43026 | NONE | CHARITY | FOR CHARITABLE PURPOSES | $100 |
| LAKE BLUFF OPEN LANDS ASSN | |||||||
| PO BOX 449 | LAKE BLUFF | IL | 60044 | NONE | CHARITY | FOR CHARITABLE PURPOSES | $75 |
| NATIONAL GEOGRAPHIC SOCIETY | |||||||
| PO BOX 37547 | BOONE | IA | 50037 | NONE | CHARITY | FOR CHARITABLE PURPOSES | $50 |
| NCKUNAAFI | |||||||
| PO BOX 616 | CUPERTINO | CA | 95015 | NONE | CHARITY | FOR CHARITABLE PURPOSES | $10,000 |
| PAULA FORDE BLOOM SCHOL FUND | |||||||
| 122 SOUTH MICHIGAN AVE | CHICAGO | IL | 60603 | NONE | CHARITY | FOR CHARITABLE PURPOSES | $100 |
| ST STEPHENS COMMUNITY HOUSE | |||||||
| 1500 E 17TH AVENUE | COLUMBUS | OH | 43219 | NONE | CHARITY | FOR CHARITABLE PURPOSES | $500 |
| TBAC | |||||||
| 224 WOOD GLEN LANE | OAK BROOK | IL | 60523 | NONE | CHARITY | FOR CHARITABLE PURPOSES | $500 |
| THE COMMUNITY CHURCH OF LF-LB | |||||||
| PO BOX 26 | LAKE BLUFF | IL | 60044 | NONE | CHARITY | FOR CHARITABLE PURPOSES | $1,500 |
| WORLD WILDLIFE FDTN | |||||||
| 131 STEUART ST | SAN FRANCISCO | CA | 94105 | NONE | CHARITY | FOR CHARITABLE PURPOSES | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,349 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,578 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,927 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,927 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | SHAU-ZOU LU MOU-YING FU LU | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $44,682 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 20 SH ABVIE INC | $1,960 | 2018-06-19 |
| 1 | 4 SH AMAZON.COM | $6,939 | 2018-06-19 |
| 1 | 15 SH BOEING CO | $5,117 | 2018-06-19 |
| 1 | 100 SH ABBVIE INC | $8,416 | 2018-12-24 |
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 (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $4,441 | $7,727 |
| ABBVIE INC | $17,112 | $14,079 |
| AMAZON.COM | $23,199 | $21,028 |
| AMG YACKTMAN FD I | ||
| APPLE INC | $8,505 | $7,887 |
| BANK OF AMERICA | ||
| BERKSHIRE HATHAWAY CL B | $6,417 | $6,125 |
| FAIRHOLME FUND | ||
| FIDELITY SELECT UTILITIES FD | $2,134 | $1,940 |
| FIDELITY SELECT CHEMICALS FD | $10,010 | $8,197 |
| FIDELITY SELECT MED TECH | $21,191 | $21,858 |
| FIDELITY SELECT RETAILING FD | $20,617 | $19,754 |
| GENERAL ELECTRIC CO | ||
| HENNESSY GAS UTILITY INV FD | ||
| INTL BUSINESS MACHINES | ||
| LAB CORP OF AMERICA | $14,603 | $12,636 |
| PARNASSUS ENDEAVOR FD | $6,659 | $5,139 |
| RANGE RESOURCES CORP |
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 | $40 |
| INVESTMENT AND DONATION MGMT | $2,400 |
| ROUNDING | -$2 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $114 | Amt |