BETA

LUOS FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
LUOS FOUNDATION (EIN 47-4532868)
Tax period
2018-05-01 to 2019-04-30
Filed
2019-09-16
IRS object ID
201922599349100007
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-09-16T10:32:02-04:00ReturnTs
Tax Period End2019-04-30TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2018-05-01TaxPeriodBeginDt

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
Signature2019-09-16SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$234,339FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$113,200ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$1,930DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,930DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$32,293NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$724,183GrossSalesPriceAmt
Total Rev And Expnss$147,423TotalRevAndExpnssAmt
Total Net Invst Incm$1,930TotalNetInvstIncmAmt
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$35,804OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$35,804OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$452TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$5,690TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$5,690TravConfMeetingDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$41,946TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$41,494TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$45,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$45,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$86,946TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$86,494TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$60,477ExcessRevenueOverExpensesAmt
Net Investment Income$1,930NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$63,778CashBOYAmt
Cash EOY$137,276CashEOYAmt
Cash EOYFMV$137,276CashEOYFMVAmt
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$109,311CorporateStockBOYAmt
Corporate Stock EOY$96,290CorporateStockEOYAmt
Corporate Stock EOYFMV$97,063CorporateStockEOYFMVAmt
Mortgage Loans BOY$0MortgageLoansBOYAmt
Mortgage Loans EOY$0MortgageLoansEOYAmt
Mortgage Loans EOYFMV$0MortgageLoansEOYFMVAmt
Total Assets BOY$173,089TotalAssetsBOYAmt
Total Assets EOY$233,566TotalAssetsEOYAmt
Total Assets EOYFMV$234,339TotalAssetsEOYFMVAmt
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 SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$173,089AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$233,566AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$173,089TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$233,566TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$173,089TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$233,566TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$173,089TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$60,477ExcessRevenueOverExpensesAmt
Subtotal$233,566SubtotalAmt
Tot Net Ast Or Fund Balances EOY$233,566TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$0CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$32,293NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$58,779AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$140,136NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.419443DistributionYr1Rt
Adjusted Qlfy Distri Yr2$42,321AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$84,160NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.502864DistributionYr2Rt
Adjusted Qlfy Distri Yr3$40,893AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$33,736NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.212147DistributionYr3Rt
Total Distribution2.134454TotalDistributionRt
Average Distribution0.711485AverageDistributionRt
Net Vl Noncharitable Assets$172,073NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$122,427AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$19NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$122,446AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$86,494QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$39InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$39SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$39TaxBasedOnInvestmentIncomeAmt
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$39OriginalReturnTaxPaidAmt
Es Penalty$0EsPenaltyAmt
Tax Due$39TaxDueAmt
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 SatisfiedYes (true)Section508eRqrSatisfiedInd
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 PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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 DrRichardsonTX75082CEO2.00$0$0$0
Michael Luo
4105 Greenfield DrRichardsonTX75082CFO2.00$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$47,289AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$127,404AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$174,693TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$174,693AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,620CashDeemedCharitableAmt
Net Vl Noncharitable Assets$172,073NetVlNoncharitableAssetsAmt
Minimum Investment Return$8,604MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$8,604MinimumInvestmentReturnAmt
Tax Based On Investment Income$39TaxBasedOnInvestmentIncomeAmt
Income Tax$0IncomeTaxAmt
Total Tax$39TotalTaxAmt
Distributable Before Adj$8,565DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$8,565DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$8,565DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$86,494ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$86,494QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$19PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$86,475AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$8,565DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12016PriorYear1Yr
Prior Year22015PriorYear2Yr
Prior Year32014PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$39,206ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$38,202ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$52,224ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$129,632TotalExcessDistributionCyovAmt
Qualifying Distributions$86,494QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$8,565AppliedToCurrentYearAmt
Remaining Distri From Corpus$77,929RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$207,561TotalCorpusAmt
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$207,561ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$39,206ExcessFromYear3Amt
Excess From Year2$38,202ExcessFromYear2Amt
Excess From Year1$52,224ExcessFromYear1Amt
Excess From Current Year$77,929ExcessFromCurrentYearAmt

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 Childrens Rehabilitation
PanYu District ZhongSanChun LuDuanTingTai ChaBoCheng Building 17 SuGUANGZHOUGUANGDONGCH510000PCCharitable$15,000
GuangZhou YouHao Senior Home
ShaTai RoadDaYuanNanYiFu Street 9GUANGZHOUGUANGDONGCH510000PCCharitable$15,000
GuangZhou YiYuan Senior Home
XiaoGuangZhongMa Road 132GUANGZHOUGUANGDONGCH510000PCCharitable$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$1,930ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
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
Exclusion$32,293ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
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$34,223ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$34,223TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number4LineNumberTxt
Relationship Statement.RelationshipStatementTxt

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$113,200TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetTD Ameritrade #425034850AssetDesc
Acquired2018-05AcquiredDt
How AcquiredPurchaseHowAcquiredTxt
Sold2019-04SoldDt
Gross Sales Price$724,183GrossSalesPriceAmt
Basis$691,890BasisAmt
Sales Expense$0SalesExpenseAmt
Total Net$724,183TotalNetAmt
Accumulated Depreciation$0AccumulatedDepreciationAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockTD Ameritrade #425034850StockNm
EOY Book Value$96,290EOYBookValueAmt
EOYFMV$97,063EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Tax preparation fee$800$0$0$800
Outside Services$35,000$0$0$35,000
Bank fee$4$0$0$4

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)
CategoryInvestment TaxCategoryTxt
Amt$452Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.