FULU FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- FULU FOUNDATION (EIN 36-4409239)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-10
- IRS object ID
- 201821309349102047
- Schema version
- 2017v2.3
- 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 | 2018-05-10T19:53:00-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-05-09 | 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 | 2018-05-09 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $125,382 | 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 | $35,710 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,380 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,380 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,380 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,327 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $31,978 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,327 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $41,417 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,707 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,380 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $38 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $3,694 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $2,530 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $7,762 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,125 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,125 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,887 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,125 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $29,530 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,707 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,380 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $31,100 | CashBOYAmt |
| Cash EOY | $16,632 | CashEOYAmt |
| Cash EOYFMV | $16,632 | CashEOYFMVAmt |
| Corporate Stock BOY | $61,949 | CorporateStockBOYAmt |
| Corporate Stock EOY | $105,947 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $108,750 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $93,049 | TotalAssetsBOYAmt |
| Total Assets EOY | $122,579 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $125,382 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $93,049 | UnrestrictedBOYAmt |
| Unrestricted EOY | $122,579 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $93,049 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $122,579 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $93,049 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $122,579 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $93,049 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $29,530 | ExcessRevenueOverExpensesAmt |
| Subtotal | $122,579 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $122,579 | 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 |
|---|---|---|---|---|---|---|---|
| 103 AIG INC | P | 2000-01-01 | 2017-12-11 | $1,872 | $2,187 | -$315 | -$315 |
| 100 AIG INC | P | 2000-01-01 | 2017-12-11 | $1,816 | $1,690 | $126 | $126 |
| 147.978 HENNESSY GAS UTILITY FD | P | 2000-01-01 | 2017-12-08 | $4,500 | $3,802 | $698 | $698 |
| 1.031 TEMPLETON GLOBAL BOND CL C | P | 2000-01-01 | 2017-12-08 | $13 | $14 | -$1 | -$1 |
| 25.857 FIDELITY SELECT CONSUMER STPL | P | 2000-01-01 | 2017-12-06 | $2,518 | $2,539 | -$21 | -$21 |
| 57.537 FIDELITY LOW PRICED STK FD | P | 2000-01-01 | 2017-12-06 | $3,108 | $3,000 | $108 | $108 |
| 156.573 AM CENTURY MID CAP VALUE | P | 2000-01-01 | 2017-12-06 | $2,923 | $2,359 | $564 | $564 |
| 50 ABBVIE INC | P | 2000-01-01 | 2017-09-07 | $3,770 | $3,637 | $133 | $133 |
| 60 ABBVIE INC | P | 2000-01-01 | 2017-07-07 | $4,345 | $2,946 | $1,399 | $1,399 |
| 265.165 FAIRHOLME FUND | P | 2000-01-01 | 2017-03-29 | $5,394 | $6,477 | -$1,083 | -$1,083 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,327 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,530 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $89,174 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.028371 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,775 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $85,011 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.032643 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $32,316 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $84,247 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.383586 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,761 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $75,817 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.089175 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $6,474 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $76,590 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.084528 | DistributionYr5Rt |
| Total Distribution | 0.618303 | TotalDistributionRt |
| Average Distribution | 0.123661 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $102,406 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $12,664 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $57 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $12,721 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,125 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $114 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $114 | SubtotalAmt |
| Tax Based On Investment Income | $114 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $114 | 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 |
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 | $82,562 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,403 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $103,965 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $103,965 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,559 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $102,406 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,120 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,120 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $114 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $114 | TotalTaxAmt |
| Distributable Before Adj | $5,006 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,006 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,006 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,125 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $4,125 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $4,125 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,006 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $2,696 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,048 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $28,172 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $33,916 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,125 | QualifyingDistributionsAmt |
| Applied To Current Year | $4,125 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $881 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $881 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $33,035 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,815 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $31,220 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,048 | ExcessFromYear4Amt |
| Excess From Year3 | $28,172 | ExcessFromYear3Amt |
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 (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FIELD OF DREAMS EQUINE | |||||||
| 1841 UNBRIDLED WAY | BLACKLICK | OH | 43004 | NONE | CHARITY | FOR CHARITABLE PURPOSES | $100 |
| GIRL SCOUTS NE ILLINOIS | |||||||
| 2820 MCFARLAND ROAD | ROCKFORD | IL | 61107 | NONE | CHARITY | FOR CHARITABLE PURPOSES | $100 |
| GLCACS - CHEMISTRY SOCIETY | |||||||
| 21 JEROME AVE | PIEDMONT | CA | 94611 | NONE | CHARITY | FOR CHARITABLE PURPOSES | $1,000 |
| KINDNESS CONNECTION | |||||||
| 119 CENTRAL PARK AVE | WHEELING | IL | 60091 | NONE | CHARITY | FOR CHARITABLE PURPOSES | $175 |
| NCKUNAAFI | |||||||
| PO BOX 616 | CUPERTINO | CA | 95015 | NONE | CHARITY | FOR CHARITABLE PURPOSES | $1,000 |
| THE COMMUNITY CHURCH OF LF-LB | |||||||
| 117 SCRANTON AVE | LAKE BLUFF | IL | 60044 | NONE | CHARITY | FOR CHARITABLE PURPOSES | $1,050 |
| NEW ALBANY MUSIC PARENTS ASSN | |||||||
| 6600 E DUBIN GRANVILLE RD | NEW ALBANY | OH | 43054 | NONE | CHARITY | FOR CHARITABLE PURPOSES | $100 |
| ST STEPHENS COMMUNITY HOUSE | |||||||
| 1500 E 17TH AVENUE | COLUMBUS | OH | 43219 | NONE | CHARITY | FOR CHARITABLE PURPOSES | $500 |
| WORLD WILDLIFE FDTN | |||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | CHARITY | FOR CHARITABLE PURPOSES | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,125 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,380 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,327 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,707 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,707 | 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 | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| SHAU-ZOU LU MOU-YING FU LU | |||||||
| 1 | 195 GRAFTON COURT | LAKE BLUFF | IL | 60044 | $22,214 | Yes (X) | |
| SHAU-ZOU MOU-TING FU LU | |||||||
| 2 | 195 GRAFTON COURT | LAKE BLUFF | IL | 60044 | $13,496 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 50.208 SH ABBVIE INC. | $4,835 | 2017-12-14 |
| 2 | 342.074 SH AMG YACKTMAN FUND I | $8,661 | 2017-12-14 |
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 (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $4,323 | $5,989 |
| ABBVIE INC | $4,910 | $4,963 |
| AMG YACKTMAN FD I | $9,495 | $8,651 |
| AMERICAN CENTURY MID CAP FUND | ||
| AMERICAN INTL GROUP WTS | ||
| BANK OF AMERICA | $1,034 | $2,425 |
| BERKSHIRE HATHAWAY CL B | $28,176 | $29,733 |
| FAIRHOLME FUND | ||
| FIDELITY SELECT CHEMICALS FD | $8,641 | $9,924 |
| FIDELITY SELECT MEDICAL EQPT | $8,554 | $9,507 |
| FIDELITY SELECT RETAILING FD | $9,862 | $10,305 |
| GENERAL ELECTRIC CO | $15,446 | $12,609 |
| HENNESSY GAS UTILITY INV FD | $7,537 | $8,635 |
| INTL BUSINESS MACHINES | $1,588 | $1,306 |
| PARNASSUS ENDEAVOR FD | $4,082 | $4,014 |
| RANGE RESOURCES CORP | $2,299 | $689 |
| YACKTMAN FUND SERVICE CLASS |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| POSTAGE, OFFICE EXPENSES, ETC | $2,520 |
| ANNUAL REPORT FEES | $10 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $38 | Amt |