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SHAU-WAI AND MARIE LAM FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
SHAU-WAI AND MARIE LAM FAMILY FOUNDATION (EIN 13-4222089)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-08-10
IRS object ID
201722229349100107
Schema version
2016v3.0
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)
Return2017-08-10T07:42:14-07:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LOEB BLOCK & PARTNERS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1505 PARK AVEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100221106ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN134222089EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Shau-Wai and Marie Lam FamilyBusinessNameLine1Txt
Business Name Line2FoundationBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSHAUBusinessNameControlTxt
Phone7329520203PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line181 Hobart AvenueAddressLine1Txt
CitySummitCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07901ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonShau-Wai LamPersonNm
Person TitleChairmanPersonTitleTxt
Signature2017-08-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARTIN EISENBERGPreparerPersonNm
PTINP00193683PTIN
Phone2127555510PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,753,947FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$15,500ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$16InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$16InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$16InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$36,358DividendsRevAndExpnssAmt
Dividends Net Invst Incm$36,358DividendsNetInvstIncmAmt
Dividends Adj Net Incm$36,358DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$12NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$708,385GrossSalesPriceAmt
Total Rev And Expnss$51,886TotalRevAndExpnssAmt
Total Net Invst Incm$36,374TotalNetInvstIncmAmt
Total Adj Net Incm$36,374TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$1,410LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$3,995AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$1,106TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,051TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$6,935OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$5,820OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$13,446TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,871TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$290,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$290,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$304,196TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,871TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$290,750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$252,310ExcessRevenueOverExpensesAmt
Net Investment Income$29,503NetInvestmentIncomeAmt
Adjusted Net Income$36,374AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$92,922CashBOYAmt
Cash EOY$27,798CashEOYAmt
Cash EOYFMV$27,798CashEOYFMVAmt
Sav And Temp Cash Invst BOY$18,846SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$38,700SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$38,700SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,563,749CorporateStockBOYAmt
Corporate Stock EOY$1,332,881CorporateStockEOYAmt
Corporate Stock EOYFMV$1,363,449CorporateStockEOYFMVAmt
Other Investments BOY$605,055OtherInvestmentsBOYAmt
Other Investments EOY$581,055OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,324,000OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,280,572TotalAssetsBOYAmt
Total Assets EOY$1,980,434TotalAssetsEOYAmt
Total Assets EOYFMV$2,753,947TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$2,280,572RetainedEarningBOYAmt
Retained Earning EOY$1,980,434RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,280,572TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,980,434TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,280,572TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,980,434TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,280,572TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$252,310ExcessRevenueOverExpensesAmt
Subtotal$2,028,262SubtotalAmt
Other Decreases$47,828OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,980,434TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
933 DEUTSCHE X-TRACKERS MSCI EAFE HEDGEDP2016-01-012016-08-04$17,178$19,308-$2,130-$2,130
1550 ISHARES TR RUSSELL 1000 VALUE ETFP2015-09-172016-08-18$153,996$150,950$3,046$3,046
1469 ISHARES TR RUSSELL 1000 GROWTH ETFP2015-09-172016-08-18$146,824$144,133$2,691$2,691
243 ISHARES TR RUSSELL 2000 VALUE ETFP2015-09-172016-08-18$21,845$23,019-$1,174-$1,174
139 ISHARES TR RUSSELL 2000 GROWTH ETFP2015-09-172016-08-18$17,811$20,380-$2,569-$2,569
2 ISHARES TR JPMORGAN USD EMERGING MKTSP2015-06-162016-03-17$219$217$2$2
483 ISHARES MSCI USA MINIMUM VOLATILITY ETFP2016-04-122016-10-03$22,128$21,275$853$853
162 PIMCO ETF TR ENHANCEDP2016-08-042016-11-03$16,421$16,393$28$28
26 SPDR SER TR BARCLAYS HIGH YIELD BD ETFP2015-06-162016-03-17$898$1,001-$103-$103
219 VANGUARD BD INDEX FD BD MARKET ETFP2015-06-162016-03-17$17,913$17,813$100$100
862 VANGUARD TAX-MANAGED INTL FD FTSEP2015-06-162016-04-12$31,105$34,988-$3,883-$3,883
421 VANGUARD CHARLOTTE F NTL BD INDEX FDP2015-06-162016-03-17$22,771$22,010$761$761
716 VANGUARD INTL EQUITY FTSE EMERGING MKTSP2015-06-162016-04-12$24,661$29,406-$4,745-$4,745
4522 DEUTSCHE X-TRACKERS MSCI EAFE HEDGEDP2015-06-162016-08-04$115,670$134,196-$18,526-$18,526
124 ISHARES TR RUSSELL 1000 VALUE ETFP2015-09-172016-10-03$13,037$12,076$961$961
125 ISHARES TR RUSSELL 1000 GROWTH ETFP2015-09-172016-10-03$12,974$12,265$709$709
25 ISHARES TR RUSSELL 2000 VALUE ETFP2015-09-172016-10-03$2,600$2,368$232$232
19 ISHARES TR RUSSELL GROWTH ETFP2015-09-172016-10-03$2,814$2,786$28$28
14 ISHARES TR JPMORGAN USD EMERGING MKTSP2015-06-162016-10-03$1,630$1,522$108$108
137 SPDR SER TR BARCLAYS HIGH YIELD BD ETFP2015-06-162016-10-03$4,937$5,276-$339-$339
93 VANGUARD BD INDEX FD BD MARKET ETFP2015-06-162016-10-03$7,819$7,564$255$255
806 VANGUARD FTSE DEVELOPED MARKETS ETFP2015-06-162016-10-03$30,101$32,716-$2,615-$2,615
206 VANGUARD CHARLOTTE F NTL BD INDEX FDP2015-06-162016-10-03$11,511$10,769$742$742
304 VANGUARD INTL EQUITY FTSE EMERGING MKTSP2015-06-162016-10-03$11,522$12,485-$963-$963
Wash Sale$3,243
FieldValueIRS element (for citing)
Capital Gain Net Income-$23,288CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$5,716NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$139,766AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,726,837NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.08094DistributionYr1Rt
Adjusted Qlfy Distri Yr2$99,675AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$148,779NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.66995DistributionYr2Rt
Adjusted Qlfy Distri Yr3$105,300AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$138,371NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.76100DistributionYr3Rt
Adjusted Qlfy Distri Yr4$95,600AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$248,327NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.38498DistributionYr4Rt
Adjusted Qlfy Distri Yr5$557,481AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$354,425NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.57292DistributionYr5Rt
Total Distribution3.469782TotalDistributionRt
Average Distribution0.693956AverageDistributionRt
Net Vl Noncharitable Assets$1,450,570NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,006,632AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$295NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,006,927AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$290,750QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$590InvestmentIncomeExciseTaxAmt
Subtotal$590SubtotalAmt
Tax Based On Investment Income$590TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$606AppliedToEsTaxAmt
Total Payments And Credits$606TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$16EsPenaltyAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Shau-Wai LamBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7329520203PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line181 Hobart AvenueAddressLine1Txt
CitySummitCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07901ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
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
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Shau-Wai Lam
81 Hobart StreetSummitNJ07901Chairmn-ASRQ0.00$0
Marie Wei-Wun Lam
81 Hobart StreetSummitNJ07901Trsr-ASRQ0.00$0
Jeffrey Wacksman
c/o Loeb Block Partners LLNew YorkNY10022Sec'y-ASRQ0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,432,728AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$39,932AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,472,660TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,472,660AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$22,090CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,450,570NetVlNoncharitableAssetsAmt
Minimum Investment Return$72,529MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$72,529MinimumInvestmentReturnAmt
Tax Based On Investment Income$590TaxBasedOnInvestmentIncomeAmt
Total Tax$590TotalTaxAmt
Distributable Before Adj$71,939DistributableBeforeAdjAmt
Distributable Before Ded$71,939DistributableBeforeDedAmt
Distributable As Adjusted$71,939DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$290,750ExpensesAndContributionsAmt
Qualifying Distributions$290,750QualifyingDistributionsAmt
Adjusted Qualifying Distri$290,750AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$71,939DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$539,790ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$83,225ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$98,870ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$92,326ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$53,962ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$868,173TotalExcessDistributionCyovAmt
Qualifying Distributions$290,750QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$71,939AppliedToCurrentYearAmt
Remaining Distri From Corpus$218,811RemainingDistriFromCorpusAmt
Total Corpus$1,086,984TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$539,790ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$547,194ExcessDistriCyovToNextYrAmt
Excess From Year4$83,225ExcessFromYear4Amt
Excess From Year3$98,870ExcessFromYear3Amt
Excess From Year2$92,326ExcessFromYear2Amt
Excess From Year1$53,962ExcessFromYear1Amt
Excess From Current Year$218,811ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerShau-Wai LamContributingManagerNm
Contributing ManagerMarie Wei-Wun LamContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Chinatown Health Clinic Fdn
CB Wang Com Ctr 125 Walker StNew YorkNY10013Ofcr is on Bd of Dir.PCHealth Services$27,500
Amer Friends of Shanghai Mus
530 East 86th StreetNew YorkNY10028Ofcr is on Bd of Dir.PCEducational$20,000
New Jersey Chinese Cultural Studies
PO Box 543Princeton JunctionNJ08550NonePCGeneral$400
Chinese American Planning Council
150 Elizabeth StreetNew YorkNY10012NonePCSocial Welfare$5,000
The Metropolitan Museum of Art
1000 Fifth AvenueNew YorkNY10028NonePCGeneral$8,000
Purdue University
403 W Wood StreetWest LafayetteIN47907NonePCEducational$50,000
International Leadership Foundation
1300 Pennsylvania Ave NW Ste 700WashingtonDC20004NonePCGeneral$2,500
Asian Art Museum
200 Larkin StreetSan FranciscoCA94102NonePCEducational$50,000
Asian Performing Arts Council
451 W Jamison PlaceLittletonCO80120NonePCEducational$5,000
SADD
255 Main StreetMarlboroughMA01752NonePCEducational$34,000
Si-Yo Music Society Foundation
275 West 96th St 24ENew YorkNY10025NonePCEducational$1,000
Org Chinese in America - New Jersey
PO Box 268MontvaleNJ07645NonePCEducational$1,000
China Institute in America
125 E 65th StNew YorkNY10065NonePCCultural$57,000
ACE Foundation
2025 M Street NW Suite 610WashingtonDC20036NonePCEducational$10,000
Org of Chinese American
132 18th Street NWWashingtonDC20036NonePCEducational$5,000
Summit Police Benevolent Assoc
P O Box 552SummitNJ07902NonePCGeneral$100
National Automobile Dealers Associa
8400 Westpark DriveTysonVA22102NonePCGeneral$1,000
Caleb Medical and Recovery Fund
24415 Chaparral CirMalibuCA90265NonePCHealth Services$500
NJCACC
28 Worlds Fair DriveSomersetNJ08873NonePCEducational$2,000
CMP
70 Mulberry StreetNew YorkNY10013NonePCEducational$8,500
NJ Asian American Law Enforcement F
P O Box 157AlpineNJ07620NonePCGeneral$1,000
State Troopers Coalition
21 Kilmer Drive Bld 2 Suite FMorganvilleNJ07751NonePCGeneral$250
Sino MonthlyLiterary Award Fund
18 Sheppard PlaceEdisonNJ08817NonePCEducational$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$290,750TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$16ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$36,358ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$12ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$36,386ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$36,386TotalIncomeProducingActyAmt

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 Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1NADA FOUNDATIONBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line18400 WESTPARK DRIVEAddressLine1Txt
CityTYSONSCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd
FieldValueIRS element (for citing)
Total Contributions$15,500TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryLoeb Block & PartnersCategoryTxt
Amt$3,995Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceGeneral Explanation Supplemental Information for Form 990-PFFormAndLineReferenceDesc
Medium ExplanationForm 990-PFPage 2Schedule of Investments-Corporate Stock and Other Beginning of Year End of Year --------------- ---------------------------- Book Value Book Value Fair Market ValueLine 10 b-Corporate Stock:Deutsche X-Trackers MSCI Eafe Hedged 144,213 0 0IShares TR Russell 1000 Value ETF 335,003 200,010 231,118 IShares TR Russell 1000 Growth ETF 330,779 204,152 219,136IShares TR Russell 2000 Value ETF 53,650 29,024 36,515IShares TR Russell 2000 Growth ETF 54,602 31,436 33,251IShares TR JPMorgan USD Emerging Mkts BD 3,153 13,208 13,116 IShares MSCI USA Minimum Volatility 0 212,016 217,508SPDR Ser TR Barclays High Yield BD ETF 16,383 17,458 18,043Vanguard BD Index FD Inc Total BD Market 91,730 83,274 82,406Vanguard Tax-Managed Intl FD FTSE 272,678 314,988 295,426 Vanguard Charlotte FDS Total Intl BD 113,752 103,458 106,191Vanguard Intl Equity Index FDS FTSE 147,806 123,857 110,739 --------- ----------- -----------TOTAL Line 10 b 1,563,749 1,332,881 1,363,449 ========= =========== =========== Line 13-Artwork 605,055 581,055 1,324,000 ========= ========= =========MediumExplanationTxt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLoeb Block & PartnersCategoryTxt
Legal Fees$1,410LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (3 entries)

DescDescAmtAmt
2015 Federal Payment$540
Basis Adjustment - Artwork$24,000
Capital Loss Disallowed$23,288

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
Advisory Fees$5,820$5,820
Annual Report$117
Bank Fees$95
Insurance Expense for Artwork$676
Miscellaneous$227

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
Foreign Tax Paid$1,051$1,051
NJ$55

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