CALVIN J LI MEMORIAL FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CALVIN J LI MEMORIAL FOUNDATION INC (EIN 47-5070976)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-08-09
- IRS object ID
- 201722219349100417
- 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
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-09T13:34:41-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 520959934 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLIN & TUCKER CHARTERED | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 EAST PRATT ST SUITE 200 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475070976 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALVIN J LI MEMORIAL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALV | BusinessNameControlTxt |
| Phone | 4105375454 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13514 CAVANAUGH DRIVE | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL Q LI | PersonNm |
| Person Title | PRESIDENT/TREASURER | PersonTitleTxt |
| Phone | 4105375454 | PhoneNum |
| Signature | 2017-07-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN KELLER | PreparerPersonNm |
| PTIN | P00245169 | PTIN |
| Phone | 4107275735 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.246.120.254 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-07-26 | IPDt |
| IP Tm | 10:29:21 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B8476CFE9D5BAD60027077F141395D1B79E4EBED | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1606324B6494D2AE9B3885D25354DD8DF7198ECA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $375,105 | 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 | $493,055 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $158 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $158 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $158 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,564 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,564 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,564 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $38,338 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $38,338 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $38,338 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $15,903 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $533,115 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $40,060 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $17,625 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $91 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $91 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $91 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $8,061 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,061 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,730 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $910 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $820 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,882 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $91 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,001 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,881 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $143,140 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $143,140 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $153,022 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $91 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,001 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $152,021 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $380,093 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $39,969 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $16,624 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $2,285 | CashEOYAmt |
| Cash EOYFMV | $2,285 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $14,946 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,946 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $362,862 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $357,874 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $0 | TotalAssetsBOYAmt |
| Total Assets EOY | $380,093 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $375,105 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $380,093 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $380,093 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $380,093 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $380,093 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $380,093 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $380,093 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| BROWN ADVISORY - PUBLICLY TRADED SECURITIES | P | $15,903 | $15,903 | $15,903 |
| BROWN ADVISORY - PUBLICLY TRADED SECURITIES | P | $22,435 | $22,435 | $22,435 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $38,338 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $15,903 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $799 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $799 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $799 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $1,200 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $24 | EsPenaltyAmt |
| Overpayment | $377 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $377 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.CJLFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | PAUL LI | IndividualWithBooksNm |
| Phone | 4105375454 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13514 CAVANAUGH DRIVE | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| PAUL Q LI | ||||||||
| 13514 CAVANAUGH DRIVE | ROCKVILLE | MD | 20850 | PRESIDENT/DIRECTOR/TREASURER | 2.00 | $0 | $0 | $0 |
| INGRID Y FAN | ||||||||
| 13514 CAVANAUGH DRIVE | ROCKVILLE | MD | 20850 | VICE PRESIDENT/DIRECTOR | 2.00 | $0 | $0 | $0 |
| CHRISTIN P LI | ||||||||
| 13514 CAVANAUGH DRIVE | ROCKVILLE | MD | 20850 | SECRETARY/DIRECTOR | 2.00 | $0 | $0 | $0 |
| JOHN C POULTON | ||||||||
| 901 S BOND STREET STE 400 | BALTIMORE | MD | 21231 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| ERIC H S CHA | ||||||||
| 901 S BOND STREET STE 400 | BALTIMORE | MD | 21231 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION PROVIDES GRANTS TO RESEARCH AND OTHER INSTITUTIONS IN SUPPORT OF INVESTIGATION INTO THE UNIQUE SOCIAL CHALLENGES FACING ASIAN AMERICAN CHILDREN, AND PROMOTING THEIR EMOTIONAL AND PSYCHOLOGICAL WELLBEING; SPONSORS LECTURES, SPEECHES AND EDUCATIONAL SEMINARS, TO RAISE AWARENESS OF ISSUES FACING ASIAN AMERICAN KIDS GROWING UP IN IMMIGRANT FAMILIES, PROMOTE ASIAN AMERICAN ROLE MODELS, AND BRIDGE THE CULTURAL DIVIDE BETWEEN THE CHILDREN AND THEIR IMMIGRANT PARENTS; ESTABLISHES TRAINING PROGRAMS FOR YOUNG ASIAN AMERICANS TO COPE WITH SOCIAL CHALLENGES, AND BUILD LEADERSHIP SKILLS AND SELF-ESTEEM; ORGANIZES COMMUNITY OUTREACH PROGRAMS AND PUBLIC CAMPAIGNS TO CHALLENGE ASIAN AMERICANS; AND PROVIDES SUPPORT TO FAMILIES THAT EXPERIENCE SUDDEN LOSS OF A YOUNG CHILD AND EXPERIENCE EMOTIONAL AND FINANCIAL HARDSHIP. | Description1Txt |
| Expenses1 | $8,881 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $250,024 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $59,506 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $309,530 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $309,530 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,643 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $304,887 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,244 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $152,021 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $152,021 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $152,021 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2015-09-16 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $15,244 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $15,244 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $12,957 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $12,957 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $152,021 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $152,021 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $139,040 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $139,040 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $12,981 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $12,981 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $10,163 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $10,163 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF MD COLLEGE PARK FOUNDATION | |||||||
| 4603 CALVERT RD | COLLEGE PARK | MD | 20740 | NONE | PC | FOR SERVING CHINESE AMERICAN COMMUNITY. | $135,000 |
| LIANG FUND TRUST | |||||||
| 665 FIFTH AVE | NEW YORK | NY | 10022 | NONE | I | FOR SERVING CHINESE AMERICAN COMMUNITY. | $2,840 |
| MALCOLM WINFRREL FUNERAL FUND | |||||||
| 814 WEST DIAMOND AVE | GAITHERSBURG | MD | 20878 | NONE | I | FOR SERVING CHINESE AMERICAN COMMUNITY. | $200 |
| LEE CHARITY FUND | |||||||
| 11220 WHITHORN WAY | ELLICOTT CITY | MD | 21042 | NONE | I | FOR SERVING CHINESE AMERICAN COMMUNITY. | $500 |
| CHINESE AMERICAN CULTURE CENTER - G | |||||||
| 4445 CORPORATION LANE SUITE 264 | VIRGINIA BEACH | VA | 23462 | NONE | I | FOR SERVING CHINESE AMERICAN COMMUNITY. | $1,000 |
| UNITED CHINESE AMERICANS | |||||||
| 910 17TH STREET NW 8TH FLOOR | WASHINGTON | DC | 20006 | NONE | PC | FOR SERVING CHINESE AMERICAN COMMUNITY. | $1,000 |
| CAMPUS CRUSADE | |||||||
| 100 LAKE HART DRIVE | ORLANDO | FL | 32832 | NONE | I | FOR SERVING CHINESE AMERICAN COMMUNITY. | $600 |
| LADIES IN TRAINING | |||||||
| 9024 MISTWOOD DRIVE | POTOMAC | MD | 20854 | NONE | PF | FOR SERVING CHINESE AMERICAN COMMUNITY. | $500 |
| MASS GENERAL HOSPITAL CENTER FOR CROSS-CULTURAL STUDENT EMOTIONAL WELLNESS | |||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | NONE | PC | FOR SERVING CHINESE AMERICAN COMMUNITY. | $1,000 |
| SHERRY CHEN LEGAL DEFENSE FUND | |||||||
| 1052 BRYANT STREET | PALO ALTO | CA | 94301 | NONE | I | FOR SERVING CHINESE AMERICAN COMMUNITY. | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $143,140 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $158 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,564 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $38,338 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $40,060 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $40,060 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (8 entries)
| ContributorContributorNum | Address Line1ContributorForeignAddress/AddressLine1Txt | CityContributorForeignAddress/CityNm | CountryContributorForeignAddress/CountryCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|---|---|---|
| KELVIN PAN | ||||||||||
| 1 | UNIT A 59TH FLOOR 9 SEYMOUR RD | HONG KONG | HK | $50,000 | Yes (X) | |||||
| ESKO JANE KORHONEN | ||||||||||
| 2 | $5,000 | Yes (X) | 7836 HAMPDEN LANE | BETHESDA | MD | 20814 | ||||
| COMMUNITY FOUNDATION FOR THE NATIONAL CAPITAL REGION | ||||||||||
| 3 | $250,000 | Yes (X) | 1325 G STREET NW SUITE 480 | WASHINGTON | DC | 20005 | ||||
| CHINESE BIBLE CHURCH OF MARYLAND | ||||||||||
| 4 | $18,815 | Yes (X) | 4414 MUNCASTER MILL ROAD | ROCKVILLE | MD | 20853 | ||||
| RICK BERNSTEIN | ||||||||||
| 5 | $5,000 | Yes (X) | 901 S BOND ST SUITE 400 | BALTIMORE | MD | 21231 | ||||
| TRUMAN SEMANS | ||||||||||
| 6 | $5,000 | Yes (X) | 901 S BOND ST SUITE 400 | BALTIMORE | MD | 21231 | ||||
| PAUL LI | ||||||||||
| 7 | $105,075 | 13514 CAVANAUGH DRIVE | ROCKVILLE | MD | 20850 | Yes (X) | ||||
| PAUL LI | ||||||||||
| 8 | $50,000 | Yes (X) | 13514 CAVANAUGH DRIVE | ROCKVILLE | MD | 20850 | ||||
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 7 | ContributorNum |
| Noncash Property | 900 SHRS STERICYCLE INC | NoncashPropertyDesc |
| Fair Market Value | $105,075 | FairMarketValueAmt |
| Received | 2016-01-01 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $362,862 | EOYBookValueAmt |
| EOYFMV | $357,874 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| WEBSITE | $820 | $0 | $0 | $820 |
| OFFICE SUPPLIES | $285 | $0 | $285 | $0 |
| ORGANIZATIONAL FEES | $625 | $0 | $625 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES | CategoryTxt |
| Amt | $91 | Amt |
| Net Investment Income | $91 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $91 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd |
|---|---|---|---|---|---|---|
| PAUL LI | ||||||
| 13514 CAVANAUGH DRIVE | ROCKVILLE | MD | 20850 | |||
| KELVIN PAN | ||||||
| UNIT A 59TH FLOOR 9 SEYMOUR RD | HONG KONG | HK | ||||
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