FULU FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
FULU FOUNDATION (EIN 36-4409239)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-06
IRS object ID
201611279349101276
Schema version
2015v2.1
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)
Return2016-05-06T18:33:18-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN363524416PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROBERT C BROWN & ASSOCIATESBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11401 N WESTERN AVEAddressLine1Txt
CityLAKE FORESTCityNm
State AbbreviationILStateAbbreviationCd
ZIP600451272ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN364409239EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FULU FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFULUBusinessNameControlTxt
Phone8472952539PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1195 GRAFTONAddressLine1Txt
CityLAKE BLUFFCityNm
State AbbreviationILStateAbbreviationCd
ZIP60044ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMOU-YING FU LUPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8472952539PhoneNum
Signature2016-05-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT C BROWN CPAPreparerPersonNm
PTINP00043841PTIN
Phone8472346799PhoneNum
Preparation2016-05-05PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$87,847FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$12,791ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$2,090DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,090DividendsNetInvstIncmAmt
Dividends Adj Net Incm$2,090DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$4,857NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,857GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,857CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$19,738TotalRevAndExpnssAmt
Total Net Invst Incm$6,947TotalNetInvstIncmAmt
Total Adj Net Incm$2,090TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,500AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$34TaxesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$5,631TravConfMeetingRevAndExpnssAmt
Other Expenses Rev And Expnss$2,175OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$9,340TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,775ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,775ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$12,115TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,775TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$7,623ExcessRevenueOverExpensesAmt
Net Investment Income$6,947NetInvestmentIncomeAmt
Adjusted Net Income$2,090AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$16,010CashBOYAmt
Cash EOY$12,849CashEOYAmt
Cash EOYFMV$12,849CashEOYFMVAmt
Corporate Stock BOY$61,994CorporateStockBOYAmt
Corporate Stock EOY$72,778CorporateStockEOYAmt
Corporate Stock EOYFMV$74,998CorporateStockEOYFMVAmt
Total Assets BOY$78,004TotalAssetsBOYAmt
Total Assets EOY$85,627TotalAssetsEOYAmt
Total Assets EOYFMV$87,847TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$78,004UnrestrictedBOYAmt
Unrestricted EOY$85,627UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$78,004TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$85,627TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$78,004TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$85,627TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$78,004TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$7,623ExcessRevenueOverExpensesAmt
Subtotal$85,627SubtotalAmt
Tot Net Ast Or Fund Balances EOY$85,627TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$4,857CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$32,316AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$84,247NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.383586DistributionYr1Rt
Adjusted Qlfy Distri Yr2$6,761AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$75,817NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.089175DistributionYr2Rt
Adjusted Qlfy Distri Yr3$6,474AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$76,590NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.084528DistributionYr3Rt
Adjusted Qlfy Distri Yr4$7,673AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$78,128NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.098211DistributionYr4Rt
Adjusted Qlfy Distri Yr5$4,289AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$75,945NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.056475DistributionYr5Rt
Total Distribution0.711975TotalDistributionRt
Average Distribution0.142395AverageDistributionRt
Net Vl Noncharitable Assets$85,011NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$12,105AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$69NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$12,174AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,775QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$139InvestmentIncomeExciseTaxAmt
Subtotal$139SubtotalAmt
Tax Based On Investment Income$139TaxBasedOnInvestmentIncomeAmt
Tax Due$139TaxDueAmt

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
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDR SHAU-ZOU LUIndividualWithBooksNm
Phone8472952539PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1195 GRAFTON COURTAddressLine1Txt
CityLAKE BLUFFCityNm
State AbbreviationILStateAbbreviationCd
ZIP60044ZIPCd
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
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SHAU-ZOU LU
195 GRAFTON COURTLAKE BLUFFIL60044TREASURER0.00$0$0$0
MOU-YING FU LU
195 GRAFTON COURTLAKE BLUFFIL60044PRESIDENT0.00$0$0$0
EVA LU BONN
RESIDENCEEVANSTONIL60209DIRECTOR0.00$0$0$0
LINDA LU
RESIDENCEGLENVIEWIL60025DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$74,583AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$11,723AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$86,306TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$86,306AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,295CashDeemedCharitableAmt
Net Vl Noncharitable Assets$85,011NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,251MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,251MinimumInvestmentReturnAmt
Tax Based On Investment Income$139TaxBasedOnInvestmentIncomeAmt
Total Tax$139TotalTaxAmt
Distributable Before Adj$4,112DistributableBeforeAdjAmt
Distributable Before Ded$4,112DistributableBeforeDedAmt
Distributable As Adjusted$4,112DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,775ExpensesAndContributionsAmt
Qualifying Distributions$2,775QualifyingDistributionsAmt
Adjusted Qualifying Distri$2,775AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,112DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$3,688ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,696ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$3,048ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$28,172ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$37,604TotalExcessDistributionCyovAmt
Qualifying Distributions$2,775QualifyingDistributionsAmt
Applied To Current Year$2,775AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$1,337ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$1,337ExcessDistributionCyovAppCYAmt
Total Corpus$36,267TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$36,267ExcessDistriCyovToNextYrAmt
Excess From Year4$2,351ExcessFromYear4Amt
Excess From Year3$2,696ExcessFromYear3Amt
Excess From Year2$3,048ExcessFromYear2Amt
Excess From Year1$28,172ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDR SHAU-ZOU LURecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1195 GRAFTON COURTAddressLine1Txt
CityLAKE BLUFFCityNm
State AbbreviationILStateAbbreviationCd
ZIP60044ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8472952539RecipientPhoneNum
Form And Info And MaterialsNO PARTICULAR FORM REQUIRED.FormAndInfoAndMaterialsTxt
Submission DeadlinesNO PARTICULAR DEADLINES.SubmissionDeadlinesTxt
Restrictions On AwardsONLY EDUCATIONAL, RELIGIOUS OR CHARITABLE PURPOSES.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
80-20 EDUCATIONAL FOUNDATION
7596 OAK SHORE SOUTHPORTAGEMI49024NONECHARITYFOR CHARITABLE PURPOSES$200
MULTIPLE SCLEROSIS FOUNDATION
6520 N ANDREWS AVENUEFORT LAUDERDALEFL33309NONECHARITYFOR CHARITABLE PURPOSES$25
NEPAL RELIEF FUND
PO BOX 26LAKE BLUFFIL60044NONECHARITYFOR CHARITABLE PURPOSES$200
LEUKEMIA & LYMPHOMA
1311 MAMARONECK AVEWHITE PLAINSNY10605NONECHARITYFOR CHARITABLE PURPOSES$100
KIDS UGANDA
PO BOX 401LAKE BLUFFIL60044NONECHARITYFOR CHARITABLE PURPOSES$1,100
NEW ALBANY ORCHESTRA BOOSTERS
6600 E DUBIN GRANVILLE RNEW ALBANYOH43054NONECHARITYFOR CHARITABLE PURPOSES$100
GLCACS - CHEMISTRY SOCIETY
21 JEROME AVEPIEDMONTCA94611NONECHARITYFOR CHARITABLE PURPOSES$1,000
THE CHINESE FINE ART SOCIETY
2936 NORTH SOUTHPORT SOUTCHICAGOIL60657NONECHARITYFOR CHARITABLE PURPOSES$50
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,775TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,090ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,857ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$6,947ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,947TotalIncomeProducingActyAmt

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 PersonSHAU-ZOU LU MOU-YING FU LUContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1195 GRAFTON COURTAddressLine1Txt
CityLAKE BLUFFCityNm
State AbbreviationILStateAbbreviationCd
ZIP60044ZIPCd
FieldValueIRS element (for citing)
Total Contributions$12,791TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING & TAX RETURN FILING FCategoryTxt
Amt$1,500Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBVIE INC$6,245$6,191
ABERDEEN GLOBAL HIGH INCOME FD$31$25
AMERICAN CENTURY MID CAP FUND$2,223$2,170
AMERICAN INTL GROUP WTS$863$1,259
BANK OF AMERICA$982$1,341
FAIRHOLME FUND$9,309$7,037
FIDELITY SELECT CHEMICALS FD$10,262$9,375
GENERAL ELECTRIC CO$11,285$17,990
HENNESSY GAS UTILITY INV FD$10,559$10,071
INTL BUSINESS MACHINES$1,495$1,089
PIMCO INCOME FUND CL D$6,077$5,950
RANGE RESOURCES CORP$2,293$988
ROUNDING$1
TEMPLETON GLOBAL BOND FD CL C$13$11
YACKTMAN FUND SERVICE CLASS$11,140$11,501

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
POSTAGE, OFFICE EXPENSES, ETC$2,160
ANNUAL REPORT FEES$15

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXCategoryTxt
Amt$34Amt

Comments

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