FULU FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- FULU FOUNDATION (EIN 36-4409239)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-15
- IRS object ID
- 201411359349102066
- Schema version
- 2013v3.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-15T13:34:24-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT C BROWN CPA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 N WESTERN AVE | AddressLine1 |
| City | LAKE FOREST | City |
| State | IL | State |
| ZIP Code | 600451272 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | LAKE BLUFF | City |
| State | IL | State |
| ZIP Code | 60044 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MOU-YING FU LU | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8472952539 | PhoneNum |
| Signature | 2014-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT C BROWN | PreparerPersonNm |
| PTIN | P00043841 | PTIN |
| Phone | 8472346799 | PhoneNum |
| Preparation | 2014-05-13 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $96,579 | 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 | $30,067 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,406 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,406 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,406 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$745 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $48,346 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,539 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $31,728 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,945 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,406 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $85 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $26 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $4,200 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $2,464 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $8,275 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,075 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $16,653 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,945 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,406 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,346 | CashBOYAmt |
| Cash EOY | $10,351 | CashEOYAmt |
| Cash EOYFMV | $10,351 | CashEOYFMVAmt |
| Corporate Stock BOY | $65,981 | CorporateStockBOYAmt |
| Corporate Stock EOY | $74,629 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $86,228 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $68,327 | TotalAssetsBOYAmt |
| Total Assets EOY | $84,980 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $96,579 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $68,327 | UnrestrictedBOYAmt |
| Unrestricted EOY | $84,980 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $68,327 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $84,980 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $68,327 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $84,980 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $68,327 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $16,653 | ExcessRevenueOverExpensesAmt |
| Subtotal | $84,980 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $84,980 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,539 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,474 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $76,590 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.084528 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,673 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $78,128 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.098211 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,289 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $75,945 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056475 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,490 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $64,422 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.038651 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,689 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $173,717 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.021236 | DistributionYr5Rt |
| Total Distribution | 0.299101 | TotalDistributionRt |
| Average Distribution | 0.059820 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $75,817 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,535 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $39 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,574 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,800 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $39 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $39 | SubtotalAmt |
| Tax Based On Investment Income | $39 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $39 | 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 | AddressLine1 |
| City | LAKE BLUFF | City |
| State | IL | State |
| ZIP Code | 60044 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | 0.50 | $0 | $0 | $0 |
| MOU-YING FU LU | ||||||||
| 195 GRAFTON COURT | LAKE BLUFF | IL | 60044 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| EVA LU BONN | ||||||||
| RESIDENCE | EVANSTON | IL | 60209 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| LINDA LU | ||||||||
| RESIDENCE | GLENVIEW | IL | 60025 | DIRECTOR | 0.00 | $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 | $72,986 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,986 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $76,972 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $76,972 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,155 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $75,817 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,791 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,791 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $39 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $39 | TotalTaxAmt |
| Distributable Before Adj | $3,752 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,752 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,752 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,800 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $6,800 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $39 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,761 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,752 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $3,688 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,696 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,384 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,800 | QualifyingDistributionsAmt |
| Applied To Current Year | $3,752 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,048 | RemainingDistriFromCorpusAmt |
| Total Corpus | $9,432 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $9,432 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $3,688 | ExcessFromYear2Amt |
| Excess From Year1 | $2,696 | ExcessFromYear1Amt |
| Excess From Current Year | $3,048 | ExcessFromCurrentYearAmt |
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 | AddressLine1 |
| City | LAKE BLUFF | City |
| State | IL | State |
| ZIP Code | 60044 | ZIPCode |
| 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 (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|
| THE KINDNESS CONNECTION | ||||||||
| 119 CENTRAL PARK AVE | WHEELING | IL | 60091 | NONE | CHARITY | FOR CHARITABLE PURPOSES | $5,000 | |
| COURT APPOINTED SPECIAL | ||||||||
| 700 FOREST EDGE DR | VERNON HILLS | IL | 60061 | NONE | CHARITY | FOR CHARITABLE PURPOSES | $700 | ADVOCATES |
| DR SUN YAT-SEN INSTITUTE | ||||||||
| 8330 N TURNBULL ST | SKOKIE | IL | 60076 | NONE | CHARITY | FOR CHARITABLE PURPOSES | $1,000 | |
| YORK TOWNSHIP SENIOR CENTER | ||||||||
| 1502 S MEYERS RD | LOMBARD | IL | 60148 | NONE | CHARITY | FOR CHARITABLE PURPOSES | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,800 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,406 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$745 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,661 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,661 | 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/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| SHAU-ZOU LU MOU-YING FU LU | |||||||
| 1 | 195 GRAFTON COURT | LAKE BLUFF | IL | 60044 | $14,240 | Yes (X) | |
| SHAU-ZOU MOU-TING FU LU | |||||||
| 2 | 195 GRAFTON COURT | LAKE BLUFF | IL | 60044 | $15,827 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 609.885 SH HENNESSY GAS UTILITY | NoncashPropertyDesc |
| Fair Market Value | $15,827 | FairMarketValueAmt |
| Received | 2013-12-19 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX RETURN FILING F | CategoryTxt |
| Amt | $1,500 | Amt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (4 entries)
| SHAU-ZOU LU |
| MOU-YING FU LU |
| EVA LU BONN |
| LINDA LU |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (8 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 652.529 PIMCO INCOME FUND | 2012-01 | PURCHASE | 2013-12 | $8,000 | $7,785 | $215 |
| 121.209 YACKTMAN FOCUSED FUND | 2012-01 | PURCHASE | 2013-10 | $3,078 | $2,750 | $328 |
| 1,115.521 FIDELITY REAL ESTATE INC | 2012-01 | PURCHASE | 2013-10 | $12,907 | $11,727 | $1,180 |
| 55 ABBVIE INC | 2013-08 | PURCHASE | 2013-10 | $2,459 | $2,365 | $94 |
| 230.550 FIRST EAGLE GLOBAL FD | 2012-01 | PURCHASE | 2013-07 | $3,414 | $7,425 | -$4,011 |
| 341.731 TEMPLETON GLOBAL BOND FD | 2012-01 | PURCHASE | 2013-05 | $4,673 | $4,672 | $1 |
| 296.483 FIDELITY NEW MARKETS FD | 2012-01 | PURCHASE | 2013-03 | $5,129 | $5,222 | -$93 |
| 629.109 DOUBLELINE TOAL RETURN FD | 2012-01 | PURCHASE | 2013-02 | $7,147 | $7,145 | $2 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN CENTURY MID CAP FUND | $2,704 | $2,943 |
| AMERICAN INTL GROUP | $863 | $1,073 |
| ABERDEEN GLOBAL HIGH INCOME FD | $26 | $27 |
| BANK OF AMERICA | $1,951 | $2,463 |
| DOUBLELINE TOTAL RT BOND FD | ||
| FAIRHOLME FUND | $4,312 | $6,643 |
| FIDELITY NEW MARKETS INCOME FD | ||
| FIDELITY REAL ESTATE INCOME FD | ||
| FIDELITY SELECT CHEMICALS FD | $13,455 | $13,659 |
| FIRST EAGLE GOLD FUND | ||
| GENERAL ELECTRIC CO | $3,712 | $8,172 |
| HENNESSY GAS UTILITY INV FD | $20,173 | $21,184 |
| INTL BUSINESS MACHINES | $5,785 | $5,687 |
| PIMCO INCOME FUND CL D | $10,043 | $10,320 |
| TEMPLETON GLOBAL BOND FD CL C | $12 | $12 |
| YACKTMAN FUND SERVICE CLASS | $11,592 | $14,044 |
| ROUNDING | $1 | $1 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $85 | LegalFeesAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| POSTAGE, OFFICE EXPENSES, ETC | $2,040 |
| ANNUAL REPORT FEES | $15 |
| ADJUSTMENTS | $409 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $26 | Amt |