CALVIN J LI MEMORIAL FOUNDATION INC: Form 990PF, tax year 2025
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- Organization
- CALVIN J LI MEMORIAL FOUNDATION INC (EIN 47-5070976)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-03-26
- IRS object ID
- 202600859349100920
- Schema version
- 2025v4.0
- 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 Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-26T16:14:25-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | 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 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Paul Li | InCareOfNm |
| Business Name Control | CALV | BusinessNameControlTxt |
| Phone | 2408138345 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12358 Parklawn Drive STE 302 | AddressLine1Txt |
| City | North Bethesda | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20852 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL LI | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 2408138345 | PhoneNum |
| Signature | 2026-03-26 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $998,962 | 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 | $65,919 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $16,901 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,901 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $16,901 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $2,264 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,264 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,264 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $187,949 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $40,529 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $85,084 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $207,114 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $59,694 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $10,451 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,451 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $10,451 | OtherProfFeesAdjNetIncmAmt |
| Interest Rev And Expnss | $386 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $386 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $386 | InterestAdjNetIncmAmt |
| Taxes Rev And Expnss | $1,080 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,080 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,080 | TaxesAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $3,602 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,602 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,165 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $19,684 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,917 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $11,917 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,602 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $53,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $53,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $73,584 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,917 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $11,917 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $57,502 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,500 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $195,197 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $47,777 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,913 | CashBOYAmt |
| Cash EOY | $9,713 | CashEOYAmt |
| Cash EOYFMV | $9,713 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $373,768 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $577,723 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $577,723 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $196,433 | CorporateStockBOYAmt |
| Corporate Stock EOY | $203,127 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $411,526 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $591,114 | TotalAssetsBOYAmt |
| Total Assets EOY | $790,563 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $998,962 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $591,114 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $790,563 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $591,114 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $790,563 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $591,114 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $790,563 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $591,114 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,500 | ExcessRevenueOverExpensesAmt |
| Other Increases | $187,949 | OtherIncreasesAmt |
| Subtotal | $790,563 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $790,563 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| GME 18JUL25 35C | P | 2025-07-18 | 2025-07-18 | $1,603 | $1,603 | $1,603 | |
| GME 20JUN25 35C | P | 2025-06-20 | 2025-06-20 | $9,579 | $9,579 | $9,579 | |
| GME 21FEB25 33C | P | 2025-02-21 | 2025-02-21 | $10,051 | $10,051 | $10,051 | |
| 258 sh ntla | P | 2025-08-06 | 2025-11-28 | $2,213 | -$669 | -$669 | $2,882 |
| IONQ 01AUG25 44C | P | 2025-08-01 | 2025-08-01 | $1,455 | $1,455 | $1,455 | |
| IONQ 05SEP | P | 2025-09-05 | 2025-09-05 | $2,206 | $2,206 | $2,206 | |
| IONQ 08AUG | P | 2025-08-08 | 2025-08-08 | $2,466 | $2,466 | $2,466 | |
| IONQ 11JUL | P | 2025-07-11 | 2025-07-11 | $1,143 | $1,143 | $1,143 | |
| IONQ 15AUG | P | 2025-08-15 | 2025-08-15 | $1,276 | $1,276 | $1,276 | |
| IONQ 22AUG | P | 2025-08-22 | 2025-08-22 | $2,206 | $2,206 | $2,206 | |
| IONQ 25JUL | P | 2025-07-25 | 2025-07-25 | $1,016 | $1,016 | $1,016 | |
| IONQ 29AUG | P | 2025-08-29 | 2025-08-29 | $2,015 | $2,015 | $2,015 | |
| QUBT 21FEB | P | 2025-02-21 | 2025-02-21 | $5,259 | $5,259 | $5,259 | |
| SAVA 17JAN | P | 2025-01-17 | 2025-01-17 | $499 | $499 | $499 | |
| SAVA 21FEB | P | 2025-02-21 | 2025-02-21 | $424 | $424 | $424 | |
| 2000 BPMC | P | 2023-01-05 | 2025-07-21 | $258,000 | $147,420 | $147,420 | $110,580 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $187,949 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $40,529 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,713 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,713 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,713 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $44 | EsPenaltyAmt |
| Tax Due | $2,757 | 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 | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.cjlfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Paul Li | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2408138345 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12358 Parklawn Drive | AddressLine1Txt |
| City | North Bethesda | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20852 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| INGRID FAN | ||||||||
| 13514 Cavanaugh Dr | Rockville | MD | 20850 | Director | 0.00 | $0 | $0 | $0 |
| CHRISTIN LI | ||||||||
| 13514 Cavanaugh Dr | Rockville | MD | 20850 | Director | 0.00 | $0 | $0 | $0 |
| ARYANI ONG | ||||||||
| 405 Crooked Creek Dr | Rockville | MD | 20850 | Director | 0.00 | $0 | $0 | $0 |
| ERIC CHA | ||||||||
| 8823 Hawthorne Ct | Ellicott City | MD | 21043 | Director | 0.00 | $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 | Chinese Bible Church of Maryland Youth Program | Description1Txt |
| Expenses1 | $25,000 | Expenses1Amt |
| Description2 | University of Maryland Asian Americans Studies Program | Description2Txt |
| Expenses2 | $15,000 | Expenses2Amt |
| Description3 | United Chinese Americans Youth Leadership | Description3Txt |
| Expenses3 | $10,000 | Expenses3Amt |
| Description4 | Cornell University | Description4Txt |
| Expenses4 | $1,000 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $314,978 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $491,000 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $805,978 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $805,978 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,090 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $793,888 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,694 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $57,502 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $57,502 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $57,502 | QualifyingDistributionsAmt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $57,502 | RemainingDistriFromCorpusAmt |
| Total Corpus | $57,502 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $57,502 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $57,502 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2015-12-29 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $39,694 | CurrentYearAmt |
| Year1 | $28,093 | Year1Amt |
| Year2 | $24,968 | Year2Amt |
| Year3 | $19,145 | Year3Amt |
| Total | $111,900 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $33,740 | CurrentYearAmt |
| Year1 | $23,879 | Year1Amt |
| Year2 | $21,223 | Year2Amt |
| Year3 | $16,273 | Year3Amt |
| Total | $95,115 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $57,502 | CurrentYearAmt |
| Year1 | $71,538 | Year1Amt |
| Year2 | $38,276 | Year2Amt |
| Year3 | $59,897 | Year3Amt |
| Total | $227,213 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $57,502 | CurrentYearAmt |
| Year1 | $71,538 | Year1Amt |
| Year2 | $38,276 | Year2Amt |
| Year3 | $59,897 | Year3Amt |
| Total | $227,213 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $790,563 | CurrentYearAmt |
| Year1 | $591,092 | Year1Amt |
| Year2 | $523,535 | Year2Amt |
| Year3 | $442,317 | Year3Amt |
| Total | $2,347,507 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $26,463 | CurrentYearAmt |
| Year1 | $18,729 | Year1Amt |
| Year2 | $16,645 | Year2Amt |
| Year3 | $16,000 | Year3Amt |
| Total | $77,837 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PAUL Q LI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Chinese Bible Church of Maryland | |||||||
| 4414 Muncaster Mill Rd | Rockville | MD | 20852 | na | PC | Youth Development Program | $25,000 |
| University of Maryland | |||||||
| UMD | College Park | MD | 20742 | na | PC | AAST Program | $15,000 |
| UCA | |||||||
| UCA | Washington | DC | 20001 | na | PC | Youth Leadership Program | $10,000 |
| Corbell University | |||||||
| Dryden Rd | Ithaca | NY | 14850 | na | PC | Development programs | $2,000 |
| Greater Commission Families | |||||||
| NA | Baltimore | MD | 21212 | na | PC | Mission driven activities | $1,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $53,900 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| PAUL Q LI | ||||||
| 1 | 13514 Cavanaugh Dr | Rockville | MD | 20850 | $64,419 | Yes (X) |
| Baltimore Community Foundation | ||||||
| 2 | 11 E Mt Royal Ave 2nd Floor Ste 340 | Baltimore | MD | 21202 | $500 | Yes (X) |
| WEI LU | ||||||
| 3 | 9525 Lost Trail Way | Potomac | MD | 20854 | $1,000 | Yes (X) |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Corporate Stock Investments | StockNm |
| EOY Book Value | $203,127 | EOYBookValueAmt |
| EOYFMV | $411,526 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| phoneinternet | $2,479 |
| Office supplies | $73 |
| Software and apps | $733 |
| Vehicle Related Expenses | $854 |
| membership subscription | $26 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Capital gains not include | Desc |
| Amt | $187,949 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fee | CategoryTxt |
| Amt | $10,451 | Amt |
| Net Investment Income | $10,451 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,451 | AdjustedNetIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| PAUL Q LI | |||
| 13514 Cavanaugh Drive | Rockville | MD | 20850 |
| WEI LU | |||
| 9525 Lost Trail Way | Potomac | MD | 20854 |
| Baltimore Community Found | |||
| 11 E Mt Royal Ave 2nd floor | Baltimore | MD | 21202 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal tax | CategoryTxt |
| Amt | $1,080 | Amt |
| Net Investment Income | $1,080 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,080 | AdjustedNetIncomeAmt |
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