FULU FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- FULU FOUNDATION (EIN 36-4409239)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-13
- IRS object ID
- 201121339349102062
- Schema version
- 2010v3.2
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-13T15:13:19-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT C BROWN CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364409239 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FULU FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FULU | NameControl |
| Phone | 8472952539 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MOU-YING FU LU | Name |
| Title | PRESIDENT | Title |
| Phone | 8472952539 | Phone |
| Date Signed | 2011-05-09 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT C BROWN CPA | Name |
| Phone | 8472346799 | Phone |
| Date Prepared | 2011-05-13 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 90130 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 12624 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 1583 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1583 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 1583 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | -2095 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 31203 | GrossSalesPrice |
| Net STCG Adj Net Incm | 102 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 12112 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1583 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 1685 | TotalAdjustedNetIncome |
| Legal Fees Rev And Expnss | 85 | LegalFeesRevAndExpnss |
| Accounting Fees Rev And Expnss | 1500 | AccountingFeesRevAndExpnss |
| Taxes Rev And Expnss | 29 | TaxesRevAndExpnss |
| Trav Conf Meeting Rev And Expnss | 584 | TravConfMeetingRevAndExpnss |
| Other Expenses Rev And Expnss | 2055 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 4253 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 4305 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 4305 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 8558 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 4305 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 3554 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1583 | NetInvestmentIncome |
| Adjusted Net Income | 1685 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1526 | CashBOY |
| Cash EOY | 4080 | CashEOY |
| Cash EOYFMV | 4080 | CashEOYFMV |
| Investments Corp Stock BOY | 71117 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 72117 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 86050 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 72643 | TotalAssetsBOY |
| Total Assets EOY | 76197 | TotalAssetsEOY |
| Total Assets EOYFMV | 90130 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 72643 | UnrestrictedBOY |
| Unrestricted EOY | 76197 | UnrestrictedEOY |
| Total Net Assets BOY | 72643 | TotalNetAssetsBOY |
| Total Net Assets EOY | 76197 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 72643 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 76197 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 72643 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 3554 | ExcessOfRevenueOverExpenses |
| Subtotal | 76197 | Subtotal |
| Total Net Assets Fund Balances EOY | 76197 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (9 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 293.535 ARTIO GLOBAL HIGH INCOME | P | 1999-12-31 | 2010-09-30 | 3188 | 3156 | 32 | 32 |
| 83.56 FIDELITY LEVERAGED COMPANY STO | P | 1999-12-31 | 2010-02-19 | 84 | 100 | -16 | -16 |
| 32.489 FIDELITY SELECT SOFTWARE | P | 2010-01-19 | 2010-09-30 | 2591 | 2500 | 91 | 91 |
| 1.185 THIRD AVENUE INTL VALUE | P | 2009-12-22 | 2010-09-09 | 18 | 23 | -5 | -5 |
| 433.167 FIDELITY LEVERAGED COMPANY | P | 1999-01-01 | 2010-01-19 | 10500 | 11967 | -1467 | -1467 |
| 247.983 FIELITY LEVERAGED COMPANY | P | 1999-01-01 | 2010-02-19 | 5773 | 6851 | -1078 | -1078 |
| 119.560 FIRST EAGLE GLOBAL CL C | P | 2005-01-25 | 2010-09-21 | 5000 | 4908 | 92 | 92 |
| 43.946 FIRST EAGLE GLOBAL CL C | P | 1999-01-01 | 2010-12-28 | 2000 | 1805 | 195 | 195 |
| 100.623 THIRD AVENUE INTL VALUE | P | 1999-01-01 | 2010-09-09 | 1492 | 1988 | -496 | -496 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -2095 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 102 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 2490 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 64422 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.038651 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 3689 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 173717 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.021236 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 2500 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 180370 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.013860 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 2500 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 150510 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.016610 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 6220 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 131153 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.047426 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.137783 | TotalDistributionRatio |
| Average Distribution Ratio | 0.027557 | AverageDistributionRatio |
| Net Noncharitable Assets | 75945 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 2093 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 16 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 2109 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 4305 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 16 | InvestmentIncomeExciseTax |
| Subtotal | 16 | Subtotal |
| Tax Based On Investment Income | 16 | TaxBasedOnInvestmentIncome |
| Tax Due | 16 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | IL | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | DR SHAU-ZOU LU | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8472952539 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 195 GRAFTON COURT | AddressLine1 |
| City | LAKE BLUFF | City |
| State | IL | State |
| ZIP Code | 60044 | ZIPCode |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| SHAU-ZOU LU | ||||||||
| 195 GRAFTON COURT | LAKE BLUFF | IL | 60044 | TREASURER | 1.00 | 0 | 0 | 0 |
| MOU-YING FU LU | ||||||||
| 195 GRAFTON COURT | LAKE BLUFF | IL | 60044 | PRESIDENT | 1.00 | 0 | 0 | 0 |
| EVA LU BONN | ||||||||
| RESIDENCE | EVANSTON | IL | 60209 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| LINDA LU | ||||||||
| RESIDENCE | GLENVIEW | IL | 60025 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 73135 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 3967 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 77102 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 77102 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1157 | CashDeemedCharitable |
| Net Noncharitable Assets | 75945 | NetNoncharitableAssets |
| Minimum Investment Return | 3797 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 3797 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 16 | TaxBasedOnInvestmentIncome |
| Total Tax | 16 | TotalTax |
| Distributable Amount Before Adj | 3781 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 3781 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 3781 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 4305 | ExpensesAndContributions |
| Qualifying Distributions | 4305 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 16 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 4289 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 3781 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 657 | UndistributedIncomePriorYear |
| Qualifying Distributions | 4305 | QualifyingDistributions |
| Applied To Year1 | 657 | AppliedToYear1 |
| Applied To Current Year | 3648 | AppliedToCurrentYear |
| Undistributed Income CY | 133 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | DR SHAU-ZOU LU | RecipientName |
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 Number | 8472952539 | RecipientPhoneNumber |
| Form And Info And Materials | NO PARTICULAR FORM REQUIRED. | FormAndInfoAndMaterials |
| Submission Deadlines | NO PARTICULAR DEADLINES. | SubmissionDeadlines |
| Restrictions On Awards | ONLY EDUCATIONAL, RELIGIOUS OR CHARITABLE PURPOSES. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|---|
| CASA | ||||||||
| COURT APPOINTED SPECIAL ADVOCATES | 1020 MILWAUKEE AVE | DEERFIELD | IL | 60015 | NONE | CHARITY | FOR CHARITABLE PURPOSES | $1,000 |
| UNITED WAY OF LAKE COUNTY | ||||||||
| 330 SOUTH GREENLEAF ST | GURNEE | IL | 60031 | NONE | CHARITY | FOR CHARITABLE PURPOSES | $75 | |
| CPT BENJAMIN D JANSKY | ||||||||
| MEMORIAL SCHOLARSHIP FUND | 1188 DEERPATH CT | FOX LAKE | IL | 60020 | NONE | CHARITY | FOR CHARITABLE PURPOSES | $500 |
| DONG FANG ARTS | ||||||||
| 12 | NAPERVILLE | IL | 60563 | NONE | CHARITY | FOR CHARITABLE PURPOSES | $230 | |
| DR SUN YAT-SEN INSTITUTE | ||||||||
| 8330 N TRUMBULL ST | SKOKIE | IL | 60076 | NONE | CHARITY | FOR CHARITABLE PURPOSES | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 4305 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,583 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | -$2,095 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$512 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -512 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | SHAU-ZOU LU MOU-YING FU LU | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | 12624 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX RETURN FILING F | Category |
| Amount | $1,500 | Amount |
Compensation Explanation CompensationExplanation
Compensation Compensation (4 entries)
| SHAU-ZOU LU |
| MOU-YING FU LU |
| EVA LU BONN |
| LINDA LU |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (14 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AMERICAN INTL GROUP | 5490 | 5762 |
| ARTIO GLOBAL HI INCOME FD | 23 | 22 |
| BANK OF AMERICA | 3478 | 6040 |
| CITIGROUP INC | 3121 | 5079 |
| FAIRHOLME FUND | 5603 | 8146 |
| FIDELITY LEVERAGED CO STOCK FD | ||
| FIDELITY LOW PRICED STOCK FD | 7036 | 7674 |
| FIDELITY NEW MARKETS INCOME FD | 6681 | 7203 |
| FIDELITY REAL ESTATE INCOME FD | 6216 | 6626 |
| FIRST EAGLE GLOBAL CL C FUND | 13717 | 15248 |
| FIRST EAGLE GOLD FUND | 5280 | 5528 |
| GENERAL ELECTRIC CO | 7123 | 10451 |
| TEMPLETON GLOBAL BOND FD CL C | 8349 | 8271 |
| THIRD AVENUE INTL VALUE FD |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $85 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| EXPENSES | |
| POSTAGE, OFFICE EXPENSES, ETC | 2040 |
| ANNUAL REPORT FEES | 15 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount |
|---|---|
| FEDERAL TAX | $10 |
| FOREIGN TAXES | $19 |