2024-06-18T13:27:08-05:00 2023-12-31 522190100 SAGGAR & ROSENBERG PC ONE CHURCH STREET SUITE 700 ROCKVILLE MD 20850 990PF 2023-01-01 311550094 LI EDUCATIONAL FOUNDATION LIED 3015304921 9501 WADSWORTH DRIVE BETHESDA MD 20817 ROSE LI PRESIDENT 3015304921 2024-06-18 1 ROSE LI XXX-XX-XXXX 1 KIMBERLY GILLIAM P01719355 3017389040 2024-06-18 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 258398 X 50000 2467 2467 5520 5520 -609 47419 0 57378 7987 0 0 0 0 0 1500 0 0 1500 2051 2051 0 0 841 0 0 766 4392 2051 0 2266 5500 5500 9892 2051 0 7766 47486 5936 0 4653 11952 11952 172181 229107 229107 11516 17339 17339 188350 258398 258398 0 0 X 0 0 0 0 188350 258398 188350 258398 188350 258398 188350 47486 22562 258398 0 258398 SCHWAB LT TRANSACTIONS 2022-01-01 2023-12-30 35422 37010 -1588 -1588 SCHWAB ST TRANSACTIONS 2023-01-02 2023-12-30 11148 11018 130 130 SCHWAB CAPITAL GAINS DISTRIBUTIONS P 849 849 849 -609 83 0 83 0 83 638 0 0 0 638 0 555 0 555 0 0 0 0 0 0 0 0 0 0 0 1 MD 1 0 1 0 0 1 LIEDUCATIONALFOUNDATION.ORG ROSE LI 3015304921 9501 WADSWORTH DRIVE BETHESDA MD 208172417 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROSE LI 9501 WADSWORTH DRIVE BETHESDA MD 20817 PRESIDENT/TREASURER 0.25 0 0 0 ALBERT LEE 9501 WADSWORTH DRIVE BETHESDA MD 20817 SECRETARY 0.08 0 0 0 DOROTHY LI 9501 WADSWORTH DRIVE BETHESDA MD 20817 DIRECTOR 0.06 0 0 0 LILY LI 9501 WADSWORTH DRIVE BETHESDA MD 20817 DIRECTOR 0.06 0 0 0 SAMANTHA LEE 9501 WADSWORTH DR BETHESDA MD 20817 DIRECTOR 0.06 0 0 0 NONE 0 NONE 0 0 234068 7623 0 241691 0 0 241691 3625 238066 11903 11903 83 83 11820 0 11820 0 11820 7766 0 7766 11820 0 0 9182 1994 11176 7766 0 0 0 7766 0 4054 4054 7122 0 0 0 0 0 0 0 7122 5128 1994 DR ROSE MARIA LI 9501 WADSWORTH DRIVE BETHESDA MD 20817 3035305011 LIEDUCATIONALFOUNDATION@GMAIL.COM APPLICANTS SHOULD PROVIDE THE FOLLOWING: NAME AND ADDRESS OF THE ORGANIZATION. NAME AND ADDRESS OF THE PERSON RESPONSIBLE FOR ADMINISTERING THE PROPOSED PROJECT. DESCRIPTION AND PURPOSE OF THE PROJECT AND HOW IT ADDRESSES THE FOUNDATION OBJECTIVE TO PROMOTE, ADVANCE, AND DEVELOP CHINESE HISTORY, CULTURE, AND EDUCATION. PROPOSED COMMENCEMENT AND COMPLETION DATES OF THE PROJECT. EXECUTION PROCEDURES OF THE PROJECT. EXPECTED RESULTS AND IMPACT FROM COMPLETION OF THE PROJECT. REQUESTED AMOUNT, INSTITUTIONAL AND OTHER COMMITMENT OF RESOURCES. JUNE 30 AWARDS ARE ONLY GRANTED TO NON-PROFIT INSTITUTIONS SEEKING TO PROMOTE, ADVANCE AND DEVELOP CHINESE CULTURE, HISTORY AND EDUCATION. AMOUNTS ARE AWARDED FROM $500 TO $10,000 PER YEAR. WMCMCC 1016 NEAL DRIVE ROCKVILLE MD 20850 501(C)(3) SPONSOR PRIZES FOR WMCMCC MULTIMEDIA COMPETITION TO COMMEMORATE TEACHINGS OF CONFUCIUS. 3000 CHINESE CULTURE ASSOC OF SOUTHERN CALIFORNIA 18908 NORWALK BOULEVARD ARTESIA CA 90701 501(C)(3) THIS GRANT IS TO SUPPORT THE OPERATIONS OF THE CERRITOS CHINESE SCHOOL, SPECIFICALLY THE TEACHING OF CHINESE CALLIGRAPHY AND KNOTTING CRAFT SKILLS. 2500 5500 0 14 2467 14 5520 18 -609 0 7378 0 7378 0 0 0 0 0 0 0 0 0 0 X X 1 ROSE LI AND ASSOCIATES 9501 WADSWORTH DR BETHESDA MD 20817 50000 X S&R TAX PREP FEES 1500 0 0 1500 BLACK ROCK STRATEGIC INCOME 7142 7142 PIMCO INCOME 7725 7725 CLIFFWATER CORPORATE LENDING 2472 2472 ISHARES CORE S&P MID CAP 21618 21618 VANGUARD GROWTH ETF 33264 33264 CALAMOS MARKET NEUTRAL 5818 5818 JP MORGAN EQUITY PREM INCOME 12285 12285 JP MORGAN HEDGED EQUITY 6240 6240 KINETICE PARADIGM 13018 13018 SMEAD VALUE 17283 17283 ENERGY SELECT SECTOR 2431 2431 JP MORGAN ULTRA SHORT INCOME 7836 7836 SDPR S&P 7181 7181 VANECK OIL SERVICES 2786 2786 VANGUARD VALUE 24668 24668 BLUEROCK TOTAL INCOME 7156 7156 MORGAN STANLEY 10705 10705 BANK OF MONTREAL 4953 4953 UBS GROUP AG 4922 4922 BARCLAYS PLC 9567 9567 SCHWAB TREASURY OBLIGATION 6164 6164 INVSC QQQ TRUST 6962 6962 ISHARES MSCI 7836 7836 ISHARES RUSSELL 9233 9233 SELECT SECTOR INDUSTRIAL SPDR 7181 7181 WEB FEES 766 0 0 766 SUPPLIES 65 0 0 0 POSTAGE 10 0 0 0 UNREALIZED GAIN 22562 ADVISOR FEES 2051 2051 0 0 ROSE LI AND ASSOCIATES 9501 WADSWORTH DRIVE BETHESDA MD 20817