2026-04-07T09:28:52-05:00 2025-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990PF 2025-01-01 311550094 LI EDUCATIONAL FOUNDATION LIED 3015304921 9501 WADSWORTH DRIVE BETHESDA MD 20817 ROSE LI PRESIDENT 3015304921 2026-04-07 1 ELIZABETH W HELLER P00397829 3019519090 2025 2025-03-06 01:10:19Z X 346835 X 0 X 3 3 10647 10647 6763 127635 6763 17413 17413 0 0 0 1976 0 1976 2757 2757 0 117 0 0 4850 2757 1976 20529 20529 25379 2757 22505 -7966 14656 4141 12939 12939 21082 15293 15293 269099 279259 279259 32073 39344 39344 326395 346835 346835 0 0 X 0 0 0 0 326395 346835 326395 346835 326395 346835 326395 -7966 28406 346835 0 346835 SCHWAB 8290 P 126816 120872 5944 5944 CAPITAL GAINS DIVIDENDS P 819 819 819 6763 204 0 204 0 204 0 0 0 0 0 0 204 0 0 0 0 0 0 0 0 0 0 0 1 MD 1 0 0 0 0 1 WWW.LIEDUCATIONALFOUNDATION.ORG ROSE LI 3015305011 9501 WADSWORTH DR BETHESDA MD 20817 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROSE MARIA 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 0.08 0 0 0 LILY LI 9501 WADSWORTH DRIVE BETHESDA MD 20817 DIRECTOR 0.08 0 0 0 SAMANTHA LEE 9501 WADSWORTH DRIVE BETHESDA MD 20817 DIRECTOR 0.08 0 0 0 NONE 0 NONE 0 0 305431 24554 0 329985 0 0 329985 4950 325035 16252 16252 204 204 16048 0 16048 0 16048 22505 0 22505 16048 140 0 0 22505 140 0 0 16048 6317 0 0 6317 0 0 0 0 0 0 0 6317 6317 DR ROSE MARIA LI 9501 WADSWORTH DR BETHESDA MD 20817 3015305011 LIEDUCATIONALFOUNDATION@GMAIL.COM APPLICANTS SHOULD PROVIDE THE FOLLOWING: (1) NAME AND ADDRESS OF THE ORGANIZATION; (2) NAME AND ADDRESS OF THE PERSON RESPONSIBLE FOR ADMINISTERING THE PROPOSED PROJECT; (3) DESCRIPTION AND PURPOSE OF THE PROJECT AND HOW IT ADDRESSES THE FOUNDATION OBJECTIVE TO PROMOTE, ADVANCE, AND DEVELOP CHINESE HISTORY, CULTURE, AND EDUCATION; (4) PROPOSED COMMENCEMENT AND COMPLETION DATES OF THE PROJECT; (5) EXECUTION PROCEDURES OF THE PROJECT; (6) EXPECTED RESULTS AND IMPACT FROM COMPLETION OF THE PROJECT; (7) 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. INTERNATIONAL BUDDHIST PROGRESS SOCIETY 3456 GLENMARK DR HACIENDA HEIGHTS CA 91745 NONE PC GENERAL SUPPORT 600 JIE MING ACADEMY PTA 1845 SHERIDAN AVE W ST PAUL MN 55116 NONE PC GENERAL SUPPORT 1000 US-CHINA PEOPLE'S FRIENDSHIP ASSOCIATION OF MINNESOTA PO BOX 19464 MINNEAPOLIS MN 55419 NONE PC GENERAL SUPPORT 3429 WASHINGTON METROPOLITAN CONFUCIUS MEMORIAL CEREMONY COMMITTEE (WMCMCC) 1016 NEAL DR ROCKVILLE MD 20850 NONE PC GENERAL SUPPORT 4500 INTERNATIONAL LEADERSHIP FOUNDATION (ILF) 1300 PENNSYLVANIA AVE NW SUITE 700 WASHINGTON DC 20004 NONE PC GENERAL SUPPORT 1000 BIG LEARNING 11721 KEMP MILL ROAD SILVER SPRING MD 20902 NONE PC GENERAL SUPPORT 5000 WMCMCC 3705 DORSEY SEARCH CIRCLE ELLICOT CITY MD 210423752 NONE PC GENERAL SUPPORT 5000 20529 0 14 3 14 10647 18 6763 0 17413 0 17413 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1976 0 1976 MORGAN STANLEY 14516 14516 BOFA FINN LLC VAR 4985 4985 THE TORONTO-DOM 4882 4882 BNP PARIBAS SA 4843 4843 UBS AG, LONDON 5053 5053 GS FIN CORP. VAR 5065 5065 BLACKROCK STRATEGIC 7400 7400 CLIFFWATER CORPORATE 9310 9310 PIMCO INCOME A 7994 7994 CALAMOS MARKET NEUTRAL 6442 6442 JPMORGAN HEDGED EQUITY 7816 7816 KINETICS PARADIGM 9977 9977 SMEAD VALUE A 12904 12904 FIRST TRUST NASDAQ 7145 7145 INVSC QQQ TRUST 9263 9263 ISHARES CORE S&P MID CAP 18150 18150 ISHARES CORE S&P SMALL 10335 10335 ISHARES MSCI ACWI ETF 9887 9887 ISHARES S&P 100 ETF 6173 6173 ISHARES 7-10 YEAR TREASURY 4231 4231 J P MORGAN NASDAQ 19732 19732 JPMORGAN EQUITY PREMIUM 17257 17257 JPMORGAN ULTRA SHORT 5070 5070 SPDR GOLD SHARES ETF 9908 9908 SPDR S&P 500 ETF 11691 11691 STE STRT DINCL SLCT 6791 6791 VANGUARD GROWTH EFT 51225 51225 VANGUARD VALUE ETF 30558 30558 UNREALIZED GAIN 28406 INVESTMENT MANAGEMENT FEES 2757 2757 0 TAX PAYMENT 117 0 0