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TAN TEO CHARITABLE FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
TAN TEO CHARITABLE FOUNDATION (EIN 20-2719591)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-07-18
IRS object ID
202301999349100010
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-07-18T09:36:33-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN202719591EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Tan Teo Charitable FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlTANTBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
Personchase-meng tanPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2023-07-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person Firstchase-mengPersonFirstNm
Person LasttanPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$18,797,114FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$177,218ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,366InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,366InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$74,751DividendsRevAndExpnssAmt
Dividends Net Invst Incm$74,751DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$881,878NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,903,341GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,110,959CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,135,213TotalRevAndExpnssAmt
Total Net Invst Incm$1,187,076TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$4,899OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,989OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$910OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$15,324TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$62,646OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$62,646OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$82,869TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,989TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$63,556TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$995,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$995,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,078,069TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,989TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,058,756TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$57,144ExcessRevenueOverExpensesAmt
Net Investment Income$1,183,087NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$622,031SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$890,782SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$890,782SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$1,319,143USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,320,831USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,289,242USGovtObligationsEOYFMVAmt
Corporate Stock BOY$4,854,082CorporateStockBOYAmt
Corporate Stock EOY$4,566,450CorporateStockEOYAmt
Corporate Stock EOYFMV$16,617,090CorporateStockEOYFMVAmt
Total Assets BOY$6,795,256TotalAssetsBOYAmt
Total Assets EOY$6,778,063TotalAssetsEOYAmt
Total Assets EOYFMV$18,797,114TotalAssetsEOYFMVAmt
Other Liabilities BOY$123,977OtherLiabilitiesBOYAmt
Other Liabilities EOY$49,640OtherLiabilitiesEOYAmt
Total Liabilities BOY$123,977TotalLiabilitiesBOYAmt
Total Liabilities EOY$49,640TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$6,671,279RetainedEarningBOYAmt
Retained Earning EOY$6,728,423RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,671,279TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,728,423TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,795,256TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,778,063TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,671,279TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$57,144ExcessRevenueOverExpensesAmt
Subtotal$6,728,423SubtotalAmt
Tot Net Ast Or Fund Balances EOY$6,728,423TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$1,903,341GrossSalesPriceAmt
Cost Or Other Basis$792,382CostOrOtherBasisAmt
Gain Or Loss$1,110,959GainOrLossAmt
Gains Minus Excess Or Losses$1,110,959GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,110,959CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$16,445InvestmentIncomeExciseTaxAmt
Subtotal$16,445SubtotalAmt
Tax Based On Investment Income$16,445TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$12,100EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$4,345ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$16,445TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonChade-Meng TanPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
TitlePres, Dir, SecTitleTxt
Average Hrs Per Wk Devoted To Pos1.0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line155 Walls Drive 3rd FlAddressLine1Txt
CityFairfieldCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06824ZIPCd
FieldValueIRS element (for citing)
Service TypeAdministrativeServiceTypeTxt
Compensation$62,621CompensationAmt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$21,106,197AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,090,329AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$22,196,526TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$22,196,526AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$332,948CashDeemedCharitableAmt
Net Vl Noncharitable Assets$21,863,578NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,093,179MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,093,179MinimumInvestmentReturnAmt
Tax Based On Investment Income$16,445TaxBasedOnInvestmentIncomeAmt
Total Tax$16,445TotalTaxAmt
Distributable Before Adj$1,076,734DistributableBeforeAdjAmt
Distributable Before Ded$1,076,734DistributableBeforeDedAmt
Distributable As Adjusted$1,076,734DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,058,756ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,058,756QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,076,734DistributableAsAdjustedAmt
Undistributed Income PY$970,604UndistributedIncomePYAmt
Prior Year12020PriorYear1Yr
Prior Year22019PriorYear2Yr
Prior Year32018PriorYear3Yr
Qualifying Distributions$1,058,756QualifyingDistributionsAmt
Applied To Year1$970,604AppliedToYear1Amt
Applied To Current Year$88,152AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$988,582UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerChade-Meng TanContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdCityRecipientForeignAddress/CityNm
BILL HILLARY & CHELSEA CLINTON FOUNDATION
1200 PRESIDENT CLINTON AVELITTLE ROCKAR72201N/APCGeneral & Unrestricted$10,000
BUDDHIST GLOBAL RELIEF
2020 RTE 301CARMELNY10512N/APCGeneral & Unrestricted$7,700
CENTER FOR MINDFUL LEARNING INC
751 PAGE RDLOWELLVT05847N/APCGeneral & Unrestricted$50,000
INSIGHT MEDITATION SOUTH BAY
PO BOX 490MENLO PARKCA94026N/APCGeneral & Unrestricted$10,000
LAND OF MEDICINE BUDDHA INC
5800 PRESCOTT RDSOQUELCA95073N/APCGeneral & Unrestricted$10,000
MACHIK CORP
1203 K ST NWWASHINGTONDC20005N/APCGeneral & Unrestricted$2,000
MIND AND LIFE INSTITUTE
977 SEMINOLE TRAIL PMB 363CHARLOTTESVILLEVA22901N/APCGeneral & Unrestricted$3,500
NAMGYAL MONASTERY INSTITUTE OF BUDDHIST STUDIES
201 TIBET DRITHACANY14850N/APCGeneral & Unrestricted$250,000
NONVIOLENT PEACEFORCE
2610 UNIVERSITY AVE W STE 550SAINT PAULMN55114N/APCGeneral & Unrestricted$2,000
PEACEJAM FOUNDATION
11200 RALSTON RDARVADACO80004N/APCGeneral & Unrestricted$245,000
SHAOLIN TEMPLE USA
4343 PERALTA BLVDFREMONTCA94536N/APCGeneral & Unrestricted$10,000
SINGAPORE BUDDHIST MISSION
N/APCGeneral & Unrestricted$10,0009 RUBY LNSINGAPORESN328284
SONOMA MOUNTAIN ZEN CENTER
6367 SONOMA MOUNTAIN RDSANTA ROSACA95404N/APCGeneral & Unrestricted$10,000
SRAVASTI ABBEY CORP
692 COUNTRY LNNEWPORTWA99156N/APCGeneral & Unrestricted$8,000
SUTTACENTRAL DEVELOPMENT TRUST
N/APCGeneral & Unrestricted$50,000NO 198 GREENHILL ROADSUITE 12SOUTH AUSTRALIAAS5063EASTWOOD
THE BARACK OBAMA FOUNDATION
5235 S HARPER CT STE 1140CHICAGOIL60615N/APCGeneral & Unrestricted$14,000
THE BHUTAN FOUNDATION
1050 CONNECTICUT AVE NW 66013WASHINGTONDC20035N/APCBhutan Nuns Foundation fund$100,000
THE CARTER CENTER INC
453 FREEDOM PKWY NE ONE COPENHILLATLANTAGA30307N/APCGeneral & Unrestricted$25,000
UGANDA BUDDHIST CENTRE LIMITED
N/APCGeneral & Unrestricted$150,000PO BOX 898 OFF-ENTEBBE RDWAKISOUG
UPAYA ZEN CENTER INC
1404 CERRO GORDO RDSANTA FENM87501N/APCGeneral & Unrestricted$8,000
WCCM-USA LTD CORPORATION
1112 3RD ST STE 9NEPTUNE BEACHFL32266N/APCGeneral & Unrestricted$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$995,200TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,366ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$74,751ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$881,878ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$957,995ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$957,995TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonTan Chade-MengContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1FOUNDATION SOURCE 501 SILVERSIDE RDAddressLine1Txt
CitywilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP19809ZIPCd
FieldValueIRS element (for citing)
Total Contributions$177,218TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1ALPHABET INC CL C GOOG, 125 sh.$13,8752022-09-09
1ALPHABET INC CL C GOOG, 780 sh.$83,6042022-09-13
1ALPHABET INC CL C GOOG, 45 sh.$4,7392022-09-14

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALPHABET INC CL A$1,316,824$7,739,535
ALPHABET INC CL C$504,385$3,019,482
BERKSHIRE HATHAWAY INC. CLASS$385,730$1,312,825
MORGAN STANLEY INST ULTRA SHOR$347,480$346,109
SPDR GOLD SHARES$301,027$416,636
VANGUARD FTSE ALL-WORLD EX-US$301,018$302,846
VANGUARD TOTAL STOCK MARKET ET$1,409,986$3,479,657

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$1,320,831USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,289,242USGovtObligationsEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$62,621$62,621
State or Local Filing Fees$25$25

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescOUTSTANDING OPTIONSDesc
BOY Book Value$123,977BOYBookValueAmt
EOY Book Value$49,640EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Investment Management Services$3,989$3,989
PHILANTHROPIC CONSULTING SRVCS$910$910

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2022$12,100
990-PF Excise Tax for 2021$3,224