STRATEGY STUDIO / PUBLIC DATA EXPLORER

LIN-CHANG FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
LIN-CHANG FAMILY FOUNDATION (EIN 20-8020006)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-12
IRS object ID
202241329349103104
Schema version
2021v4.0
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)
Return2022-05-12T11:40:15-07:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN273995698PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Stratys Consulting IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1360 S Kiely Blvd Suite 250AddressLine1Txt
CitySan JoseCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95129ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208020006EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Lin-Chang Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLIN-BusinessNameControlTxt
Phone4082099992PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line114825 Gypsy Hill RoadAddressLine1Txt
CitySaratogaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95070ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonChih-Chang LinPersonNm
Person TitleDirectorPersonTitleTxt
Signature2022-05-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstChih-ChangPersonFirstNm
Person LastLinPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPhillip HsuPreparerPersonNm
PTINP01605089PTIN
Phone4085578200PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$286,604FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$3,232DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,232DividendsNetInvstIncmAmt
Dividends Adj Net Incm$3,232DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$5,311NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$12,868GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,311CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$8,543TotalRevAndExpnssAmt
Total Net Invst Incm$8,543TotalNetInvstIncmAmt
Total Adj Net Incm$3,232TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$905AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$206TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,111TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$11,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$11,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$12,311TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$11,200TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,768ExcessRevenueOverExpensesAmt
Net Investment Income$8,543NetInvestmentIncomeAmt
Adjusted Net Income$3,232AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,538SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,399SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,399SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$129,029CorporateStockBOYAmt
Corporate Stock EOY$122,400CorporateStockEOYAmt
Corporate Stock EOYFMV$281,205CorporateStockEOYFMVAmt
Total Assets BOY$131,567TotalAssetsBOYAmt
Total Assets EOY$127,799TotalAssetsEOYAmt
Total Assets EOYFMV$286,604TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$42,928CapitalStockBOYAmt
Capital Stock EOY$42,928CapitalStockEOYAmt
Retained Earning BOY$88,639RetainedEarningBOYAmt
Retained Earning EOY$84,871RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$131,567TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$127,799TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$131,567TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$127,799TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$131,567TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,768ExcessRevenueOverExpensesAmt
Subtotal$127,799SubtotalAmt
Tot Net Ast Or Fund Balances EOY$127,799TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
49 SHS Invesco ETFP2021-01-202021-03-01$903$928-$25-$25
350 SHS Invesco ETFP2020-01-012021-12-31$6,678$6,533$145$145
30 SHS CADENCE DESIGN SYSTEMS INCP2009-01-302021-12-06$5,287$96$5,191$5,191
FieldValueIRS element (for citing)
Capital Gain Net Income$5,311CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$25NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$119InvestmentIncomeExciseTaxAmt
Subtotal$119SubtotalAmt
Tax Based On Investment Income$119TaxBasedOnInvestmentIncomeAmt
Tax Due$119TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
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
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Chih-Chang LinBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4088676678PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line114825 Gypsy Hill RoadAddressLine1Txt
CitySaratogaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95070ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Chih-Chang Lin
14825 Gypsy Hill RoadSaratogaCA95070Director1.00$0
I-Hsin Chang
14825 Gypsy Hill RoadSaratogaCA95070Director1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1Chinese Church In Christ- Contribution goes towards the General Fund, Church Plant Fund and Designated Offering - Mission.Description1Txt
Expenses1$11,200Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$251,957AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,561AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$253,518TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$253,518AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,803CashDeemedCharitableAmt
Net Vl Noncharitable Assets$249,715NetVlNoncharitableAssetsAmt
Minimum Investment Return$12,486MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$12,486MinimumInvestmentReturnAmt
Tax Based On Investment Income$119TaxBasedOnInvestmentIncomeAmt
Total Tax$119TotalTaxAmt
Distributable Before Adj$12,367DistributableBeforeAdjAmt
Distributable Before Ded$12,367DistributableBeforeDedAmt
Distributable As Adjusted$12,367DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$11,200ExpensesAndContributionsAmt
Qualifying Distributions$11,200QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$12,367DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$35ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$666ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$3,073ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$3,009ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$178ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$6,961TotalExcessDistributionCyovAmt
Qualifying Distributions$11,200QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$11,200AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$1,167ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$1,167ExcessDistributionCyovAppCYAmt
Total Corpus$5,794TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$5,794ExcessDistriCyovToNextYrAmt
Excess From Year3$2,607ExcessFromYear3Amt
Excess From Year2$3,009ExcessFromYear2Amt
Excess From Year1$178ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerChih-Chang LinContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonChih-Chang LinRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line114825 Gypsy Hill RoadAddressLine1Txt
CitySaratogaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95070ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4088676678RecipientPhoneNum
Form And Info And MaterialsNo Specific RequirementFormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonChinese Church In ChristRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11490 Saratoga AveAddressLine1Txt
CitySan JoseCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95129ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipN/ARecipientRelationshipTxt
Recipient Foundation StatusOtherRecipientFoundationStatusTxt
Grant Or Contribution PurposeCharityGrantOrContributionPurposeTxt
Amt$11,200Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$11,200TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3,232RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$5,311RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$8,543RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$8,543TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4Dividend income was generated from investment in U.S. securities.
8Capital gain was generated from sales of investment in U.S. securities.

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeeCategoryTxt
Amt$905Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFed TaxCategoryTxt
Amt$206Amt