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TAN TEO CHARITABLE FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
TAN TEO CHARITABLE FOUNDATION (EIN 20-2719591)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-05
IRS object ID
202121259349103272
Schema version
2020v4.1
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)
Return2021-05-05T17:21:37-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATION SOURCEBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE HOLLOW LN STE 212AddressLine1Txt
CityLAKE SUCCESSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

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)
PersonCHADE-MENG TANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2021-04-21SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHADE-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)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$20,010,133FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$397,989ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$384InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$384InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$86,522DividendsRevAndExpnssAmt
Dividends Net Invst Incm$86,522DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$205,749NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,731,214GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$547,253CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$690,644TotalRevAndExpnssAmt
Total Net Invst Incm$634,159TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$5,016OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5,016OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$2,700TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$60,812OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$60,812OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$68,528TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,016TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$60,812TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$715,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$715,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$784,328TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,016TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$776,612TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$93,684ExcessRevenueOverExpensesAmt
Net Investment Income$629,143NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$410,598SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$888,754SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$888,754SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$1,149,793USGovernmentObligationsBOYAmt
US Government Obligations EOY$913,394USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$915,636USGovtObligationsEOYFMVAmt
Corporate Stock BOY$5,249,194CorporateStockBOYAmt
Corporate Stock EOY$5,020,303CorporateStockEOYAmt
Corporate Stock EOYFMV$18,205,743CorporateStockEOYFMVAmt
Total Assets BOY$6,809,585TotalAssetsBOYAmt
Total Assets EOY$6,822,451TotalAssetsEOYAmt
Total Assets EOYFMV$20,010,133TotalAssetsEOYFMVAmt
Other Liabilities BOY$23,013OtherLiabilitiesBOYAmt
Other Liabilities EOY$129,563OtherLiabilitiesEOYAmt
Total Liabilities BOY$23,013TotalLiabilitiesBOYAmt
Total Liabilities EOY$129,563TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$6,786,572RetainedEarningBOYAmt
Retained Earning EOY$6,692,888RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,786,572TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,692,888TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,809,585TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,822,451TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,786,572TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$93,684ExcessRevenueOverExpensesAmt
Subtotal$6,692,888SubtotalAmt
Tot Net Ast Or Fund Balances EOY$6,692,888TotNetAstOrFundBalancesEOYAmt

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$1,731,214GrossSalesPriceAmt
Cost Or Other Basis$1,183,961CostOrOtherBasisAmt
Gain Or Loss$547,253GainOrLossAmt
Gains Minus Excess Or Losses$547,253GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$547,253CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$8,745InvestmentIncomeExciseTaxAmt
Subtotal$8,745SubtotalAmt
Tax Based On Investment Income$8,745TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,868EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$6,868TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$1,877TaxDueAmt

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
Website AddressN/AWebsiteAddressTxt

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 FloorAddressLine1Txt
CityFairfieldCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06824ZIPCd
FieldValueIRS element (for citing)
Service TypeAdministrativeServiceTypeTxt
Compensation$60,787CompensationAmt
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$16,584,156AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$545,785AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$17,129,941TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$17,129,941AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$256,949CashDeemedCharitableAmt
Net Vl Noncharitable Assets$16,872,992NetVlNoncharitableAssetsAmt
Minimum Investment Return$843,650MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$843,650MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,745TaxBasedOnInvestmentIncomeAmt
Total Tax$8,745TotalTaxAmt
Distributable Before Adj$834,905DistributableBeforeAdjAmt
Distributable Before Ded$834,905DistributableBeforeDedAmt
Distributable As Adjusted$834,905DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$776,612ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$776,612QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$776,612AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$834,905DistributableAsAdjustedAmt
Undistributed Income PY$659,831UndistributedIncomePYAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Qualifying Distributions$776,612QualifyingDistributionsAmt
Applied To Year1$659,831AppliedToYear1Amt
Applied To Current Year$116,781AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$718,124UndistributedIncomeCYAmt
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 (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
BILL HILLARY & CHELSEA CLINTON FOUNDATION
1271 AVE OF THE AMERICAS 42ND FNEW YORKNY10020N/APCGeneral & Unrestricted$10,000
BUDDHIST GLOBAL RELIEF
506 BROUGHTON LNFOSTER CITYCA94404N/APCGeneral & Unrestricted$25,000
CENTER FOR MINDFUL LEARNING INC
751 PAGE RDLOWELLVT05847N/APCGeneral & Unrestricted$80,000
INSIGHT MEDITATION SOUTH BAY
PO BOX 490MENLO PARKCA94026N/APCGeneral & Unrestricted$10,000
MACHIK CORP
1203 K ST NWWASHINGTONDC20005N/APCGeneral & Unrestricted$2,000
MIND AND LIFE INSTITUTE
210 RIDGE MCINTIRE RD STE 325CHARLOTTESVILLEVA22903N/APCGeneral & Unrestricted$2,000
NAMGYAL MONASTERY INSTITUTE OF BUDDHIST STUDIES
201 TIBET DRITHACANY14850N/APCGeneral & Unrestricted$8,000
NONVIOLENT PEACEFORCE
2610 UNIVERSITY AVEST PAULMN55114N/APCGeneral & Unrestricted$2,000
PEACEJAM FOUNDATION
11200 RALSTON RDARVADACO80004N/APCGeneral & Unrestricted$110,000
SEARCH INSIDE YOURSELF LEADERSHIP INSTITUTE
1003 OREILLY AVE STE ASAN FRANCISCOCA94129N/APCGeneral & Unrestricted$200,000
SHAOLIN TEMPLE USA
5509 GEARY BLVDSAN FRANCISCOCA94121N/APCGeneral & Unrestricted$5,000
SONOMA MOUNTAIN ZEN CENTER
6367 SONOMA MOUNTAIN RDSANTA ROSACA95404N/APCGeneral & Unrestricted$5,000
SUTTACENTRAL DEVELOPMENT TRUST
N/APCGeneral & Unrestricted$74,000NO 198 GREENHILL ROADSUITE 12EASTWOODSOUTH AUSTRALIAAS5063
TERGAR INTERNATIONAL
1621 E HENNEPIN AVE STE 210MINNEAPOLISMN55414N/APCGeneral & Unrestricted$5,000
THE BARACK OBAMA FOUNDATION
5235 S HARPER CT STE 1140CHICAGOIL60615N/APCGeneral & Unrestricted$10,000
THE BHUTAN FOUNDATION
21 DUPONT CIR NW STE 755WASHINGTONDC20036N/APCBhutan Nuns Foundation Fund$100,000
THE CARTER CENTER INC
453 FREEDOM PKWY NE ONE COPENHILLATLANTAGA30307N/APCGeneral & Unrestricted$10,000
UPAYA ZEN CENTER INC
1404 CERRO GORDO RDSANTA FENM87501N/APCGeneral & Unrestricted$17,800
WCCM-USA LTD CORPORATION
2024 RIVER RDJACKSONVILLEFL32207N/APCGeneral & Unrestricted$20,000
WORKING AMERICA EDUCATION FUND
815 16TH ST N WWASHINGTONDC20006N/APCGeneral & Unrestricted$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$715,800TotalGrantOrContriPdDurYrAmt

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$384ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$86,522ExclusionAmt
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 Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$205,749ExclusionAmt
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$292,655ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$292,655TotalIncomeProducingActyAmt

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$397,989TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyALPHABET INC CL C GOOG, 150 sh.NoncashPropertyDesc
Fair Market Value$257,989FairMarketValueAmt
Received2020-12-21ReceivedDt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALPHABET INC CL A$1,316,824$7,687,079
ALPHABET INC CL C$964,179$4,859,715
BERKSHIRE HATHAWAY INC. CLASS$385,730$985,448
MORGAN STANLEY INST ULTRA SHOR$341,539$340,507
SPDR GOLD SHARES$301,027$438,052
VANGUARD FTSE ALL-WORLD EX-US$301,018$352,494
VANGUARD TOTAL STOCK MARKET ET$1,409,986$3,542,448

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$913,394USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$915,636USGovtObligationsEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$60,787$60,787
State or Local Filing Fees$25$25

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescOUTSTANDING OPTIONSDesc
BOY Book Value$23,013BOYBookValueAmt
EOY Book Value$129,563EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$5,016Amt
Net Investment Income$5,016NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Estimated Tax for 2020CategoryTxt
Amt$2,700Amt