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
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-05T17:21:37-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION SOURCE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202719591 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tan Teo Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | TANT | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHADE-MENG TAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHADE-MENG | PersonFirstNm |
| Person Last | TAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,010,133 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $397,989 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $384 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $384 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $86,522 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $86,522 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $205,749 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,731,214 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $547,253 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $690,644 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $634,159 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $5,016 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,016 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,700 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $60,812 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $60,812 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $68,528 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,016 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $60,812 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $715,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $715,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $784,328 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,016 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $776,612 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$93,684 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $629,143 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $410,598 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $888,754 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $888,754 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,149,793 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $913,394 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $915,636 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,249,194 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,020,303 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,205,743 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,809,585 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,822,451 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,010,133 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $23,013 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $129,563 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $23,013 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $129,563 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,786,572 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,692,888 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,786,572 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,692,888 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,809,585 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,822,451 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,786,572 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$93,684 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,692,888 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,692,888 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,731,214 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,183,961 | CostOrOtherBasisAmt |
| Gain Or Loss | $547,253 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $547,253 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $547,253 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,745 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,745 | SubtotalAmt |
| Tax Based On Investment Income | $8,745 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,868 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $6,868 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $1,877 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Chade-Meng Tan | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Pres, Dir, Sec | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive 3rd Floor | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Administrative | ServiceTypeTxt |
| Compensation | $60,787 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,584,156 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $545,785 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,129,941 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,129,941 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $256,949 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,872,992 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $843,650 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $843,650 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,745 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,745 | TotalTaxAmt |
| Distributable Before Adj | $834,905 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $834,905 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $834,905 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $776,612 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $776,612 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $776,612 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $834,905 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $659,831 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Qualifying Distributions | $776,612 | QualifyingDistributionsAmt |
| Applied To Year1 | $659,831 | AppliedToYear1Amt |
| Applied To Current Year | $116,781 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $718,124 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Chade-Meng Tan | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BILL HILLARY & CHELSEA CLINTON FOUNDATION | ||||||||||||
| 1271 AVE OF THE AMERICAS 42ND F | NEW YORK | NY | 10020 | N/A | PC | General & Unrestricted | $10,000 | |||||
| BUDDHIST GLOBAL RELIEF | ||||||||||||
| 506 BROUGHTON LN | FOSTER CITY | CA | 94404 | N/A | PC | General & Unrestricted | $25,000 | |||||
| CENTER FOR MINDFUL LEARNING INC | ||||||||||||
| 751 PAGE RD | LOWELL | VT | 05847 | N/A | PC | General & Unrestricted | $80,000 | |||||
| INSIGHT MEDITATION SOUTH BAY | ||||||||||||
| PO BOX 490 | MENLO PARK | CA | 94026 | N/A | PC | General & Unrestricted | $10,000 | |||||
| MACHIK CORP | ||||||||||||
| 1203 K ST NW | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $2,000 | |||||
| MIND AND LIFE INSTITUTE | ||||||||||||
| 210 RIDGE MCINTIRE RD STE 325 | CHARLOTTESVILLE | VA | 22903 | N/A | PC | General & Unrestricted | $2,000 | |||||
| NAMGYAL MONASTERY INSTITUTE OF BUDDHIST STUDIES | ||||||||||||
| 201 TIBET DR | ITHACA | NY | 14850 | N/A | PC | General & Unrestricted | $8,000 | |||||
| NONVIOLENT PEACEFORCE | ||||||||||||
| 2610 UNIVERSITY AVE | ST PAUL | MN | 55114 | N/A | PC | General & Unrestricted | $2,000 | |||||
| PEACEJAM FOUNDATION | ||||||||||||
| 11200 RALSTON RD | ARVADA | CO | 80004 | N/A | PC | General & Unrestricted | $110,000 | |||||
| SEARCH INSIDE YOURSELF LEADERSHIP INSTITUTE | ||||||||||||
| 1003 OREILLY AVE STE A | SAN FRANCISCO | CA | 94129 | N/A | PC | General & Unrestricted | $200,000 | |||||
| SHAOLIN TEMPLE USA | ||||||||||||
| 5509 GEARY BLVD | SAN FRANCISCO | CA | 94121 | N/A | PC | General & Unrestricted | $5,000 | |||||
| SONOMA MOUNTAIN ZEN CENTER | ||||||||||||
| 6367 SONOMA MOUNTAIN RD | SANTA ROSA | CA | 95404 | N/A | PC | General & Unrestricted | $5,000 | |||||
| SUTTACENTRAL DEVELOPMENT TRUST | ||||||||||||
| N/A | PC | General & Unrestricted | $74,000 | NO 198 GREENHILL ROADSUITE 12 | EASTWOOD | SOUTH AUSTRALIA | AS | 5063 | ||||
| TERGAR INTERNATIONAL | ||||||||||||
| 1621 E HENNEPIN AVE STE 210 | MINNEAPOLIS | MN | 55414 | N/A | PC | General & Unrestricted | $5,000 | |||||
| THE BARACK OBAMA FOUNDATION | ||||||||||||
| 5235 S HARPER CT STE 1140 | CHICAGO | IL | 60615 | N/A | PC | General & Unrestricted | $10,000 | |||||
| THE BHUTAN FOUNDATION | ||||||||||||
| 21 DUPONT CIR NW STE 755 | WASHINGTON | DC | 20036 | N/A | PC | Bhutan Nuns Foundation Fund | $100,000 | |||||
| THE CARTER CENTER INC | ||||||||||||
| 453 FREEDOM PKWY NE ONE COPENHILL | ATLANTA | GA | 30307 | N/A | PC | General & Unrestricted | $10,000 | |||||
| UPAYA ZEN CENTER INC | ||||||||||||
| 1404 CERRO GORDO RD | SANTA FE | NM | 87501 | N/A | PC | General & Unrestricted | $17,800 | |||||
| WCCM-USA LTD CORPORATION | ||||||||||||
| 2024 RIVER RD | JACKSONVILLE | FL | 32207 | N/A | PC | General & Unrestricted | $20,000 | |||||
| WORKING AMERICA EDUCATION FUND | ||||||||||||
| 815 16TH ST N W | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $20,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $715,800 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $384 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $86,522 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $205,749 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $292,655 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $292,655 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Tan Chade-Meng | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FOUNDATION SOURCE 501 SILVERSIDE RD | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19809 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $397,989 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | ALPHABET INC CL C GOOG, 150 sh. | NoncashPropertyDesc |
| Fair Market Value | $257,989 | FairMarketValueAmt |
| Received | 2020-12-21 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $913,394 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $915,636 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $60,787 | $60,787 |
| State or Local Filing Fees | $25 | $25 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OUTSTANDING OPTIONS | Desc |
| BOY Book Value | $23,013 | BOYBookValueAmt |
| EOY Book Value | $129,563 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $5,016 | Amt |
| Net Investment Income | $5,016 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2020 | CategoryTxt |
| Amt | $2,700 | Amt |