LEONARD AND ILONA H LING FAMILYFOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LEONARD AND ILONA H LING FAMILYFOUNDATION (EIN 20-5247159)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-11-12
- IRS object ID
- 202003179349102545
- Schema version
- 2018v3.3
- 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
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T16:34:33-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | 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 | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205247159 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Leonard and Ilona Ling Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | LEON | 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 | JOHN W WEDGEWOOD | PersonNm |
| Person Title | treasurer | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-10-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520203175000058 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-12 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 482EC50EE5FBD82B2ABD89E7D51771376B510FE0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E515D0965B869FF508796E5476410F6D857E7743 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-09-10 13:11:23Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,394,701 | 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 | $75,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $511 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $511 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $35,510 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,510 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $25,352 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $231,869 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25,352 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $136,373 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $61,373 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $25,673 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25,673 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $892 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $892 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $599 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $599 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,556 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,555 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $36,720 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,566 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,154 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $75,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $75,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $111,720 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,566 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $85,154 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $24,653 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $34,807 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $65,693 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $67,470 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $67,470 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,157,747 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,180,623 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,327,231 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,223,440 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,248,093 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,394,701 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,223,440 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,248,093 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,223,440 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,248,093 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,223,440 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,248,093 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,223,440 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $24,653 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,248,093 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,248,093 | 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 | $231,869 | GrossSalesPriceAmt |
| Cost Or Other Basis | $206,517 | CostOrOtherBasisAmt |
| Gain Or Loss | $25,352 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $25,352 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,352 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $62,232 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,348,012 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046166 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $56,148 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,262,421 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044476 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $48,731 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,078,512 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045184 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $44,626 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $995,197 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044841 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $37,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $916,613 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.040911 | DistributionYr5Rt |
| Total Distribution | 0.221578 | TotalDistributionRt |
| Average Distribution | 0.044316 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,359,416 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $60,244 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $348 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $60,592 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $85,154 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $348 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $348 | SubtotalAmt |
| Tax Based On Investment Income | $348 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $810 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $810 | TotalPaymentsAndCreditsAmt |
| Overpayment | $462 | OverpaymentAmt |
| Applied To ES Tax | $462 | AppliedToESTaxAmt |
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 | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Mark Christiansen | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Michael Hennessey Atty | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Maximilian Hopkins | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
| E Lawrence Ling | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Andrew Stout | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| John Wedgwood | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| 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 | $1,308,941 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $71,177 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,380,118 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,380,118 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,702 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,359,416 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $67,971 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $67,971 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $348 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $348 | TotalTaxAmt |
| Distributable Before Adj | $67,623 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $67,623 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $67,623 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $85,154 | 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 | $85,154 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $348 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $84,806 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $67,623 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $63,389 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Qualifying Distributions | $85,154 | QualifyingDistributionsAmt |
| Applied To Year1 | $63,389 | AppliedToYear1Amt |
| Applied To Current Year | $21,765 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $45,858 | 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 | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF THE PACIFIC | |||||||
| 155 5TH ST | SAN FRANCISCO | CA | 94103 | N/A | PC | General & Unrestricted | $5,000 |
| UNIVERSITY OF THE PACIFIC | |||||||
| 155 5TH ST | SAN FRANCISCO | CA | 94103 | N/A | PC | Dr. Leonard Ling Endowed Scholarship fund for the Dugoni School of Dentistry | $70,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $75,000 | 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 | $511 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,510 | 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 | $25,352 | 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 | $61,373 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $61,373 | 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 | Ling Exemption Trust | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Leonard Ling 1306 Solano Ave | AddressLine1Txt |
| City | Albany | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94706 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $75,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (263 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 58.COM | $1,727 | $1,368 |
| ABN AMRO BANK NV UNSP ADR | $2,044 | $1,462 |
| ACADIA HEALTHCARE CO INC | $752 | $559 |
| ACCENTURE PLC | $5,785 | $8,868 |
| ACTUANT CORP CL A | $2,189 | $2,382 |
| ADOBE SYSTEMS, INC | $1,460 | $3,830 |
| AFFILIATED MANAGERS GROUP | $2,105 | $2,119 |
| AIRBUS GROUP | $1,238 | $1,344 |
| ALCON INC | $506 | $621 |
| ALEXION PHARMACEUTICALS, INC | $1,370 | $1,441 |
| ALIBABA GROUP HOLDING LTD | $2,194 | $3,389 |
| ALPHABET INC CL A | $2,634 | $3,248 |
| ALPHABET INC CL C | $2,597 | $3,243 |
| AMAZON COM | $2,702 | $7,574 |
| AMERICAN CAMPUS COMMUNITIES | $837 | $969 |
| AMERICAN TOWER REIT INC | $500 | $613 |
| ANHEUSER BUSCH COS INC | $3,793 | $3,363 |
| ANSYS INC | $438 | $819 |
| AON PLC | $4,914 | $7,911 |
| APPLE INC | $2,671 | $3,563 |
| APTAR GROUP INC | $267 | $497 |
| ARTISAN PARTNERS ASSET MANAGEM | $2,095 | $1,899 |
| ASSA ABLOY UNSP/ADR | $3,089 | $3,518 |
| ASTRAZENECA | $1,601 | $1,734 |
| ATLANTIC UNION BANKSHARES CORP | $604 | $565 |
| ATOS SE UNSPONS ADR | $586 | $616 |
| BB SEGURIDADE | $1,603 | $1,764 |
| BB&T CP | $2,258 | $2,309 |
| BERRY PLASTICS GROUP INC | $718 | $684 |
| BHP BILLITON LIMITED | $1,285 | $1,976 |
| BIO RAD LABS INC CL A | $874 | $938 |
| BIOMARIN PHARMACEUTICAL INC | $1,028 | $1,028 |
| BJ'S RESTAURANTS INC | $599 | $571 |
| BLACK CREEK DIVERSIFIED PROPER | $99,999 | $107,438 |
| BOEING CO | $2,194 | $3,640 |
| BOOZ ALLEN HAMILTON HOLDING CO | $641 | $1,324 |
| BROADCOM INC | $1,241 | $1,439 |
| BROADRIDGE FINANCIAL | $1,209 | $2,681 |
| BROWN & BROWN INC | $2,163 | $4,322 |
| BURLINGTON STORES, INC | $255 | $681 |
| C H ROBINSON WORLDWIDE INC | $1,732 | $2,193 |
| CALLON PETROLEUM CO | $626 | $330 |
| CALRSBERG AS SP ADR REP B | $2,179 | $2,646 |
| CANADIAN NATL RAILWAY CO | $1,173 | $1,572 |
| CARTER'S INC | $683 | $683 |
| CATALENT INC | $518 | $1,030 |
| CAVCO INDS INC DEL | $373 | $630 |
| CDK GLOBAL INC | $2,661 | $2,373 |
| CHEMICAL FINANCIAL CORP | $538 | $493 |
| CHIPOTLE MEX GRILL | $885 | $1,466 |
| CHUBB LIMITED | $2,813 | $3,240 |
| CIGNA CORPORATION | $2,732 | $2,521 |
| CITIGROUP INC | $3,550 | $4,482 |
| COGNEX CORPORATION | $499 | $912 |
| COMCAST CORP | $3,396 | $4,693 |
| COMPAGNIE FINANCIERE RICHEMONT | $1,425 | $1,696 |
| COMPANHIA SANEA ADS | $651 | $1,193 |
| COMPASS GROUP PLC ADR | $1,478 | $1,869 |
| CONSTELLATION BRANDS INC | $1,131 | $1,182 |
| CORESITE REALTY CORPORATION | $572 | $576 |
| COSTCO WHOLESALE CORPORATION | $1,804 | $2,643 |
| CROWN CASTLE INTL | $547 | $652 |
| DAIWA HOUSE IND LTD | $2,046 | $2,179 |
| DANAHER CORP | $2,383 | $3,716 |
| DBS GROUP HLDGS SPON ADR | $1,858 | $2,534 |
| DORMAN PRODUCTS INC | $524 | $871 |
| DRIL QUIP INC | $254 | $192 |
| DUKE ENERGY CO | $2,721 | $2,824 |
| EAGLE MATERIALS INC | $639 | $649 |
| EASTERLY GVMT PPTYS INC | $664 | $616 |
| EATON CORP PLC | $2,477 | $2,915 |
| EDWARDS LIFESCIENCES | $1,270 | $1,478 |
| ENGIE | $2,807 | $2,865 |
| ENTEGRIS INC MINNESOTA | $443 | $411 |
| ENVESTNET INC | $574 | $547 |
| EOG RESOURCES INC | $1,359 | $1,211 |
| EPAM SYSTEMS INC | $393 | $519 |
| EQUINOR ASA | $1,570 | $1,662 |
| ESTEE LAUDER COMPANIES INC | $1,530 | $2,380 |
| EXACT SCIENCES CORPORATION | $196 | $236 |
| EXPONENT, INC | $559 | $1,288 |
| FACEBOOK INC | $3,401 | $4,632 |
| FERGUSON PLC SPON ADR | $1,253 | $1,336 |
| FIDELITY NATIONAL INFORMATION | $1,824 | $3,190 |
| FIRST ENERGY CORP | $2,010 | $2,141 |
| FISERV INC | $1,729 | $2,644 |
| FIVE BELOW INC | $291 | $960 |
| FLEETCOR TECHNOLGIES INC | $1,303 | $1,966 |
| GARDNER DENVER INC | $604 | $865 |
| GARTNER INC | $777 | $1,288 |
| GENMAB A/S | $818 | $739 |
| GLACIER BANCORP INC | $416 | $527 |
| GOLDMAN SACHS GROUP | $2,395 | $2,046 |
| GRACO INC | $776 | $1,505 |
| GRAND CANYON EDUCATION, INC | $590 | $585 |
| GRUPO FIN ADR | $1,617 | $1,483 |
| GUARDANT HEALTH INC | $241 | $259 |
| HEXCEL CP DELAWARE | $737 | $890 |
| HILLENBRAND, INC | $955 | $1,306 |
| HOME DEPOT INC | $1,384 | $1,664 |
| HONEYWELL INTL | $2,359 | $3,492 |
| IAA INC | $534 | $698 |
| ICICI BK LTD ADS | $2,552 | $3,550 |
| ICU MEDICAL, INC | $395 | $1,008 |
| ILLINOIS TOOL WORKS | $2,345 | $2,865 |
| ILLUMINA INC COM | $1,669 | $2,945 |
| INGERSOL-RAND PLC | $2,162 | $3,040 |
| INSULET CORPORATION | $246 | $358 |
| INTUITIVE SURGICAL | $1,566 | $1,574 |
| ISHARES BARCLAYS US AGGREGATE | $316,008 | $322,469 |
| ISHARES CORE 1-5 YEAR USD BOND | $47,365 | $48,765 |
| ISHARES CORE MSCI EAFE ETF | $95,496 | $97,072 |
| ISHARES MSCI USA MIN VOLATILIT | $75,676 | $90,125 |
| JAMES RIVER GROUP HOLDINGS LTD | $554 | $657 |
| JAZZ PHARMACEUTICALS INC | $598 | $570 |
| JOHNSON & JOHNSON | $4,340 | $5,153 |
| JOHNSON CONTROLS INTERNATIONAL | $2,147 | $2,148 |
| JP MORGAN CHASE | $4,988 | $6,373 |
| KAO CORP | $1,253 | $1,500 |
| KAR AUCTION SERVICES INC | $326 | $450 |
| KASIKORNBANK PUB CO LTD ADR CM | $1,000 | $1,113 |
| KERING UNSPON ADR EA REPR 0.1 | $1,036 | $1,298 |
| KIMBERLY CLARK CORP | $1,979 | $2,399 |
| KOMATSU LTD | $2,278 | $2,061 |
| KONINKLIJKE DSM NV ADR | $1,465 | $1,667 |
| LANDSTAR SYSTEM | $1,530 | $2,376 |
| LEAR CORP | $1,220 | $1,253 |
| LEGG MASON INC | $4,319 | $5,130 |
| LINCOLN ELECTRIC HOLDING INC | $451 | $576 |
| LITHIA MOTORS INC CL A | $480 | $594 |
| LOCKHEED MARTIN CORP | $1,615 | $1,818 |
| LONZA GROUP AG UNSP/ADR | $1,785 | $1,886 |
| LPL FINANCIAL HOLDINGS INC | $1,044 | $3,344 |
| LULULEMON ATHLETICA INC | $1,899 | $2,343 |
| MAKITA CORP | $2,006 | $2,166 |
| MARKEL CORP | $886 | $1,090 |
| MARKETAXESS HOLDINGS, INC | $547 | $1,607 |
| MARRIOTT INTERNATIONAL INC. CL | $722 | $1,263 |
| MASTERCARD INC | $2,317 | $5,291 |
| MATADOR RESOURCES COMPANY | $560 | $417 |
| MATTHEWS INTERNATIONAL CORPORA | $2,630 | $1,673 |
| MCKESSON CORP | $1,772 | $1,478 |
| MEDTRONIC PLC | $6,899 | $8,180 |
| MICHAELS STORES INC | $561 | $183 |
| MICHELIN CIE GEN UNSP/ADR | $1,973 | $1,973 |
| MICROSOFT CORP | $3,415 | $6,563 |
| MID-AMERICA APT COMMUNITIES IN | $435 | $589 |
| MIDDLEBY CORPORATION | $490 | $543 |
| MOLSON COOR BREW CO CL B | $2,182 | $2,184 |
| MR PRICE GROUP LTD | $956 | $967 |
| NASDAQ OMX GROUP | $1,051 | $1,827 |
| NASPERS LTD N SPONS ADR | $2,195 | $2,325 |
| NESTLE S.A | $2,774 | $3,722 |
| NETFLIX INC | $1,920 | $4,408 |
| NEUROCRINE BIOSCIENCES, INC | $636 | $591 |
| NIELSEN HOLDINGS N.V | $3,235 | $2,780 |
| NIKE INC-CL B | $2,482 | $2,770 |
| NORDEA BANK ABP | $2,716 | $1,591 |
| NORDSON CP | $406 | $707 |
| NORTHROP GRUMMAN CORP | $1,271 | $2,262 |
| NOVARTIS AG ADR | $3,639 | $4,566 |
| NVIDIA CORP | $3,141 | $2,463 |
| OGE ENERGY CORP | $462 | $638 |
| PARSLEY ENERGY INCORPORATED CL | $664 | $456 |
| PAYPAL HOLDINGS, INC | $1,900 | $2,518 |
| PEPSICO INC | $1,425 | $1,442 |
| PFIZER INC | $2,834 | $3,596 |
| PHILIP MORRIS INTL | $3,210 | $2,906 |
| PHYSICIANS REALTY TRUST | $685 | $610 |
| PING AN INSURANCE GROUP ADR | $3,128 | $3,725 |
| PINNACLE FINANCIAL PARTNERS IN | $837 | $805 |
| PNC FINANCIAL GROUP INC | $2,411 | $2,334 |
| POLARIS INDUSTRIES | $661 | $639 |
| POOL CORP | $324 | $573 |
| PORTLAND GEN ELEC | $499 | $704 |
| POST HOLDINGS INC | $928 | $1,664 |
| POWER INTEGRATIONS, INC | $284 | $481 |
| PPG INDUSTRIES INC | $2,947 | $3,268 |
| PREMIER INC | $621 | $743 |
| PRUDENTIAL PLC SC | $4,195 | $4,119 |
| PT TELEKOM. IND. TBK ADR | $1,245 | $1,433 |
| QUAKER CHEMICAL CORP | $492 | $812 |
| QUALCOMM INC | $1,948 | $1,826 |
| RAPID7 INCORPORATED | $333 | $868 |
| RBC BEARINGS INCORPORATED | $487 | $1,168 |
| RED ELECTRICA DE ESPANA SA | $1,721 | $1,725 |
| RELX PLC | $2,923 | $3,271 |
| RITCHIE BROS AUCTIONEERS | $508 | $631 |
| ROCHE HOLDING LTD ADR | $2,213 | $2,387 |
| ROGERS COMM CL B | $1,445 | $1,499 |
| ROYAL DUTCH SHELL CL A | $4,275 | $4,880 |
| RPM INTERNATIONAL INC | $995 | $1,283 |
| RYANAIR HOLDINGS PLC-ADR COM | $1,938 | $1,347 |
| RYOHIN KEIKAKU | $1,873 | $1,440 |
| S&P GLOBAL INC COM | $1,253 | $1,367 |
| SAFRAN SA - UNSPON ADR | $4,743 | $5,843 |
| SAGE THERAPEUTICS INC | $937 | $1,099 |
| SALESFORCE.COM | $3,197 | $4,855 |
| SAMPO PLC UNSPONSORED ADR | $2,828 | $2,779 |
| SANLAM LTD SPONSORED ADR (SOUT | $1,808 | $1,803 |
| SANOFI-AVENTIS SPONSORED ADR | $3,202 | $3,159 |
| SAP AKTIENGESELL ADS | $3,806 | $5,472 |
| SCHLUMBERGER LTD | $2,956 | $1,669 |
| SCHNEIDER NATIONAL INC | $487 | $401 |
| SERVICE NOW | $1,446 | $1,922 |
| SIGNATURE BANK | $934 | $846 |
| SILICON LABORATORIES, INC | $460 | $620 |
| SONOVA HOLDING AG AD | $1,049 | $1,224 |
| SOUTHERN CO | $998 | $995 |
| SPDR BARCLAYS INVESTMENT GRADE | $35,786 | $35,984 |
| SPDR PORTFOLIO INTERMEDIATE TE | $36,140 | $37,199 |
| SPLUNK INC | $776 | $1,635 |
| SQUARE INC | $1,460 | $1,523 |
| SS&C TECHNOLOGIES INC | $710 | $1,095 |
| STANLEY BLACK & DECKER INC | $1,474 | $1,446 |
| STATE STREET CORPORATION | $2,438 | $1,626 |
| STERICYCLE INC | $5,628 | $5,014 |
| STERIS PLC | $599 | $1,191 |
| SUMITOMO MITSUI FINCL GRP | $2,688 | $2,386 |
| SUMMIT HOTEL PROPERTIES, INC | $827 | $596 |
| SUN COMMUNITIES INC | $551 | $1,026 |
| SUNCOR ENERGY INC | $3,299 | $3,054 |
| SUZUKI MOTOR CORP UNSP ADR | $1,825 | $1,689 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $2,472 | $2,781 |
| TELENOR ASA | $2,669 | $2,873 |
| TENCENT HOLDINGS LIMITED | $3,573 | $3,485 |
| TESLA MOTORS INC | $1,829 | $1,341 |
| TEXAS INSTRUMENTS INC | $2,672 | $3,443 |
| TEXAS ROADHOUSE, INC | $767 | $644 |
| THERMO FISHER SCIENTIFIC INC | $827 | $1,762 |
| TORO CO | $621 | $1,004 |
| TRAVELERS COMPANIES INC | $1,909 | $2,691 |
| TWILIO INC | $559 | $545 |
| TYLER TECHNOLOGIES, INC | $448 | $648 |
| UBER | $353 | $371 |
| UBISOFT ENTERTAIN UNSP ADR EAC | $1,305 | $1,136 |
| UNILEVER PLC AMER | $2,041 | $2,851 |
| UNION PACIFIC | $3,614 | $4,735 |
| UNITEDHEALTH GROUP INC | $506 | $488 |
| US BANCORP | $2,696 | $3,249 |
| VAIL RESORTS INC | $611 | $670 |
| VANGUARD S&P 500 ETF | $55,203 | $75,092 |
| VERTEX PHARMCTLS INC | $1,339 | $1,650 |
| VINCI SA ADR | $1,616 | $2,296 |
| VISA INC | $1,923 | $4,165 |
| VIVENDI SA | $2,727 | $2,880 |
| VOLKSWAGEN AG ADR | $2,807 | $2,673 |
| WABTEC | $874 | $718 |
| WALT DISNEY HOLDINGS CO | $1,755 | $1,815 |
| WATERS CORP | $984 | $1,507 |
| WEBSTER FINL CORP | $592 | $669 |
| WELLS FARGO & CO | $3,468 | $3,218 |
| WEST PHARMA SVCS INC | $687 | $1,252 |
| WESTERN ALLIANCE BANCORPORATIO | $942 | $805 |
| WESTERN UNION CO | $5,023 | $5,211 |
| WILEY JOHN & SONS INC CL A | $1,910 | $1,834 |
| WILLIS TOWERS WATSON PUBLIC LT | $2,929 | $4,405 |
| WOLTERS KLUWER S/ADR | $1,760 | $3,197 |
| WORKDAY INC | $782 | $2,056 |
| XCEL ENERGY INC | $1,961 | $2,677 |
| XILINX INC | $633 | $708 |
| YANDEX N V | $1,335 | $1,558 |
| ZEBRA TECHNOLOGIES CORP | $569 | $1,466 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $9,500 | $9,500 | |
| Bank Charges | $1 | $1 | |
| State or Local Filing Fees | $55 | $55 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $25,673 | Amt |
| Net Investment Income | $25,673 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ling Exemption Trust | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Leonard Ling 1306 Solano Ave | AddressLine1Txt |
| City | Albany | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94706 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Tax Paid | CategoryTxt |
| Amt | $892 | Amt |
| Net Investment Income | $892 | NetInvestmentIncomeAmt |