STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

TAN TEO CHARITABLE FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
TAN TEO CHARITABLE FOUNDATION (EIN 20-2719591)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-21
IRS object ID
202011429349101366
Schema version
2019v5.1
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)
Return2020-05-21T15:33:24-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-05-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

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

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address68.194.129.137IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id06391520201425000047FederalOriginalSubmissionId
Federal Original Submission Id2020-05-21FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdB19A53FA749DAD8C2EFDCAB0C5B79501992FC144AtSubmissionCreationDeviceId
At Submission Filing Device IdD2746C13DFDED97F2954BEA0DC7B7E2EDF81EBF0AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2020-11-19 02:30:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$16,584,116FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$390,183ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,602InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,602InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$99,195DividendsRevAndExpnssAmt
Dividends Net Invst Incm$99,195DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$319,282NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$825,119GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$585,161CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$810,262TotalRevAndExpnssAmt
Total Net Invst Incm$685,958TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$5,757OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,997OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,760OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$8,800TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$56,614OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$56,614OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$71,171TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,997TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$58,374TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$654,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$654,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$725,871TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,997TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$713,074TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$84,391ExcessRevenueOverExpensesAmt
Net Investment Income$681,961NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$135,379SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$410,598SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$410,598SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$1,299,380USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,149,793USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,154,261USGovtObligationsEOYFMVAmt
Corporate Stock BOY$5,282,372CorporateStockBOYAmt
Corporate Stock EOY$5,249,194CorporateStockEOYAmt
Corporate Stock EOYFMV$15,019,257CorporateStockEOYFMVAmt
Total Assets BOY$6,717,131TotalAssetsBOYAmt
Total Assets EOY$6,809,585TotalAssetsEOYAmt
Total Assets EOYFMV$16,584,116TotalAssetsEOYFMVAmt
Other Liabilities BOY$14,950OtherLiabilitiesBOYAmt
Other Liabilities EOY$23,013OtherLiabilitiesEOYAmt
Total Liabilities BOY$14,950TotalLiabilitiesBOYAmt
Total Liabilities EOY$23,013TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$6,702,181RetainedEarningBOYAmt
Retained Earning EOY$6,786,572RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,702,181TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,786,572TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,717,131TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,809,585TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,702,181TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$84,391ExcessRevenueOverExpensesAmt
Subtotal$6,786,572SubtotalAmt
Tot Net Ast Or Fund Balances EOY$6,786,572TotNetAstOrFundBalancesEOYAmt

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$825,119GrossSalesPriceAmt
Cost Or Other Basis$239,958CostOrOtherBasisAmt
Gain Or Loss$585,161GainOrLossAmt
Gains Minus Excess Or Losses$585,161GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$585,161CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$635,752AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$14,325,699NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.044378DistributionYr1Rt
Adjusted Qlfy Distri Yr2$472,899AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$12,835,863NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.036842DistributionYr2Rt
Adjusted Qlfy Distri Yr3$400,658AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$11,102,016NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.036089DistributionYr3Rt
Adjusted Qlfy Distri Yr4$412,404AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$9,892,881NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.041687DistributionYr4Rt
Adjusted Qlfy Distri Yr5$297,702AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$9,441,243NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.031532DistributionYr5Rt
Total Distribution0.190528TotalDistributionRt
Average Distribution0.038106AverageDistributionRt
Net Vl Noncharitable Assets$14,711,715NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$560,605AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$6,820NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$567,425AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$713,074QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$6,820InvestmentIncomeExciseTaxAmt
Subtotal$6,820SubtotalAmt
Tax Based On Investment Income$6,820TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$10,988EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$10,988TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$4,168OverpaymentAmt
Applied To ES Tax$4,168AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Persons With Books Name PersonsWithBooksName

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

Location Of Books US Address LocationOfBooksUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonChade-Meng TanPersonNm

US Address USAddress

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

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line155 Walls Drive 3rd floorAddressLine1Txt
CityFairfieldCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06824ZIPCd
FieldValueIRS element (for citing)
Service TypeAdministrativeServiceTypeTxt
Compensation$56,589CompensationAmt
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$14,721,969AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$213,782AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$14,935,751TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$14,935,751AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$224,036CashDeemedCharitableAmt
Net Vl Noncharitable Assets$14,711,715NetVlNoncharitableAssetsAmt
Minimum Investment Return$735,586MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$735,586MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,820TaxBasedOnInvestmentIncomeAmt
Total Tax$6,820TotalTaxAmt
Distributable Before Adj$728,766DistributableBeforeAdjAmt
Distributable Before Ded$728,766DistributableBeforeDedAmt
Distributable As Adjusted$728,766DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$713,074ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$713,074QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$6,820PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$706,254AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$728,766DistributableAsAdjustedAmt
Undistributed Income PY$644,139UndistributedIncomePYAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Qualifying Distributions$713,074QualifyingDistributionsAmt
Applied To Year1$644,139AppliedToYear1Amt
Applied To Current Year$68,935AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$659,831UndistributedIncomeCYAmt
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 (17 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
55 PEASE TERLEEMA01238N/APCGeneral & Unrestricted$5,000
CENTER FOR MINDFUL LEARNING INC
751 PAGE RDLOWELLVT05847N/APCGeneral & Unrestricted$50,000
INSIGHT MEDITATION SOUTH BAY
PO BOX 490MENLO PARKCA94026N/APCGeneral & Unrestricted$10,000
MACHIK CORP
1201 K ST NWWASHINGTONDC20005N/APCGeneral & Unrestricted$2,000
MIND AND LIFE INSTITUTE
210 RIDGE MCINTIRE RD STE 325CHARLOTTESVILLEVA22903N/APCGeneral & Unrestricted$25,000
NONVIOLENT PEACEFORCE
2610 UNIVERSITY AVEST PAULMN55114N/APCGeneral & Unrestricted$2,000
PEACEJAM FOUNDATION
11200 RALSTON RDARVADACO80004N/APCGeneral & Unrestricted$130,000
SEARCH INSIDE YOURSELF LEADERSHIP INSTITUTE
1012 TORNEY AVESAN FRANCISCOCA94129N/APCGeneral & Unrestricted$200,000
SHAOLIN TEMPLE USA
5509 GEARY BLVDSAN FRANCISCOCA94121N/APCGeneral & Unrestricted$5,000
SUTTACENTRAL DEVELOPMENT TRUST
N/APCGeneral & Unrestricted$50,000NO 198 GREENHILL ROADSUITE 12EASTWOODSOUTH AUSTRALIAAS5063
TERGAR INTERNATIONAL
1621 E HENNEPIN AVE STE 210MINNEAPOLISMN55414N/APCGeneral & Unrestricted$3,000
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$25,000
UPAYA ZEN CENTER INC
1404 CERRO GORDO RDSANTA FENM87501N/APCGeneral & Unrestricted$7,700
WCCM-USA LTD CORPORATION
2024 RIVER RDJACKSONVILLEFL32207N/APCGeneral & Unrestricted$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$654,700TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

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

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,602ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$99,195ExclusionAmt
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$319,282ExclusionAmt
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$420,079ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$420,079TotalIncomeProducingActyAmt

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$390,183TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyALPHABET INC CL C GOOG, 234 sh.NoncashPropertyDesc
Fair Market Value$315,183FairMarketValueAmt
Received2019-12-11ReceivedDt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALPHABET INC CL A$1,316,824$5,874,566
ALPHABET INC CL C$1,071,644$4,043,148
BERKSHIRE HATHAWAY INC. CLASS$385,730$962,625
KKR & CO INC$123,720$145,850
MORGAN STANLEY INST ULTRA SHOR$339,246$339,572
SPDR GOLD SHARES$301,027$350,962
VANGUARD FTSE ALL-WORLD EX-US$301,018$324,650
VANGUARD TOTAL STOCK MARKET ET$1,409,985$2,977,884

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$1,149,793USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,154,261USGovtObligationsEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$56,589$56,589
State or Local Filing Fees$25$25

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescOUTSTANDING OPTIONSDesc
BOY Book Value$14,950BOYBookValueAmt
EOY Book Value$23,013EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Investment Management Services$3,997$3,997
PHILANTHROPIC CONSULTING SRVCS$1,760$1,760

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Estimated Tax for 2019CategoryTxt
Amt$8,800Amt