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
- 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 | 2020-05-21T15:33:24-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-05-07 | 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 | 68.194.129.137 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520201425000047 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-05-21 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B19A53FA749DAD8C2EFDCAB0C5B79501992FC144 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D2746C13DFDED97F2954BEA0DC7B7E2EDF81EBF0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,584,116 | 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 | $390,183 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,602 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,602 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $99,195 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $99,195 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $319,282 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $825,119 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $585,161 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $810,262 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $685,958 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $5,757 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,997 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,760 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,800 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $56,614 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $56,614 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $71,171 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,997 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $58,374 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $654,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $654,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $725,871 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,997 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $713,074 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $84,391 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $681,961 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $135,379 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $410,598 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $410,598 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,299,380 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,149,793 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,154,261 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,282,372 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,249,194 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,019,257 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,717,131 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,809,585 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,584,116 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $14,950 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $23,013 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $14,950 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,013 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,702,181 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,786,572 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,702,181 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,786,572 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,717,131 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,809,585 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,702,181 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $84,391 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,786,572 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,786,572 | 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 | $825,119 | GrossSalesPriceAmt |
| Cost Or Other Basis | $239,958 | CostOrOtherBasisAmt |
| Gain Or Loss | $585,161 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $585,161 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $585,161 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $635,752 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,325,699 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044378 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $472,899 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,835,863 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.036842 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $400,658 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,102,016 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.036089 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $412,404 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,892,881 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041687 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $297,702 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,441,243 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.031532 | DistributionYr5Rt |
| Total Distribution | 0.190528 | TotalDistributionRt |
| Average Distribution | 0.038106 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,711,715 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $560,605 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,820 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $567,425 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $713,074 | 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 | $6,820 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,820 | SubtotalAmt |
| Tax Based On Investment Income | $6,820 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,988 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,988 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $4,168 | OverpaymentAmt |
| Applied To ES Tax | $4,168 | 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 | 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 |
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 | $56,589 | 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 | $14,721,969 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $213,782 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,935,751 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,935,751 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $224,036 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,711,715 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $735,586 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $735,586 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,820 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,820 | TotalTaxAmt |
| Distributable Before Adj | $728,766 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $728,766 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $728,766 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $713,074 | 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 | $713,074 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,820 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $706,254 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $728,766 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $644,139 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Qualifying Distributions | $713,074 | QualifyingDistributionsAmt |
| Applied To Year1 | $644,139 | AppliedToYear1Amt |
| Applied To Current Year | $68,935 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $659,831 | 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 (17 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 | ||||||||||||
| 55 PEASE TER | LEE | MA | 01238 | N/A | PC | General & Unrestricted | $5,000 | |||||
| CENTER FOR MINDFUL LEARNING INC | ||||||||||||
| 751 PAGE RD | LOWELL | VT | 05847 | N/A | PC | General & Unrestricted | $50,000 | |||||
| INSIGHT MEDITATION SOUTH BAY | ||||||||||||
| PO BOX 490 | MENLO PARK | CA | 94026 | N/A | PC | General & Unrestricted | $10,000 | |||||
| MACHIK CORP | ||||||||||||
| 1201 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 | $25,000 | |||||
| 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 | $130,000 | |||||
| SEARCH INSIDE YOURSELF LEADERSHIP INSTITUTE | ||||||||||||
| 1012 TORNEY AVE | 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 | |||||
| SUTTACENTRAL DEVELOPMENT TRUST | ||||||||||||
| N/A | PC | General & Unrestricted | $50,000 | 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 | $3,000 | |||||
| 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 | $25,000 | |||||
| UPAYA ZEN CENTER INC | ||||||||||||
| 1404 CERRO GORDO RD | SANTA FE | NM | 87501 | N/A | PC | General & Unrestricted | $7,700 | |||||
| WCCM-USA LTD CORPORATION | ||||||||||||
| 2024 RIVER RD | JACKSONVILLE | FL | 32207 | N/A | PC | General & Unrestricted | $20,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $654,700 | 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 | $1,602 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $99,195 | 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 | $319,282 | 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 | $420,079 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $420,079 | 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 | $390,183 | 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, 234 sh. | NoncashPropertyDesc |
| Fair Market Value | $315,183 | FairMarketValueAmt |
| Received | 2019-12-11 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,149,793 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,154,261 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $56,589 | $56,589 |
| 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 | $14,950 | BOYBookValueAmt |
| EOY Book Value | $23,013 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $3,997 | $3,997 | |
| PHILANTHROPIC CONSULTING SRVCS | $1,760 | $1,760 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2019 | CategoryTxt |
| Amt | $8,800 | Amt |