STRATEGY STUDIO / PUBLIC DATA EXPLORER

LIN-CHANG FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
LIN-CHANG FAMILY FOUNDATION (EIN 20-8020006)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-14
IRS object ID
202021359349101237
Schema version
2019v5.0
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)
Return2020-05-14T14:02:22-07:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN273995698PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Stratys Consulting IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1360 S Kiely Blvd Suite 250AddressLine1Txt
CitySan JoseCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95129ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208020006EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Lin-Chang Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLIN-BusinessNameControlTxt
Phone4088676678PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line114825 Gypsy Hill RoadAddressLine1Txt
CitySaratogaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95070ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonChih-Chang LinPersonNm
Person TitleDirectorPersonTitleTxt
Signature2020-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPhillip HsuPreparerPersonNm
PTINP01605089PTIN
Phone4085578200PhoneNum
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$180,815FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$3,618DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,618DividendsNetInvstIncmAmt
Dividends Adj Net Incm$3,618DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$3,314NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$10,629GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,314CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$6,933TotalRevAndExpnssAmt
Total Net Invst Incm$6,933TotalNetInvstIncmAmt
Total Adj Net Incm$3,619TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$900AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$110TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,010TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$11,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$11,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$12,610TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$11,600TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$5,677ExcessRevenueOverExpensesAmt
Net Investment Income$6,933NetInvestmentIncomeAmt
Adjusted Net Income$3,619AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,125SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,764SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,764SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$129,879CorporateStockBOYAmt
Corporate Stock EOY$122,563CorporateStockEOYAmt
Corporate Stock EOYFMV$176,051CorporateStockEOYFMVAmt
Total Assets BOY$133,004TotalAssetsBOYAmt
Total Assets EOY$127,327TotalAssetsEOYAmt
Total Assets EOYFMV$180,815TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$42,928CapitalStockBOYAmt
Capital Stock EOY$42,928CapitalStockEOYAmt
Retained Earning BOY$90,076RetainedEarningBOYAmt
Retained Earning EOY$84,399RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$133,004TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$127,327TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$133,004TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$127,327TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$133,004TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$5,677ExcessRevenueOverExpensesAmt
Subtotal$127,327SubtotalAmt
Tot Net Ast Or Fund Balances EOY$127,327TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
50 SHS CADENCE DESIGN SYSTEMS INCP2009-01-302019-06-03$3,142$161$2,981$2,981
200 SHS ISHARES PREFERRED AND INCOME SECURITIESP2009-10-232019-09-27$7,487$7,154$333$333
FieldValueIRS element (for citing)
Capital Gain Net Income$3,314CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$10,660AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$155,742NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.06845DistributionYr1Rt
Adjusted Qlfy Distri Yr2$7,995AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$153,925NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.05194DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,765AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$35,068NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.05033DistributionYr3Rt
Adjusted Qlfy Distri Yr4$900AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$27,265NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.03301DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,683AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$26,385NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.06379DistributionYr5Rt
Total Distribution0.267514TotalDistributionRt
Average Distribution0.053503AverageDistributionRt
Net Vl Noncharitable Assets$173,202NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$9,267AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$69NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$9,336AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$11,600QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$69InvestmentIncomeExciseTaxAmt
Subtotal$69SubtotalAmt
Tax Based On Investment Income$69TaxBasedOnInvestmentIncomeAmt
Tax Due$69TaxDueAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Chih-Chang LinBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4088676678PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line114825 Gypsy Hill RoadAddressLine1Txt
CitySaratogaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95070ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Chih-Chang Lin
14825 Gypsy Hill RoadSaratogaCA95070Director1.00$0
I-Hsin Chang
14825 Gypsy Hill RoadSaratogaCA95070Director1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1Chinese Church In Christ- Contribution goes towards the General Fund, Church Plant Fund and Designated Offering - Mission.Description1Txt
Expenses1$9,600Expenses1Amt
Description2UC Santa Barbara- contribution goes towards the educational future of the students at UC Santa Barbara.Description2Txt
Expenses2$1,000Expenses2Amt
Description3UC Berkely- contribution goes towards the educational future of the students at UC Berkely.Description3Txt
Expenses3$1,000Expenses3Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$173,367AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,473AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$175,840TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$175,840AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,638CashDeemedCharitableAmt
Net Vl Noncharitable Assets$173,202NetVlNoncharitableAssetsAmt
Minimum Investment Return$8,660MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$8,660MinimumInvestmentReturnAmt
Tax Based On Investment Income$69TaxBasedOnInvestmentIncomeAmt
Total Tax$69TotalTaxAmt
Distributable Before Adj$8,591DistributableBeforeAdjAmt
Distributable Before Ded$8,591DistributableBeforeDedAmt
Distributable As Adjusted$8,591DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$11,600ExpensesAndContributionsAmt
Qualifying Distributions$11,600QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$69PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$11,531AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$8,591DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$338ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$35ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$666ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,073ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,112TotalExcessDistributionCyovAmt
Qualifying Distributions$11,600QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$8,591AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,009RemainingDistriFromCorpusAmt
Total Corpus$7,121TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$338ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$6,783ExcessDistriCyovToNextYrAmt
Excess From Year3$35ExcessFromYear3Amt
Excess From Year2$666ExcessFromYear2Amt
Excess From Year1$3,073ExcessFromYear1Amt
Excess From Current Year$3,009ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerChih-Chang LinContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonChih-Chang LinRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line114825 Gypsy Hill RoadAddressLine1Txt
CitySaratogaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95070ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4088676678RecipientPhoneNum
Form And Info And MaterialsNo Specific RequirementFormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
University of California Berkeley
7408 Dwinelle HallBerkeleyCA94720N/AOtherEducational$1,000
Chinese Church In Christ
1490 Saratoga AveSan JoseCA95129N/AOtherCharity$9,600
University of California Santa Barb
Santa BarbaraSanta BarbaraCA93106N/AOtherCharity$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$11,600TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3,618RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3,314RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$6,933RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,933TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4Dividend income was generated from investment in U.S. securities.
8Capital gain was generated from sales of investment in U.S. securities.

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeeCategoryTxt
Amt$900Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
Fed Tax$100
State Tax$10