STRATEGY STUDIO / PUBLIC DATA EXPLORER

SHUNG-HO AND RONG JUH CHANG FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
SHUNG-HO AND RONG JUH CHANG FAMILY FOUNDATION (EIN 33-0833551)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-04-25
IRS object ID
201731159349100413
Schema version
2016v3.0
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)
Return2017-04-25T12:01:47-07:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Rhema Consulting CorpBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16344 FERRIS SQAddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92121ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN330833551EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SHUNG-HO & RONG JUH CHANG FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSHUNBusinessNameControlTxt
Phone8587567421PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3593AddressLine1Txt
CityRANCHO SANTA FECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92067ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRONG JUH CHANGPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone8587567421PhoneNum
Signature2017-04-24SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonYUHUA PHILIP CHANG CPAPreparerPersonNm
Phone8586933333PhoneNum
Preparation2017-04-25PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address108.60.104.90IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-04-25IPDt
IP Tm12:01:34IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id193649462BFF894307B0D645F148E6706EAE4F11AtSubmissionCreationDeviceId
At Submission Filing Device Id193649462BFF894307B0D645F148E6706EAE4F11AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$446,104FMVAssetsEOYAmt
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$23InterestOnSavRevAndExpnssAmt
Dividends Rev And Expnss$8,992DividendsRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$9,015TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$450AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$1,411OtherProfFeesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$50OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,911TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$22,286ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$24,197TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$15,182ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$461,286SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$446,104SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$446,104SavAndTempCashInvstEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$3,873LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,873LandBldgEquipAccumDeprecAmt
Land EOY$0LandEOYAmt
Total Assets BOY$461,286TotalAssetsBOYAmt
Total Assets EOY$446,104TotalAssetsEOYAmt
Total Assets EOYFMV$446,104TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$461,286RetainedEarningBOYAmt
Retained Earning EOY$446,104RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$461,286TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$446,104TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$461,286TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$446,104TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$461,286TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$15,182ExcessRevenueOverExpensesAmt
Subtotal$446,104SubtotalAmt
Tot Net Ast Or Fund Balances EOY$446,104TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtDepreciationDepreciationAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtFMV As Of123169FMVAsOf123169AmtAdjusted Basis As Of123169AdjustedBasisAsOf123169AmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MORGAN STANLEY A/C 254 063830 261P2016-02-252016-12-31$22,179$0$22,222-$43$0$0$0-$43
MORGAN STANLEY A/C 254 063830 261P2015-08-202016-12-12$67,599$0$69,693-$2,094$0$0$0-$2,094
FieldValueIRS element (for citing)
Capital Gain Net Income-$2,137CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$43NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Distribution Yr10.000000DistributionYr1Rt
Distribution Yr20.000000DistributionYr2Rt
Distribution Yr30.000000DistributionYr3Rt
Distribution Yr40.000000DistributionYr4Rt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution0.000000TotalDistributionRt
Average Distribution0.000000AverageDistributionRt
Adj Nonchrtbl Net Invst Incm Pct$0AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Applied To ES Tax$0AppliedToESTaxAmt

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
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 AddressWWW.CHANGFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksSHUNG-HO CHANGIndividualWithBooksNm
Phone8587567421PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3593AddressLine1Txt
CityRANCHO SANTA FECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92067ZIPCd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SHUNG-HO CHANG
PO BOX 3593RANCHO SANTA FECA92067PRESIDENT0$0$0$0
RONG JUH CHANG
PO BOX 3593RANCHO SANTA FECA92067SECRETARY0$0$0$0
BENJAMIN CHANG
PO BOX 3593RANCHO SANTA FECA92067TRUSTEE0$0$0$0
JAMES CHANG
PO BOX 3593RANCHO SANTA FECA92067TRUSTEE0$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Expenses2$0Expenses2Amt
Expenses3$0Expenses3Amt
Expenses4$0Expenses4Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Undistributed Income CY$0UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN HUNANESE ASSOCIATION
PO BOX 720201San DiegoCA92172501(C)(3)EXEMPTFOUNDATION TO PROVIDEFUNDS ENABLECHARITABLE FUNCTIONS$2,286
SALVATION ARMY
6845 University AveSan DiegoCA92115501(C)(3)EXEMPTFOUNDATION TO PROVIDEFUNDS ENABLECHARITABLE FUNCTIONS$5,000
MERCY CORPS
45 SW Ankeny StreetPortlandOR97204501(C)(3)EXEMPTFOUNDATION TO PROVIDEFUNDS ENABLECHARITABLE FUNCTIONS$5,000
AMERICAN RED CROSS
431 18th Street NWWashingtonDC20006501(C)(3)EXEMPTFOUNDATION TO PROVIDEFUNDS ENABLECHARITABLE FUNCTIONS$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$22,286TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion13ExclusionCd
Exclusion$23ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion13ExclusionCd
Exclusion$8,992ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion13ExclusionCd
Exclusion$516ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$9,531ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$9,531TotalIncomeProducingActyAmt

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)
CategoryPHILIP CHANG CPA TAX & ACCOUNTINGCategoryTxt
Amt$450Amt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRt
COMPUTER1998-12-29$1,666$1,333200DB5.00
CAMERA/SCANNER/PRINTER1999-07-05$1,159$1,159200DB5.00
COMPUTER 20112011-07-01$1,048200DB5.00

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferencePUBLIC INSPECTIONFormAndLineReferenceDesc
Medium ExplanationTHIS ORGANIZATION IS NOT REQUIRED TO COMPLY WITH PUBLIC INSPECTION REQUIREMENT PER INTERNAL REVENUE REGULATIONS EFFECTIVE 03/13/00.MediumExplanationTxt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (2 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmt
MACHINERY & EQUIPMENT$2,825$2,825
COMPUTER 2011$1,048$1,048

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
BUSINESS REGISTRATION FEE$10
SOS FILING FEE$40

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryFINANCIAL ADVIOSRY FEE ASSET MANAGEMENTCategoryTxt
Amt$1,411Amt