STRATEGY STUDIO / PUBLIC DATA EXPLORER

LIN-CHANG FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
LIN-CHANG FAMILY FOUNDATION (EIN 20-8020006)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-05
IRS object ID
201741259349102354
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)
Return2017-05-05T16:56:33-07:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-05-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPhillip Hsu CPAPreparerPersonNm
PTINP01605089PTIN
Phone4085578200PhoneNum
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$128,333FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$104,418ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$1,143DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,143DividendsNetInvstIncmAmt
Dividends Adj Net Incm$1,143DividendsAdjNetIncmAmt
Total Rev And Expnss$105,561TotalRevAndExpnssAmt
Total Net Invst Incm$1,143TotalNetInvstIncmAmt
Total Adj Net Incm$1,143TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$860AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$32TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$892TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,765ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,765ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,657TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,765TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$102,904ExcessRevenueOverExpensesAmt
Net Investment Income$1,143NetInvestmentIncomeAmt
Adjusted Net Income$1,143AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,005SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$491SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$491SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$20,662CorporateStockBOYAmt
Corporate Stock EOY$125,080CorporateStockEOYAmt
Corporate Stock EOYFMV$127,842CorporateStockEOYFMVAmt
Total Assets BOY$22,667TotalAssetsBOYAmt
Total Assets EOY$125,571TotalAssetsEOYAmt
Total Assets EOYFMV$128,333TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$42,928CapitalStockBOYAmt
Capital Stock EOY$42,928CapitalStockEOYAmt
Retained Earning BOY-$20,261RetainedEarningBOYAmt
Retained Earning EOY$82,643RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$22,667TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$125,571TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$22,667TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$125,571TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$22,667TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$102,904ExcessRevenueOverExpensesAmt
Subtotal$125,571SubtotalAmt
Tot Net Ast Or Fund Balances EOY$125,571TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$900AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$27,265NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.03301DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,683AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$26,385NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.06379DistributionYr2Rt
Adjusted Qlfy Distri Yr3$915AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$25,315NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.03615DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,700AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$23,593NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.07206DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,738AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$23,185NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.07496DistributionYr5Rt
Total Distribution0.279957TotalDistributionRt
Average Distribution0.055991AverageDistributionRt
Net Vl Noncharitable Assets$35,068NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,963AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$11NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,974AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,765QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$23InvestmentIncomeExciseTaxAmt
Subtotal$23SubtotalAmt
Tax Based On Investment Income$23TaxBasedOnInvestmentIncomeAmt
Tax Due$23TaxDueAmt

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
Form990 T FiledfalseForm990TFiledInd
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 ContributorsYes (true)NewSubstantialContributorsInd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

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)
Description1University of California, Berkeley- Contribution goes towards the Department of Film and Media FundDescription1Txt
Expenses1$1,500Expenses1Amt
Description2Saratoga Education Foundation- Contribution goes towards the education of the children of Saratoga, CADescription2Txt
Expenses2$150Expenses2Amt
Description3Argonaut PTA- contribution goes towards the educational future of the children at Argonaut Elementary School.Description3Txt
Expenses3$115Expenses3Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$33,413AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,189AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$35,602TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$35,602AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$534CashDeemedCharitableAmt
Net Vl Noncharitable Assets$35,068NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,753MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,753MinimumInvestmentReturnAmt
Tax Based On Investment Income$23TaxBasedOnInvestmentIncomeAmt
Total Tax$23TotalTaxAmt
Distributable Before Adj$1,730DistributableBeforeAdjAmt
Distributable Before Ded$1,730DistributableBeforeDedAmt
Distributable As Adjusted$1,730DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,765ExpensesAndContributionsAmt
Qualifying Distributions$1,765QualifyingDistributionsAmt
Adjusted Qualifying Distri$1,765AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,730DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$338ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$338TotalExcessDistributionCyovAmt
Qualifying Distributions$1,765QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,730AppliedToCurrentYearAmt
Remaining Distri From Corpus$35RemainingDistriFromCorpusAmt
Total Corpus$373TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$373ExcessDistriCyovToNextYrAmt
Excess From Year2$338ExcessFromYear2Amt
Excess From Current Year$35ExcessFromCurrentYearAmt

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
Saratoga Education Foundation
PO Box 2392SaratogaCA95070N/AOtherEducational$150
Argonaut Elementary School PTA
13200 Shadow Mountain DrSaratogaCA95070N/AOtherEducational$115
University of California Berkeley
7408 Dwinelle HallBerkeleyCA94720N/AOtherEducational$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,765TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,143RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,143RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,143TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number4LineNumberTxt
Relationship StatementDividend income was generated from investment in U.S. securities.RelationshipStatementTxt

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 PersonChih-Chang LinContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line114825 Gypsy Hill RoadAddressLine1Txt
CitySaratogaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95070ZIPCd
FieldValueIRS element (for citing)
Total Contributions$104,418TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property4,090 Sh Cadence Design Systems Inc StocksNoncashPropertyDesc
Fair Market Value$104,418FairMarketValueAmt
Received2016-12-15ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Categorytax preparationCategoryTxt
Amt$860Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonChih-Chang LinPersonNm

US Address USAddress

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

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
Fed Tax$22
State Tax$10