STRATEGY STUDIO / PUBLIC DATA EXPLORER

LIN-CHANG FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
LIN-CHANG FAMILY FOUNDATION (EIN 20-8020006)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-23
IRS object ID
201631449349100118
Schema version
2015v2.0
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)
Return2016-05-23T10:58:47-07:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-05-20SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPhillip Hsu CPAPreparerPersonNm
PTINP01605089PTIN
Phone4085578200PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$26,171FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$1,107DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,107DividendsNetInvstIncmAmt
Dividends Adj Net Incm$1,107DividendsAdjNetIncmAmt
Total Rev And Expnss$1,107TotalRevAndExpnssAmt
Total Net Invst Incm$1,107TotalNetInvstIncmAmt
Total Adj Net Incm$1,107TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$850AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$67TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$917TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$900ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$900ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,817TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$900TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$710ExcessRevenueOverExpensesAmt
Net Investment Income$1,107NetInvestmentIncomeAmt
Adjusted Net Income$1,107AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,715SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,005SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,005SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$20,662CorporateStockBOYAmt
Corporate Stock EOY$20,662CorporateStockEOYAmt
Corporate Stock EOYFMV$24,166CorporateStockEOYFMVAmt
Total Assets BOY$23,377TotalAssetsBOYAmt
Total Assets EOY$22,667TotalAssetsEOYAmt
Total Assets EOYFMV$26,171TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$42,928CapitalStockBOYAmt
Capital Stock EOY$42,928CapitalStockEOYAmt
Retained Earning BOY-$19,551RetainedEarningBOYAmt
Retained Earning EOY-$20,261RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$23,377TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$22,667TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$23,377TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$22,667TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$23,377TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$710ExcessRevenueOverExpensesAmt
Subtotal$22,667SubtotalAmt
Tot Net Ast Or Fund Balances EOY$22,667TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,683AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$26,385NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.06379DistributionYr1Rt
Adjusted Qlfy Distri Yr2$915AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$25,315NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.03615DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,700AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$23,593NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.07206DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,738AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$23,185NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.07496DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,532AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$21,062NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.07274DistributionYr5Rt
Total Distribution0.319686TotalDistributionRt
Average Distribution0.063937AverageDistributionRt
Net Vl Noncharitable Assets$27,265NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,743AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$11NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,754AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$900QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$22InvestmentIncomeExciseTaxAmt
Subtotal$22SubtotalAmt
Tax Based On Investment Income$22TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$22AppliedToEsTaxAmt
Total Payments And Credits$22TotalPaymentsAndCreditsAmt

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 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
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)
Description1Saratoga Education Foundation- Contribution goes towards the education of the children of saratoga, caDescription1Txt
Expenses1$150Expenses1Amt
Description2American Cancer Society- Contribution goes towards the people who has cancer in Saratoga, CADescription2Txt
Expenses2$200Expenses2Amt
Description3Saratoga High School Foundation- Contribution goes towards the students in Saratoga High School, CADescription3Txt
Expenses3$150Expenses3Amt
Description4Redwood PTA- contribution goes towards the educational future of the children at Redwood Middle School.Description4Txt
Expenses4$135Expenses4Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$25,076AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,604AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$27,680TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$27,680AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$415CashDeemedCharitableAmt
Net Vl Noncharitable Assets$27,265NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,363MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,363MinimumInvestmentReturnAmt
Tax Based On Investment Income$22TaxBasedOnInvestmentIncomeAmt
Total Tax$22TotalTaxAmt
Distributable Before Adj$1,341DistributableBeforeAdjAmt
Distributable Before Ded$1,341DistributableBeforeDedAmt
Distributable As Adjusted$1,341DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$900ExpensesAndContributionsAmt
Qualifying Distributions$900QualifyingDistributionsAmt
Adjusted Qualifying Distri$900AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,341DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$301ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$478ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$779TotalExcessDistributionCyovAmt
Qualifying Distributions$900QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$900AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$441ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$441ExcessDistributionCyovAppCYAmt
Total Corpus$338TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$338ExcessDistriCyovToNextYrAmt
Excess From Year1$338ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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 (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Saratoga Education Foundation
PO Box 2392SaratogaCA95070N/AOtherEducational$150
Saratoga High School Foundation
20300 Herriman AvenueSaratogaCA95070N/AOtherEducational$150
Argonaut Elementary School PTA
13200 Shadow Mountain DrSaratogaCA95070N/AOtherEducational$115
SHS Sports Boosters
20300 Herriman AvenueSaratogaCA95070N/AOtherEducational$50
Redwood Middle School PTA
13925 Fruitvale AveSaratogaCA95070N/AOtherEducational$135
Occidental College
1600 Campus Road M-45Los AngelesCA90041N/AOtherEducational$100
American Cancer Society
13601 Saratoga AveSaratogaCA95070N/AOtherHealth$200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$900TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,107RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,107RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,107TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Categorytax preparationCategoryTxt
Amt$850Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
Fed Tax$57
State Tax$10