STRATEGY STUDIO / PUBLIC DATA EXPLORER

LIN-CHANG FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
LIN-CHANG FAMILY FOUNDATION (EIN 20-8020006)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-07-29
IRS object ID
201542109349100019
Schema version
2014v5.0
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)
Return2015-07-29T11:53:38-07:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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
Signature2015-07-27SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPhillip Hsu CPAPreparerPersonNm
PTINP01605089PTIN
Phone4085578200PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$27,158FMVAssetsEOYAmt
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$1,054DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,054DividendsNetInvstIncmAmt
Dividends Adj Net Incm$1,054DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$4,600NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$15,690GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,600CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$5,654TotalRevAndExpnssAmt
Total Net Invst Incm$5,654TotalNetInvstIncmAmt
Total Adj Net Incm$1,054TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$825AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$19TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$844TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,740ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,740ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,584TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,740TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,070ExcessRevenueOverExpensesAmt
Net Investment Income$5,654NetInvestmentIncomeAmt
Adjusted Net Income$1,054AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$175SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,715SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,715SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$20,132CorporateStockBOYAmt
Corporate Stock EOY$20,662CorporateStockEOYAmt
Corporate Stock EOYFMV$24,443CorporateStockEOYFMVAmt
Total Assets BOY$20,307TotalAssetsBOYAmt
Total Assets EOY$23,377TotalAssetsEOYAmt
Total Assets EOYFMV$27,158TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$42,928CapitalStockBOYAmt
Capital Stock EOY$42,928CapitalStockEOYAmt
Retained Earning BOY-$22,621RetainedEarningBOYAmt
Retained Earning EOY-$19,551RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$20,307TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$23,377TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$20,307TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$23,377TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$20,307TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,070ExcessRevenueOverExpensesAmt
Subtotal$23,377SubtotalAmt
Tot Net Ast Or Fund Balances EOY$23,377TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$4,600CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$915AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$25,315NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.03615DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,700AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$23,593NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.07206DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,738AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$23,185NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.07496DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,532AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$21,062NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.07274DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$20,395NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.04903DistributionYr5Rt
Total Distribution0.30493TotalDistributionRt
Average Distribution0.06099AverageDistributionRt
Net Vl Noncharitable Assets$26,385NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,609AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$57NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,666AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,740QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$57InvestmentIncomeExciseTaxAmt
Subtotal$57SubtotalAmt
Tax Based On Investment Income$57TaxBasedOnInvestmentIncomeAmt
Tax Due$57TaxDueAmt

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$1,060Expenses1Amt
Description2Saratoga Music Booster- Contribution goes towards the music education of the children of saratoga, caDescription2Txt
Expenses2$250Expenses2Amt
Description3California Youth Symphony- Contribution goes towards the youth music program in Palo Alto and Los Altos, CADescription3Txt
Expenses3$150Expenses3Amt
Description4Redwood PTA- contribution goes towards the educational future of the children at Redwood Middle School.Description4Txt
Expenses4$120Expenses4Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$22,881AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,906AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$26,787TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$26,787AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$402CashDeemedCharitableAmt
Net Vl Noncharitable Assets$26,385NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,319MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,319MinimumInvestmentReturnAmt
Tax Based On Investment Income$57TaxBasedOnInvestmentIncomeAmt
Total Tax$57TotalTaxAmt
Distributable Before Adj$1,262DistributableBeforeAdjAmt
Distributable Before Ded$1,262DistributableBeforeDedAmt
Distributable As Adjusted$1,262DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,740ExpensesAndContributionsAmt
Qualifying Distributions$1,740QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$57PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,683AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,262DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$301ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$301TotalExcessDistributionCyovAmt
Qualifying Distributions$1,740QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,262AppliedToCurrentYearAmt
Remaining Distri From Corpus$478RemainingDistriFromCorpusAmt
Total Corpus$779TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$779ExcessDistriCyovToNextYrAmt
Excess From Year2$301ExcessFromYear2Amt
Excess From Current Year$478ExcessFromCurrentYearAmt

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 (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Saratoga Education Foundation
PO Box 2392SaratogaCA95070N/AOtherEducational$1,060
Saratoga Music Boosters
20300 Herriman AvenueSaratogaCA95070N/AOtherEducational$250
Argonaut Elementary School PTA
13200 Shadow Mountain DrSaratogaCA95070N/AOtherEducational$100
Redwood Middle School PTA
13925 Fruitvale AveSaratogaCA95070N/AOtherEducational$120
California Youth Symphony
441 California Ave 5Palo AltoCA94306N/AotherEducational$150
Redwood Sports Boosters
13925 Fruitvale AveSaratogaCA95070N/AOtherEducational$60
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,740TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,054RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$4,600RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$5,654RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,654TotalIncomeProducingActyAmt

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.
8Gain was generated from liquidation of certain 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)
Categorytax preparationCategoryTxt
Amt$825Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
Fed Tax$9
State Tax$10