STRATEGY STUDIO / PUBLIC DATA EXPLORER

LIN-CHANG FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
LIN-CHANG FAMILY FOUNDATION (EIN 20-8020006)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-05
IRS object ID
201441259349100334
Schema version
2013v3.1
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)
Return2014-05-05T10:47:50-07:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Teng Accountancy CorporationBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1360 S Kiely Blvd Suite 250AddressLine1
CitySan JoseCity
StateCAState
ZIP Code95129ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208020006EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Lin-Chang Family FoundationBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlLIN-BusinessNameControlTxt
Phone4088676678PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line114825 Gypsy Hill RoadAddressLine1
CitySaratogaCity
StateCAState
ZIP Code95070ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonChih-Chang LinPersonNm
Person TitleDirectorPersonTitleTxt
Signature2014-05-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHong-Sheng Teng CPAPreparerPersonNm
PTINP01378544PTIN
Phone4085578200PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$24,847FMVAssetsEOYAmt
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$472DividendsRevAndExpnssAmt
Dividends Net Invst Incm$472DividendsNetInvstIncmAmt
Dividends Adj Net Incm$472DividendsAdjNetIncmAmt
Total Rev And Expnss$472TotalRevAndExpnssAmt
Total Net Invst Incm$472TotalNetInvstIncmAmt
Total Adj Net Incm$472TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$825AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$25TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$850TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$915ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$915ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,765TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$915TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,293ExcessRevenueOverExpensesAmt
Net Investment Income$472NetInvestmentIncomeAmt
Adjusted Net Income$472AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,468SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$175SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$175SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$20,132CorporateStockBOYAmt
Corporate Stock EOY$20,132CorporateStockEOYAmt
Corporate Stock EOYFMV$24,672CorporateStockEOYFMVAmt
Total Assets BOY$21,600TotalAssetsBOYAmt
Total Assets EOY$20,307TotalAssetsEOYAmt
Total Assets EOYFMV$24,847TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$42,928CapitalStockBOYAmt
Capital Stock EOY$42,928CapitalStockEOYAmt
Retained Earning BOY-$21,328RetainedEarningBOYAmt
Retained Earning EOY-$22,621RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$21,600TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$20,307TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$21,600TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$20,307TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$21,600TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,293ExcessRevenueOverExpensesAmt
Subtotal$20,307SubtotalAmt
Tot Net Ast Or Fund Balances EOY$20,307TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,700AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$23,593NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.07206DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,738AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$23,185NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.07496DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,532AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$21,062NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.07274DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$20,395NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.04903DistributionYr4Rt
Adjusted Qlfy Distri Yr5$3,600AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$30,005NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.11998DistributionYr5Rt
Total Distribution0.38877TotalDistributionRt
Average Distribution0.07775AverageDistributionRt
Net Vl Noncharitable Assets$25,315NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,968AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$5NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,973AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$915QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$9InvestmentIncomeExciseTaxAmt
Subtotal$9SubtotalAmt
Tax Based On Investment Income$9TaxBasedOnInvestmentIncomeAmt
Tax Due$9TaxDueAmt

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 LinBusinessNameLine1
FieldValueIRS element (for citing)
Phone4088676678PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line114825 Gypsy Hill RoadAddressLine1
CitySaratogaCity
StateCAState
ZIP Code95070ZIPCode
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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage 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)
Description1Second Harvest Food Bank- Contribution goes toward to ending local hunger.Description1Txt
Expenses1$250Expenses1Amt
Description2River of Life Outreach Foundation- Contribution goes towards helping the impoverished and suffering.Description2Txt
Expenses2$200Expenses2Amt
Description3Saratoga Music Booster- Contribution goes towards the music education of the children of saratoga, caDescription3Txt
Expenses3$250Expenses3Amt
Description4Redwood PTA- contribution goes towards the educational future of the children at Redwood Middle School.Description4Txt
Expenses4$115Expenses4Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$24,733AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$968AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$25,701TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$25,701AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$386CashDeemedCharitableAmt
Net Vl Noncharitable Assets$25,315NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,266MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,266MinimumInvestmentReturnAmt
Tax Based On Investment Income$9TaxBasedOnInvestmentIncomeAmt
Total Tax$9TotalTaxAmt
Distributable Before Adj$1,257DistributableBeforeAdjAmt
Distributable Before Ded$1,257DistributableBeforeDedAmt
Distributable As Adjusted$1,257DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$915ExpensesAndContributionsAmt
Qualifying Distributions$915QualifyingDistributionsAmt
Adjusted Qualifying Distri$915AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,257DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$93ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$550ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$643TotalExcessDistributionCyovAmt
Qualifying Distributions$915QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$915AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$342ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$342ExcessDistributionCyovAppCYAmt
Total Corpus$301TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$301ExcessDistriCyovToNextYrAmt
Excess From Year1$301ExcessFromYear1Amt

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 RoadAddressLine1
CitySaratogaCity
StateCAState
ZIP Code95070ZIPCode
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 (5 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Saratoga Music Boosters
20300 Herriman AvenueSaratogaCA95070N/AOtherEducational$250
Argonaut PTA
13200 Shadow Mountain DrSaratogaCA95070N/AOtherEducational$100
Second Harvest Food Bank
4001 North First StreetSan JoseCA95134N/AOtherHelping Others$250
River of Life Foundation
1177 Laurelwood RoadSanta ClaraCA95054N/AOtherDisaster Relief$200
Redwood PTA
13925 Fruitvale AveSaratogaCA95070N/AOtherEducational$115
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$915TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$472RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$472RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$472TotalIncomeProducingActyAmt

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$825Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
Fed Tax$15
State Tax$10